How to Hub

How to... Populate a portfolio template

18 Aug 2022

This is a summary of how to complete a portfolio template right first time, showing the different property types and ownership types of the properties in an example portfolio, demonstrating the mandatory fields and how they are formatted.

You can watch the whole 23 minutes for the full detail, or jump to these time stamps to see the scenario that matches yours.

00.00 How to find the portfolio template

07.54 How to enter an individual buy to let - house and flat examples

13.51 How to enter an individual buy to let - joint borrowers - flat above a shop

16.12 How to enter a limited company buy to let

17.03 How to enter multiple flats/MUB

20.54 How to enter an HMO

 

 

All clients and properties are entirely fabricated and in no way related to any real client.

Contact your BDM

FOR INTERMEDIARIES ONLY

Jump To a Section

Foundation Updates Your Business and Industry How To Hub

Latest Articles

Airbnb Listing
Foundation Home Loans
28 Mar 2024

What's the difference between a Short Term Let, Airbnb, Holiday let and Serviced Accommodation?

Here is our guide to cutting through the terminology to ensure you are recommending the correct product for your client.
EPC 3 Article
Foundation Home Loans
11 Sep 2023

3 reasons to tell your BTL client about ERC-3

ERC-3 is our name at Foundation for the mortgage products which benefit from a 5-year fixed rate but only carry Early Repayment Charges for 3 years.
Crane Driver Cis Contractor Listing
Foundation Home Loans
18 Jul 2023

Do you have any CIS contractors asking for mortgages?

If you have a customer who is Self-employed and works in the Construction Industry, it’s always best to double check if they are on the CIS Scheme. Here is why: