Forms and guides
Up-to-date application forms, latest guides and helpful sales literature
Only for use by mortgage intermediaries
Forms
NEW Data Capture Form (PDF, 700KB)
New build form (PDF, 87KB)
Branch certification letter (PDF, 29KB)
L&G New Build valuation challenge form (1MB)
Gifted deposit letter (DOC, 38KB)
New Build offer extension form (PDF, 442KB)
One Month Mortgage Offer Extension Form (PDF, 345KB)
Change of Property Form (PDF, 35KB)
Know Your Property (PDF, 132KB)
Interest Only Form (DOCX, 65KB)
Mandatory Self Employed Application Submission Sheet (PDF, 443KB)
Broker Declaration of Changes in Customer Circumstances (PDF, 155KB)
Guides
Packaging Requirements (PDF, 95KB)
Furloughed Customers Packaging Guide (PDF, 44KB)
Customers working abroad (PDF, 150KB)
Acceptable income types (PDF, 54KB)
New Build guide (PDF, 268KB)
Little book of big scams (PDF, 2MB)
Buy to Let Guide (PDF, 204KB)
Stamp Duty Top Tips Guide - For Customers (PDF, 174KB)
EWS1 Guidance (PDF, 44KB)
Helpful links