DOCUMENT: FINANCE 

Date of Entry

Ref Nº

Fecha de entrada

Agent NRS
Enter in the office
NAME Apellidos
Address Town
Email:
Teléphone Móbil Other

Searching for property

 

Searching for finance

Searching for property and finance

B: Record of type of search
Land Land and Construction

Other

Other

Apartment

Bungalow

House/Chalet

Duplex

Triplex

Studio

Commercial

Furnished commercial

Garage

Finca

C: Record of Applicant

Nacionality

Nº of Applicants

Children

Age of applicant

Employed in

Employed from

Employed Where

Other persons employed

Monthly Income Monthly cost up to Extra income Other perosnal credits
Other Mortgages Final actual creditl Final actual mortgage Life insurance
Pension Plans Possible guarantors Possiblity of property without furniture Possibility of property with furniture
Desire new construction How many bedrooms Is there an entrante fund Total fund disposible
Do you own a car Children in School Age of children Other properties

D: Record of Documentation principal of applicant

D1: Person with fixed contract

Nº of applicants

Residencia or Passport Deeds of the property Last three payslips Certificate of vida Laboral
Tax declarations? Ultimate IRPF Living in rented property Do you own a property Value of property

D2: Person with temporary contract:

Nº of applicants

Residencia or Passport

Deeds of the property

Last three payslips Setter or renovation from Company
Tax declarations?

Ultimate IRPF

Certificate of Vida Laboral Living in rented property Do you own a property

D3: Person Self employed

Nº of applicants

Residencia or Passport

Deeds of the property

Last 3 quaters declarations Certificate of vida Laboral
Last I.VA. declarations IAE of the last year Living in rented property Do you own a property Value of property

D4: Person legally responsable

Nº of applicants

Residencia or Passport Deeds of the property Deeds of Company Certificate of vida Laboral
Declaration of tax Actual Account Cedula de Identificación fiscal: C.I.F Number Living in rented property Do you own a property