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Resources

We have a range of resources to support you with the application process. Check affordability with our calculators, learn how to package your case, view our frequently asked questions and more.

Packaging documentation guide

Everything you need to know in one place, view the guide using the button below.

View guide

Mortgage declarations and Direct Debit mandate

View and download our Mortgage declarations and Direct Debit mandate using the button below.

View mandate

Intermediary declaration and introduction certificate

View and download our Intermediary declaration and introduction certificate using the button below.

View certificate

Gifted deposit template

View and download our Gifted deposit template using the button below.

View template

Mortgage application form

View and download our mortgage application form using the button below.

View application form

BTL supplementary mortgage application form

View and download our Intermediary declaration and introduction certificate using the button below.

View application form

Rio/Later Life supplementary mortgage application form

View and download our Rio/Later Life supplementary mortgage application form using the button below.

View application form

Existing properties owned by applicants application form

If your client owns multiple Buy to Let properties, please download and complete the Existing Properties Owned by Applicants form using the button below.

View application form

Commitment sheet template

View and download our Commitment sheet template using the button below.

View template

Explore our other resources below

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Application process

When it comes to mortgage applications, we aim to be flexible. We offer a number of submission routes to suit your individual needs.

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Calculators

Our calculators are a great tool to determine whether our mortgages will be affordable for your clients.

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Frequently asked questions

Do you have a question? We may have been asked this before. Refer to our frequently asked questions.

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Terms of business

Read our terms and conditions for the use of the website and/or registration on the intermediary portal and/or submitting a mortgage application.

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Tariff of charges

Our leaflet provides you with a list of the fees and charges that will be charged to, and be payable by, applicants or borrowers in different situations.

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Mortgage Referrals Committee

Our drop-in clinics are an opportunity for brokers to discuss complex cases directly with our senior decision-makers, ask any questions they may have, or to simply see the decision-making process taking place.

Learn more >

Not sure what you need?

Let us help

Explore our website to find what you need or click below, and get in touch with a member of our team.

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Manage/Submit Case Products Criteria Calculators Application Process Resources Mortgage Referrals Committee FAQs