Guides and forms
Here is a selection of useful guides and interactive forms to make the application process quicker and easier for you and your clients.
Accountant's reference
19 December 2023 | 197.74 KB
Income and employment reference
19 December 2023 | 210.52 KB
Gifted deposit letter
24 May 2023 | 520.53 KB
New build offer extension form
09 January 2023 | 609.63 KB
Family Firm Letter
19 December 2023 | 655.98 KB
Buy to Let pre-application qualification questions
27 September 2021 | 64.87 KB
Data capture form
15 February 2021 | 782.81 KB
Interest only - Sale of background property
06 December 2023 | 529.57 KB
Large loan expenditure & assets
27 September 2021 | 806.81 KB
Property portfolio form
27 September 2021 | 495.94 KB
A quick and easy guide to mortgages basics
27 September 2021 | 88.36 KB
Information about your mortgage
07 December 2023 | 604.79 KB
Mortgage jargon buster
27 September 2021 | 112.43 KB
The essential guide for first time buyers
27 September 2021 | 95.53 KB
Sale of the Security Property – Customer Declaration
Each applicant named on the mortgage must have an email address entered in the ‘assign to next participants’ box as all applicants will be required to digitally sign the declaration. Please refer to Frequently Asked Questions – Residential for instructions on how to send the ‘Sale of the security property – Customer Declaration’.
We use Adobe Sign for this kind of request. Adobe will pass the information you provide to us in a secure manner and won’t process it in any other way. Information on how we use your data can be found in our Data Privacy Notice.
Below forms are for product transfers and additional borrowing only.
Application declaration
Each applicant named on the mortgage must have an email address entered in the ‘assign to next participants’ box as all applicants will be required to digitally sign the declaration. Please refer to Frequently Asked Questions – Rate Switch for instructions on how to send the ‘Application declaration’.
We use Adobe Sign for this kind of request. Adobe will pass the information you provide to us in a secure manner and won’t process it in any other way. Information on how we use your data can be found in our Data Privacy Notice.
Interest only declaration
Each applicant named on the mortgage must have an email address entered in the ‘assign to next participants’ box as all applicants will be required to digitally sign the declaration. Please refer to Frequently Asked Questions – Rate Switch for instructions on how to send the ‘Application declaration’.
We use Adobe Sign for this kind of request. Adobe will pass the information you provide to us in a secure manner and won’t process it in any other way. Information on how we use your data can be found in our Data Privacy Notice.