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Intermediary FAQ - Illustrations

Q. Can I park the illustration or application part way?

A. You cannot park the illustration part way through as the system doesn’t save the details until after an illustration is produced.

During the application process, you can park part way through by simply clicking ‘Save and exit’ on any screen. When you go back into the application, you will see that the information has been saved and you can continue with the application and submission.  

Q. What information do I need to provide in order to get an illustration?

A. You will need to provide basic applicant details, income details, expenditure details and loan requirement details.

Q. Can I produce an online AIP?

A. We do not currently offer an online agreement in principle. If you would like an agreement in principle you will need to complete our agreement in principle request form . If you would like to discuss an application with someone you can contact our Intermediary Helpdesk on 01635 918000 or email us.

Q. Can I make changes if I make a mistake?

A. If you make a mistake during the illustration process, you will need to create a new illustration based on the information you have already provided. You will then be able to alter the information during this process.

 

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