I cannot view an Illustration, Decision in Principle or Application Form

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  1. How can I produce an Illustration for my client?
  2. What information do I need to produce an Illustration for my client?
  3. How do I produce a Decision in Principle Certificate for my client?
  4. What information do I need to produce a Decision in Principle?
  5. Can I change the DIP and get a new decision?
  6. Do I have to produce a DIP before I can submit a mortgage application?
  7. I cannot view an Illustration, Decision in Principle or Application Form

1. How can I produce an Illustration for my client?

You can generate an illustration for your client through Progressive Online by logging in and selecting New Illustration/DIP under the New Business section of your online dashboard.

Alternatively, when you submit a mortgage application, an illustration will be generated automatically. The illustration will remain in your online portal for 7 days, so please save a copy for yourself. You can provide this to your client; however, your client will be invited by the Society to login and view their mortgage documentation, including their illustration.

2. What information do I need to produce an Illustration for my client?

You will need to provide details of the level of service you are providing, basic applicant details, applicants address, income details, expenditure details and loan requirement details.

You will then be asked to search for the product you require for your client(s), select how your client(s) will pay a fee(s) (if applicable) and then Create Illustration.

3. How do I produce a Decision in Principle Certificate for my client?

You can generate a Decision in Principle (DIP) Certificate through our online portal by logging in and selecting New Illustration/DIP under the New Business section of your online dashboard.

Once you have created an illustration you will have the option to either convert to application or convert to a DIP.

Please note our products are always subject to change so if you generate a DIP based on a particular product please remember that our products may have changed.  If you have registered for the portal we will keep you updated with product changes.

4. What information do I need to produce a Decision in Principle?

You will need to provide details of the level of service you are providing, basic applicant details, applicants address, income details, expenditure details and loan requirement details.

5. Can I change the DIP and get a new decision?

Yes, if your client has changed their mind about a particular product or encounters a change in their circumstances, you can request a new DIP based on one previously submitted and receive a new decision.

You can generate a new DIP through our online portal by logging in and selecting New Illustration/DIP under the New Business section of your online dashboard.

Alternatively, you can clone an illustration which has already been produced, add new details and save.  You will then have the option to ‘Convert to DIP’ and see the new DIP in the ‘Application Documents’ section.

From the DIP you can then ‘Convert to Application’.

6. Do I have to produce a DIP before I can submit a mortgage application?

No, but if you want to produce a DIP Certificate within the online portal, you can progress a successful DIP to an application which will save you from having to key some of your client’s data again.   To convert a DIP to an application, select the DIP you’ve created, click on it to open the summary page and select ‘Convert to Application’.

If you want to submit an application for your client without a DIP, you can select ‘Submit an application’ under the New Business section of your online dashboard.  Once you have successfully submitted the application, an illustration will be generated automatically, which you can save or print for your client.

7. I cannot view an Illustration, Decision in Principle or Application Form

Documentation produced within the online portal is in PDF format so you will need to have Adobe Reader or similar PDF viewing program installed on your computer to be able to view an Illustration, Decision in Principle or Application Form.

We recommend that you have installed Adobe Reader version 10.1.12 or later.

If you have Adobe installed but are still unable to view your documents, you can contact your local branch or our Online Service Team who will be happy to assist you. You can contact our Online Service Team on 0800 0294 997.


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Registered Intermediaries can...

  • Submit business online
  • Obtain a Decision in Principle
  • Produce a Mortgage Illustration
  • Track mortgage applications
  • Complete Product Switches online
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