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Forms and guides

Here is where you’ll find all our useful Intermediary forms and guides. We believe we’ve thought of everything, but please let us know if there’s anything else you need.

Product and criteria information

Resources before submitting a case.

Lending criteria for Intermediaries

(PDF)

Intermediary Products at a Glance

(PDF)

Valuation Fees

(PDF)

Terms of Mortgage Offer

Application forms and declarations

Items required as part of submitting or progressing a mortgage application.

Mortgage Application Form

(PDF)

Customer Support Needs Form

(PDF)

Interest Only Declaration Form

(PDF)

Mortgage Gifted Deposit and/or Equity Form

(PDF)

Customer Declaration and Direct Debit Mandate

(PDF)

Adult Occupier Form

(PDF)

BTL Property Portfolio Form

(PDF)

Submission and processing guidance

Guides that explain how to key and submit cases within the broker systems.

Intermediary Sales (MSO) Guide

(PDF)

Keying Different Types of Income (MSO) Guide

(PDF)

Application Submission Requirements

Intermediary account and portal management

Forms or documents relating to the your account, payment details and platform access.

Intermediary/Firm Change of Details

(PDF)

Portal Terms and Conditions of Use

(PDF)

Portal Intermedi a ry Declaration

(PDF)

Intermediary Payment Method Form

(PDF)

Change of Signature Form

(PDF)