Intermediary login
Important information – Case updates: Our broker portal and administrator case tracker should be used to gain the most up to date information. We'll update application progress, including confirming when we have sent the valuation instruction to our panel managers and also once received.
New business login
To submit new business and manage any existing cases submitted through the portal.
If you've not submitted business within 12 months your account will become dormant and you'll need to re-register.
A Decision in Principle (DIP) is valid for 90 days - For cases that progress after this period a new DIP is required and copy DIP should not be used.
Please note: for applications with two applicants where they have joint commitments, please enter the commitment for applicant one and then for applicant two enter £0. If the commitment for applicant two is left blank, this will cause an error at full mortgage application and cause a delay in submitting the application.
Submit a product switch
You can use our portal to submit standard switches and secure a product up to 4 months before the end of your clients deal.
If your client(s) have an Assisted Mortgage, Shared Ownership or Help to Buy mortgage you must submit your instructions using our Illustration request form.
Case tracker login
For administrators to track client’s cases and upload documentation.