Useful documents
Below is a complete list of documents to help you to process each customer mortgage application.
Mortgage application forms and tools
-
Intermediaries Data Capture Form
PDF - 204KB (Opens in a new tab)
-
Mortgage Direct Debit Mandate
PDF - 61KB (Opens in a new tab)
-
Intermediaries Postcode Checker
PDF - 73KB (Opens in a new tab)
-
Intermediaries Data Input Consent Form
PDF - 47KB (Opens in a new tab)
-
Intermediaries Accountants Certificate - to be returned to PBS by accountant
PDF - 153KB (Opens in a new tab)
-
Lender Valuation & Rental Appeal Form
PDF - 695 KB (Opens in a new tab)
-
Shared Ownership Information for Conveyancers
PDF - 183KB (Opens in a new tab)
Mortgage fees and charges information
-
Mortgage Tariff of Charges
PDF - 93KB (Opens in a new tab)
-
Survey and valuation fees
PDF - 140 KB (Opens in a new tab)
Joint Borrower Sole Proprietor mortgage forms:
-
Joint Borrower Sole Proprietor (JBSP) Ownership details
PDF - 49KB (Opens in a new tab)
-
Certificate of Independent Advice
PDF - 116 KB (Opens in a new tab)
-
Waiver Form
PDF - 102KB (Opens in a new tab)
Mortgage application information
-
Intermediaries Mortgage Submission Guide
PDF - 54KB (Opens in a new tab)
-
Your Information
PDF - 216KB (Opens in a new tab)
-
Repayment Strategy, Evidence and Assessment Guide
PDF - 130KB (Opens in a new tab)
-
Privacy Policy
PDF - 209KB (Opens in a new tab)
-
Broker Registration Terms and Conditions
PDF - 95KB (Opens in a new tab)
Keep up to date
Keep up to date with our policies and processes.