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Home > Intermediaries > Useful Documents

Useful Documents

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

In this section...


Lending Criteria for Intermediaries

Download PDF here

Mortgage Application Form

Download PDF here

Application Submission Requirements

Download PDF here

Valuation Fees

Download PDF here

Referral Request Form

Download form here

Intermediary/Firm Change of Details

Download form here

Portal Terms and Conditions of Use

Download PDF here

Portal Intermediary Declaration

Download PDF here

Customer Declaration and Direct Debit Mandate

Download PDF here

Terms of Mortgage Offer

Download PDF here

Mortgage Gifted Deposit and/or Equity form

Download PDF here

Intermediary Sales (MSO) Guide

Download PDF here

Keying Different Types of Income (MSO) Guide

Download PDF here

Interest Only Declaration Form

Download form here

BTL Property Portfolio Form

Download form here

Customer Support Needs Form

Download form here

Change of Signature Form

Download form here

Adult Occupier Form

Download form here

Intermediary Payment Method Form

Download form here