Document downloads
Welcome to our document download section. Here, you will find all of the information and documents you need for our residential and buy to let mortgages, and our bridging and second charge loans.
Product & criteria guides
- Residential product guide
- Residential criteria guide
- Help to Buy product guide
- Right to Buy product guide
Useful downloads
- HMRC Tax calculation & TYO
- Anti money laundering guidelines
- Application form
- Bank statements - 10 reasons we request additional information
- Physical valuation information from Connells
- Debt consolidation form
- Debt Management Plan (DMP) guide
- Debt Management Plan submission (DMP) form
- Directly Authorised submission guide
- Direct Debit mandate
- Document submission & additional information form
- Gifted declaration form
- New Build offer extension process flow
- Online mortgage system terms and conditions
- Right first time Mortgage submission guide
- Self-employed guide
- Standard declaration
- System user guide
Customer literature
- Customer Information Booklet
- Tariff of Mortgage Charges
- General Mortgage Conditions 2018 (England & Wales)
- General Mortgage Conditions 2018 (Scotland)
- Handling your complaints effectively
- Support with financial difficulties
- UK Finance - Help if you’re experiencing financial abuse
- Bereavement support: What to do when someone dies
- Where you can go for help
Conveyancer literature
Useful download
Product & criteria guides
Portfolio documentation
- How to key buy to let portfolio details
- Existing property portfolio details
- Business plan, cash flow and assets and liabilities form
- Portfolio submission platform - How to guide
Useful downloads
- A guide to Top slicing
- Anti money laundering guidelines
- Application form
- Bank statements - 10 reasons we request additional information
- Physical valuation information from Connells
- Right first time mortgage submission guide
- Debt consolidation form
- Directly Authorised submission guide
- Direct Debit mandate
- Third party direct debit declaration
- Document submission & additional information form
- Gifted declaration form
- Limited Company application form
- Online mortgage system terms and conditions
- Standard declaration
- Standard declaration – Limited Company
- System user guide
- Top slicing explained
Customer literature
- Customer Information Booklet
- Tariff of Mortgage Charges
- General Mortgage Conditions 2018 (England & Wales)
- General Mortgage Conditions 2018 (Scotland)
- Handling your complaints effectively
- Support with financial difficulties
- UK Finance - Help if you’re experiencing financial abuse
- Bereavement support: What to do when someone dies
- Where you can go for help
Conveyancer literature
Useful download
Product & criteria guides
Useful downloads
Refurbishment Buy to Let
Product & criteria guides
Portfolio documentation
Useful downloads
- Additional applicant/guarantor DIP form (limited company applications only)
- Additional applicant/guarantor application form (limited company applications only)
- Additional property details form
- Anti money laundering guidelines
- Bridging finance limited company application form
- Bridging finance individual application form
- Bridging finance personal assets and liabilities statement
- Bridging Finance premier packager panel
- Bridging finance decision in principle
- Direct Debit mandate
- Document submission & additional information form
- Gifted declaration form
- Schedule of works
- Standard declaration
- Standard declaration – Limited Company
Customer literature
- Customer Information Booklet
- General Mortgage Conditions 2018 (England & Wales)
- General Mortgage Conditions 2018 (Scotland)
- Handling your complaints effectively
- Support with financial difficulties
- UK Finance - Help if you’re experiencing financial abuse
- Bereavement support: What to do when someone dies
- Where you can go for help