You can add or update your mortgage club by going to your User Profile and selecting Add/Remove Submission Routes. If you’re part of a Network, you don't need to update this section.

This section is not mandatory when submitting applications. You can simply click Next to proceed.

After entering the company details and reaching the Applicant Summary page, select Add Associated Individuals to include the director(s). Please click only once, multiple clicks may create duplicate entries.

Yes. Under the Shareholding section for the applicant, choose one Primary Contact and enter the required details.

If your client owns any Buy to Let properties (either personally or within a limited company), ensure you select Yes under Portfolio Borrowing. Don’t worry if these properties were already added during the DIP, they won’t be double counted.

Ensure the Use of Property field for the security address is set to Investment. If entered incorrectly, the application will be automatically declined and must be rekeyed.

Always enter the annual rental amount — not the monthly figure.

If no products appear, double-check the following:

• Loan term
• Applicant’s age
• Requested loan amount

No. For products offering free or assisted legals, we’ll assign solicitors automatically. You can skip this step.

Always select Investment Valuation for Buy to Let applications.