Self-disclosure - Freundeskreis Group

Digital self-disclosure
In this step, we need some information from you so that we can create an individual real estate offer to suit your financial situation. The self-disclosure helps us to realistically assess your creditworthiness and to check financing without equity.

Our financing partners also require this information in order to be able to make you a binding offer. It goes without saying that we treat your data as strictly confidential.
General information
Your personal data
Salutation: *
Title:*
Full name: *
Address:*

Street and house number

City

Zip code Federal state

City
How long have you lived there?*

DaymonthYear
Date of birth: *

DaymonthYear
Country of birth: *
Nationality: *
Marital status:*

SingleMarriedDivorcedWidowed
Matrimonial property regime: *
Is there a legally binding divorce decree?

YesNo
Dependent children?*

YesNo
Monthly maintenance payment:*
Your tax ID:*
Your contact details
Telephone number:*
E-Mail:*
Children
Do you have children?*

YesNo
How many children do you have?*

onetwothreefourfiveNo children
Child 1: Full name *

First nameLast name
Child 1: Date of birth*

DaymonthYear
Child 2: Full name *

First nameLast name
Child: 2 Date of birth *

DaymonthYear
Child 3: Full name *

First nameLast name
Child 3: Date of birth *

DaymonthYear
Child 4: Full name*

First nameLast name
Child 4: Date of birth *

DaymonthYear
Child 5: Full name *

First nameLast name
Child 5: Date of birth *

DaymonthYear
Are you planning to invest with another person?

YesNo
Salutation: (second person)*
Full name: (second person)*
Address: (second person)*

Street and house number

City

Zip code Federal state

City
How long have you lived there: (second person)*
Date of birth: (second person)*
Country of birth: (second person)*
Nationality: (second person)*
Marital status: (second person)*

SingleMarriedDivorcedWidowed
Matrimonial property regime: (second person)
Is there a legally binding divorce decree? (second person)

YesNo
Dependent children? (second person)

YesNo
Monthly maintenance payment: (second person)
Your tax ID: (second person)*
Telephone number: (second person)*
E-Mail: (second person)*

Income
Employment status:*

EmployeeCivil servantParental leaveSelf-employed/freelanceManaging director with shareholdingHousehusband/housewifePrivateerPensionerJob seekerMiscellaneous
Employer:*
Company name:*
Employed since:*

DaymonthYear
Job title:*
Monthly net income:*
Number of salary payments per year: *
Variable salary components per year:
Amount of parental allowance: (per year)*
Until when are you on parental leave?

DaymonthYear
Fixed-term employment contract?*

YesNo
Until when?*

DaymonthYear
Are you on probation?

YesNo
Until when?*

DaymonthYear
Start of self-employment:*

DaymonthYear
Gross annual sales:*
Net annual income:
Which statutory pension(s):*

Old-age pensionReduced earning capacity pensionWidow's/widower's pensionOrphan's pension
Amount of statutory pension(s): (per year)*
Non-statutory pension/s:*

YesNo
Which non-statutory pension(s): *
Amount of non-statutory pension(s): (per year)*
Current sources of income:

Unemployment benefitCitizen's incomeChild benefitMini job / additional incomeNone
Amount of unemployment benefit: (per year)*
Amount of citizen's income: (per year) *
Amount of child benefit: (per year)*
Amount of additional income: (per year)*
Other: (e.g. investment income, dividends) (per year)
Employment status: (second person)

EmployeeCivil servantParental leaveSelf-employed/freelanceManaging director with shareholdingHousehusband/housewifePrivateerPensionerJob seekerMiscellaneous
Monthly net income: (second person)
Start of self-employment: (second person)

DaymonthYear
Gross annual turnover: (second person)
Net annual income: (second person)

Retirement provision
Are you entitled to a state pension?

YesNo
Do you have private pension insurance?

YesNo
Planned retirement date:*

DaymonthYear

Current expenses
Do you rent?

YesNo
Current monthly housing costs: (rent / loan installment)
Number of vehicles: (units)

Your real estate holdings
Do you already own real estate?

YesNo
How many properties do you own?

onetwothreefourfive
1st property:

PropertyCondominiumDetached houseTwo-family houseSemi-detached houseTerraced houseMid-terrace houseApartment buildingCommercial property
Type of trade:
Address:
Total living space:
Commercial space:
Total rented space:
Year of construction:
Number of residential units:
Purchase price:
Estimated current value:
Net rent per month:
Lenders:
Life insurance as a repayment substitute?*

YesNo
Registered land charge:
Current residual debt:
Debit interest:
Repayment interest:
Fixed interest rate until:

DaymonthYear
Installment credit mtl:
Rate LV monthly:
2nd property

PropertyCondominiumDetached houseTwo-family houseSemi-detached houseTerraced houseMid-terrace houseApartment buildingCommercial property
Type of trade:
Address:
Total living space:
Commercial space:
Total rented space:
Year of construction:
Number of residential units:
Purchase price:
Estimated current value:
Net rent per month:
Lenders:
Life insurance as a repayment substitute?*

YesNo
Registered land charge:
Current residual debt:
Debit interest:
Repayment interest:
Fixed interest rate until:
Installment credit mtl:
Rate LV monthly:
3. real estate:

PropertyCondominiumDetached houseTwo-family houseSemi-detached houseTerraced houseMid-terrace houseApartment buildingCommercial property
Type of trade:
Address:
Total living space:
Commercial space:
Total rented space:
Year of construction:
Number of residential units:
Purchase price:
Estimated current value:
Net rent per month:
Lenders:
Life insurance as a repayment substitute?*

YesNo
Registered land charge:
Current residual debt:
Debit interest:
Repayment interest:
Fixed interest rate until:
Installment credit mtl:
Rate LV monthly:
4. real estate:

PropertyCondominiumDetached houseTwo-family houseSemi-detached houseTerraced houseMid-terrace houseApartment buildingCommercial property
Type of trade:
Address:
Total living space:
Commercial space:
Total rented space:
Year of construction:
Number of residential units:
Purchase price:
Estimated current value:
Net rent per month:
Lenders:
Life insurance as a repayment substitute?*

YesNo
Registered land charge:
Current residual debt:
Debit interest:
Repayment interest:
Fixed interest rate until:
Installment credit mtl:
Rate LV monthly:
5. real estate

PropertyCondominiumDetached houseTwo-family houseSemi-detached houseTerraced houseMid-terrace houseApartment buildingCommercial property
Type of trade:
Address:
Total living space:
Commercial space:
Total rented space:
Year of construction:
Number of residential units:
Purchase price:
Estimated current value:
Net rent per month:
Lenders:
Life insurance as a repayment substitute?*

YesNo
Registered land charge:
Current residual debt:
Debit interest:
Repayment interest:
Fixed interest rate until:
Installment credit mtl:
Rate LV monthly:

Assets
Current/overnight money accounts:
Securities: (shares/ETF)
Life insurance:
Monthly deposit:
surrender value:
Other assets: (type + amount)
surrender value:

Other liabilities
Do you have any other loans (apart from the real estate loans listed above)?

YesNo
Type of credit:*

Installment loanCar financingCitizenshipEducation loanBusiness liabilityMiscellaneous
Lender: (installment loan)
Lender: (car financing)
Lender: (Guarantee)
Lender: (education loan)
Lender: (business liability)
Lender: (Other)
Residual debt: (installment loan)
Residual debt: (car financing)
Residual debt: (guarantee)
Residual debt: (education loan)
Residual debt: (business liability)
Residual debt: (Other)
Monthly installment: (installment loan)
Monthly installment: (car financing)
Monthly installment: (Guarantee)
Monthly installment: (education loan)
Monthly installment: (business liability)
Monthly installment: (Other)
End of term: (installment loan)
End of term: (car financing)
End of term: (Guarantee)
End of term: (education loan)
End of term: (business liability)
End of term: (Other)

Almost there!

In this step we need some important documents from you in order to process your request.
Copy of both sides of your identity card or passport:*

Cancelof
Salary slips for the last three months:*

Cancelof
If available: Proof of your available equity capital: (does not have to be used)

Cancelof
Salary statement from December of the previous year:*

Cancelof
Date
Location
Signature*

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Date (seller 2)
Location (salesperson 2)
Signature(Seller 2)

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🔒 100% GDPR-compliant & strictly confidential
Should be Empty:

Self-disclosure

So that we can make you a tailor-made real estate offer that suits your financial situation, we need a little information from you in this step.

The self-disclosure helps us to correctly assess your creditworthiness and, in the next step, to check a realistic financing solution without the use of equity. 🏡

Our financing partners also require this information in order to be able to make you a binding offer. Of course, we treat your data as strictly confidential. 🔒

General information

Are you planning to invest alone or with another person?

Alone

Together

Your personal data

Salutation

First name

Last name

Street & house number

City

Zip code

How long have you lived there?

Date of birth

Country of birth

Nationality

Marital status:

Single

Married

Divorced

Widowed

Matrimonial property regime

Is there a legally binding divorce decree?

Yes

Dependent children?

Yes

Monthly maintenance payments (€)

Your tax ID

Your contact details

Telephone

e-mail

Children

Do you have children

Yes

How many children do you have?

one

two

three

four

five

Child 1: Name & date of birth

Child 2: Name & date of birth

Child 3: Name & date of birth

Child 4: Name & date of birth

Child 5: Name & date of birth

Your personal data (second person)

Salutation

First name

Last name

Street & house number

City

Zip code

How long have you lived there?

Date of birth

Country of birth

Nationality

Marital status:

Single

Married

Divorced

Widowed

Matrimonial property regime

Is there a legally binding divorce decree?

Yes

Dependent children?

Yes

Monthly maintenance payments (€)

Your tax ID

Your contact details (second person)

Telephone

e-mail

Income

Employment status:

Employee

Civil servant

Parental leave

Self-employed/freelance

Managing director with shareholding

Househusband/housewife

Privateer

Pensioner

Job seeker

Miscellaneous

Employer

Employed since:

Job title

Monthly net income (€)

Number of salary payments per year

Variable salary components per year

Amount of parental allowance (per year)

Until when are you on parental leave?

Fixed-term employment contract?

Yes

Until when?

Are you on probation?

Yes

Until when?

Start of self-employment:

Gross annual sales (€)

Net annual income (€)

Child benefit (€ per month)

Other (e.g. investment income, dividends) (€ per year)

Employment status: (second person)

Employee

Civil servant

Parental leave

Self-employed/freelance

Managing director with shareholding

Househusband/housewife

Privateer

Pensioner

Job seeker

Miscellaneous

Monthly net income (€)

Start of self-employment:

Gross annual sales (€)

Net annual income (€)

Retirement provision

Are you entitled to a state pension?

Yes

Do you have private pension insurance?

Yes

Planned retirement

Current expenses

Do you rent?

Yes

Current housing costs (rent / loan installment)

Number of vehicles (units)

Your real estate holdings

Do you already own real estate?

Yes

How many properties do you own?

one

two

three

four

five

1st property

Art:

Property

Condominium

Detached house

Two-family house

Semi-detached house

End terraced house

Mid-terrace house

Apartment building

Commercial property

Type of trade:

Address (street, house number & zip code)

Total living space (m²)

Commercial space (m²)

Rented space (total m²)

Year of construction

Number of residential units

Purchase price (€)

Estimated current value (€)

Net cold rent (€ per month)

Lenders

Life insurance as a repayment substitute?

Yes

Registered land charge (€)

Current residual debt (€)

Debit interest (%)

Repayment rate (%)

Fixed interest rate until:

Loan installment (€ per month)

Rate LV (€ per month)

2nd property

Art:

Property

Condominium

Detached house

Two-family house

Semi-detached house

End terraced house

Mid-terrace house

Apartment building

Commercial property

Type of trade:

Address (street, house number & zip code)

Rented space (total m²)

Total living space (m²)

Commercial space (m²)

Year of construction

Number of residential units

Purchase price (€)

Estimated current value (€)

Net cold rent (€ per month)

Lenders

Life insurance as a repayment substitute?

Yes

Registered land charge (€)

Current residual debt (€)

Debit interest (%)

Repayment rate (%)

Fixed interest rate until (MM/YYYY)

Loan installment (€ per month)

Rate LV (€ per month)

3. real estate

Art:

Property

Condominium

Detached house

Two-family house

Semi-detached house

End terraced house

Mid-terrace house

Apartment building

Commercial property

Type of trade:

Address (street, house number & zip code)

Total living space (m²)

Commercial space (m²)

Rented space (total m²)

Year of construction

Number of residential units

Purchase price (€)

Estimated current value (€)

Net cold rent (€ per month)

Lenders

Life insurance as a repayment substitute?

Yes

Registered land charge (€)

Current residual debt (€)

Debit interest (%)

Repayment rate (%)

Fixed interest rate until (MM/YYYY)

Loan installment (€ per month)

Rate LV (€ per month)

4. real estate

Art:

Property

Condominium

Detached house

Two-family house

Semi-detached house

End terraced house

Mid-terrace house

Apartment building

Commercial property

Type of trade:

Address (street, house number & zip code)

Total living space (m²)

Commercial space (m²)

Rented space (total m²)

Year of construction

Number of residential units

Purchase price (€)

Estimated current value (€)

Net cold rent (€ per month)

Lenders

Life insurance as a repayment substitute?

Yes

Registered land charge (€)

Current residual debt (€)

Debit interest (%)

Repayment rate (%)

Fixed interest rate until (MM/YYYY)

Loan installment (€ per month)

Rate LV (€ per month)

5. real estate

Art:

Property

Condominium

Detached house

Two-family house

Semi-detached house

End terraced house

Mid-terrace house

Apartment building

Commercial property

Type of trade:

Address (street, house number & zip code)

Total living space (m²)

Commercial space (m²)

Rented space (total m²)

Year of construction

Number of residential units

Purchase price (€)

Estimated current value (€)

Net cold rent (€ per month)

Lenders

Life insurance as a repayment substitute?

Yes

Registered land charge (€)

Current residual debt (€)

Debit interest (%)

Repayment rate (%)

Fixed interest rate until (MM/YYYY)

Loan installment (€ per month)

Rate LV (€ per month)

Assets

Current/overnight money accounts

Securities (shares/ETF)

Life insurance

Monthly deposit (€)

Surrender value (€)

Other assets (type + amount)

Surrender value (€)

Other liabilities

Do you have any other loans (apart from the real estate loans listed above)?

Yes

Type of credit:

Installment loan

Car financing

Guarantee

Education loan

Business liability

Miscellaneous

Lender (installment loan)

Lenders (car financing)

Lender (guarantee)

Lender (education loan)

Lender (business liability)

Lenders (other)

Residual debt (installment loan)

Residual debt (car financing)

Residual debt (guarantee)

Residual debt (education loan)

Residual debt (business liability)

Residual debt (other)

Monthly installment (installment loan)

Monthly installment (car financing)

Monthly installment (guarantee)

Monthly installment (education loan)

Monthly installment (business liability)

Monthly installment (other)

End of term (installment loan)

End of term (car financing)

End of term (guarantee)

End of term (education loan)

End of term (business liability)

End of term (other)

Almost there!

In this step we need some important documents from you in order to be able to process your request at
.

Copy of both sides of your identity card or passport

Select file

Salary slips for the last three months

Select file

If available: Proof of your available equity capital (does not have to be used)

Select file

Salary statement from December of the previous year

Select file

I confirm that all information provided is true and complete. I am aware that incomplete or incorrect information may influence the credit decision.

Date

Location

Signature

Date

Location

Signature of buyer 2

🔒 100% GDPR-compliant & strictly confidential

Imprint Data protection [borlabs-cookie type="btn-cookie-preference" title="Cookie" element="link"/]

Digital self-disclosure

General information

Your personal data

Your contact details

Children

Income

Retirement provision

Current expenses

Your real estate holdings

Assets

Other liabilities

Almost there!

General information

Your personal data

Your contact details

Children

Your personal data (second person)

Your contact details (second person)

Income

Retirement provision

Current expenses

Your real estate holdings

1st property

2nd property

3. real estate

4. real estate

5. real estate

Assets

Other liabilities

Almost there!