Broker support

Get valuable product information for you and your client in our Mortgage Product Guides.

Our Remortgage Product Guide (18Kb)

Our House Purchase Mortgage Product Guide (17Kb)

Download and complete this form for your clients applying for a mortgage over £1million.

£1m+ Mortgage Underwriting Form

Find out how offsetting can benefit you and your clients, along with individual leaflets on each of our Mortgage Payment Options.

All about offsetting

Lower payments

Shorter term

Reduced debt

If you're authorised by the Financial Services Authority (FSA), we can accept a Client Verification Certificate as proof of your client's identity - rather than requesting original documentation or certified copies via the post. The certificate should be fully completed, signed, and must include details of the original documents you've inspected. You can complete this form online during the application process or download a copy of our Client Verification Certificate.

Client Verification Certificate (84Kb)

Our handy checklist helps you ensure you have the right information to make your client’s application go smoothly.

Client Information Checklist (74kb)

Use this form if an accountant needs to verify your client’s income if they are, for example, a company director, partner or sole trader.

Accountant's Report Form (136kb)

Please ensure you read these terms that govern any business done between you and Intelligent Finance.

Terms of Business (98kb)