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Placing Business

Application Submission & Mortgage Packaging

Submitting an Application

We aim to make doing business with us as easy and straightforward as possible.

To ensure everything goes smoothly, please follow our processes closely when submitting an application or packaging mortgage documents.

What happens when you Submit an Application?

You can submit an application online, using our Broker Portal accessible by clicking ‘Log in to place Business’ on our homepage.

  1. 01

    On submission of the Mortgage Application you will receive a mortgage reference number, which will also be emailed to your registered email address. The mortgage reference number will also appear against your client's status on your list of recent applications.

  2. 02

    Once you have received the mortgage reference number you will then be able to view our packaging requirements and upload the full supporting documentation online through our Broker Portal. By doing this online, you will also be able to electronically certify your documents on submission of the documentation.

  3. 03

    From receipt of the supporting documentation until completion, we will keep you informed of the progress of your application by phone or email. You can also obtain real time updates using our Mortgage Application Tracker.

  4. 04

    It's vitally important that you keep your contact details up-to-date so that we can contact you about the applications you have submitted. You can do this simply by logging into the Broker Portal and updating your profile on the 'Maintain Details' section.

Packaging Requirements

The most secure way to submit Income verification and Identity documents (if required) is by using our Broker portal. Simply upload the documents and press ‘Submit’ in order to receive confirmation that it has been successfully received.

For specific guidance on what we need for income and identity verification please refer to the packaging requirements, on our Forms and Guides page.