An optional step to ensure your client's credit rating meets policy and provides an Agreement in Principle (AIP)
What you'll need:
Your client’s permission will be required as this may affect their credit rating.
Any application fee paid (where applicable) is non-refundable and if the credit check is not completed the fee (where applicable) still applies. The application will only be progressed, and the product will only be secured, when the fee (where applicable) has been paid.
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).
To find out more about how we look after your data view our Privacy Notice.