1. Can I upload documentation to support my client’s application online?
Once you have submitted a client’s mortgage application through the online portal you will have the opportunity to upload supporting documentation. For step-by-step document upload instructions please refer to our guide.
Please ensure all uploaded copies are complete and legible. Any failure to upload a clear scan 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 our online portal. This will also ensure your application is processed and assessed as quickly and efficiently as possible.
Sending documentation to individual email addresses may result in delays to your application being processed.
3. What file formats and sizes can I upload via the online portal?
You can upload PDF, JPG or JPEG files.
The maximum file size we can accept is 14MB. 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.
5. Does my client(s) need to provide a signed Direct Debit Mandate for an application I have submitted online?
We require a signed Direct Debit Mandate with all mortgage applications. A Direct Debit Mandate form can be downloaded here.
You can scan and upload a copy of the signed Direct Debit Mandate through our online portal. For step-by-step instructions to upload documentation please refer to our guide.
We do not require an original copy of the signed Direct Debit Mandate but please ensure all uploaded copies are complete and legible. Any failure to upload a clear scan may require us to ask for a new signed form and could delay 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.