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How to Get Finance Ready as a Property Developer or Investor


As a developer or investor, you want to be able to move quickly when an opportunity presents itself. You can maximise your chances of a quick ‘yes’ by getting your finances in order ahead of application.

We recommend taking the following steps to get ‘finance ready’:

Applications in a personal name:

  1. Complete an ALIE form. Lender’s will want to see your assets, liabilities, income and expenditure. Download and complete our free PDF template here.
  2. Three months of personal bank statements. Keep a data room with PDF copies of your monthly bank statements so you have them ready and to hand.
  3. Photo I.D. – scan a copy of your passport so you have an electronic copy ready to upload.
  4. Proof of address. You will need to provide proof of your personal address dated within the last two months (a utility bill is recommended).

Applications under an LTD company:

If you’re a director or shareholder of a company linked to you finance application, you will also need ot provide:

  1. Last three months business bank statements
  2. Limited company accounts for the last two years (non-abbreviated)

What else should you prepare?

You should expect to include a project proposal with your finance application. Check out our step-by-step guide and download our free template below.

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Registered in England and Wales. No. 956 09 50

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