Broker Tools
Tools for faster case acceptance.
A broker resource area for indicative terms, downloadable facility guides, product explainers, case packaging support and client-facing materials.
Use this page when deciding whether a case should be quoted, packaged, discussed with a BDM or supported with product material for your client.
Primary broker download
Broker facilities guide and case tools.
Finanze Capital Facilities Guide
Download the broker facilities guide for a practical overview of product capability, case fit and submission expectations. The key information is also summarised on this page so brokers can review appetite without opening the file first.
Loan Range
Indicative facilities from £500,000 to £250,000,000, subject to underwriting, valuation, legal due diligence, credit approval and funding line.
Business Purpose Only
For unregulated business-purpose and investment-property lending only. Borrower or family occupation of the security property is not acceptable.
Product Routes
Bridging, re-bridge, refurbishment, finish and exit, development exit, title split, lease extension, BMV and commercial investment value cases.
Submission Focus
Clear borrower structure, security details, valuation logic, funding requirement, contribution and exit strategy reduce avoidable back and forth.
Primary broker route
Quote first. Package second.
Quick Quote & Application
Generate indicative terms, download or email the illustration, complete the application and submit the case to Finanze Capital.
Start Quote →Online Criteria Guide
Review product appetite, borrower fit, property fit, leverage considerations and common decline or referral points.
View Criteria →Broker Articles
Read long-form articles on case packaging, exit strategy, BMV evidence, commercial lendability and specialist finance options.
Read Articles →Loan application readiness
Documents that help avoid delays.
To help move a broker case efficiently, prepare as much of the following as possible before submission. This list is not exhaustive, and further requirements may apply depending on the borrower, property, structure and transaction.
Passport and driving licence for each borrower.
Two documents, such as a recent utility bill, annual council tax bill, recent mortgage statement or HMRC documentation.
Recent payslips and P60 for employed applicants. For self-employed applicants, accounts, SA302, tax year overviews or SA100 may be required.
Last three months of personal bank statements, and business bank statements where a company is involved in the purchase.
Required where offset funds are needed to make up a deposit, works contribution or other borrower contribution.
Experian or Equifax credit files are suitable.
For development or refurbishment finance, provide borrower experience, project team details, schedule of works, timings, costings and contractor quotes where available.
A completed A&L declaration helps assess borrower position and wider commitments. Multiple applicants may need additional forms.
A property portfolio schedule is useful for landlords or multi-property borrowers. Existing XLS versions may be used if they contain the required information.
Provide title register and plan for the property being purchased or refinanced. Brokers can obtain these from the HMLR property information service if needed.
Editable broker templates
Download the application support templates.
Use these editable PDFs when a case involves multiple applicants, a wider borrower group, a portfolio position or a broker who prefers to complete the application manually rather than using the online journey.
Manual Loan Application Form
Prefer to complete the application manually? Download the editable loan application form and return it with the supporting documents when the case is ready.
Download PDF →Assets & Liabilities Template
Editable A&L declaration for borrower assets, liabilities, commitments and wider financial position.
Download PDF →Property Portfolio Template
Editable property portfolio schedule for landlords, multi-property borrowers or portfolio-backed applications.
Download PDF →Use The Online Route
The Broker Quick Quote and online application route remains the fastest way to produce indicative terms and submit a structured case.
Start Broker Quote →Broker packaging tools
Useful checks before you submit a case.
Case Summary Prompt
Summarise borrower, security, loan purpose, loan amount, term, source of deposit, repayment route and any urgent deadline in plain English.
Exit Strategy Checklist
Explain whether the exit is sale, refinance, title split sale, lease extension refinance, stabilised income refinance or another evidenced route.
Valuation Evidence Prompt
For value-led cases, include comparable evidence, purchase price, market value logic, works cost, premium cost or investment income evidence.
Document Readiness
Prepare ID, proof of address, corporate documents, bank statements, title information, valuation material, works details and transaction evidence where relevant.
How to use the tools
A simple broker workflow.
1. Sense-check Fit
Start with borrower type, security type, business purpose, occupancy, loan size, term and exit strategy.
2. Use Product Material
Send the relevant guide or client-ready explanation so the client understands the product logic before terms are requested.
3. Run Indicative Terms
Use the broker quote tool to produce an initial facility illustration for a live case.
4. Package And Submit
Complete the application sections, upload supporting documents and submit the structured case to Finanze Capital.
Product material
Product material you can use before a case is packaged.
Download the current Finanze Capital facility guides for the main specialist lending areas. These are useful when explaining the funding logic, likely evidence requirements and case structure to clients before the application is submitted.
Title Split Finance
For opportunities where value may be created or released through title separation, individual exits or structured refinance.
Download PDF →Lease Extension Finance
For short-lease property cases where the finance structure needs to recognise current value, extension cost and supported extended value.
Download PDF →Below Market Value Finance
For discounted purchase opportunities where valuation evidence, vendor motivation and exit strategy need to be clearly explained.
Download PDF →Commercial Investment Value
For commercial and mixed-use assets where income, lease profile, tenant quality and valuation basis need to be assessed together.
Download PDF →Custom versions
Custom versions of the four product PDFs.
Send us your logo and colour scheme and we can create tailored versions of the Title Split Finance, Lease Extension Finance, Commercial Property Investment Finance and Below Market Value Finance PDF guides for you to share with your clients, subject to compliance review and final approval.
Custom versions should be used as general information only and must not be presented as financial, legal, tax, valuation or regulated advice.
Prefer to talk to a BDM
Prefer to talk through a case?
If you prefer to talk to a BDM or have a call, we are at your convenience. You can book an appointment or move straight into the broker quote route.
For live cases: use the broker quick quote route so the case enters the correct workflow and can progress into application when ready.