SELF BUILD QUESTIONNAIRE

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1 BROKER DETAILS Broker name FCA Number Authorisation DA Company name Network/Mortgage Club AR Company address Mobile telephone No. Post code Office telephone No. address Where did you hear about BuildLoan? APPLICANT DETAILS First Applicant Second Applicant Title Forename Title Forename Surname Surname Date of birth Retirement age Date of birth Retirement age Nationality Permanent rights to reside Nationality Permanent rights to reside Residential status Time at present address Residential Status Time at present address Living with family & friends / homeowner / renting Living with family & friends / homeowner / renting Number of dependents Ages of dependents Number of dependents Ages of Dependents LAND or PROPERTY DETAILS Project type Planning status Date planning approved (New Build / Renovation / Conversion / Knockdown & Rebuild) Land or Property status (Owned / Identified / Offered) Property Type (Detached / Semi-Detached / Terraced) Are there any agricultural ties or restrictions? (Full planning / Outline planning / Applied for / N/A / None) Land or Property location Title deeds (Separate title / To be separated) Does the site have clear right of access Is the plot being purchase from a multi-plot development? (If yes, please provide details)

2 CONSTRUCTION DETAILS Construction type (Traditional / Timber Frame / SIPS / Pre-cast Concrete / Steel frame / Straw Bale / Beco / Other) Roof (Tile / Slate / Metal / Flat / Thatched / Sedum / Other) Property eco features Property outer skin (Facing Brick / Stone / Render / Timber Clad / Other) Acreage of site Property Features Bedrooms Living rooms Kitchens Bathrooms FINANCIAL DETAILS Purchase price or Value of land/property Existing finance secured on land/property? Estimated build cost Estimated final value Deposit/Equity Loan amount required Is deposit from savings, equity or a combination? (please provide details) Have you received any finance quotes (if so, please provide details) PROJECT DETAILS Anticipated purchase date for land/property? Plans for current property? Anticipated build start date? Anticipated build complete date? Where will applicants live during the build? Will the first stage payment of funds be after the build commences if so, at what stage

3 EMPLOYMENT DETAILS Occupation Occupation Length of Service Length of Service Annual Basic Salary Annual Basic Salary Overtime Overtime Bonus Bonus Other Income Other income Source of other Source of other Full time / Part time Full time / Part time Probation period Yes / No Probation period Yes / No SELF EMPLOYED DETAILS Nature of business Nature of business LTD / Sole Trader / LLP LTD / Sole Trader / LLP How long trading How long trading Percentage share Percentage share owned owned % Year 1 Year 1 Net Profit Salary Dividend Net Profit Salary Dividend Year 2 Year 2 Net Profit Salary Dividend Net Profit Salary Dividend Year 3 Year 3 Net Profit Salary Dividend Net Profit Salary Dividend % CURRENT RESIDENTIAL MORTGAGE Lender Outstanding balance Monthly payment Property value CREDIT COMMITMENTS Lender Outstanding balance Monthly payment Type (loan, card, HP) Applicant 1/2/joint To be repaid BUY TO LET MORTGAGES Lender Outstanding balance Property value Monthly payment Rent received

4 BROKER CONSENT & DECLARATION I am aware that it is an offence to knowingly provide false, misleading or inaccurate information when applying for a loan on behalf of my client(s). I confirm that: I have authority to submit this form on the clients behalf. I have made my clients aware and have consent that BuildLoan Limited can make enquiries to third parties which may include credit reference agencies using the data I have provided. I am aware that, whilst I am dealing with a self build specialist, the advice and recommendation, including the production of mortgage illustrations, remains solely my responsibility. The information provided in this questionnaire, allows the BuildLoan intermediary helpdesk to suggest, based upon your clients individual circumstances, the most suitable lenders and mortgage products from the BuildLoan lending panel. At no point does this constitute advice. The activities of BuildLoan Limited are not regulated by the Financial Conduct Authority. Print adviser name Adviser signature Date By ticking this box, I agree all the above. Please accept this as my signature. CONTACT OUR INTERMEDIARY HELPDESK: enquiries@buildloan.co.uk BuildLoan Ltd, 8 Houstoun Interchange Business Park, Livingston, EH54 5DW Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it.

5 Budget planner Name Please complete the following as accurately as you can. - it can be helpful to have your bank statements to hand when completing this! There are two columns to complete, one, "Current (during build)", which is for your expenditure now, and the other "Future (post build)" should be based on what you think your expenditure will be once you have completed the project and moved in. MONTHLY INCOME: Take Home Monthly Pay (Client 1) Take Home Monthly Pay (Client 2) Other Monthly Income Total Monthly Income MONTHLY EXPENDITURE: Current (During Build) Future (Post Build) Ongoing Mortgage/Rent Payment Ground Rent / Service Charge Unsecured Loans / Hire Purchase Credit / Store Cards Council Tax Gas / Fuel Electric Water TV Licence Satellite/Cable Broadband Telephone - Landline Telephone - Mobile Food / Housekeeping Clothing / Footwear Car Insurance Car Tax Car Repairs / Servicing Petrol

6 Public Transport Costs / Season Tickets Childcare / Nursery Costs Maintenance Payments Child Education School Meals Regular Savings & Pensions Buildings/Contents Insurance Prescription / Health Care Pet Costs / Pet Insurance Entertainment Gym / Sports / Fitness Birthdays / Christmas Holidays Alcohol / Tobacco Lottery / Gambling Other Standing Orders & Direct Debits Detail below any types of life/health/protection policies you have may have Policy Cost Per month Type of Policy/Cover Provider Remaining Term During Build Post Build TOTAL MONTHLY EXPENSES: DISPOSABLE INCOME EACH MONTH:

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