Application do's and don'ts

To make the application process a little easier, we have provided you with the following list of do's and don'ts to help you along your way.

 

 Application do's and don'ts >

 

Keying an application


DO ensure that the address history provided is accurate
Any linked addresses found on the credit search in the last 3 years will be searched and information found may alter the initial underwriting decision

 

DO ensure that the information you submit on a dip is correct
Incorrect information may affect our decision to lend

 

DO ensure that the applicant’s full name is keyed including any middle name or maiden names
If any other name is picked up on the credit search regardless of how long ago it was used, this has to be re-searched which could alter the initial decision

 

DO add 2 telephone numbers for each applicant
This is a requirement on all applications and providing the telephone numbers at initial application stage will reduce additional requests

 

DO add full vendor details as well as selling agent
We require this information and getting this up front avoids additional underwriting requests

 

DO include the individual Solicitor acting as well as company name
This is required on all applications and will not complete until the information is provided

 

DO ensure that the deposit reason on the application is correct
Changes to this during processing can cause delays and may alter the initial underwriting decision

 

DO check accountant’s qualification prior to submitting
We can only accept accounts/accountant’s certificates from a qualified accountant as described in our lending policy. If a suitable qualification is not held we will require HMRC confirmation of earnings

 

DON’T key names in CAPITALS as this will need to be changed and will prompt a re-search
Any updated information on the search will be taken in to account and may affect the original decision

 

DON’T key overtime/bonus or other income in with basic income
We require all income to be split accordingly; there are different boxes for each type of income. If we need to change the information it may affect affordability

 

Proof of deposit


DON’T submit internet bank statements for proof of deposit without getting them stamped by the issuing bank
The majority of bank statements received now for proof of deposit are internet print off’s. These need to be stamped and signed by the issuing bank. Alternatively we can accept full bank statements

 

Additional tips


DO ensure that any ID is correctly certified
ID certification needs to include the following:

Bullet pointBrokers name to be printed, signed and dates

Bullet pointCompany name

Bullet pointAnd the wording 'I certify this to be a true copy of the original document' and where required 'A true likeness of...'

We cannot accept ID if it is not certified this way. Full guidance can be found in our lending policy >

 

Platform DO accept fax or scanned copies of most documentation
To avoid any post delays please fax or scan and email any information other than ID where we require an original certification. This will speed up the underwriting process

Click for calculator
Our award-winning online application system
Email
Password Forgot?

Find out about clicktrack - online application tracking made simple >

Link to calculators page

Link to our pledges page

Link to our lending policy page

Link to service standards page