How to submit a case
Register for an online account and set up your password within 24 hours of us registing you. This will allow you to create Key Fact Illustrations (Illustrations), submit Decision in Principles (DIPs) and full mortgage applications. You will need to wait one business day after receiving your login details for our systems to refresh.
If you have any questions, our online service FAQs may help you.
Register for our secure email service, which is the system that you will use to send us your client's documents. If you have any questions, our secure email guide may help you.Register for a secure email account
Review our criteria to make sure your client's application meets our requirements. You can use our interactive tool or download a PDF. If you have any questions, please contact your RDM.View our criteria Download criteria (PDF)
See how much your client can borrow using our Affordability Calculator.Affordability Calculator
Submit a DIP online. Just log into your online account and click on the "Process a new DIP or application" button. If you have any questions, please call the mortgage helpdesk on 03458 480061.Submit DIP
Submit a full application. Just log into your online account and select the DIP that you wish to progress into a full application. You can either pay any fees during the application process or by calling the mortgage helpdesk on 03458 480061
Please note the details input on the direct debit mandate form will be used to set up the direct debit on the completed mortgage account. These details can’t be changed until the first full monthly payment has collected.Submit application
We will email you with a list of specific requirements upon receipt of a new mortgage application. Our Application Requirements Guide will give you an indication of what is typically required together with information showing you how to submit these items to us.Application Requirements Guide