How do I update my administrator?

1. How do I register to place business with Progressive Building Society?

If you are not already registered with us, you will need to complete a registration form to join our panel before you can place any business.  You can complete and submit a registration form here.

We aim to process your registration within 3 working days of receiving your completed registration form. Once your registration is processed and you have been added to our panel, you will be sent a link and instructions on how to register for our online portal. This email link will be valid for 7 days.

2. How do I register to use Progressive Online if I am already on the Society’s panel?

If you are on our panel but have not yet registered for our online portal, please contact our Support Team on 0800 0294 997 who will arrange for an email to be sent to you with a link to allow you to register.  This email link will be valid for 7 days.  See also ‘Logging in for the first time’ below.

3. Who do I contact if I am having problems registering to place new business with the Society?

If you experience any problems registering to do business for the first time, amending your current registration, or any technical issues with Progressive Online, please contact our Support Team on 0800 0294 997 who will be happy to assist.

For questions regarding our lending criteria or to discuss a new business case, please contact your BDM.

4. What will my procuration fee be?

If you have any queries regarding your procuration fee, please contact your BDM who will be happy to assist.

5. What type of business can I submit online with Progressive?

If you are registered for Progressive Online, you can submit applications for house purchases, product switch, self-build, new build and remortgage cases through this service.

The Society cannot presently accept online applications for the following:

• Foreign Currency Loans
• Guarantor applications,
• Holiday Homes
• Applications for more than 2 applicants
• Additional Borrowing
• Transfer of Equity

If you wish to submit an application for any of these application types, you should forward a completed paper mortgage application form to your local branch who will be happy to assist you. A mortgage application form can be downloaded here.

6. I am having technical difficulties using the online intermediary portal. Where can I find help?

For technical help using Progressive Online please refer to our technical guides or contact our Support Team on 0800 0294 997.

For questions regarding our lending criteria or to discuss a new business case, please contact your BDM.

7. How do I log in to the online portal?

To login to our online portal, please visit https://service.theprogressive.com/ and enter your username and password. You’ll also need to use the two-factor authentication method that you set up during registration.

If you are logging in for the first time:

If you haven’t yet received an email with a link to allow you to register, please contact our Support Team on 0800 0294 997 who will arrange to send an email to you to allow you to register. This registration email expires after 7 days.

During registration will be asked to provide us with your email address and mobile number.  We will then send you two unique 6-digit codes for you to use.  You will then be asked to create a password.

Please note that depending on your email settings any emails may be directed to your spam folder.

Once you are successfully registered you will be able to login using the password you created and you will be able to submit new business and eligible product switch cases through Progressive Online.

If you have never placed business with Progressive before, you will need to complete a registration form to join our panel before you can place any business online.  You can complete and submit a registration form here.

We aim to process your registration within 3 working days of receiving your completed registration form.

8. I have not received my registration emails. What can I do?

Please contact our Support Team on 0800 0294 997 who will be happy to assist you.

9. How do I know if my client’s application has submitted successfully?

When you submit an application, you will be redirected to a confirmation page which will tell you that your application has been submitted. On your home screen, you’ll be able to see your recent

When you submit an application, you will be redirected to a confirmation page which will tell you that your application has been submitted. From here, you’ll be able to view documents relating to this application, including Tariff of Charges, a copy of the Mortgage Application and our Mortgage Conditions.

10. Who can I contact if I think there has been a submission error with my client’s application?

If you have having technical difficulty with your online mortgage application, please contact the Support Team on 0800 0294 997 who will be happy to assist you.

For questions regarding our lending criteria or to discuss a new business case, please contact your BDM.

11. Can I save and exit an application before I submit?

You can ‘save as draft’ at any stage of your online application. The ‘save as draft’ button is located at the bottom of your screen.

Saved drafts will be held within your home screen. To progress a draft please use the paper icon in the Actions column to progress.

12. I have submitted an application on behalf of my client but the property details have now changed. What do I need to do?

If your client’s property details have changed, you can arrange to submit a new application for a different property using our cloning function. To do this, please use the search feature to find your client’s application then open it.   Use the ‘clone’ button on the top right corner to replicate the previously submitted application.

You can then amend the property details and submit a new application. This will generate a new mortgage application and a new mortgage reference number.  You will then be required to upload all required supporting documentation to the new application.  You will need to advise us, by calling our Support Team on 0800 0294 997, that the existing application is no longer proceeding.

If you need to make a smaller change, such as editing the solicitor details, you should contact our Support Team on 0800 0294 997 who can make these changes for you.

Please note that the new application may require payment of a new booking fee, if applicable, and a new product from the rates available at the time of re-application.

Refund of your client’s first booking fee, if applicable, may be arranged once you have notified us that you have submitted their new application.  Please note that a fee refund may take up to 7 days.

13. How can I track the progress of a submitted application?

If you submitted a case using Progressive Online, you can check the status of the application at any time by simply logging into Progressive Online.  Your recent applications will appear on your home screen under “Applications”.  You can also search for an application. This screen will be updated to let you know that the application has been successfully submitted. For further information, please contact your local BDM.

If you have submitted a paper application, please contact our Support Team on 0800 0294 997, who will provide you with an update.

14. I am experiencing difficulty entering an address I know should be correct. What should I do?

If you experience difficulty when using the address lookup facility within the online portal, you can enter addresses manually by typing directly into the address field.

If you are entering an address manually, please input the full address including postcode.

15. Why is my client’s bank sort code not found when I try to input my client’s bank details within the online application?

If your client’s bank sort code is not found, please check you have entered the bank sort code correctly.

Then check the bank has a registered address.  Some internet-based banks may not have a full address and so may not yet be included within our sort code finder.

If the sort code is correct and you are still facing difficulty or your client’s bank is internet-based, please contact our Support Team on 0800 0294 997 who will be happy to assist you.

16. Why is my client’s solicitor not found by your search facility?

If your client’s solicitor is not found, please check the solicitor firm name and address is spelt correctly.

Then, check if the solicitor firm has more than one address, as it may be the other address the solicitor uses.

If your client’s solicitor isn’t on Progressive’s panel, your client can either change their solicitor for one that is on our panel, or you can contact our Support Team on 0800 0294 997who will be happy to help you.

17. Do my clients need to sign the mortgage application for an application I have submitted online?

We do not require your client(s) to sign a mortgage application submitted by an intermediary online.  Instead, as part of the online submission, we do ask you to confirm that you have your client’s consent to submit the application, that all information is true and accurate and that you have the consent of all mortgage applicants to underwrite and process the mortgage application.

Paper applications submitted directly to a branch still require your client’s signature(s).

18. Where can I find my completed application form?

As soon as you have submitted the case, you will find your application form is available for you to save and print by clicking on the PDF link.

You will also find that there is an up-to-date illustration included with the PDF copy of the application form which you can also save and print for your client.

19. Does my client(s) need to provide a signed Direct Debit Mandate for an application I have submitted online?

A Direct Debit Mandate must be completed for each mortgage application submitted to the Society.  The Mandate must be signed by the applicant(s)/account holder(s) and must be received by the Society prior to release of an Offer of Advance. You can download a copy of the Direct Debit Mandate form here or within Progressive Online when you are inputting your client’s bank details.

You can scan and upload a signed Direct Debit Mandate through Progressive Online when uploading other supporting documentation. We do not require you to send us an original copy of the Direct Debit Mandate, but we do require you to provide a recent bank statement for the corresponding bank account, to allow us to validate the bank details.

It is a condition of the Mortgage that the mortgage is paid by Direct Debit from a UK bank account.

Please ensure scanned copies are complete and legible. Failure to do so may cause a delay in processing your client’s application or issue of an Offer.

20. Why do I need to login using two-factor authentication?

Keeping your personal information safe is our priority. So that we know it’s really you, we will ask you to login to our online service using two steps (two-factor authentication). When you login for the first time, you will be prompted to download the Salesforce Authenticator app onto your smartphone. Each time you login, you’ll need to use the authenticator app, so please keep it on your phone.

When you download the app, you’ll be asked to activate it, add an account, and link it to your Progressive Online profile.

21. Where can I find mortgage documents for a submitted mortgage?

As soon as you have submitted a new business case or a Product Switch, details of this can be found on your home screen.  Alternatively, you can search for your client. When you have located your client, you’ll be able to access all documents relating to their application.

22. Can I set up a login for my administrator?

Yes. When you are registering to use our online service for the first time, you can create a login for an administrator. This means they can login and submit applications on your behalf. If you don’t want to complete this step during registration, you can come back and do it at a later date by clicking “My Profile”.

23. I have not received an email inviting me to complete my registration. What can I do?

Please contact our Support Team on 0800 0294 997 who will be happy to assist you.

24. How many administrators can I have on my profile?

You can have one administrator on your profile; however you can change your administrator as and when you need to.

25. How do I update my administrator?

Login to Progressive Online and click on My Profile. You can then remove your current administrator and add a new administrator.