Intermediaries Submissions Process

Intermediaries Mortgage Submission Process

  1. Check your client's affordability using the Affordability Calculator.
  2. Submit an AIP in Mortgage Sales Originations (MSO).
  3. Proceed to a full online application. We aim to process your client's application as quickly as possible. 

Supporting Documents

Any documents required to support the application will be generated according to the specific case requirements. Please check MSO for any outstanding case requirements. You can check which documents have been received and accepted, and check the progress of your application in real time.

You may be required to provide further information to support the application. If this is the case, we will notify you with any requests. Please be aware that the email address we will use to communicate with you is the email address you registered to MSO with.

If you have any queries or you require any assistance prior to submission, please contact your Business Development Manager.

For any updates after an application has been submitted, you can check the case status updates by logging in to MSO.

Blue tick icon

Mortgage Submission Guide Check off the standard documents required for your case

  • 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.
Intermediary Desk BDM Team 0330 333 4021 (option 1)
Product Switches 0330 333 4021 (option 2)
Opening Times Mon - Fri 9am - 5pm
Email intermediary@principality.co.uk

Principality. Where home matters.