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Helpful documents and links

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.

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Residential Forms
Buy to Let Forms
Guides
Customer Literature

Mortgage Lending Criteria

Download our Mortgage Lending Criteria document

Mortgage Lending Criteria (PDF) (122KB)

Packaging Checklist

Download our Packaging Checklist

Packaging Checklist (PDF) (626KB)

Residential Forms

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

Gifted Mortgage Deposit Form - Gifted Mortage Deposit Form (PDF) (116KB)
Buy to Let Customer Property Portfolio - Buy to Let Customer Property Portfolio (PDF) (25KB)
Buy to Let Assets and Liability Schedule / Cashflow - Buy to Let Assets and Liability Schedule / Cashflow (PDF) (71KB)
Buy to Let Business Plan for Portfolio Landlords - Buy to Let Business Plan for Portfolio Landlords (PDF) (70KB)
Mortgage Application Form - Mortgage Application Form (PDF) (768KB)

Guides

Mortgage Portal User Guide - Mortgage Portal User Guide (PDF) (2.4MB)
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)
Portfolio Landlord Support Guide - Portfolio Landlord Support Guide (PDF)(39KB)
Rental Criteria Guide - Rental Criteria Guide (PDF) (1.3MB)

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)