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Contact with Mortgage Applicants and Information for Intermediaries

i. Customer contact

The Society will contact your client by telephone to confirm initial receipt of the mortgage application form, and subsequently with text message updates.

If we require any additional information or documentation while processing the application we will contact you for this, unless you ask us to contact the customer directly.

ii. Information for Intermediaries

You will be provided with a copy of any Mortgage Offer and any subsequent completion letter that we may issue to the customer.

The following information will be included in these documents:

  • The Society’s complaints procedure
  • Tariff of Mortgage Charges
  • Details on any product maturity

Posted in: Guide to Terms & Underwriting