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Literature and Documents

From this page you can view and download important forms and documents.

Quick and easy updates with our broker portal

Uploading all supporting documents and notes directly to your case keeps all the relevant information in one place, and sends the information straight to our Underwriters to speed up the application process.

You can use the portal's case tracker to instantly find out what’s happening with your application – you can log in 24/7, 365 days a year, so there’s no need to phone for an update.

Mortgage Conditions

  • General Mortgage Conditions - England & Wales (LARGE PRINT)

  • General Mortgage Conditions - Scotland

Product guides

Essential documents for every application

Forms you may need for an application

  • Broker Bank Details - Jan 2016

  • Supplementary Application for a Transfer of Equity

  • Supplementary form for Interest Only and Part Interest Only Mortgages

  • Lending past State Retirement Age Declaration - May 2017

  • Limited Company Personal Guarantee - Scotland

  • Limited Company Personal Guarantee - England and Wales

  • Donor Gift Deposit June 2018

  • Application Data Capture Form - July 2018

Information about our fees

General information

Solicitors Pack

  • Standard Deed of Agreement with Solar Panel Companies (Agreement 1)

  • Standard Deed of Agreement with Solar Panel Companies (Agreement 2)

  • English Mortgage Pack - Limited Company (July 2018)

  • Scotland Mortgage Pack - Limited Company (July 2018)

  • England and Wales Solicitor Pack (November 2018)

  • Scotland Solicitor Pack (November 2018)

Case Studies and Guides