Resources for Intermediaries

Product Information

• Intermediary Mortgage Product Guide

Printable forms

To save you time, here are some handy forms and information sheets, ready to print:

• Direct Debit Mandate
• Intermediary ​Authorisation ​Form 
• Referral / AIP
• Budget Planner
• Gifted Deposit Form
• Confirmation of Interest Only Repayment Vehicle Form
• Lending into Retirement Declaration
• Lending into Retirement Consumer Information Guide
• Contract Workers: Declaration
• Supply Workers: Declaration
• Valuation Appeal Form
• Printing HMRC online Tax Calculation and Tax Year Overview
• Memorandum of Sale Substitute
• Assets and Liabilities Form
  
• Help to Buy Equity Loan Declaration

If you have any feedback about these resources or would like to discuss how to promote mortgages to teachers, call 0800 378 669 or send us an email.

School Staffroom Poster

Add your business card to this handy poster and place it on a school staffroom notice board to generate enquiries from teachers:

Broker School Staffroom Poster

If you are unable to print this poster, please contact us to order a supply.