How do I add the applicant's bank account details for their mortgage with NatWest?

The applicant's bank account details are pulled from the Banking page within Mortgages. If you need to edit their details, you can do so in the Banking section.

If the account details are not for both applicants, you will see the option to add secondary bank details for the other applicant. You can then complete the details and there is no need to save.

How do I set up a direct debit for my client for their mortgage with NatWest?

To set up the bank account details for direct debit, select the bank details for the applicant by choosing the applicant's name, or enter their new details below.

This will be used as the direct debit for the mortgage payments.

You can choose the date that the direct debit will be paid on, by entering the day of the month. The direct debit will then be taken on the same date every month.

What if my client wants to make an upfront payment for their mortgage with Natwest?

To visit the payment screen, click on Results.

If your client wants the option to make an upfront payment, click on Fee Payment, which will redirect you to the NatWest site to pay using WorldPay payment functionality.

By clicking on Upload Documents, this will open the NatWest site to do so.

If you'd like to add a copy of the document to the Document Store, simply click on Export to PDF. This action will add the doc to your client's document store and will download a copy to your computer locally.

Check out the video explainer below for more information:

Video: A walkthrough of the DIP and FMA journey for employed and self-employed clients.