Mortgage Sales and Orientation (MSO)
Using our MSO platform makes placing mortgage applications a lot simpler, easier and quicker for you and your client.
Our MSO system is updated as soon as your application is progressed or a valuation is booked so you don't need to call us, you can track progress using our MSO system.
Your administrators can also register, they can track cases, upload documents and submit applications on your behalf.
This dedicated support hub should answer any questions you have. If not, please call us.
Read our guide on how to register for our MSO portal
If you wish to register your firm, fill out our firm registration form to get your firm added.
Forms
- Guides and manuals
- Forms for use in the mortgage application process
- Forms to give the customer during the mortgage application process
- Forms for a joint borrower sole proprietor application
How to videos
- General Navigation
- Taking back control of a case
- Inputting different income types
