business plan - kent reliance for intermediaries · 2020. 1. 13. · business plan mortgage...
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1. §
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Personal details
Applicant 1 Applicant 3
Full name of company
Applicant 2
Sole source of income Retirement planning
Additional income stream Other (please specify)
Capital appreciation
Applicant 4
Applicants/ Directors
Please visit krfi.co.uk/portfolio-checklist to ensure you have provided all necessary documentation and have paid the application fee BEFORE clicking through to eTech to complete property details.
Investment strategy
Background - Include summary of applicants’ / directors’ experience in residential investment property
Please provide details of operating model
Tenant Profiles
Supporting business infrastructure (including professional service providers, letting agents, solicitors, accountant, property management, etc)
Void periods (please provide details of any voids / tenant defaults / evictions that you have experienced and how these situations were managed, together with what plans you have in place to manage these in the future.)
Business Plan
Mortgage application no:
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Please provide details of future strategy
Future funding requirements for the next 18 months
Proposed future purchases, improvements and disposals (Please include property type, tenant type, sources of funding and funding voids during improvements)
Do you have a directorship or shareholding interest in any other companies? If so, do these companies have any financial relationship with the borrowing entity? (please describe)
Please list account numbers of all current OneSavings Bank borrowing
Please provide any additional information in support of the application
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1841/HO/08.19
krbs, Kent Reliance Banking Services and Kent Reliance are trading names of OneSavings Bank plc.Registered in England and Wales (company number 7312896). Registered office: Reliance House, Sun Pier, Chatham, Kent, ME4 4ET.OneSavings Bank plc is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority (registered number 530504).
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Date Date
Date Date
Signature Signature
Signature Signature
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PORTFOLIO LANDLORD CASHFLOW FORECAST Please complete with annual figures
Name Name
Name Name
Applicant 1 Applicant 3
Applicant 2 Applicant 4
Income Previous Tax Year Current Tax Year Notes
Gross Rental Income from Property Portfolio (A)
Expenditure
Mortgage Payments
Tax Paid from Property Portfolio
Letting Agents Fees
Legal & Professional Fees inc Insurance, Ground Rent and Service Charge
Maintenance, Repairs andHome Improvements
Other
Total Expenditure (B)
Net cash flow (A-B)
Total net cash flow
All BTL portfolio properties
DECLARATION Please sign and complete
mo app: Check Box5: 3: Off4: Off0: Off1: Off2: Off
Text3: 0: 3: 2: 5: 4: 6:
Background Include summary of applicants directors experience in residential investment property: 1 Please provide details of operating model Tenant Profiles: Supporting business infrastructure including professional service providers letting agents solicitors accountant property management etc: Void periods please provide details of any voids tenant defaults evictions that you have experienced and how these situations were managed together with what plans you have in place to manage these in the future: Please provide details of future strategy Future funding requirements for the next 18 months: Proposed future purchases improvements and disposals Please include property type tenant type sources of funding and funding voids during improvements: Do you have a directorship or shareholding interest in any other companies If so do these companies have any financial relationship with the borrowing entity please describe: Please list account numbers of all current OSB borrowing: Please provide any additional information in support of the application: Text 1: Text 2: Text 3: Text 4: Text 5: Text 7: Text 8: Text 6: Text 9: Text 10: Text 11: Text 12: Text 13: Text 14: Text 15: Text 16: Text 17: Text 18: Text 19: Text 20: Text 21: Text25: Text45: Text26: Text46: Text27: Text28: Text29: Text30: Text31: Text32: Text33: Text34: Text47: Text48: Text49: Text50: Text51: Text52: Text53: Text54: Text35: Text55: Text36: Text56: Text37: Text38: Text39: Text40: Text41: Text42: Text43: Text44: Text57: Text58: Text59: Text60: Text61: Text62: Text63: Text64: Text 22: 0: 1:
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