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