Adding a new reservation - Finance (Mortgage/Help to Buy/Cash): Proof of Funds Details > Private Loan

Once you have clicked 'Start' on 'Private loan', additional questions will open up for this step. 'Private loan' is applicable to all purchase methods (mortgage/Help to Buy/cash) selected in the Pricing section. This step can be completed later by the buyer on their own platform, (simply click 'Buyer to complete later') or skipped entirely for the buyer to complete offline with their conveyancer (click on 'skip for this reservation'). The buyer will also be able to skip this step entirely from their own platform to handle offline with their conveyancer.

Firstly we will ask how many lenders you are using. We will then ask for the details of each lender, such as the lender's full name/company and the lender address (if known). For the lender's address, you can enter tsearch box, or alternatively, select 'Enter manually' to write this in yourself. Once completed, click 'Save' and this step will be marked as done.

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