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B2B Loans, Mortgages & Standard Finance Questionnaire

Client Details

Company Name:

Company Number:

Company Type:

Company Website:

Company VAT Registered:




Company Employee Number:

Company's Trading From:



Company Directors Name:


Company Shareholders Over 25% Names:

Any other shareholders under 25%:



Contact Full Name:


Contact Landline:

Contact Mobile:


Contact Email:


Additional Contacts (same details as above):


Loan Purpose:



Company Annual Turnover:

Company Years Trading:

Company Years of Accounts:


Company Latest Set of Accounts Date:

Company Name on Bank Statement:

Finance Needed By:

Loan Story - Why do you need the finance? Describe as much as possible:

Breakdown of Use of Funds (If for multiple reasons, with rough amounts):

Does the company have funding elsewhere (list who with and what for):

Loan amount requested in £?

Loan Duration or length:

Time Frame needed for Funds:



Monthly Payment Budget:

Any Payment Preferences:

Early Repayment Expectations:

Minimum Amount Acceptable:

What is the estimated return on investment?

Loan Category:



Consent to Credit Check:



Opt out Marketing:



Insolvency Issues:



Any charges on account?



CCJ's:



Ever been liquidated?



IFunds Questions
Company accept card payments?



Monthly Card Sales:

Card Terminal Provider:



Does the company have Business Bank Accounts?



Does the company have an overdraft facility?



Does the company issue B2B invoices?



Are any directors homeowners?



Are any shareholders homeowners?



Does the company own commercial property?



Are personal guarantees from the directors ok?



Is the customer happy to get a call in the near future from the Plus team to let them know the best current available packages on their telecoms/energy/broadband/business mobile/insurance & water bills?



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