Free checklist

The Lender-Ready Pack

A practical checklist of what specialist lenders commonly ask for on bridging, development and commercial cases, so you can get your information together before you apply.

What's inside

Everything a lender is likely to ask for, in one place

A complete, well-organised pack helps a lender understand your deal quickly. The checklist is split into six short sections you can tick off as you go.

  • About you: ID, company structure, experience, assets and liabilities
  • The property: tenure, value, condition, existing charges and planning history
  • Bridging and refurbishment: exit strategy evidence, schedule of works and end values
  • Development: planning, appraisal, build costs, contractor and programme
  • Commercial mortgages: accounts, bank statements, leases and tenancy schedule
  • Putting it together: how to present the pack so it reads clearly
Front page of the Lender-Ready Pack checklist

Free download

Get the checklist

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  • Free, with no obligation
  • Covers bridging, development and commercial cases
  • Questions about your deal? Get in touch

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Important: The checklist is general guidance only and is not advice. Requirements vary by lender, product and case. Finance is subject to status, security, valuation and lender criteria.

Regulation: We arrange finance for business and investment purposes only, which is generally not regulated by the Financial Conduct Authority. We do not arrange loans secured on a property that you or a family member live in, or intend to live in.

Warning: Any property used as security, which may include your home, may be repossessed if you do not keep up repayments on a loan secured on it.

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