Useful Documents
Below is a complete list of documents to help you to process each customer mortgage application.
We will only accept mortgage applications online. To submit an application, log in to MSO.
If you aren't yet registered with Principality, get started by visiting our registration page.
Click on the individual links to download.
Forms for use in the mortgage application process:
- Your Information - Summary of Privacy Policy (PDF) (221KB)
- ID&V Guide (204 KB)
- Intermediary Data Capture Form (221KB)
- Data Input Consent Form (432KB)
- Mortgage Submission Guide (544KB)
- Direct Debit Mandate (135KB)
- Accountants Certificate - to be returned to PBS by accountant (281 KB)
To give to the customer during the application process:
- Survey and Valuation Fees (91KB)
- Fees & Charges (43KB)
Forms for use in Joint Borrower Sole Proprietor mortgage applications only:
- Certificate of Independent Advice (52KB)
- Joint Borrower Sole Proprietor Ownership Details (31KB)
- Waiver Form (46KB)
Please direct your customers to our Privacy Policy here
Important
- Principality Brokerpoint is for the use of Principality registered Intermediaries only and is not intended for public or customer use. If you've come to our Intermediaries website by accident, you can click here to find your way to www.principality.co.uk, our main website.
Useful Links
Useful Telephone Numbers
| Intermediary Desk BDM Team | 0330 333 4021 (option 1) |
|---|---|
| Product Switches | 0330 333 4021 (option 2) |
| Opening Times | Mon - Fri 9am - 5pm |
| intermediary@principality.co.uk |
Principality. Where home matters.
