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Online services

We know a quick and easy application process is vital for your business. So we've developed a set of intelligent online tools to help.

MAX & KFI – Online mortgage application and Key Facts Illustration

MAX streamlines the application procedure, so you can serve your clients faster.

  • Saves time with instant and accurate decisions in principle online
  • Keeps you in control by listing the information you need to progress your client's application successfully
  • Gives you the ability to undertake a non-disclosed valuation at point of sale for certain applications
  • Pre-populates your information so you don’t need to type everything
  • Case tracking and KFI are now available within MAX

KFI is quick and simple to complete online

  • Available for all residential products
  • Produce as many as you like
  • Available for mortgages that are being ported
  • Product rates valid only on the date the KFI is produced

Scan and Send

Submit supporting documents for your residential mortgage applications via our secure email system Secure Mail Gateway (SMG) .

If you need support in getting set-up on Scan and Send, or you have forgotten your password, please contact the Intermediary Business Centre on 0345 073 3330 1.



  • The optimum resolution for your scanner is 200 x 200 dpi – to ensure the attachment is not too big. Please don’t scan at a higher resolution
  • The maximum attachment size is 5mb. If your attachment is bigger than this please split it into 2 separate attachments
  • All documents must be scanned in PDF or TIFF file format

Use the  Certification Header Sheet  include details of the supporting documents, the customer reference number and the total number of pages.

Track it

Track it is now available for all for residential and buy to let applications.

Use the MAX case reference number and customer postcode to log in and find out which key stage your application has reached –  without the need to pick up the phone.

Important information

1. To maintain a quality service, we may monitor and record phone calls. Calls to 0800 numbers are free when calling from a UK landline. Charges may apply when using a mobile phone or when calling from abroad. Read our call charges and information

This website is for the use of mortgage intermediaries only. All other individuals looking for information should visit the mortgages pages on


If you reproduce any part of the information contained in this communication, to be used with or to advise clients, you must ensure it conforms to the Financial Conduct Authority's advising and selling rules. It is your responsibility to ensure that the information you are using is the most up to date in line with our most recent communications to professional mortgage advisors.  If you are unsure that you are using the correct versions please check with our Intermediary Support Team.

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