Helpful documents | Mortgage Intermediaries

This website is for FCA Authorised Intermediaries only.

All applications are subject to a manual underwriting review.

Below are some useful documents and links which will help you make an application and help your client's solicitor see the mortgage through to completion.

Mortgage Lending Criteria

Find our Mortgage Lending Criteria documents below:

Download the Residential Mortgage Lending Criteria

Download the Buy to Let Mortgage Lending Criteria

Packaging Checklist

Find our Packaging Checklist documents below:

Download the Residential Packaging Checklist

Download the Buy to Let Packaging Checklist

Download the Portfolio Buy to Let Packaging Checklist

Mortgage Intermediary Flyers

Download our Mortgage Intermediary Flyers

Mortgage Intermediary Flyer (PDF) (3.7MB)

Less than perfect credit profile solution overview

Residential Forms

Accountant's certificate - Accountant's certificate (PDF) (511KB)
Gifted Mortgage Deposit Form - Gifted Mortgage Deposit Form (PDF) (116KB)
Near Prime Mortgage Debt Consolidation Form - Near Prime Mortgage Debt Consolidation Form (PDF)
Mortgage Budget Planner - Mortgage Budget Planner (PDF) (490KB)
Mortgage Application Form - Mortgage Application Form (PDF) (768KB)

Buy to Let Forms

Accountant's certificate - Accountant's certificate (PDF) (511KB)
Gifted Mortgage Deposit Form - Gifted Mortgage Deposit Form (PDF) (116KB)
Buy to Let Document Pack - Not Portfolio Landlord - Buy to Let Pack - Not Portfolio Landlord (PDF) (25KB)
Personal Guarantee Form - Personal Guarantee Form (PDF) (68KB)
Portfolio Landlord Document Pack - Portfolio Landlord Document Pack (PDF) (522KB)
Mortgage Application Form - Mortgage Application Form (PDF) (768KB)

Guides

Mortgage Portal User Guide - Mortgage Portal User Guide (PDF) (2.5MB)
Product Switching Portal User Guide - Product Switching Portal User Guide (PDF) (1.6MB)
ID requirements guide - ID requirements guide (PDF)(79KB)
Completing a Further Advance, Transfer of Equity, Term Change or Port - Completing a Further Advance, Transfer of Equity, Term Change or Port (PDF)(551.8KB)
CBTL Support Guide - CBTL Support Guide (PDF) (178KB)
Rental Criteria Guide - Rental Criteria Guide (PDF) (1.3MB)
Getting your HMO or MUFB application keyed correctly - HMO or MFU Guide (PDF) (22KB)

Customer Literature

ID requirements guide - ID requirements guide (PDF)(79KB)
Mortgage Tariff - Mortgage Tariff (PDF) (175KB)
Direct Debit Mandate Form - Direct Debit Mandate Form (PDF) (124KB)
Gifted Mortgage Deposit Form - Gifted Mortage Deposit Form (PDF) (116KB)

Helpful documents and links

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