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

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  1. How do I register to place business online with Progressive Building Society?
  2. How do I register to use Progressive Online?
  3. Who do I contact if I am having problems registering to place new business with the Society?
  4. What will my procuration fee be?
  5. What type of business can I submit online with Progressive?
  6. I am having technical difficulties using the online intermediary portal. Where can I find help?
  7. How do I log in to the online portal?
  8. I have not received my registration emails. What can I do?
  9. How do I know if my client’s application has submitted successfully?
  10. Who can I contact if I think there has been a submission error with my client’s application?
  11. Can I save and exit an application before I submit?
  12. I have submitted an application on behalf of my client but the property details have now changed. What do I need to do?
  13. How can I track the progress of a submitted application?
  14. I am experiencing difficulty entering an address I know should be correct. What should I do?
  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?
  16. Why is my client’s solicitor not found by your conveyancer search facility?
  17. Do my clients need to sign the mortgage application for an application I have submitted online?
  18. Where can I find my completed application form?
  19. Does my client(s) need to provide a signed Direct Debit Mandate for an application I have submitted online?
  20. Why do I need to login using two-factor authentication?
  21. Where can I find mortgage documents for a submitted mortgage?
  22. Can I set up a login for my administrator?
  23. I have not received an email inviting me to complete my registration. What can I do?

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

If you have never placed business with us before, or have not placed business within the last two years, you will need to complete a registration form to join our panel before you can place any business with us.  You can complete and submit a registration form here.

In this section you will be required to complete a registration form and submit this to the Society.  Once received, we will be in touch with you regarding your registration. We aim to process your registration within 3 working days of receiving your completed registration form.

If you are already a Mortgage Intermediary on our panel, you may register for our online Portal, ‘Progressive Online’.  Please contact your local branch 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.

2. How do I register to use Progressive Online?

If you have placed business with us before, we will automatically contact you and register you to use Progressive Online.  If we have not yet contacted you and you wish to submit mortgage applications online, please contact your local branch 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 below ‘Logging in for the first time’.

Please note, if you have never placed business with the Society before, you will need to complete our online Registration Form. Once you have submitted your registration form, one of our Intermediary Support Team will then be in touch to get you up and running within 3 business days.

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 or amending your current registration please contact your local Branch who will be happy to assist.

If you are having technical issues registering for Progressive Online, please contact our support team on 0800 0294 997.

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

4. What will my procuration fee be?

If you have any queries regarding your procuration fee please contact your local Branch Manager 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 applications for Foreign Currency Loans, Guarantor applications, Holiday Homes or applications for more than 2 applicants through Progressive Online.  Please contact your local branch for more information.

If you wish to submit an application for either Transfer of Equity or Additional Borrowing 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 service team on 0800 0294 997.

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

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 mention that you set up during registration.

If you are logging in for the first time:

If you have placed business with Progressive before, we will send you a registration email to allow you to register for Progressive Online.  If you haven’t yet received this email, please contact your local branch.  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 or have not placed business within the last two years, 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?

We will be rolling out access to our online portal over the coming months and you will be contacted by your local branch to inform you of when you will be registered.

We aim to complete your registration within 2 working days of informing you about your registration or of receiving your registration request. If you have been told that you will be registered but you have not received your registration emails within 2 working days, you should check the following:

  • The email address you are using is the one you used when you first registered to place business with the Society.  We will only send emails to your registered email address.
  • Your junk or spam folder – depending on your email settings emails we send you may be filtered into another folder.

If you are still having difficulty you can contact our Online Service Team on 0800 0294837 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 applications, and under “Status”, it will state “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 local branch.

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

You can ‘save as draft’ at stage 7 of your online application. The ‘save as draft’ button is located at the bottom of your screen.

Please note that if you exit your browser without clicking ‘save as draft’ your application may not be saved, and you will lose the data you have previously entered.

You will be unable to ‘save and exit’ during a Decision in Principle.

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, on behalf of your client(s), you need to replace details of one property with another during the application process, you can do so by simply cloning the application. To do this, please use the search feature to find your client’s application then open it. The use ‘clone’ button on the top right corner to replicate the application.

You can now amend the property details and submit the application. This will generate a new mortgage application and a new mortgage reference number.  You will then be required to upload supporting documentation to the new application as the previous application will be cancelled.

If you need to make a smaller change, such as editing the solicitor details, you should contact your local branch who can make these changes for you.

The new application may require payment of a new booking fee, if applicable, and a new product reserved 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 notify your local branch 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 branch.

If you have submitted a paper application, please contact the Progressive branch who is processing your client(s) application, 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?

  • Check the bank sort code is inputted correctly;
  • 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 your local branch or 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 conveyancer search facility?

  • Check the solicitor firm name and address is spelt correctly
  • Check if the solicitor firm has more than one address
  • 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 your local branch to discuss.

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

We do not require your client 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 confirmed your client’s consent to underwrite and process the mortgage application.

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

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.

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.  Further guidance on how to download and use the app can be found in this guide.

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.


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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
Join our panel

We will process your registration within 3 business days