Mortgage Applications Guide
We have provided step-by-step guides to each process below.
Please note that the following case types can ONLY be submitted via paper applications:
- Amendments to an Existing Members mortgage (Porting, Further Advance & Transfer of Equity)
- Semi-Commercial
These forms are available at www.mbs-intermediaries.com/documents
Once you’re registered with us, you can sign up for access to our Broker Online portal for residential mortgage applications.
You’ll receive an email to verify your account, then you can get started.
For residential mortgage applications, you will need to submit a decision in principle before you submit the full application. This can be done through Broker Online.
Once the DIP has come back you can then begin the online mortgage application.
To make the process as quick as possible, please ensure all the appropriate sections of the application form are completed, and all questions are answered in full.
Immediately after submitting the application, upload the documents outlined in our packaging requirements to the broker portal. You can find our latest packaging requirements on our documents page.
If the mortgage is subject to application fees and valuation fees, please ask your clients to pay online here.
If you aren’t sure of the exact amount, please check our tariff of mortgage charges - this can be found on our documents page.
Our mortgage application forms are available to download on our documents page.
To make the process as quick as possible, please ensure all the appropriate sections of the application form are completed, and all questions are answered in full.
Once your application is complete, please send it along with all supporting documents to brokers@monbs.com.
For a list of all supporting documents required, please take a look at our packaging requirements - this can be found on our documents page.
Please note that we will not begin to process any applications until out registration checks have been completed.
If the mortgage is subject to application fees and valuation fees, please ask your clients to pay online here.
If you aren’t sure of the exact amount, please check our tariff of mortgage charges, which can be found on our documents page.
