Useful Documents
Here you will find answers to many of your unanswered questions and all documentation required to submit your case. Simply click on the appropriate link below to view NBS literature.
Accountants Certificate
Used if the applicant is self employed and a reference is required from a suitably qualified accountant.
Product Transfer Customer Authority Form
In order to arrange a product transfer and manage your clients mortgage maturity, please complete this document and ask your clients to sign it. This is so we have authority for you to act on their behalf.
Intermediary Residential Mortgage Application Form
Application form to apply for a Large Loan Mortgage.
What to Send Form
To be used as a guide which outlines what supporting information we require once you have submitted your application.
A Guide to Our Payslip Requirements
An outline of what information must be provided on a payslip.
A Guide to HMRC Tax Assessments and Tax Overviews
How to access tax assessments online, by phone or by post
A Guide to Our Bank Statement Requirements
An outline of what information must be provided on a bank statement.
A Guide to Proof of Deposit
A guide to deposits and the supporting evidence required.
Online Mortgage Submissions FAQs
A guide to the most common questions when submitting mortgages online.
Document Upload User Guide
This guide will provide you with an overview of the Document Upload service which is available online.
Data Capture Form
Used to collate client information to enable you to make an application to us online.
Declaration Form
Agreement of mortgage application terms to be signed by your client.
Direct Debit Mandate
Confirmation of mortgage payment collection method to be signed by your client.
Buy to Let Portfolio Template
An outline of what information is required when your client has a Buy to Let Portfolio.
Assessment of Interest Only Repayment Plans
Used to collate information of clients repayment plans where an Interest Loan is required.
Mortgage Intermediary Terms & Conditions
General terms and conditions applicable to the submission of a mortgage application.
Mortgage Conditions 2015
These are the terms and conditions on which we make your client's loan.
Scotland Mortgage Conditions 2015
These are the terms and conditions on which we make your client's loan.
Buy-to-Let Scotland Mortgage Conditions 2019
These are the terms and conditions on which we make your client's loan.
Buy to Let Conditions 2015
These are the terms and conditions on which we make your client's loan.
Buy to Let Intermediary Terms & Conditions
General terms and conditions applicable to the submission of a Buy to Let mortgage application.
Self & Custom Build Mortgage Application Form
Used for when funds are required to complete a Self Build property.
Self & Custom Build Supplementary Application Form
Additional information required for the application of a Self Build property
Acceptable ID & Residency Documents
A guide to illustrate what are acceptable forms of ID and Residency, where paper documents are required.
Conveyancing Service
A guide to outline the standard legal fees for home movers and re-mortgagers
Gifted Deposit Form
Used when the deposit for the purchase of your property will be gifted.
Your Mortgage Guide
A guide to understanding mortgages.
Summary of Fees
For all fees and charges view our summary of fees.
Credit Scoring QA
Outlines FAQ about how our credit scoring process works.
Large Loans Policy
Outlines key information regarding our Large Loans policy.
Deposit Unlock Infographic
An infographic to highlight the key information regarding our Deposit Unlock proposition.
Deposit Unlock Frequently Asked Questions
Outlines frequently asked questions about our Deposit Unlock proposition.
Self Employed Infographic
An infographic to highlight the Self Employed market and our proposition.
Shared Ownership Infographic
An infographic to highlight our Shared Ownership proposition.
Top 10 Reasons Infographic
An infographic to highlight the top 10 reasons why brokers use Newcastle Intermediaries.
Interest Only Infographic
An infographic to highlight our Interest Only proposition.
Large Loans Infographic
An infographic to highlight our Large Loans proposition.
First Homes Infographic
An infographic to highlight our proposition to support the Government's First Homes scheme.
Buy to Let Infographic
An infographic to highlight our Buy to Let proposition.
Registration of Power of Attorney (Court of Protection Deputyship Order) Form
This form is to be used when a mortgage application has a Power of Attorney or Court of Protection Deputyship Order attached to it.
To meet our responsibilities under the Financial Conduct Authority's (FCA) Consumer Duty regulation, please click below to access our Fair Value Assessments. Please note these documents are for intermediary use and not intended to be provided to customers.
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