We have provided a range of Sales Aids to make it easier for you to do business with us.
Tools & sales aids
Useful tools and sales aids for intermediariesImportant information - changes to product offering and policy requirements
Some changes to our product range and policy requirements are currently in place.
We’re continuing to monitor the situation closely and we’re working hard to support you and your customers during these difficult times.
For a full update of all changes please view our dedicated update page.
Sales Aids
Buy-to-let:
- How we can help with your buy-to-let business PDF opens in a new window (680 KB) PDF - Last Updated on 30/10/2019
- Our approach to buy-to-let underwriting PDF opens in a new window (119 KB) PDF - Last Updated on 30/10/2019
- Lending for Portfolio Landlords PDF opens in a new window (93 KB) PDF - Last Updated on 30/10/2019
- BTL portfolio landlord policy PDF opens in a new window (123 KB) PDF - Last Updated on 27/01/2020
- BTL portfolio landlord application process PDF opens in a new window (434 KB) PDF - Last Updated on 21/10/2019
New Build:
- New Build USP PDF opens in a new window (386 KB) PDF - Last Updated on 20/01/2020
- How we can help with your new build business PDF opens in a new window (500 KB) PDF - Last Updated on 15/12/2020
Products:
- Shared Ownership Sales Aid PDF opens in a new window (199 KB) PDF - Last Updated on 21/10/2019
- Product Transfer Sales Aid PDF opens in a new window (119 KB) PDF - Last Updated on 21/10/2019
- Lending Into Retirement Sales Aid PDF opens in a new window (102 KB) PDF - Last Updated on 21/10/2019
Packaging and applications:
- Submitting Supporting Documents PDF opens in a new window (99 KB) PDF - Last Updated on 13/01/2021
- Employed income - what is required? PDF opens in a new window (111 KB) PDF - Last Updated on 13/01/2021
- Your quick guide to self employment Sales Aid PDF opens in a new window (111 KB) PDF - Last Updated on 21/10/2019
- Secure Document Transfer PDF opens in a new window (672 KB) PDF - Last Updated on 21/10/2019
Helping you build your business
We've created a range of handy materials to help you build your mortgage business. Take a look at our useful Zones today.