Please note:

How to submit a case

Here’s a handy guide to submitting a new case on Mortgage Hub. If you need any help, take a look at some frequently asked questions or call our Mortgage Service Desk.

Step 1. Review our criteria
Check that your application fits within our criteria by downloading the PDF or using our interactive tool. If you have any questions, please get in touch with your Business Development Manager.
Step 2. Use our affordability calculator
Get an idea of how much your client can borrow using our affordability calculator.
Step 3. Log in
Log in to Mortgage Hub. If it's your first time logging in, follow the instructions. If you've already done this, you can go straight to login.
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 applicable.

Once you've submitted the application

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.

In the case summary you can see any case documents, edit the case details and track the progress of your application.

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.