What information do I need to provide before submitting a mortgage application to NatWest?
Before you can submit your client's mortgage application to NatWest, there are certain fields that you must complete in the FactFind and Mortgages sections. These fields are required in Smartr365 before you can submit a case to NatWest via SmartrConnect.
In the Fact Find section, you will need to provide the following information:
Personal Details
Address History
Current Employment
General Employment
Credit History
Existing Properties
In the Mortgages Form section, you will need to provide the following information:
Status
Buyer Type
Remortgage
Original Lender
Original Date of Purchase
Mortgage Amount Outstanding
Repayment Method
Term
Lender Product Code for Executing Payment
How was the advice given?
Property Information
In addition, you will also need to provide information in the Mortgages section, specifically in the Banking section.
If you need more information on these required fields, you can watch the video explainer below:
Video: A walkthrough of the DIP and FMA journey for employed clients.