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New system user guide - Bank of Ireland for Intermediaries

1. 3 of 22 Getting Started Logging In Using The System Useful Information To log in to our new online mortgage application system once you have registered simply visit www bankofireland4intermediaries co uk STEP 1 qe This site is intended for intermediary use only Bank of Ireland for Intermediaries Products Affordability and tools Criteria and literature Le s pool our expertise to bring your customers more choice Find out more STEP 2 This site is intended for intermediary use only Bank of Ireland for Intermediaries Products Affordability and tools Criteria and literature Select your mortgage network Contact us Register Existing customers i SET Enquiry Line 0845 266 8928 How to do business Service update Enhanced BTL criteria Catering for more of your customers Find out more Contact us Register Existing customers A TRTI Enquiry Line 0345 266 8928 How to do business Service update To register or login please select which mortgage network you are registered with Openwork Complete First Complete Legal amp amp MORTGAGE CLUB General Northern Ireland Thank you for confirming you are part of the First Complete network Our new mortgage application system Rome is now live Register now to start using our new system or if you ve already registered select login to submit new business To manage your existing pipeline cas
2. New system user guide Welcome to our new online mortgage application system This helpful user guide covers everything from registration to generating Illustrations AIPs and Applications allowing you to get the most out of this new tool Built for better business FOR INTERMEDIARY USE ONLY Bank of ireland UK NOT FOR PUBLIC DISTRIBUTION for Intermediaries Contents Getting Started Registration Logging in Using The System My Active Cases screen Creating Illustrations AlPs or Applications Submitting Illustrations AlPs or Applications Viewing a case summary Receiving a case message sending a case message Fees Search functionality My profile page Useful Information Includes general details relating to case submissions and contact details Page 1 3 4 5 72 10 11 13 14 15 16 17 18 19 e022 Getting Started Using The System Useful Information Getting Started Registration Our automated registration process means getting started is quick and easy STEP 1 1 On the registration screen enter your email address and 6 H J Bank of Ireland UK click the Register button for Intermediaries Register pores dares oor ol aia Please note an email address can only be used once for registration O26 Bek fired Privacy paiey Accessiblity Bark of Ireland UK i a reading name of Bark of Ireland UK pie which is suherisad by the Prudential Raguisian Authorit
3. Results per page Product range Application button to Case ID Main applicant Business writer Status View our Residential and Buy to Let products return to the mortgage application screen 610179 Test Subject 13 05 15 Mortgage Broker App Incomplete Criteria and literature Edit Application 2 Affordability calculator Application App Incomplete 610174 JB Mortgage Broker Illustration Incomplete 610173 Misha Chaudhury Mortgage Broker AIP Referred 610172 Marisa Coleman Mortgage Broker AIP Referred When going through the application process you can call up contextual information relevant to the section you re completing Clicking on the icon next to a box will show a short description of what s required If you click inside the box a more detailed explanation will appear in a blue panel on the right of the screen The mortgage William Williamson Outgoings Property amp other details o m This step contains Outgoings Outgoings Incomplete Mandatory Declaration Incompiste Please click onthe sections below to complete the details about the applicant s outgoings Ou tgoin gs Incomplete A financial dependant is a person who is reliant on the applicants income for their day to day living expenses because they do not have Please provide details of any outstanding debts including any loans that the applicant s guarantee s a sufficient income of their own Show more Number of financial dependan
4. Getting Started Using The System Useful Information Using the system My Active Cases Screen When you log in to our new online mortgage application system you ll be taken to the My Active Cases screen Here you ll be able to see all of the Illustrations AlPs and Applications that you have started or submitted The screen will display 25 cases per page with the most recent activity listed at the top If your screen is left idle for 60 minutes or more you ll automatically be logged out of the system You can progress either an Illustration or AIP to a full Application at any point and it will be populated with the data already entered You can t progress a declined AIP to an Application 1 From anywhere on the site excluding the Help centre page you can click on our logo to go back to your active cases list Bank of ireland C UK 2 lo access your personal profile and registration details just click on your name from anywhere on the AIF 2 14 variable 2 year tracker 60 LTY standard SPR2 site Case ID Main applicant Business writer 610043 John Smith Mortgage Broker View case summary 25 yr term 080 000 00 LTV 60 000 AIP Referred Submitted Decided 26 04 2015 11 36AM by Kate Sidwell View submission 610040 James Bond Mengege Broker App With Underwriter 3 Click on the notification 610039 Fred Frederickson Mortgage Broker App Received icon to view your current 610038 Bob Rober
5. summary section to view the underwriter decision for the case Interest Only Cases If any part of a residential mortgage is interest only we will require evidence of the chosen repayment strategy Please see our lending criteria on our website www bankofireland4intermediaries co uk for full details Loan Type Select the loan type required i e fixed rates trackers etc Only products of the selected loan type will be shown in the drop down list Outgoings Please key in all committed outgoings and indicate if they are to be repaid on completion If you have already submitted an AIP the total of the committed outgoings declared in the full application should match the total committed outgoings declared in the AIP Porting Cases If you have a Bank of Ireland customer who would like to port their existing mortgage product to a new property please call our sales enquiry line on 0345 266 8928 21 of 22 Getting Started Using The System Useful Information Returned Rules ome Although all relevant rules will be displayed if any decline rules are returned the case will not be referred as it has been automatically declined The only exceptions to this are if the applicants have registered a Notice of Correction Rule U100 or the Unmatched Address rule is returned U209 An underwriter will assess these cases The Information Rules will assist in underwriter requirements and will advise if the applicants are on the
6. 8928 Mon Fri between 3am and 5pm All calls will App Incomplete be recorded for training and monitoring purposes Particulars 2 applicants LTV 66 667 Term 25 yrs Residential 100 000 00 loan Repayment Actions Generate Illustration In an AIP or full Application you ll be asked to enter details of any existing mortgages If the applicant is remortgaging their existing residential property mortgage onto a Buy to Let basis please enter O as the existing mortgage amount You ll need to provide the following information at the end of the form e Loan amount including any capital being raised e Estimated rental to be received Please note any automatic acceptance assumes that the rental received will meet our minimum Estimated Rental Value ERV This will be recalculated when the valuation is received Please see our lending criteria on our website www bankofireland4intermediaries co uk for full details 20 of 22 Getting Started Using The System Useful Information Case Amendments At any time before you submit a case for a decision you can make amendments Once a case has been submitted the save submit options will remain available to you until it has been allocated to an underwriter Applicant Verification In line with Anti Money Laundering Regulations and to help protect against fraud we are required by law to verify the names and addresses of all applicants When we receive the applicant s application we w
7. Currant address Applicant address details Incomplete All correspondence will be sent to the current address given If you want to use a different address for correspondence please Applicant income provide the details in the additional information field found in the Property amp other details tab Incomplete Current properties Incomplete Use a previously entered address Country uk Non UK including BFPO Postcode Find address Proceed to declaration There is also a print option that allows you to print a copy to your local printer Please note that this cannot be submitted as the application form it is purely for your records Bank of Ireland C UK for Intermediaries 610161 Lee Leason Kim Leason Add Mortgage application App Incomplete i 1 98 2 year fied up to 80 LTV Standard SRE 80 000 00 loan LT 64 000 25 yrterm L f fi The mortgage Lee Leason Kim Leason Outgoings Property amp other details This step contains Kim Leason Applicant details Mandat Incomplete jandatory Applicant address details Incomplete Please click on the sections below to complete the details about the applicant the places they have lived their income and their current s Applicant income properties Incomplete Current properties Incomplete Applicant details Incomplete Customer Type Please Select Title Please Select i e Proceed to deciaratior Fi
8. Started Using The System Viewing A Case Summary Useful Information If you want an overview of a particular case you can do this at any time from the My active cases screen Just click on the drop down arrow to expand the case view and then click on the View case summary button Within these pages you ll be able to Bank of Ireland C UK for Int Intermedianes Enter Keyword or eave bink for ad Visit our intermediary website for the latest My active cases 112 Search results 1 to 25 of 112 items I 2 34 Case ID Main applicant Business writer Status 610179 Test Subject 13 05 15 eames oc Application Mortgage Broker App Incomplete 610174 JB Mortgage Broker 610173 Misha Chaudhury Mortgage Broker 610172 Marisa Coleman Mortgage Broker AIP Referred AIP Referred Saved searches 25 Results per page App Incomplete Illustration Incomplete Product range View our Residential and Buy to Let products Criteria and literature Affordability calculator e See details about the applicant s application View or print any documents which have been generated as part of the submission Read reply and send case messages Pay any necessary fees as part of the application process When in the case summary view you ll see a number of tabs that will give you access to the features outlined above EEOAE REDAT for Intermediaries 610187 Sandra Sander
9. be able to view or print these as required Please note you need Adobe Acrobat to view PDF documents This can be downloaded from Adobe s website When an application has been submitted the status on the My active cases page will be updated to show one of the following e App With Underwriter the application has been passed to an underwriter for initial assessment refered cases only e App Accepted Pending Payment the application has been accepted but you must pay the valuation fee online within three working days otherwise the case will be closed e App Submitted the application has been accepted and submitted to our processing system e App Received the application has been accepted and will be allocated to an underwriter for full assessment e Awaiting assessment the application has been passed to an underwriter for full assessment e Assessment completed the underwriter has assessed the application and will be in touch for further requirements e Valuation received e Application offered e Funds released e Application completed e Application not proceeding e Application declined Important Information For a regulated application you must fulfil your responsibilities before submitting an AIP or Application If you don t you must have your clients consent to do a credit search which will leave a footprint on their credit file and may influence future credit applications 10 of 22 Getting
10. case information section 1 You ll then be taken to the Messages section of the Case Overview screen to read the message 2 Ifa reply is required simply type it into the Send a new message box Once you re happy with it click the Send case message button 14 of 22 Getting Started Using The System Useful Information Sending A Case Message Bank of Ireland G UK Pi teases AR it 1 If you re in the My active aaiae cases view select the A E relevant case and click the visit our intermediary website for the latest drop down arrow to expand My active cases 19 the case Case ID Main applicant Business writer Status Saved searches Test Illustration Test 2 M Broker AIP Incomplete Apply this search Delete search 11 05 15 Ei dees 2 Then click on the products f message Icon AIP AIP Incomplete Criteria and literature y Affordability calculator 2001057 Illustration Test 11 05 15 M Broker Illustration Issued MR A SAMPLE Test 2001056 08 05 45 M Broker AIP Incomplete 2001055 sansa stark M Broker AIP Incomplete 2001054 Sansa Stark M Broker App Incomplete 2000990 david mosley M Broker AIP Not Proceeding 2000822 sdg sdg M Broker App Incomplete 2000314 sdg sdg M Broker App Incomplete 2000312 M Broker Illustration Incomplete Bank of Ireland C UK 3 This will take you directly a to the Messages tab in the Case overview for that case Here you can type your message in the
11. fee As well as a fee tab appearing in the case summary page you ll also see a appearing in the alert column of the relevant case Bank of Ireland C UK for Intermediari 810132 Search results 1 Case I Main applicant Business writer Status Saved searches 810192 David Andrews Mortgage Broker lt 8 aa Product range View our Residential amd Quy to Le View case summary products Application Gritena and iteratun 1 98 2 year fixed up to 80 LTV Standard SRB 25 yr term 100 000 00 LTV 80 000 App Accepted Pending Payment Affordability calculator View submission To pay the fee simply navigate to the fee tab within the case summary page to complete the online payment process 1 Tick the box to confirm you have read the declaration The chosen product has been secured providing the relevant fee s shown below are paid within 3 working Gays Please note Need help we have not received payment within 3 workin a the cation w ot progress fi r that if we have not received payment within 3 working days the application will not progr urthe OC a about using Rome to produce Murtrations AiP s and applications Contact us Fees to be paid by 18 05 2015 vom 0345 288 9928 Mon PM 2 Then click the Pay fees be recorded for training and monitoring Valuation Fee CRporen button Total to pay Please confirm that you are the cardholder or have obtained the authority of the applicant s to provide deta
12. the progress bar will be orange too You won t be able to submit an Illustration AIP or Application until all mandatory fields are complete 7 of 22 Getting Started Using The System Useful Information At any point in the application process you can save your progress by clicking the Save amp continue button at the bottom of each section What is the nature of the This step contains busines s Applicant details What ie the applicant s Complete current occupation A i Applicant address details Complete Applicant income Income Completa Current prop erties Annual basic salary including Completa any guaranteed bonus car allowance pension and mortgage or rent subsidy Non guaranteed bonus E overtime commission What is the applicant s lt Proceed to declaration intended retirement age ls the applicant aware of any future events which may affect their income Other regular income If at a later date you then wish to return to complete an Illustration AIP or Application you started earlier you can do this from the My active cases screen Bank of Ireland UK Pa RN RR Rie 1 Firstly find the relevant case for Intermediaries 4 F from the list and click the Enter keyword or eave bank foral A drop down arrow Visit our intermediary website for the latest My active cases 112 Search results 1 to 25 of 112 items Saved searches 9 Then click on the Edit ee eens ec 25
13. Electoral Roll if so for how long and will cover both current and previous addresses I rules will also advise if the applicant s existing mortgage is shown on the credit bureau and whether it has been held for more than 12 months These rules will indicate whether you need to obtain proof of residency and or proof of mortgage payments Solicitor s Details If the product the applicant is applying for includes standard legal fees this section will be automatically populated for you Any Problems If you are having problems with the system please contact our sales support team from 9am to 5pm Monday to Friday on 0345 266 8928 If we are unable to resolve your query immediately we will take your details investigate the problem and get back to you FOR INTERMEDIARY USE ONLY NOT FOR PUBLIC DISTRIBUTION Please note calls may be recorded for training and monitoring purposes Bank of Ireland UK is a trading name of Bank of Ireland UK plc which is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority All queries relating to our UK mortgage products and services should be addressed to our UK administration centre at Bank of Ireland UK Mortgages PO Box 3191 One Temple Quay Bristol BS1 9HY Telephone 0117 979 2222 Fax 0117 929 3787 C0363 BIM0201 0615 MA375 22 of 22
14. LTY 9 091 App Neferee Submitted Deckged 16 04 2015 11 50AM by Mortgage Broker View submiccion 3 59 5 year fined up to 90 LTY Standard SPA4 245 000 00 loan LTV 89 091 25 wterm ase overview App Referred Contact us using the message box below We will reply to your message within 2 working days Need help Read our FAQs for more ieformatios Se A ne S ES about using lt Vietual Offices to produce OE g N a S SACE Sern d a NEW Message Muttratoons AIP and application Contact us k oftre d To Bank oftreland Please send us a case message or call wt of 0845 268 8978 Moe Fri 2 between Sam and Som All cals will be recorded tor training and montorieg purpotes Send case message From Bank of Ireland Sent 15 04 2015 11 22 Y Needs attention CASE TYPE PURCHASE LOAN AMOUNT 246 000 LTV 89 AIP NUMBER 610042 LOAN APPROVED IN PRINCIPLE IN ACCORDANCE WITH POLICY CASE AGREED SUBJECT TO To remove the notification click on the tick in the Needs attention box From Bank of Ireland sent 15 04 2015 11 22 From Bank of Ireland sent 15 04 2015 11 22 v Needs attention Message Read This will change to Message Read and remove the notification Click on the notifications icon to show cases with messages that Currently require action To view the message click on the case number in the notifications list or click on either of the message icons in the
15. Send a new message box and click the Send case message button when you are happy with it 610035 Phil Phillips Case overview App Submitted Contact us using the message box below Yve will reply to your message within 2 working days Send a new message To Bank of Ireland If you re already in Case overview simply click on to the Messages tab and follow the same procedure l Send case message Please note the case messaging has to be specific to the case you are Currently in 15 of 22 Getting Started Using The System Useful Information Fees e Product Fees if fees are applicable to a product they will show in the relevant fields e Intermediary Fee this is the fee that you are charging the applicant for arranging this mortgage You ll need to select whether the fee is refundable or payable at application or completion e Procuration Fee we will pay the procuration fee to the Network Please check with the Network for details on the fee you ll receive e Valuation Fee select the type of valuation the applicant wants The fee payable will automatically populate for Standard Mortgage Valuation Report and HomeBuyer Report Where the valuation fee is payable you ll be asked to pay online by debit or credit card within three working days of acceptance otherwise the case will be closed When your application has been accepted pending payment you ll be prompted to pay the valuation
16. Started Using The System Useful Information STEP 3 Bank of Ireland GS UK Once you ve clicked the for Intermediaries Continue button you ll then Register details see a screen confirming that an email has been sent to the email address you entered with An email was sent to salestraining1 boitest net Please follow the instructions in this email to complete your registration inst ru ctions on how to complete If you need this email to be resent please click the Resend button below the registration process If you do not receive this email within 10 minutes please contact us on 0345 266 8928 Mon Fri between Gam and 5pm i Please note if you don t All calls will be recorded for training and monitoring purposes i fay i receive the email within 10 minutes please check your Junk mail STEP 4 When you receive the email Bank of Ireland G UK just click on the Complete for Intermediaries Registration link Dear Mortgage Broker Please confirm your email address To complete your Bank of Ireland for Intermediaries registration please confirm your email address using the button below Complete Registration Please note that this link will expire after 1 hour If you experience any problems with this link please contact us on 0545 266 6926 Mon Fri between 9am and Spm All calls will be recorded for training and monitoring purposes Bank of Ireland UK is a trading name of Bank of Irel
17. and UK ple which is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority Bank of Ireland UK pic is registered in England amp Vvales No 7022665 Bow Bells House 1 Bread Street London EC4M SBE Telephone 0117 979 2222 Fax 0117 929 3787 STEP 5 nt es oL then be taken to a screen alice and asked to enter your password Confirm your registration When you have done this click the Welcome salestraining1 boitest net Continue button To complete your registration please enter your password below Password Forgotten your password 2 of 22 Getting Started STEP 6 Bank of Ireland GA UK for Intermediaries Saffron Building Society Using The System This step contains Personal detaile Complete Personal details First name Surname Correspondence address Postcode Find address Telephone number County Login details Complete Complete Login details Complete Security questions Complete Registered company details Complete Login details Completa Security questions Complete Registered company details Complete Login details Complete Security questions Complete Registered company details Completa Camplata Login details Complete Security questions Compiete Login details Complete Complete Login detail
18. art a new AIP simply complete the details below About the main applicant Number of applicants First name as printed on the applicant s proof of identific ation Surname About the mortgage Mortgage type Residential Buy to let le this a purchase or remortgage Purchase Remortgage Please Select v Property location Service provided Please Select v Cancel Please enter details of the highest earning applicant o Confirm the number of applicants e Enter the main applicant s name and surname Select the mortgage type and confirm whether it is a purchase or re mortgage e Chose the property location Confirm the service provided Please note when navigating through the system you ll come across symbols Clicking on these will reveal advisory notes as outlined in the example opposite Clicking Continue will then take you to the mortgage application screen where you ll need to enter more detailed information about the applicant This includes details about Bank of Ireland C UK 610179 Test Subject 13 05 15 Add App Incomplete Mortgage application L s fi The mortgage Test Subject 13 05 15 Outgoings Property amp other details Mandatory Please click on the sections below to complete the details about the applicant the places they have lived their income and their current properties Applicant details Incomplete Applicant addres
19. ddress uatrome4 boitest net Change email address Password Change password Security questions Complete Security What was the make of your first car Answer a questions Security What was the first school you attended Answer b questions Security What was the first name of your childhood friend Answer c questions Security Who is your fawourite actor Answer d questions Security What is your favourite film Answer e questions Security Where is your favourite holiday destination Answer f questions Registered company details Complete If you need to change your company details please contact us on 0345 266 8928 Mon Fri between 9am and Spm All calls will be recorded for training and monitoring purposes Firm name London and Country Mortgages Ltd FCA number 143002 Mortgage club 1 Mortgage Cbt oe Membership number 1 4252 Case permissions Complete Turn off case notifications By turning case notifications off you will not receive emails about case updates 18 of 22 Getting Started Using The System Useful Information Within your profile you can also Link Business Writers and Case Administrators You can find this at the bottom of the page This means a Case Administrator can manage cases on behalf of a Business Writer To do this a Busin
20. ed searches will show on the right hand side of the My Active Cases page in the Saved Searches box Bank of Ireland G UK for Intermediaries 35 19 Main applicant Illustration Test 2 11 05 15 AIP AIP Incomplete 2001057 2001056 2001055 2001054 Illustration Test 11 05 15 MA A SAMPLE Test 08 05 15 sansa stark Sansa Stark Business writer M Broker M Broker M Broker M Broker M Broker Hide advanced search App Incomplete App With Underwriter App Accepted App Referred App Declined Application Declined _ Application Cancelled App Not Proceeding App Duplicate App Awaiting Decision App Error Status AIP Incomplete Illustration Issued AIP Incomplete AIP Incomplete App Incomplete Clear all fitters App Accepted Pending Payment App Submitted 9 App Received Awaiting Assessment Assessment Completed Valuation Received Application Re instated Application Offered Funds requested by Solicitor _ Funds Released Completed Saved searches Test Apply this search Delete search Product range View our Residential and Buy to Let products Criteria and literature Affordability calculator 1 When you have chosen your filters simply click the Q icon to undertake the search If you want to save your search filters tick the Save this search as box and enter an appropriate name If at any time you want to run an advanced search using the fi
21. ep m gout documents relating to the ID 610187 ts Sandra Sanderson Derek Sanderson application Case overview App Incomplete Producti 3 49 3 year fixed up to 90 LTV Standard SVD 100 000 00 loan LTV 66 667 25 yrterm Overview Messages l Displaying AIP submitted 14 0 Niznlavinna Displaying AIP submitted 14 0 Bank of Ireland CS UK for Intermediaries Need help Read our FAQs for more information about using Rome to produce Illustrations AIPs and applications Contact Approval in Principle AIP o Generated 14 05 2015 by Mortgage Broker call us on 0345 266 8325 Mon Ft between 9am and 5pm All calls will be recorded for training and Applicant Sandra Sanderson monitoring purposes Case reference 610187 Actions Bank of Ireland UK a cra a aaa a a The message tab allows you to for Intermediaries view and respond to any questions or queries from the underwriter se ID 610035 Applicants Phil Phillips Case overview O App Submitted Producti 2 04 2 year fixed up to 80 LTY Standard SXP 100 000 00 loan LT 80 000 Overnviev Records Contact us using the message box below V e will reply to your message within 2 working days Send anew message To Bank of lreland Send case message 12 of 22 Getting Started Using The System Useful Information Bank of Ireland ESAT When an Application has been tte accepted pending payment a fee tab will appear This will allow y
22. es submitted before 8 June 2015 simply select existing mortgage applications Login Existing mortgage applications gt You ll find the Login button in the top right of the screen Select your mortgage network and then click the Login button You will then be taken through to the login screen of our online mortgage application system 4 of 22 Getting Started Using The System Useful Information STEP 3 1 Enter your email address followed by your password These are unique to you Bank of Ireland G UK and should be kept private for Intermediaries Please note the email or address filed is not case Wcome Pease enter your amall acne and pasword 1 sensitive but the password field is Email address 2 When you are happy with a the details you have entered click the Login button 3 Ifyou forget your password click on the forgotten your password link and pire a you ll be sent an email to Berk of rele UK is a reading name of Bank of ireland UK ple which is auhorisad by the Pruderiia Reguision Authorily and requisted by the Francis Conduct Authority and the Prudential Reguision Authority Bank of Ireland UK pie is regetiered h Engtercd amp Wales No 702288 Bow Bais Housa 1 Breed Street Lorian sips reset your password If you get locked out please call our sales support team on 0345 266 8928 available from 9am to 5pm Monday to Friday P 5 of 22
23. ess Writer must first set up the case permissions for their Case Administrator s 1 To add a Case Administrator click on the Add case administrator button Linked case administrators There are currently no linked case administrators 1 2 Then select the relevant name from the Case Administrator drop down menu Linked case administrators 3 Then select the level of Access rights from the drop Case administrator Casie Administrator 2 d own menu Andrei Bol2 Case Admin Access rights Send case notifications Case Administrator 4 Put a tick in the Send case Casie Administrator aie cael eb es notifications box to allow an Administrator to send and receive case messages Linked case administrators Case administrator Casie Administrator Send case notifications Full Add case administrator Post submission Full allows the Case Administrator to fully manage a case after it has been created this includes keying in data Post submission allows the Case Administrator to manage a case only after an application has been submitted with all fees paid and received by the bank App Received status and onwards Please note only a Business Writer can create a case in the first place 19 of 22 Getting Started Using The System Useful Information Useful Information All Loan Types Most cases will receive an automatic decision within one minute Where an immediate decision is not
24. hes Bank of Ireland G UK for Intermedia Enter Keyword or leave blank for as Main applicant Business writer Status Test Ilustration Test 2 Apply this search Delete search 11 05 15 AIP M Broker AIP Incomplete Product range 2 View our Residential and Buy to Let products If you wish to undertake a more detailed search simply click on Show advanced search button at the top of the page AIP Incomplete Griteria and literature Affordability calculator 2001057 Illustration Test 11 05 15 M Broker Illustration Issued MR A SAMPLE Test 08 05 15 M Broker 2001056 AIP Incomplete 2001055 sansa stark M Broker AIP Incomplete 2001054 Sansa Stark M Broker App Incomplete 2000990 david mosley M Broker AIP Not Proceeding 2000822 sdg sdg M Broker App Incomplete 2000314 sdg sdg M Broker App Incomplete 2000312 M Broker Illustration Incomplete 2000197 Zoe Rogers M Broker App Incomplete Once in the advanced search page you can search by a number of filters including date range case status case particulars and role Bank of Ireland C UK for Intermediaries Fitter by Date range Gase status Case particulars Role Enter keyword or eave blank for af lllustration Incomplete Illustration Issued AIP Incomplete AIP With Underwriter AIP Accepted AIP Referred AIP Declined AIP Not Proceeding AIP Duplicate AIP Awaiting Decision AIP Error Save this search as 2 Your sav
25. ill attempt to electronically verify their identity through a credit reference agency If we are unable to obtain this information we will ask you for identification documents If this is necessary we will give you a list of acceptable documents to send with our other requirements Decisions Explained e Accept if your case is accepted you ll be asked to pay the valuation fee online within three working days otherwise the case will be closed Please note that anything written in the AIP or Applications additional information section will not be taken into account with an auto accept However this additional text will be reviewed by an underwriter and subsequently the decision may change We reserve the right to request further information and review our decision if major differences exist when the application is submitted e Decline if a case is an auto decline you have the right under the Data Protection Act to request that an underwriter reviews a credit scored decision Please note that if the case has been declined because of the credit score and the applicant would like to appeal information on how to do this can be found in Our Decision Explained booklet which is available from us on request e Refer this means that the case needs referral to an underwriter to decide whether we are able to proceed with it An underwriter will normally review your case within three working days Click on the Messages tab within the case
26. ils to Bank of Ireland UK Once you have completed the Wi lam the cardholder or have obtained the authority of the applicantis to provide these payrnent details to Bank of Ireland UK to enable the applicable fee s to be charged to the applicant s specified card payment process the fees tab will J The Payment Card Industry Data Security Standard requires you to safeguard sensitive card data The hard copy retention of d fi sensitive cient Credit Card data is not permitted under any circumstances You must not keep Sensitive Authentication Data such as 16 digit card numbers card expiry dates or crucially 3 digit security codes in any written form You must immediately Up ate Lo contirm your payment securely destroy any documents containing this data Th i ti t t ill b lon WI Safest practice is to not commit the information to paper e app ca O S a US a SO e Payments can only be refunded at the Bank s discretion please contact us for more details changed to App Received Methods of payment via WorldPay worldpay D visa visa E 2 16 of 22 Getting Started Useful Information Using The System How To Use The System s Search Functions The new system aims to make it as easy as possible to find the information you are looking for 1 Jo undertake a basic search select the search type from the drop down menu then EE T key in the search term and 5 19 click the Q Icon Saved searc
27. issions C Turn off case notifications Contact us By turning case notifications off you will not receive emails about case updates Linked case administrators Please contact your access controllerto amend your case permissions Linked business writers STEP 7 Turn off case notifications Please send us a case message or call us on 0345 266 8928 Mon Fri between Sam and Spm All calls will be recorded for training and monitoring purposes Contact us By turning case notifications off you will not receive emails about case updates Linked case administrators Please contact your access controllerto amend your case permissions Linked business writers Please send us a case message or call us on 0345 266 8928 Mon Fri between 9am and Spm All calls will be recorded for training and monitoring purposes Cancel Useful Information Upon clicking Continue you ll then be taken to your profile page to complete the registration Please check the details you entered previously are correct To help protect your account you ll also be asked to select four security questions and provide the relevant answers You ll need to remember these if you ever forget your password and need us to reset it When you have entered all the required details just click the Save button at the bottom of the screen You have now completed the registration process and will be able to use the system
28. lters you have previously set up and saved simply click on the Apply this search link If you want to delete this search just click on the Delete search link and it will be removed 17 of 22 Getting Started Using The System Useful Information My Profile Your profile page contains your personal details which you entered when you first registered on the site When on this page you can Bank of Ireland UK i accor iia a e Amend your personal details for Intermediaries M Broker L amp C e Change your password Personal details Complete Login details Personal details Complete Completa e Change your email address Security questions Title Mr 7 banned j j pay company details Update case permMISSIONS First name M Case permissione E TE i e Add or remove mortgage clubs Need help Correspondence address Read our FAQs for more information about using Rome to produce Illustrations AIPs and applications Find address Postcode BS2 00Z Contact us Please send us a case message or Line 1 Thompsons Solicitors call us on 0345 266 8928 Mon Fri between Sam and Spm All calls will be recorded for training and inate 18 Lawford Street monitoring purposes Line 3 BRISTOL County Your contact details Telephone number 453 Mobile number Fax Login details Complete Email a
29. ou to pay the valuation fee online 610132 David Andrews Andrea Davids Case overview App Accepted Pending Payment 1 98 2 year fixed up to 80 LTV Standard SAB 100 000 00 loan LTV 80 000 25yrtem amp Need help The chosen product has been secured providing the relevant feels shown below are paid within 3 working days Please note Read our FAQs for more information i 3 i A i about using Norme to produce that ifwe have not received payment within 3 working days the application will not progress further Ra AU s ned appleaione Contact us Pleate send ut Cate Mettage or call Fees to be paid by 10 05 2015 ut on 0345 268 8228 Mon Fri between Gam and Spm All calls will Dt recorded tor trassing aed monmoring perposes Valuation Fee Total to pay Please confirm that you are the cardholder or have obtained the authority of the applicantis to provide detalls to Bank of Ireland UK lam the cardholder or have obtained the authority of the applicant s to provide these payment details to Bank of Ireland UK to enable the applicable fee s to be charged to the applicantis specified card The Payment Card industry Data Security Standard requires you to safeguard sensitive card data The hard copy retention of sensitive client Credit Card data is not permitted under any circumstances You must not keep Sensitive Authentication Data such as 16 digit card numbers card expiry dates or crucially 3 digit secu
30. possible the case will be referred to an underwriter who will complete an assessment within three working days You ll be able to view the underwriter s response Applicant Income Details Where there are more than two applicants please enter the two highest earners as applicants one and two When completing an AIP or Application we will ask for the following details e Employed Applicants Annual Basic Salary Non Guaranteed Overtime Bonus Commission and other Regular Income e Self Employed Applicants Gross income for previous financial year Buy to Let Cases When applying for more than one Buy to Let case for a borrower you can Copy as new case This can be found in the case overview tab within the case summary section This facility will create a new case ID using the previous details Simply change any different information e g property type product loan amount and then submit Bank of Ireland C UK for Intermediaries 610187 Sandra Sanderson Derek Sanderson Case overi EA App Incomplete 3 49 3 year fixed up to 90 LTV Standard SVD 100 000 00 loan LTY 66 667 25 yr term Need help Case status Business Writer Mortgage Broker Read our FAQs for more information about using Rome to produce Illustrations AIPs and applications Application last modified 11 00AM 14 05 2015 by Mortgage Broker Saffron Building Society Contact us Please send us a case message or Status SAM ID call us on 0345 266
31. rity codes in any written form You must immediately securely destroy any documents containing this data Safest practice is to not commit the information to paper Payments can only be refunded at the Bank s discretion please contact us for more details Methods of payment via WorldPay worldpay d 13 of 22 Getting Started Using The System Receiving A Case Message Useful Information When you receive a case message you ll receive an email alerting you that you have a message on a case that has been marked for attention Just click on the link to be taken through to the system to view the message Bank of Ireland G UK Dear Mortgage Broker You have a case message for 2000080 To new thre message please logn to your Bank of keland for IMermedanes account ran To remove this notification fom the case message deselect the Needs attention option in the Messages tab You can tum of case metfications by changing the case parmiemons settings in your profile Aana vy the Prugeroal Regdan Dele catty Wark of beans Message alerts in the system will show on the notifications icon at the top of the screen and the message icon in the Alert section of the case information line Bank of ireland Ces UK wale appdoam 10042 Steve Steohenson oN Case 610042 Notes requiring action 1 Applosrtion ia iii es wiih nodiications 3 50 5 year fixed wp to 90 LTV Standard SPRAJ a 25 yr term 245 000 09
32. rst name Kim 9 of 22 Getting Started Using The System Useful Information Submitting An Illustration AIP or Application When you have finished entering all of your applicants details click on the green button on the right hand side of the page For Illustrations this will state Generate Illustration For AIPs this will state Submit For Applications this will state Proceed to declaration Bank of Ireland C UK for Intermediaries 610187 Sandra Sanderson Derek Sanderson Add Mortgage application App Incomplete 3 49 3 year fixed up to 90 LTV Standard SVD 100 000 00 loan LTV 66 667 25 yrterm a e a i i fi The morgage Sandra Sanderson Derek Sanderson Outgaings Property amp other details This step contains The mortgage About the mortgage This step contains About the mortgage Please click on the sections below to complete the details about the mortgage and the fees Incomplete Fees Incomplste About the mortgage noompiata This step contains This step contains Fees complete About the mortgage Incomplete Please complete the details of the fees if shown below Will a mortgage valuation Yes No report be completed before you apply for thie mortgage Are you submitting via a Mortgage Club Please Select When you generate an Illustration AIP or Application a document bundle can be found within the Records tab on the case summary page You ll will then
33. s Login details Email address Password Change password SalesTraining1 boitest net Change email address Completa Security questions Completa Registered company details Complete Login details Complete Security questions Complete Security questions Security What was the first school you attended questions SDESSE Security Who is your favourite actor questions Security What is your favourite film questions Security Where is your favourite holiday destination questions Registered company details Registered company details Complete Login details Complete Security questions Complete Registered company details Complete Login details Complete Security questions Complete Registered company details Complete Ianin Aatsila E Complete Completa Login detaile Complsta If you need to change your company details please contact us on 0345 266 8928 Mon Fri between 9am and Spm All calls will be Security questions recorded for training and monitoring purposes Firm name Saffron Building Society FCA number 100015 Mortgage club 1 Mortgage Club 1 Membership number 1 Add new mortgage club Completa Registered company details Complsta Case permissions Complete Need help Read our FAQs for more information about using Rome to produce Illustrations AIPs and applications Case perm
34. s details Incomplete Applicant income Incompiste Current properties Incompleta B a fh Test Subject 13 05 15 The morgage Outgoings Property amp other details he mortgage Mandatory Please click on the sections below to complete the details about the mortgage and the fees About the mortgage Fees Please complete the details of the fees if shown below Please select a mortgage valuation report type Please Select v Please indicate whether you are submitting via a Mortgage Club Please Select v Which type of mortgage valuation report is required Are you submitting via a Mortgage Club This step contains Applicant details Incomplete Applicant address details Incompiste Applicant income Incomplete Current properties Incomplete Proceed to declaration This step contains About the mortgage Incomplete Fees Incomplete Proceed to declaration The mortgage and any fees included e The applicant s personal details including age income and address Any outgoings and financial commitments The property not needed for Illustrations Please note when entering details onto the system do not use commas full stops or symbols in numeric fields and round figures up to the nearest pound An orange error message will appear where mandatory information is missing The navigation tabs will also display an orange symbol and
35. son Derek Sanderson Case overview App Incomplete Overview Records Messages Case status Application last modified 17 00AM 14 05 2015 by Mortgage Broker Saffron Building Society Status SAM ID App Incomplete Particulars LTV 66 667 100 000 00 loan 2 applicants Residential Term 25 yrs Repayment Case decision Policy rules Case activity Application Business Writer Mortgage Broker 3 49 3 year fixed up to 90 LTV Standard SVD 25 yrterm LTY 66 667 100 000 00 loan App Incomplete AIP 3 49 3 year fixed up to 90 LTV Standard SVD 25 yrterm LTV 66 667 100 000 00 loan AIP Referred Submitted Decided 14 05 2015 10 56AM by Mortgage Broker View submission 3 49 3 year fixed up to 90 LTY Standard SVD 100 000 00 loan LTV 66 667 25 yrterm Need help Read our FAQs for more information about using Rome to produce Illustrations AIPs and applications Contact us Please send us a case message or call us on 0345 266 3923 Mon Fri between Sam and Spm All calls will be recorded for training and monitoring purposes Actions Generate Illustration Copy as new case The case overview will display the details of the applicant s application 11 of 22 Getting Started Using The System Useful Information pankat ireland G amp UK Dass coopera iar The records tab will contain for Intermediaries nyage I ne ANTON Wang A n
36. ts for this applic ation Proceed to declaration 8 of 22 Getting Started Using The System Useful Information When prompted to enter details about the applicant s additional income please leave these fields blank if not applicable entering zero will produce an error message The mortgage Mortgage Broker Property amp other details This step contains Employment status Employed Applicant details Complete Type of employment Permanent Applicant address details Compiste Hove long has the Sppe 10 Years o Months Applicant income worked for this employer J Complete What is th lic ant Current properties at ie the applicant s Test current occupation Complete Income Residential mortgages Please note that for a repayment Annual basic salary including gt 50000 mortgage a minimum household any guaranteed bonus car income of 20 000 applies whether allowance pension and mortgage or rent subsid Show more Non guaranteed bonus overtime commission Submit Other regular income You can save time when entering the details for a case by using the Use a previously entered address button when details for additional applicants are the same as for applicant one e g address details The mortgage Lee Leason Outgoings Property amp other details Applicant address details Incompleta blindi aikana Applicant details Incomplete
37. tson Mortgage Broker Illustration Incomplete case messages If you Ve sae DADENI MEE notifications for multiple 610095 Phil Phillips plovtgngs Drole App Submitted cases just click on the case Dii on Ninnaatn ancient number to see the message ee o memei nn for that particular case 610037 a i Mortgage Broker AIP Incomplete James Jameson Mortgage Broker AIP Referred 4 To start a new lllustration or create an Approval In Principle AIP or a full Application App simply click the appropriate buttons 5 Click this link to be taken to our intermediary site to see the latest service update 6 The Status column displays the current status of all cases displayed 7 In your list of active cases or search results you can expand any individual case to give you more detail and to access the case overview Io do this just click on the drop down arrow 8 If there is an alert icon showing click on it to directly access any messages for that case 9 You ll also find some useful links to the criteria and literature pages plus the affordability calculator on our intermediary site 6 of 22 Getting Started Using The System Creating Illustrations AIPs or Applications Useful Information When you have clicked on the appropriate button on the My Active Cases screen a new window will pop up where you should enter the applicant s information For all options you ll be required to Create a new AIP To st
38. y and reguisied by the Fenda Conduct Authority and the Prudential Reguisiion Authority Bank of Ireland UK pis is regeeiered in Engand amp Wisias No 7022885 Bow Bais Housa 1 Breed Shoat London EC4M E STEP 2 See 2 2 You ll meh be cl through to our registration page to Personal details start the process You ll Tie Please Select 7 be asked to enter some namin information including aim your FCA number your T E name a contact number a Talajan darter correspondence address Mobite number an email address a case Fax sensitive password and your role Correspondence address Please note this address will be used to send case information to business writers 3 When you have entered your personal details click the Continue button Postcode Find address Please note if after entering your details and clicking Continue you realise you ve input the wrong information please contact our sales support team from Yam to 5pm Monday to Friday on 0345 266 8928 Login details Emair Confirm email Please create a password A minimum of 8 alphanumeric characters are required At least 1 character must be upper case Consecutive identical characters are not allowed Passsvord Confirm passyrord C Case administrator C Business writer 3 1 of 22 Getting

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