• Complete all areas of the application form correctly, including your client’s mobile number and email address*
  • Please take care when using Google autofill as this may lead to contact details being incorrectly pre-populated.

This information supports key areas of the mortgage journey

  • Allows a surveyor and/or conveyancer to contact your client e.g. for property access or for updates on their application when you aren’t available;
  • Allows us to provide your client with Online Banking access so they can service their account online post completion;
  • Helps process free legals for remortgages online via LMS or Enact.

*This does not affect your client’s marketing preferences which they’ll be able to choose before submitting the full mortgage application.