Broker Document Upload
Welcome to our Document Upload website - the quick and easy way to upload your customer's documents.
It's safe, secure and simple to use, whether you're uploading initial documents or adding update notes, and it will save you time and hassle.
A new, simpler way to send us your clients' mortgage documents
We've listened to feedback from you, our brokers, and designed this system to meet your needs and fit in with the way you like to work. It's linked to the Brokerpoint system, creating a streamlined end-to-end system for mortgage applications.
Document Upload will make your life easier by:
- Creating a faster, more efficient service, so we can deal with your requests promptly and provide a better experience for your clients
- Cutting down errors and lost emails, as the system is fully automated
- Making it simpler to add updates to your mortgage cases, thanks to the notes function
- The function being open 24/7 for you to upload documents whenever it suits you
For a detailed guide on how Document Upload works, please download our 'How to' guide here.
Certified Document Upload Click here to start uploading your documents. By uploading these documents you are certifying that to the best of your knowledge, they are a true copy of the original documents.
Just call us on 0330 333 4029 (we're here from 9am until 5pm every weekday except Wednesday when we open at 9.30am until 5pm) and we'll be happy to help.
Just follow the instructions in our 'how to' guide.
We're afraid not. Please scan each individual document (by category) and label it with the correct heading. This will ensure we can identify and process all your documents quickly, saving time for you and your clients.
No - you should always upload your documents to a fully submitted application.
Unfortunately not. If a case is completed, we can no longer action any documents attached to it, so this will simply slow things down for you.
You can upload any of these documents:
- .doc
- .docx
- .txt
We'll always do our best to deal with any documents as quickly as possible. However, if we suddenly receive a large number of documents over a short period, it may occasionally take slightly longer than usual.
It's just like submitting cases on Brokerpoint, so you'll need your individual log-in information to access the site:
- Your FCA number (either your network number or, if directly authorised, your company FCA number)
- Your USERNAME
- The enquiry/application number for the case concerned (these are the same as the ones you've already used on Brokerpoint to submit the application).
Unfortunately, we no longer accept documents via email. Please use the document upload service.
The service runs 24/7 - but please note that our helpdesk is open 9am - 5pm Monday to Friday, except on Wednesday when we are open 9.30am - 5pm.
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 3) |
| Opening Times | Mon - Fri 9am - 5pm |
| intermediary@principality.co.uk |
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