Property loan review

Property:
Review date:
Lender or finance provider:
Loan reference kept separately:
Current balance and statement date:
Payment type:
Current interest rate:
Tracker reference, margin and any floor:
Current monthly payment:
Deal end date:
Remaining term:

Lender notice received:
Confirmed new rate:
Effective date:
Confirmed new payment:

Options discussed with lender or mortgage adviser:
Product fee:
Other costs:
Early repayment charge and expiry:
Expected period for keeping this loan:
Permitted property use checked:

Rent or accommodation income used in the budget:
Operating costs and empty period allowance:
Finance payment used and its source:
Amount remaining after those costs:
Next review date:

Use the actual lender notice and loan terms. This blank note does not recommend a mortgage or send any information to a lender or adviser. Keep completed financial records securely.