Step 1
Once you've submitted the mortgage application you'll receive a mortgage reference number.
This will also be emailed to your registered email address and it'll appear against your client's status on your list of recent applications.
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Placing Business
Application Submission & Mortgage Packaging
ONLY FOR USE BY MORTGAGE INTERMEDIARIES
On this page you will find information on:
Step 2
Once you have received the mortgage reference number you'll be able to view our packaging requirements and upload the full supporting documentation online through our Broker Portal. By doing this online, you'll be able to electronically certify your documents when you submit them.
The most secure way to submit income verification and identity documents (if required) is by using our Broker Portal.
Keep your contact details up to date
Make sure you keep your contact details up to date so that we can contact you about the applications you've submitted. You can do this simply by logging into the Broker Portal and updating your profile on the 'Maintain Details' section.
Packaging Requirements
For specific guidance on what we need for income and identity verification please refer to the packaging requirements.