As a mortgage professional we appreciate that your time is precious. That’s why we want to make doing business with us as easy as possible. With our copy case functionality, you can transfer the details of an existing or partially completed application (where at least one of the existing applicants is to be transferred) to a new case, saving you valuable time.
Copying a case is easy. Go to manage cases and find the existing case that you wish to copy. Select the 'copy case tab' and follow the on-screen instructions, accepting our terms and conditions.
We’ll automatically copy data to the new application from the original and you will need to check each page to ensure the information copied across is still correct, changing where applicable. To ensure we copy the details from one case to another correctly you will be required to re-enter some of the key information such as, application type, loan required, and bank details etc.
If you have any queries about this or your application please call our New Lending Support Team on 0800 121 7788 (selecting option 1).