In June we introduced a couple of solutions that allowed brokers to feel confident about the security of documents that they send to us in form of TLS and Egress Switch. We also informed you at that time that we were working on a facility that would enable you to upload documentation to our website.

We are very pleased to confirm that from the 6^th December you will be able to directly upload documents in support of any applications submitted directly through our website: www.intermediary.natwest.com

For the last 4 weeks we have piloted the secure document upload service with a number of brokers, who have been extremely helpful in shaping the finished service.

Please review the simple steps outlined below in order to use this service.

If you created your case on intermediary.natwest.com on or after 6^th December

Within 4 hours of the application being submitted you will receive an email from us confirming the mortgage reference number of your application and when you log into our website and select the case the mortgage reference number will be shown against your client details.

Select ‘Packaging Requirements’ from the summary header and case specific packaging guidance will now be displayed.  An option ‘Proceed to Upload Documents’ will be available below the packaging text.  You will then be able to upload PDFs and Jpegs up to 10MB in size.

Neither individual certification nor Certification Face sheet is required when using this method.

You will see on screen confirmation that the documentation has been successfully submitted and the status will change to ‘Submitted’. Once the attached proofs have been recorded on our system (within 4 hours of submission) the status will change to ‘Received’.

There is no need to pick up the phone and verify receipt.

If you created your case on intermediary.natwest.com  before 6^th December or submitted the application using MTE and for all new applications submitted using MTE

You must continue to refer to the Packaging Requirements and email all required proofs to intermediarydocs@natwest.com . Egress and TLS will continue to provide security in transmission.   A certification face sheet is required for documents sent by this method.

Administrator access

Where you have an administrator to send us documents on your behalf, we have created a separate Admin access specifically for document upload.

Administration staff can complete the instant registration by clicking on ‘Register with us’.

Administrators will be restricted to uploading documents and will not be able to key illustration requests, AIPs or FMAs. For data security they will only be able to view the documents they have uploaded.

Now that the system has been extended to enable different people to access the same case it is important that both advisors and administrators exit the website using ‘Log off’ to avoid a case being locked.

Sarah Taylor, Customer Journey Manager said “This is a further demonstration of our commitment to the broker market and an example of how we are constantly striving to offer the best service possible to brokers. We are confident this enhancement will reduce processing time by improving legibility of documents and removing the requirement for certification”.