AIP Checklist
Complete relevant fields before passing to admin to key
Case basics
Broker
Sole or joint?
Country of birth
Case type
Lender
Lender name (please specify)
Transaction
Applicant status
Applicant 2 status
Who owns the current property?
Value of current home (£)
Mortgage on current home?
Will it be redeemed?
Is this a porting application?
Expected rent on current property (£ pcm)
Instructions for admin (how to key this)
Purchase price (£)
Is the property a new build?
Any incentives to factor in?
Incentive details
Primary or secondary residence?
Borrowing additionally?
Purpose (tick all that apply)
Additional amount (£)
Other — please specify
Expected / current rental (£ pcm)
Tax band — Applicant 1
Reminder: if using a top-slicing / hybrid lender, add the applicants’ share of the future rental income to their declared current income before keying.
Let to buy?
Do the client(s) own any other buy to lets?
How many other BTLs? excluding this mortgaged property
BM Solutions — profit from land & property + finance costs
App 1 — profit from land and property
Most recent year (£)
Previous year (£)
Most recent year (£)
Previous year (£)
New mortgage amount (£)
Term (years)
Repayment type
Property type
Any schemes applicable?
Market value (£)
Purchase price (£)
Which borrower(s) are the supporter / proprietor?
Notes
Share being bought (%)
Total market value (pre-share) (£)
Rent payable (£ pcm)
Interest-only repayment vehicle
Vehicle notes
C&I portion (£)
IO portion (£)
Service charge (£ p.a.)
Ground rent (£ p.a.)
Product preference 2/3/5yr etc.
Retirement age
Adverse credit application? any defaults, CCJs, missed payments, IVAs or other adverse to disclose
Adverse detail type, date, amount, status (settled / outstanding), reason
Admin: please order a full credit report (e.g. CheckMyFile) and attach before submitting to the lender.
Send & notes
Admin to send AIP to client if it passes on agreed amount?
Send to which applicant?
Admin email
Secondary email (optional – CC)
To be completed by
Notes for admin
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