Page 6 - BORIS V2 Guide
P. 6
05 Generating Pre-Populated
Application Forms
We know how frustrating it can be
to repeatedly input your client’s
information, however with BORISV2
you will only need to input this
information once!
Once your DIP has been agreed
with the Lender, their application
form will be generated and pre-
populate all of the information from
your original input.
Our pre-populated application pack
comes with a submission checklist
for all documents required by the
lender and Complete FS.
Login to the case for the required
application form, click the
highlighted blue button and your
document will be automatically
generated!
All our application forms can be
edited allowing you to input the
information directly. Or if you prefer
you can print the application form
and complete it manually.
IMPORTANT: Make sure you read and complete ALL
sections and sign and date the application form.
Application Form
Individual
Mortgage application form
Application number
We are delighted that you have chosen to apply to us for your mortgage. Whether this is your irst purchase, or you have moved several Customer Facing Broker/Advisor
times before, or you are remortgaging your existing home, we will do everything we can to make sure that your application is processed as
quickly, eficiently and smoothly as possible. You can help make this happen by ensuring all the questions have been answered and that all the
documentation required accompanies this form. Application number FCA number 490117
Under no circumstances should you sign a blank application form.
Product Contact name Rose Jay
WHAT PRODUCT ARE YOU APPLYING FOR?
Application fee Company name Linx FS
Please tick and complete as applicable.
Interest rate
Residential Product Valuation fee %
Buy to let Product 5 Year Fixed Rate Interest rate 3.79% %
Interest rate
%
Specialist Buy to let Product Arrangement fee Add Deduct Company Address
Do you wish the product fee to be added to the loan? Yes No (subject to eligibility) (if applicable)
Post code SO31 4RA
Introducer’s name and address: Introducing broker
Rose Royce Telephone number 02280450504
Linx FS
6 COMPLETE F S LTD 9, ENSIGN WAY, SOUTHAMPTON, Email rose.jay@icloud.com
FCA number
SO31 4RA Contact name Broker advice fee
Company name
FCA number: 490117 Complete FS Ltd Packager fee
Submission route details
What level of advice is given? Advised Execution-only Company Address
Is the application being submitted via a Mortgage Club? Yes No If YES, which Mortgage Club? InPartnership
Building/House name Compass Point
For Buy to Let applications only
Is the loan to fund the purchase of a property? Yes No Number
Does the applicant(s) own other Buy to Let properties? Yes No
Has any applicant(s) or “related person” ever lived in the property? Yes No Street Ensign Way
Did the applicant(s) inherit the property or was it gifted? Yes No
District Hamlbe-le-Rice
Town Southampton
Please return this application to: Kent Reliance
PO Box 599 County Hampshire
Chatham
ME4 9DU
Telephone number 023 8045 6999
Email
IF ANY QUESTIONS ARE NOT APPLICABLE PLEASE MARK N/A enquiries@complete-fs.co.uk
Page 1 of 16 Network/Club
Is this case introduced on behalf of a Yes No
Customer Facing Broker/Advisor?
On what basis was this mortgage Advised Non-Advised
arranged?
Face to face Non Face to Face
Advice or information provided by
490117
Rose Jay
Linx FS
2
Application Forms
We know how frustrating it can be
to repeatedly input your client’s
information, however with BORISV2
you will only need to input this
information once!
Once your DIP has been agreed
with the Lender, their application
form will be generated and pre-
populate all of the information from
your original input.
Our pre-populated application pack
comes with a submission checklist
for all documents required by the
lender and Complete FS.
Login to the case for the required
application form, click the
highlighted blue button and your
document will be automatically
generated!
All our application forms can be
edited allowing you to input the
information directly. Or if you prefer
you can print the application form
and complete it manually.
IMPORTANT: Make sure you read and complete ALL
sections and sign and date the application form.
Application Form
Individual
Mortgage application form
Application number
We are delighted that you have chosen to apply to us for your mortgage. Whether this is your irst purchase, or you have moved several Customer Facing Broker/Advisor
times before, or you are remortgaging your existing home, we will do everything we can to make sure that your application is processed as
quickly, eficiently and smoothly as possible. You can help make this happen by ensuring all the questions have been answered and that all the
documentation required accompanies this form. Application number FCA number 490117
Under no circumstances should you sign a blank application form.
Product Contact name Rose Jay
WHAT PRODUCT ARE YOU APPLYING FOR?
Application fee Company name Linx FS
Please tick and complete as applicable.
Interest rate
Residential Product Valuation fee %
Buy to let Product 5 Year Fixed Rate Interest rate 3.79% %
Interest rate
%
Specialist Buy to let Product Arrangement fee Add Deduct Company Address
Do you wish the product fee to be added to the loan? Yes No (subject to eligibility) (if applicable)
Post code SO31 4RA
Introducer’s name and address: Introducing broker
Rose Royce Telephone number 02280450504
Linx FS
6 COMPLETE F S LTD 9, ENSIGN WAY, SOUTHAMPTON, Email rose.jay@icloud.com
FCA number
SO31 4RA Contact name Broker advice fee
Company name
FCA number: 490117 Complete FS Ltd Packager fee
Submission route details
What level of advice is given? Advised Execution-only Company Address
Is the application being submitted via a Mortgage Club? Yes No If YES, which Mortgage Club? InPartnership
Building/House name Compass Point
For Buy to Let applications only
Is the loan to fund the purchase of a property? Yes No Number
Does the applicant(s) own other Buy to Let properties? Yes No
Has any applicant(s) or “related person” ever lived in the property? Yes No Street Ensign Way
Did the applicant(s) inherit the property or was it gifted? Yes No
District Hamlbe-le-Rice
Town Southampton
Please return this application to: Kent Reliance
PO Box 599 County Hampshire
Chatham
ME4 9DU
Telephone number 023 8045 6999
IF ANY QUESTIONS ARE NOT APPLICABLE PLEASE MARK N/A enquiries@complete-fs.co.uk
Page 1 of 16 Network/Club
Is this case introduced on behalf of a Yes No
Customer Facing Broker/Advisor?
On what basis was this mortgage Advised Non-Advised
arranged?
Face to face Non Face to Face
Advice or information provided by
490117
Rose Jay
Linx FS
2
