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Typical Secured Loan Lead Sample

Required Form - Part 1

ID123XXXXPreset
DateDate entered into our databasePreset
TitleClients TitleRequired
First NameClients First NameRequired
Second NameClients Surname NameRequired
TelephoneValid Contact NumberRequired
MobileValid Contact NumberOptional
Alt PhoneValid Contact NumberOptional
EmailValid Email AddressOptional
Address inc PostcodeValid Residential AddressRequired
Contact TimeValid Required Contact TimeOptional
Date of BirthDate of BirthRequired
Loan AmountApproximate Amount RequiredRequired
Loan PurposeLoan PurposeRequired
Property ValueEstimated Property ValueRequired
Mortgage OutstandingAmount Outstanding on MortgageRequired
Monthly IncomeEstimated Monthly IncomeRequired
Monthly Mortgage AmountCurrent Monthly Mortgage PaymentRequired
Credit RatingPoor, Ok, Good, ExcellentRequired
EmploymentEmployment StatusRequired
Own HomeYesRequired
Marital StatusStatusRequired

Optional Form - Part 2

Personal Information
OccupationValid Job TitleRequired
Children0, 1, 2, 3, 4, 5, 6, 7Optional
Brief History/Important InformationUp to 255 characters.Optional
Property Information
Mortgage Company Company NameRequired
Purchase Price Approximate Purchase PriceRequired
Date of PurchaseApproximate Date of PurchaseRequired
Property Type Eg: Detached/Bungalow etcRequired
Mortgage Type Eg: Interest Only/RepaymentRequired
Number of Bedrooms 1-10Required
Years at Address Since 19XX (4 digit year)Required
Missed Mortgage Payments How many in last 12 months.Required
CCJsTotal in number and in value (£'s)Required

NB : Forms available in the control panel.