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Directly Authorised 

If you are a member of a Directly Authorised firm looking to join our panel, please complete the online application form linked below. Please note that no printing or wet signature is needed, simply complete and submit the form and we will get back to you within 24 hours.

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Appointed Representative

If you are a member of an Appointed Representative firm looking to register with us, please complete the online registration form linked below. The process is quick and easy, simply complete and submit the form and we will get back to you within 24 hours.

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Submit via a Packager

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

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Submit a Product Transfer

Submit your product transfer with us in five simple steps.

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View our Products Range

Whether it is a residential mortgage or a Buy-to-Let, we have a full range of products to fit your client's needs.

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Additional Information
Application Packaging Requirements

The basic packaging requirements for an underwriter to review your case:

  • Fully Completed Application Form on DPR
  • Signed Mortgage Application Declaration/Fee Declaration
  • Valuation fee (including £125 application fee). Please refer to our Valuation Fee Scale

Employed

  • 1 Months most recent Bank Statement for all personal current Accounts held 
  • 3 Months Payslips

Self Employed

  • 1 Months most recent Bank Statement for all personal current Accounts held 
  • 3 Months' Bank Statements for all business current Accounts (6 months if only 1 years Accounts)
  • SA302's & Tax Calculations with corresponding Tax Overviews as proof of income for the last 3 years

 

Ad-hoc packaging requirements;

  • If applicant has any other properties whatsoever, mortgaged or unencumbered (BTL/resi/holiday home) – completed Property Schedule is required
  • Proof of retirement income is required when applicant is within 10 years of desired retirement age at the time of application
  • 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 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
  • Memorandum of Sale of Housing Association for all Shared Ownership cases
  • Right to Buy Notice from Council for all Right to Buy cases.

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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