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Existing Partners

If you are an existing partner, visit our Intermediary Portal to submit your case.

Intermediary Portal

Register to Become a Partner

If you would like to register to become one of our partners, please fill out the Become a Partner Form.

Become a Partner Form

Submit via a Packager

Contact one of our approved packagers to submit business to us.

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Tools and Downloads

Find out more about our DIP to offer process, as well as access all our important documents to progress your application.

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Additional Information
Application Packaging Requirements

The minimum packaging requirements for all cases:

  • Fully Completed Application Form on DPR*, along with a signed declaration. (If there are more than 2 applicants, please submit a manual form for additional applicants)
  • 3 months of most recent bank statements
  • Fully completed Direct Debit Mandate
  • Two forms of ID for each applicant, one confirming name and one confirming address
  • Latest years P60 & last three consecutive months’ payslips plus possible Employment reference (dependant on LTV)
  • Company Accounts for self-employed (3 years evidence of earnings for self-employed applicants)
  • Valuation fee (including £125 application fee). Please refer to Valuation Fee Scale

*Please ensure that each applicant’s telephone number and e-mail address (if applicable) are keyed into our intermediary portal.

Ad-hoc packaging requirements

  • If applicant has any other properties whatsoever, mortgaged or unencumbered (BTL/resi/holiday home) – completed Property Schedule is required
  • Completed Loan into Retirement Declaration form where term takes applicant over desired retirement age
  • Proof of retirement income is required when applicant is within 10 years of desired retirement age at the time of application
  • Memorandum of Sale of Housing Association for all Shared Ownership cases
  • Right to Buy Notice from Council for all Right to Buy cases
  • Proof of rental payment covering 12 months where applicable. Bank statements are required where Tenancy is not via a Professional
  • Letting Agent or Private Landlord’s reference. A reference alone is acceptable where Tenancy is managed by a Letting Agent
  • Proof of mortgage payments, covering 12 months, where applicable
  • Proof of Deposit
  • Three year’s Proof of Residency if applicant not on Voters Roll
  • LMS declaration form
  • Consent to Mortgage Form is required when there will be any persons residing in the property on completion age 17 or over
  • BTL Supplementary Declaration

All forms/reference templates can be downloaded here.

Contact Us

Contact our Intermediary Team with any case queries you may have.

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