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new
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Development Finance
Joint Venture Finance – 100% Funding
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Buy to Let Mortgages
Commercial Mortgages
Residential Mortgages
2nd Charge Mortgages
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Video
Media Articles
Contact Us
Case Studies
121 Strategy Review
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121 Booking Form
Home
About us
About us
Why Work With Us
5 Steps to Success
FAQ’s
CBF Blog
new
Complaints
Bridging Finance
Bridging Finance
Auction Finance
HMO Finance
Development Finance
Development Finance
Joint Venture Finance – 100% Funding
Mortgages
Buy to Let Mortgages
Commercial Mortgages
Residential Mortgages
2nd Charge Mortgages
Media
Video
Media Articles
Contact Us
Case Studies
121 Strategy Review
Clients Feedback
121 Booking Form
121 Booking Form
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121 Booking Form
121 Booking Form
2024-03-28T09:59:04+00:00
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Personal Information
Client Full Name:
*
Client Home Number:
*
Your Home Address:
*
Your Occupation:
*
Client Mobile Number:
*
Your Email Address:
*
Your Home Postcode:
*
Your Gross Annual Income: £
*
Property Information
How many Buy to let Properties do you own:
*
A) Total Value of Portfolio: £
*
Approx. Equity you have in your Portfolio (A-B): £
*
How many HMO Properties do you own:
*
B) Total Debt on Portfolio: £
*
Total Liquid Cash Available to Invest in Property: £
*
Do you own your own home: YES/NO
*
YES
NO
Questionnaire
WHAT ARE YOUR TOP FIVE CHALLENGES IN PROPERTY?
One
Three
Two
Four
Five
HOW DO YOU THINK I CAN HELP?
*
WHAT DO YOU WANT PROPERTY INVESTMENT TO GIVE YOU?
*
WHAT IS YOUR GREATEST FEAR IN INVESTING IN PROPERTY?
*
WHAT PASSIVE MONTHLY INCOME DO YOU NEED TO BE FINANCIALLY FREE?
Minimum Amount per Month: £
*
HOW MUCH CASH DO YOU HAVE TODAY TO INVEST IN YOUR PROPERTY BUSINESS?
*
Ideal Goal per Month: £
*
WHAT IS YOUR PROPOSED BUSINESS PLAN & STRATEGY?
*
IF YOU HAVE A PENSION FUND, WHAT IS IT’S APPROX VALUE TODAY?
VALUE: £
*
WOULD YOU LIKE TO KNOW HOW TO USE THIS TO INVEST IN COMMERCIAL PROPERTY
*
YES
NO
We Provide a Light Lunch For You and a Guest
DO YOU HAVE ANY DIETARY REQUIREMENTS?
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Please select your preference
SOUP & SANDWICHES
SOUP & TUNA SALAD
VEGETARIAN
WOULD YOU LIKE CHARLOTTE TO BAKE A VICTORIA SPONGE? NOT EVERBODY LIKES CAKE 🙂
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Please select your preference
YES, I Love Cake
NO, Thanks
OTHER DIETARY PREFERENCES
DO YOU BRING A GUEST WITH YOU?
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Yes
No
Preferred Dates for Meeting
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Date 1
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Date 2
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Date 3
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