Submission route guide
To submit cases you will need to select your preferred submission route to ensure that the case is submitted via your selected Mortgage Club. To do so, simply follow the steps detailed below:
Step 1: Log in to the intermediary portal.
Step 2: Once logged in, click on the 'User Profile' option which is located in the top menu bar.
Step 3: To select your Mortgage Club click on 'Change My Submission Route List'. This will display a list of Mortgage Clubs registered with the West Brom for intermediaries.
Step 4: Select your Mortgage Club and click on the forward arrow button to transfer the details to your 'Preferred list'.
Step 5: Changes will need to be confirmed by entering your password and clicking the 'OK' button.
Please note that this should be completed on all new DIPs
Step 6: Once this has been completed please ensure that when inputting a DIP the response to the question 'is the application being submitted via a Mortgage Club' is 'Yes' and select your Mortgage Club from the list displayed.