1
Regulated bridging
mortgage enquiry form
Shawbrook Bank Limited, Lutea House, Warley Hill Business Park, The Drive, Great Warley, Brentwood, Essex CM13 3BE
Property Finance, Commercial Mortgages T 03301 234 521 F 01277 751 145 cm.admin@shawbrook.co.uk shawbrook.co.uk
Registered office: Lutea House, Warley Hill Business Park, The Drive, Great Warley, Brentwood, Essex, CM13 3BE. Registered in England and Wales -
Company Number 388466. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.
GC_CP_SLB_RegBridgeEnquiry_20181030_7
1. Broker details
All introducers involved in the transaction must be listed here
Shawbrook broker partner details
(submitting intermediary)
Name of firm Contact name
Telephone Email
Level of advice given
(by submitted intermediary)
Advised saleExecution only
FCA number
Please confirm you have the
correct permissions
YesNo
Other introducer details (1)
Name of firm Contact name
Telephone Email
Level of advice given
(by submitted intermediary)
Advised saleExecution only
FCA number
Please confirm you have the
correct permissions
YesNo
Fees paid prior to submission
Have any broker fees been charged to the client prior to submission? YesNo
Type of fee Amount £
Is this fee refundable YesNo
If yes, how much is refundable? £
When is this refundable?
M Y Y YD D M Y
Broker completion fee amount £
Fees to be added to your loan
Please note that these fees may be paid up front or added to the loan advance. Please confirm if the following fees are
to be added to the loan advance.
Arrangement fee Telegraphic transfer fee Shawbrook solicitors fee
(please note that this fee covers Shawbrook Banks legal costs
only. Your conveyancer may charge an additional fee which
you will need to paydirectly to them).
2. Loan & product details
Loan amount £
Target completion date
M Y Y YD D M Y
Please note that we will add any agreed fees to the loan amount you have requested, together with the interest due for
the term of the mortgage.
Product code RB1RB2 Repayment type Interest roll-up
Loan term months (12max)
Loan type
Purchase Auction purchase Remortgage
2
Regulated bridging
mortgage enquiry form
Shawbrook Bank Limited, Lutea House, Warley Hill Business Park, The Drive, Great Warley, Brentwood, Essex CM13 3BE
Property Finance, Commercial Mortgages T 03301 234 521 F 01277 751 145 cm.admin@shawbrook.co.uk shawbrook.co.uk
Registered office: Lutea House, Warley Hill Business Park, The Drive, Great Warley, Brentwood, Essex, CM13 3BE. Registered in England and Wales -
Company Number 388466. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.
GC_CP_SLB_RegBridgeEnquiry_20181030_7
3. Existing clients
We are pleased to offer a 0.25% discount on the margin OR a 0.25% reduction on the arrangement fee on loans
up to £750,000, for any clients who have been party to a formally sanctioned loan with Shawbrook.
If the client has an existing relationship with Shawbrook Bank (Commercial Mortgages, Savings, Secured Lending,
Asset Finance, Consumer Lending, Business Credit). Please tick here
Account/reference number
If you have ticked this box, you are entitled to a discount on this regulated bridging application,
please confirm whether you require the discount on the rate margin or the arrangement fee?
Rate margin Arrangement fee
4. Exit strategy
Sale of property Refinance onto personal mortgage Refinance onto BTL mortgage
Other
Please give details
5. Income & affordability
Please confirm that you have assessed the clients affordability for the loan requested YesNo
Please confirm Total annual income £ Total annual expenditure £
NB: If the proposed exit is by a Personal Mortgage, we can assess the proof of income requirements as per European
Standardised Information Sheet (ESIS) conditions prior to valuation instruction (24 hour SLA).
6. Applicant details
Information Borrower/guarantor 1 Borrower /guarantor 2
Title
Surname
Forename(s)
(including any middle names)
Permanent residential address/
correspondence address for company
Date of birth
M Y Y YD D M Y M Y Y YD D M Y
Number of children in household
aged 17 or under
Number of occupiers aged 18 or over
3
Regulated bridging
mortgage enquiry form
Shawbrook Bank Limited, Lutea House, Warley Hill Business Park, The Drive, Great Warley, Brentwood, Essex CM13 3BE
Property Finance, Commercial Mortgages T 03301 234 521 F 01277 751 145 cm.admin@shawbrook.co.uk shawbrook.co.uk
Registered office: Lutea House, Warley Hill Business Park, The Drive, Great Warley, Brentwood, Essex, CM13 3BE. Registered in England and Wales -
Company Number 388466. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.
GC_CP_SLB_RegBridgeEnquiry_20181030_7
Nationality
Country of birth
Previous address if less than 3 years
Home telephone number
Mobile telephone number
Have you ever been convicted of
a criminal offence
YesNo YesNo
If you answered yes to the above, please provide a full explanation below including what it was in relation to, when it
occurred, and whether the situation has now been fully resolved.
Details
7. Security
Security address
If remortgage Unencumbered or outstanding mortgage balance £
Property type House Flat Maisonette
Tenure Freehold Leasehold If leasehold, how many years remain on the lease?
Estimated value £ Purchase price/price paid £ LTV requested %
Is the property currently tenanted YesNo
Rental income £
Are works being completed on the property YesNo
If yes, please confirm the expected cost of these works £
Additional security address
Property type House Flat Maisonette
Estimated value £ Charged offered First charge Subsequent charge
Outstanding first charge balance £
4
Regulated bridging
mortgage enquiry form
Shawbrook Bank Limited, Lutea House, Warley Hill Business Park, The Drive, Great Warley, Brentwood, Essex CM13 3BE
Property Finance, Commercial Mortgages T 03301 234 521 F 01277 751 145 cm.admin@shawbrook.co.uk shawbrook.co.uk
Registered office: Lutea House, Warley Hill Business Park, The Drive, Great Warley, Brentwood, Essex, CM13 3BE. Registered in England and Wales -
Company Number 388466. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.
GC_CP_SLB_RegBridgeEnquiry_20181030_7
8. Exceptions
We accept that clients can’t always tick all the boxes, therefore if this case is outside any of our published criteria please
outline the mitigating factors here to ensure it is given the correct consideration.
9. Data protection checklist
Must be fully completed before we can complete any searches. Please complete all items on this checklist.
Please confirm who read Shawbrook’s privacy script to the applicant(s): Shawbrook brokerOther introducer
If the script was read by ‘Other introducer’, the Shawbrook broker partner must countersign below and by doing so will
be confirming that: (a) the ‘Other introducer’ is known to them; and (b) the ‘Other introducer’ has read Shawbrook’s most
recent privacy script (as found on the Shawbrook Broker Hub).
I have read the most recent Shawbrook privacy script (as found on the Shawbrook Broker Hub), and which contains
details about Shawbrook’s privacy notice, credit reference agency searches and the C-R-A-I-N to the applicant(s),
and they have confirmed that they wish to proceed with the application.
10. Solicitors details
Solicitors must be registered with the Law Society. Please note Licensed Conveyancers are not acceptable.
Name of firm Contact name
Telephone Email
Address
Please note: until the data protection checklist is fully completed and signed, we cannot undertake any credit searches
Please tick if you would like our Solicitors to send their standard requisitions and a formal undertaking letter to
the applicant’s solicitors for completion. Please note, legal work will not begin until we are in receipt of a signed
If by telephone, was this recorded? YesNo
Other introducer signature
Print other introducer name
Date
M Y Y YD D M Y
Date and time script read to the applicant(s)
Broker partner signature
Print Shawbrook broker name
Date
M Y Y YD D M Y
click to sign
signature
click to edit
click to sign
signature
click to edit