You do not have to register with Bath Building Society to submit a case with us.
When you are ready to submit an application, please review our Packaging Requirements. All packaging requirements must be uploaded with the case submission. Failure to upload these documents could delay the processing of the case.
Go to Broker Online to submit your case. Documents can be e-mailed to us after submission to mortgageadmin@bibs.co.uk
We’ve upgraded our Mortgage processes with Docusign as a secure means of sending broker communications. Expect to receive information via email, following Mortgage Application submissions, from Docusign, accessible using Two-Factor Authentication for enhanced security.
Please upload all documents indicated on the submission form. Failure to do so may result in your customer’s application being delayed. Once the case has been submitted, a case manager will be allocated and verify receipt of minimum packaging requirements. Once the minimum packaging requirements have been supplied, it will be added to our queue for initial underwriting. Please see our service levels page for up to date timescales. Once our underwriters are happy with the case, the valuers will be instructed. The valuers will call the customer directly to collect the valuation fee as per our fee scales. As standard, we won’t instruct the valuation until our underwriters have completed their initial assessment and are satisfied that we can proceed subject to valuation.
Vulnerable customers:
If one of your customers has a vulnerability for you to disclose, you can do so on the full mortgage application form. Please ensure you have explicit permission from your customers to record and disclose any vulnerabilities. If the customer’s application has already been submitted, please email the details of the vulnerablity to mortgageadmin@bibs.co.uk. Be sure to specify whether the vulnerabilty is temporary or permanent.
Please Note:
Only applications with minimum packaging requirements satisfied will be added to our processing queue. If the packaging requirements are not received within 2 weeks, the application will be cancelled and you will need to reapply on whatever products are available at the time.