Do I need to certify copies of documentation uploaded online?

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  1. Can I upload documentation to support my client’s application online?
  2. Can I send my documentation directly to the branch rather than upload online?
  3. What file formats and sizes can I upload via the online portal?
  4. Can site maps and supporting documentation for self build applications be uploaded online?
  5. Does my client(s) need to provide a signed Direct Debit Mandate for an application I have submitted online?
  6. Do I need to certify copies of documentation uploaded online?

1. Can I upload documentation to support my client’s application online?

Once you have submitted your client’s mortgage application through Progressive Online you will have the opportunity to upload supporting documentation.

Please ensure all uploaded documents are copies of the original documents, complete and legible.  Any failure to upload a clear scanned copy may result in a delay to processing your client’s application.

We recommend that you upload supporting documentation as soon as you have submitted an application to ensure we can process it as quickly as possible.

2. Can I send my documentation directly to the branch rather than upload online?

To ensure maximum security of personal information, we recommend that all supporting documentation is uploaded through Progressive Online, after you have submitted your application online.  This will also ensure your application is processed and assessed as quickly and efficiently as possible.

3. What file formats and sizes can I upload via the online portal?

You can upload files in PDF, TIFF, JPG, JPEG, and PNG format.

The maximum file size we can accept is 10MB. If the file is larger than this, please split the document into smaller sections and submit each part individually.

4. Can site maps and supporting documentation for self build applications be uploaded online?

All documentation to support self-build applications can also be uploaded through our online portal.

Please ensure that site maps are uploaded in colour and are legible.

5. 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.

6. Do I need to certify copies of documentation uploaded online?

We do not require you to sign and certify documents uploaded online.

You agree that copies of documentation provided to the Society by you in relation to the client(s) mortgage application, whether uploaded electronically or otherwise, will be true copies of the original documents.

 


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