Submit and track business
Registered intermediaries can use our online services to:
- Assess an applicant's borrowing ability.
- Submit an Agreement In Principle (AIP) and a mortgage application.
- Upload documents.
- Track case progress.
We assess an applicant's ability to borrow for a mortgage. We use an affordability calculation based on their income, debts and expenses.
This will confirm the maximum amount we can prepared to lend.
Before inputting a residential Agreement In Principle (AIP)/application into our broker portal system, you must:
- complete and save an application affordability calculation for your client.
Not yet registered with us?
We offer a quick affordability calculator for those advisers yet to register with us. This affordability calculation cannot be saved or sent with a mortgage application.
Our application manager will show you the progress of each application submitted through our broker portal. It’ll also allow you to upload the required supporting documentation and download a copy of the mortgage offer.
Affordability calculator and document upload system
- Our system is compatible with Internet Explorer version 7, 8, 9, 10 & 11, Firefox, Opera, Safari, Google Chrome.
- If you use any other type of browser, you may experience problems.
- You’ll need to switch off pop-up blockers.
Broker portal system
- Our system is compatible with the latest versions of Google Chrome, Firefox on Windows desktop and Safari on Apple Mac OS.
- We're working to upgrade our systems to allow more browser compatibility.
- You may experience problems if you use any other type of browser.
- You’ll need to switch off pop-up blockers.
Help with our broker portal system
- Our broker portal system has a help and advice section on the home page. If you need more help, please call the intermediary enquiry line on 0344 481 2010 and press option 4.