Placing business | NatWest Intermediary Solutions

Placing business | NatWest Intermediary SolutionsPlacing business | NatWest Intermediary Solutions.

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Placing business.

Submitting an application and the mortgage packaging process.

Only for use by mortgage intermediaries.

We aim to make doing business with us as easy and straightforward as possible.

To ensure everthing goes smoothly, please follow our processes closely when submitting an application or packaging mortgage documents.

What happens when you submit an application.

You can submit an application online, via Mortgage Trading Exchange (MTE) or on paper.

Within 24 hours the application will be allocated a mortgage reference number that will be emailed to you and will also appear against your client’s status if you submitted online.

You then need to provide full supporting documentation, with the mortgage reference clearly marked on each page (refer to Packaging requirements)

From receipt until completion we will keep you informed of the progress of the application by phone or email. You can also obtain real time updates using our Mortgage Application Tracker.

It’s vitally important that you keep your contact details up-to-date so that we can contact you about the applications you have submitted. You can do this simply by updating your profile on ‘Maintain Details’

Packaging requirements.

Income verification and identity documents (if required) can be emailed to

The Mortgage Reference Number must be noted on the first page of each attachment as well as in the Subject Bar of the email. If you email your documents to us you will immediately receive an email confirmation of receipt, outlining timescales for processing.

If you’ve submitted your application online or via MTE you will have received a message confirming whether electronic verification of your client’s identity has been obtained. Where this wasn’t possible, you will need to send us certified copies of their identity documents.

For specific guidance on what we need for income and identity verification please refer to the packaging requirements.

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