Useful Downloads
Click on any of the PDF documents below covering everything from our current product range to supporting forms and documentation to support your application.
Tools & sales aids
Useful tools and sales aids for intermediaries
Tools
- Product Information
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- Tariff of Mortgage Charges (204 KB) PDF - Last Updated on 21/10/2019
- Mortgage Product Update (500 KB) PDF - Last Updated on 21/03/2023
- Previous Mortgage Product Updates
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- Mortgage Product Update - Issue 288 - Valid from 10.03.23 (494 KB) PDF - Last Updated on 10/03/2023
- Mortgage Product Update - Issue 287 - Valid from 07.03.23 (494 KB) PDF - Last Updated on 07/03/2023
- Mortgage Product Update - Issue 286 - Valid from 21.02.23 (494 KB) PDF - Last Updated on 21/02/2023
- Mortgage Product Update - Issue 285 - Valid from 08.02.23 (472 KB) PDF - Last Updated on 08/02/2023
- Mortgage Product Update - Issue 284 - Valid from 03.02.23 (387 KB) PDF - Last Updated on 03/02/2023
- Mortgage Product Update - Issue 283 - Valid from 31.01.23 (471 KB) PDF - Last Updated on 31/01/2023
- Mortgage Product Update - Issue 282 - Valid from 20.01.23 (470 KB) PDF - Last Updated on 20/01/2023
- Mortgage Product Update - Issue 281 - Valid from 11.01.23 (476 KB) PDF - Last Updated on 11/01/2023
- Mortgage Product Update - Issue 280 - Valid from 05.01.23 (468 KB) PDF - Last Updated on 05/01/2023
- Mortgage Product Update - Issue 279 - Valid from 16.12.22 (461 KB) PDF - Last Updated on 16/12/2022
- Mortgage Product Update - Issue 278 - Valid from 09.12.22 (437 KB) PDF - Last Updated on 09/12/2022
- Mortgage Product Update - Issue 277 - Valid from 30.11.22 (437 KB) PDF - Last Updated on 30/11/2022
- Application Forms
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- Buy to Let Application form (442 KB) PDF - Last Updated on 21/10/2019
- BTL Porting Application form (438 KB) PDF - Last Updated on 21/10/2019
- Residential Mortgage Application form (531 KB) PDF - Last Updated on 20/01/2020
- Existing Mortgage Customers Moving Home (including Porting) Application Form (521 KB) PDF - Last Updated on 21/10/2019
- Supporting Documentation
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- Residential Change of Parties request form (271 KB) PDF - Last Updated on 21/10/2019
- Buy-to-Let Change of Parties Request Form (225 KB MB) PDF - Last Updated on 21/10/2019
- Change of Parties - Frequently Asked Questions (102 KB) PDF - Last Updated on 21/10/2019
- Monthly Essential and Regular Expenditure form (291 KB) PDF - Last Updated on 21/10/2019
- Direct Debit Mandate (123 KB) PDF - Last Updated on 21/10/2019
- Residential Mortgage Declaration (127 KB) PDF - Last Updated on 20/01/2020
- Buy to Let Mortgage Declaration (125 KB) PDF - Last Updated on 21/10/2019
- Gifted Deposit template (250 KB) PDF - Last Updated on 25/10/2022
- Business Plan (299 KB) PDF - Last Updated on 21/10/2019
- Interest only – Sale of mortgaged property (156 KB) PDF - Last Updated on 21/10/2019
- Property schedule (156 KB) XLS - Last Updated on 21/10/2019
- BTL Portfolio Landlords Supporting Documentation
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- Business Plan & Cashflow form (135 KB) PDF - Last Updated on 03/01/2020
- Property schedule (112 KB) XLS - Last Updated on 21/10/2019
- Sales Aids
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Buy-to-let:
- How we can help with your buy-to-let business PDF opens in a new window (487 KB) PDF - Last updated on 21/02/2022
- Our approach to buy-to-let underwriting PDF opens in a new window (104 KB) PDF - Last updated on 12/08/2022
- Lending for Portfolio Landlords PDF opens in a new window (79 KB) PDF - Last updated on 24/11/2022
- BTL portfolio landlord policy PDF opens in a new window (102 KB) PDF - Last updated on 24/11/2022
- 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 (147 KB) PDF - Last updated on 23/11/2022
- How we can help with your new build business PDF opens in a new window (218 KB) PDF - Last updated on 23/11/2022
Products:
- Shared Ownership Sales Aid PDF opens in a new window (69 KB) PDF - Last updated on 30/08/2022
- 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 (82 KB) PDF - Last updated on 04/10/2022
- Employed income - what is required? PDF opens in a new window (94KB) PDF - Last updated on 13/02/2023
- Your quick guide to self employment Sales Aid PDF opens in a new window (84KB) PDF - Last updated on 04/10/2022
- Secure Document Transfer PDF opens in a new window (672 KB) PDF - Last updated on 21/10/2019
- Helping you build your business
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We've created a range of handy materials to help you build your mortgage business. Take a look at our useful Zones today.
- User Guides
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- VMO User Guide (2.1 MB) PDF - Last Updated on 21/10/2019
- Product Transfer Guide (1.2 MB) PDF - Last Updated on 21/10/2019
- BTL Hub quick start user guide (1.77 MB) PDF - Last Updated on 07/05/2020
- Intermediary Forms
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- QAS Terms & Conditions (260 KB) PDF - Last Updated on 15/07/2019
- Intermediation Agreement (299 KB) PDF - Last Updated on 01/11/2021
- Service Commitment Terms & Conditions (67 KB) PDF - Last Updated on 31/08/2021
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