Online User Guides for the Intermediaries Hub

1. In order to register online select the following hyperlink: https://intermediaries.srbs.co.uk/. Then select ‘Sign up now’ and then enter your email address and click ‘Send verification code’

2. A verification code will be forwarded to the email address you have entered.

3. Enter the code into the ‘Verification Code’ box and click on ‘Verify Code’.

4. Once your code is verified, please enter a password and click ‘Create’.

5. You will then be required to authenticate this email address again by clicking on ‘Send verification code’. You will then receive another code to your registered email address.

6. Please enter the received code and click ‘Verify code’.

7. Your E-mail address should be verified an you can click ‘Continue’.

8. You will then need to ‘Create an account’. Please enter your details and click ‘Continue’.

9. Click on ‘Postcode lookup’ to find the address or you can enter this manually.

10. You can then choose your ‘Mortgage Club’ and ‘Mortgage Network’ you are associated with. You can enter more than one mortgage club.

11. You will then be able to check the details you have entered. You can edit any details if required. Click ‘Register’ you are now registered and are able to start inputting a ‘New Case’.

1. Once logged in, the first page you will see is ‘Your cases’. This will display a list of your current and previous cases. To create a new client select ‘Clients’.
2. You will then be taken to the clients details screen. To add a new client click on ‘+ New Client’.
3. Enter all relevant details and then select ‘Add client’.
4. When all the details have been entered you have now set up your client.

1. Once the client has been created, you can then create a DIP or move straight to Application. In order to create a DIP select ‘Start New Case’.
2. You will then need to select the loan purpose. Please choose from the DIP & Application loan purposes. Please note we do not currently offer an online DIP for BTL cases. Please email Brokers@srbs.co.uk to obtain a DIP for a BTL.
3. You will then see a list of your clients ‘Existing Clients’. To select the client you would like to add to the DIP click on add ‘+’.
4. If the DIP is joint, you can add more clients using the add button. A maximum of 4 clients can be added.
5. After clicking ‘Add’ this will move the client into ‘Selected Clients’. You can also choose who will be the main applicant if you are completing a joint application.

   You will then need to ‘select a submission route’ for the application. This will be the mortgage club/network that you are affiliated with and click continue.

6. Complete each section of the DIP form using the navigation buttons at the bottom of each page. Or you can click on the left side navigation bar to a section you require.
7. In order to submit the DIP all sections including subsections must have been completed, this is shown by the ‘green tick’.
8. Once all mandatory questions have been completed you can then select ‘Submit DIP’.

   Note: If this is your first submission, you will be unable to use the ‘Submit DIP’ button until the Society has fully registered your firm. You will receive a separate email confirming you can submit applications from the Society when all the appropriate checks have been completed.

   In order to print/download the DIP as a PDF, please click on ‘Download DIP Form’.

1. From the Cases screen, select the specific case you wish to download the Decision in Principle (DIP) form from.
2. Under the Application tab, you’ll be able to see all the application forms including the DIP form.
3. Click the Download button which will save the form as a PDF for you.

Submitting an Application (No DIP previously submitted)

1. Once the client has been created, you can then create the application. In order to do this you need to select ‘Start New Case’.

2. In the ‘Loan Purpose Screen’ you will then need to select the correct loan purpose. You can select either Application Only -Residential Purchase, Application Only-Residential Remortgage or BTL. 

3. You will then see a list of your ‘Existing Clients’. To select the client you would like to add to the application click on the ‘+’ sign next to their name under the Add column.

4. You can repeat this step to add up to a maximum of 4 clients.

5. After clicking ‘Add’ this will move the client into ‘Selected Clients’. You can also choose who will be the main applicant if you are completing a joint application.

   You will then need to click the dropdown menu in the bottom righthand corner to ‘select a submission route’ for the application. This will be the mortgage club/network that you are affiliated with. Once selected you can then click the continue button.

6. Complete each section of the application form using the navigation buttons at the bottom of each page, or you can click on the left side navigation bar to a section you require.

7. In order to submit your application all sections including subsections must have been completed ‘green tick’.

8. Once all mandatory questions have been completed you can then select ‘Submit Application’.

   Note: If this is your first submission, you will be unable to use the ‘Submit Application’ button until the Society has fully registered your firm. You will receive a separate email confirming you can submit applications from the Society when all the appropriate checks have been completed.

   Then click on ‘Complete Full Mortgage Application’.

9. Once you are ready to submit your application you will be presented with the below screen. Please be aware that you will be unable to make any changes to your application after you click ‘Submit Case’.

Submitting an Application (DIP previously submitted)

1. Once your DIP has been approved and you are ready to submit the application click ‘Cases’. You can then click the ‘Continue’ button next to the case.

2. Complete each section of the application form using the navigation buttons at the bottom of each page, or you can click on the left side navigation bar to a section you require.

   Matching questions already completed on the DIP form will pull through to the application. You can edit this information if required.

3. In order to submit your application all sections including subsections must have been completed ‘green tick’.

4. Once all mandatory questions have been completed you can then select ‘Submit Application’.

   Note: If this is your first submission, you will be unable to use the ‘Submit Application’ button until the Society has fully registered your firm. You will receive a separate email confirming you can submit applications from the Society when all the appropriate checks have been completed.

   In order to print/download the application as a PDF, please click on ‘Download Application Form’. Then click on ‘Complete Full Mortgage Application’.

5. Once you are ready to submit your application you will be presented with the below screen. Please be aware that you will be unable to make any changes to your application after you click ‘Submit Case’.