This page contains the important documents you’ll need when submitting your case to us
Our standard mortgage application form
This form is used for referral cases (Microsoft Word format). Please complete the form in Word and email to firstname.lastname@example.org
This form is required to be completed by your client(s) so we may set up the monthly direct debit payment
This form can be used to calculate your client(s) outgoings. It should only be used as an advisory document as our online system will calculate affordability more accurately.
This is needed in support of a standard application form for Near Prime applications.
This IAA form is to be used when submitting BTL cases on an affordability basis.
This form is required to be completed for applications where the client is receiving a gift as the deposit.
This document provides you with an overview of our terms of business in relation to GDPR legislation.
Mortgage ID Acceptable Documents
This document provides you with an overview of ID documents we accept.
Terms of Business
If you are Directly Authorised and submitting business through one of our selected networks we require a copy of the Terms of Business completing
- Caerus Financial Limited
- Primis (AMF)
- Primis (FC)
- Intrinsic Financial Planning
- Intrinsic Mortgage Planning
- Intrinsic Wealth Limited
- Legal & General Mortgage Club
- Paradigm Mortgage Services
- Personal Touch