Useful Documents
Below is a complete list of documents to help you to process each customer mortgage application
Click on the individual links to download.
Forms for use in the mortgage application process
- 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)
- Regional Postcode Checker
- Valuation Appeal Form
- Registration Terms and Conditions
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)
Repayment Strategy, Evidence and Assessment Guide
Please direct your customers to our Privacy Policy here.
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