HR TO DI - New Business Submission Sheet - ALL TYPES OF MORTGAGES

Please ensure that all of the relevant supporting documents have been obtained from your Client (see Product Matrices to check required items) and that all files have been uploaded to the appropriate Toolbox workflow accordingly. A Toolbox policy record must also be created. All fields with an * must be completed before clicking the 'submit' button below.

SUBMISSION DETAILS

Your name (name of Broker):

Date application submitted to the Lender (or Packager):

Is this Client Introduced? (PLEASE SELECT):

Yes

If 'Yes', please confirm the name of the Introducer. If 'No', please type NONE in this field:

CLIENT DETAILS

Client Name(s):

If a Ltd Company application, please confirm the name of the Ltd Company here (or, if not, please type 'NONE'):

Face to Face, or Remote transaction (PLEASE SELECT):

Face to Face

Remote

MORTGAGE PROVIDER DETAILS

Lender Name:

Packager Name (if direct to Lender, type 'NONE'):

MORTGAGE PRODUCT DETAILS

Purpose of mortgage:

Mortgage amount applied for £:

Full address, including post code, of property to be mortgaged:

What is the EPC rating? (You MUST check the EPC rating for BTL all mortgages - at www.epcregister.com). If not listed, please select 'NOT LISTED'.

If an EPC Certificate is needed (check here first), it can be ordered via https://quote.sortrefer.co.uk/Mjg1Mw==/quote/5 or via your own Sort Refer log in access too

LEGAL SERVICES DETAILS

Please confirm:

Name of Solicitors Firm (if Known) If not known yet, please type 'TBC'. If none, please type NONE:

If the Solicitor / Conveyancer was instructed via a Panel (eg SortRefer, LMS, Broker Conveyancing etc), please confirm name of panel manager (or if not, type N/A):

REMUNERATION DETAILS

EXPECTED PROC FEE:

EXPECTED PROFESSIONAL FEE (AMOUNT, OR TYPE 'NONE'):

If a professional fee has been charged, please upload a copy of the fee agreement here (this must be a fully completed and signed, 4x page document, all pages in order, and saved as one pdf file). Please note - if there is no fee being charged for this mortgage / loan case, please upload a file note to explain why, and that a 'no fee' application has been approved. PLEASE DO NOT UPLOAD ANY OTHER DOCUMENT. (maximum file size is 3.5 mb).

IF A FEE IS PAYABLE, PLEASE CONFIRM HOW YOUR CLIENT IS PAYING THE INITIAL APPLICATION / PROFESSIONAL FEE (PLEASE SELECT ONE):

DEBIT / CREDIT CARD

CHEQUE

ONLINE BANKING

EXPECTED SOLICITORS REFERRAL FEE (OR TYPE 'NONE):

PLEASE PROVIDE ANY ADDITIONAL INFORMATION HERE

SUPPORTING NOTES:

Please confirm:

I have obtained all required and mandatory documents for this application, as detailed in the relevant Product Matrix and all documents have been uploaded to the appropriate compliance workflow. I CONFIRM; A WORKFLOW AND ALSO A POLICY RECORD, HAVE BOTH BEEN CREATED ON TOOLBOX.

NOTE - To save a copy of this NBSS for your own record before clicking the Submit button below, click "CTRL + P" and save this page as a PDF document