How to submit a case with us
Here’s how to submit a new case with us through Mortgage Hub or Mortgage Extra. We’re here to support you, so if you need any help take a look at some frequently asked questions or get in touch with us.
Step 1. Review our criteria
Check your client's application meets our criteria by using our interactive online tool. There's also a downloadable criteria PDF. If you need some support, speak to your Business Development Manager.
Step 2. Check affordability
Get an idea of how much your client can borrow using our affordability calculators for Residential mortgages, Buy to Let mortgages and first time buyer clients.
Step 3. Log in
Log into Mortgage Hub for new mortgage applications (excluding Limited Company Buy to Let) and rate switches. Use Mortgage Extra for new Limited Company Buy to Let applications.
Step 4. Get a Decision in Principle (DIP)
If we accept the case, you'll then get a DIP certificate. We'll also let you know what documentation you'll need from your client.
Step 5. Choose a product
Choose and confirm your client's product.
Step 6. Submit a full application
Complete your application and pay fees where needed.
Once you've submitted the application
In Mortgage Hub, you'll find the cases in progress on your welcome screen. You can search by surname, full name or case ID. Click on an application to see the case summary, view any case documents, edit the case details and track the progress of your application.
In Mortgage Extra, you'll also find the cases in progress on your welcome screen in the ‘Retrieve an application’ section, or you can search by company name or case ID. Clicking on an application will show you what stage your case is at.
We'll pay the procuration fee through your chosen payment route. This will be paid the month after the funds have been released and the account opens.