BM Document Upload Service
BM Document upload service offers you an easy and secure way of providing all the necessary documentation to support your client's new mortgage application. This means you no longer need to submit documents by fax.
How to get registered to use the document upload service
You will automatically be registered to use our service. If you have recently joined the BM Panel and not received your Document Upload log on details in the last 7 days, please email DocumentUploadRegistrationBMSolutions@lloydsbanking.com with the following information:
- First Name
- Last Name
- Email Address
- Phone Number
- Firm Name (as per FCA Registration)
- Company FCA Number
- One Minute Mortgage Username
- BDM Contact
All information must be provided to enable Document Upload registration.
You will receive a welcome email inviting you to complete the registration. Details of next steps can be found in the Document Upload Process Guide (pdf, 99kB) .
How to upload a document
Step 1. Open your browser and navigate to services.intralinks.com and enter your email and password to login.
Step 2. Double click on the BM Intermediaries exchange, navigate to the 'Tasks' tab and select 'By Process name' to upload a new document.
Step 3. Click on 'actions' then 'new to do' or 'submission’. Click on 'new applications' and 'continue' (bottom right). Read the instructions for document submission which will provide instructions on how to upload your documents, and then click 'next'.
Step 4. Insert customer details in the 'process instance' box using the format 20012345678 Smith, John. There is a box on this screen for any supporting notes - only use if needed. Click on 'attach document' bottom right of same screen.
Step 5. Specify the document type and press save to submit the documents.
You can check the status of the documents uploaded by logging in and selecting the 'Process' view within the 'Tasks' tab.
All documents being used as proof of ID will need to be certified. See also Acceptable ID.
All documents sent to us need to be certified with the following:
"Certified true copy of the original document"
The certification should also state the following information: company name, FCA number, broker signature, printed name and date of certification, which must not be older than 3 months at the time of the application.
To reset your password go to the Intralink log on page, select forgotten password and follow the online instructions. If you require further assistance you can use web chat or call the support line on 0800 358 0015.