How to Submit Business

How to submit business

Here’s a quick overview to help speed up the application process for you and your client.

1. Review our lending and security guidelines to make sure your client’s application meets our criteria requirements.

2. Use our affordability calculator to find out how much your client can borrow.

3. Log into our broker portal. If you haven’t registered yet, or need help accessing your account, check out our guide.

   Intermediary user guide – Registering, logging in and managing your profile.

4. Once you’re logged in, you can create an illustration, process a DIP and then complete the full mortgage application. Before applying, please read our GDPR guide.

   For more information on any of these steps, click the links below:

   Intermediary user guide - Illustration

   Intermediary user guide - Decision in principle (DIP)

   Intermediary user guide - Full mortgage application (FMA)

5. After submitting your application, you can view the documents we’ll need you to upload, as well as any documents we generate. Read our guide to uploading documents if you need more information.

   Intermediary user guide - Uploading documents

6. Track your case using Case Search in the broker portal. We’ve got a guide for that too if you need some help.

   Intermediary user guide - Case search