How to submit a case
Register for an online account which 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 0113 225 7889Submit 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 0113 225 7889
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
Submit the minimum required documentation. Download the appropriate checklist below.Standard Residential (PDF) Shared Ownership (PDF) Buy to Let (PDF)
Send the documents (using our secure email service only) to
together as a single PDF with the appropriate checklist as the cover page.