Resources
For mortgage brokers only
All the information you need to provide your high-net-worth clients with a bespoke mortgage solution.
Client application forms
Mortgage application forms, direct debit forms and more.
Broker documents and forms
Various forms and information including terms of business.
Consumer Duty
Details on product benefits, target markets, distribution strategies, customer vulnerability consultations and value assessments.
Insights for mortgage brokers
Explore our latest property insights, case studies and industry research for mortgage brokers working with high-net-worth individuals.
Case studies
Examples of how our mortgages can help clients like yours.
Video library
Popular questions answered, including how we assess affordability and mortgage loan potential for HNWs, and how we deal with complex income structures, including bonuses, profit share and foreign income.
Broker documents and forms
Forms
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Application form for mortgage intermediaries - PDF (410.11 KB)
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Submission form for regulated mortgages by mortgage intermediaries - PDF (244.45 KB)
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Submission form for corporate clients of mortgage intermediaries - PDF (207.77 KB)
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Submission form for non-regulated mortgages by mortgage intermediaries - PDF (123.68 KB)
Get in touch
If you're a mortgage broker and want to discuss how we can help your clients (minimum income £300,000) with their mortgage, contact us.