Investor Guides
Guides for Property Investors.
Educational guidance for property investors preparing for specialist property lending.
These guides help you understand the transaction themes behind bridging, refinance, lease extension, title split, refurbishment, contribution, portfolio preparation and exit strategy.
Direct client downloads
Guides and documents for direct property investors.
Finanze Capital Facilities Guide
Use the direct-client facilities guide alongside the articles on this page to understand the main lending routes, likely information requirements and next steps before starting a quote.
Manual Application Form
Download the editable application form if you prefer to complete the information manually before submitting your case.
Download PDF →Assets & Liabilities
Useful where your wider assets, borrowing or commitments need to be explained clearly.
Download PDF →Property Portfolio
Useful if you own multiple investment properties or want to show your portfolio clearly.
Download PDF →Investor Quick Quote
The online quote route remains the quickest way to start and continue into the investor application journey.
Start Quote →Investor-tagged articles only
Application and readiness guides.
The articles below are selected from posts tagged Investor and Investor Guides. Broker and introducer posts have been excluded from this guide page.
Can The Deal Support Finance?
How direct investors can assess value, security, contribution, timing and exit before requesting specialist finance.
Read Article →Preparing An Application
How to prepare borrower details, property documents, funding requirement and exit strategy before a finance application.
Read Article →Contribution And Source Of Funds
How to evidence deposit, works contribution, cost support and source of funds before a finance review.
Read Article →Portfolio and partner guidance
Prepare the wider position.
Prepare A Portfolio For Review
How to organise property, debt, rent, value, ownership and strategy information before a finance review.
Read Article →Using JV Partners
How third-party capital, partner contributions and joint-venture structures can affect a finance application.
Read Article →Investor-tag check: the linked posts on this page are tagged Investor and Investor Guides. Public, broker and introducer-only posts are not used here.
How to use these guides
Learn, prepare, then quote.
Learn The Route
Start with Lending Explained if you want a plain-English overview of the main lending routes.
Prepare The Case
Use the investor-tagged guides to organise property, borrower, contribution, portfolio and exit information.
Use The Templates
Download the application, assets and liabilities, and portfolio templates where they help structure your information.
Start A Quote
Use Investor Quick Quote when you are ready to request indicative terms and continue into application.
Prefer to talk to us
Prefer to talk before applying?
If you prefer to talk to our team or have a call, we are at your convenience. We can help you understand which guide, lending route or application path is most relevant before you move forward.
Additional support
Prefer to use our brokerage.
Not confident in applying for a loan on your own? Our brokerage would be happy to help guide you in detail through the process. They can also help with any refinance that might be needed to exit our facility if you plan to hold onto the asset for the long-term.
As a perk of coming via Finanze Capital, no broker fees will be charged for this service.