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MORTGAGE PORTAL

BM Solutions Mortgage Portal offers you a user friendly service to send us your mortgage application documents. The service also provides a secure messaging service, case tracking and links to useful forms.

MORTGAGE PORTAL – HOW TO GET REGISTERED

  • In order for you to submit documents to support your mortgage applications you will need to register to use the Mortgage Portal service. To request access, send an email to DocumentUploadRegistrationBMSolutions@lloydsbanking.com and include the following information:

    • First name
    • Last name
    • Email address (must be unique and not a shared email e.g info@ or enquiries@)
    • Phone number
    • Firm name (as per your FCA registration)
    • Company FCA number
    • BDM contact

MORTGAGE PORTAL – HOW TO USE THE SYSTEM

Navigate to the new Mortgage Portal system and enter your user name and password.

Use this guide which gives you instructions on how to use the new system.

MORTGAGE PORTAL - FORGOTTEN PASSWORD

To reset your password go to the Mortgage Portal 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 0808 258 5000.

MORTGAGE PORTAL - FREQUENTLY ASKED QUESTIONS

This page contains answers to some commonly asked questions about the BM Mortgage Portal.

I want to register as a new user, what do I need to do?

  • Once you are registered on our panel you can request access to the Mortgage Portal. For instructions on how to request access, please see ‘MORTGAGE PORTAL – HOW TO GET REGISTERED’.
  • To register you must have a unique email address. E.g. you are unable to register using a shared email address such as info@ or enquiries@

What will happen to the documents on my existing applications?

All existing mortgage applications will remain on the old version of Intralinks until completion or not proceeded with. You will still be able to log into the old version to continue to process these using the same log in details.

Where can I go for more help on using the system?

There is a User Guide available on the BM Solutions website and in the useful information section of the BM Solutions Mortgage Portal.

How long does the case stay open on the system?

The case will be closed 30 days after completion of the mortgage or the application not proceeding.

How many documents can be uploaded in one sitting and are there any size or document type constraints?

You can add up to 20 documents at a single time. The system will allow up to 2GB and will accept any document type with the exception of those blocked for security purposes.

What do I do if I upload the wrong document?

To delete a document uploaded in error, click on the document you want to delete, a prompt will appear. Select delete and then click ‘Yes’ on the confirmation message. This can only be done provided the document has not yet been reviewed.

How do I send a question to the mortgage centre?

If you have an application specific question, find your application using the ‘existing application’ icon. Use the message facility to type your message and send. The mortgage centre will respond accordingly and you will be alerted when they have replied.

How will I know if the mortgage centre need other documents or the documents were not acceptable?

The mortgage centre will send you an email alert, there will be a link to the case within this alert where you will see the message from the mortgage centre.

Can I access the system from my mobile or tablet device?

Yes, there is a mobile version of the website that can be used on your mobile or tablet device.

What system requirements are required if accessing BM Solutions Mortgage Portal?

The User Guide gives details of the minimum system requirements. It is targeted for the following browsers:

  • Chrome
  • Firefox
  • IE (>10)

What system requirements are required for mobile devices?

The BM Solutions Mortgage Portal will be web based and can be used on both IOS or Android mobiles.

Can my Administrators or anyone else in my firm access my cases?

No. Only you will have access to any cases you create in the portal.

I am an existing Intralinks user, will I have to register to use the BM Solutions Mortgage Portal?

No, you will automatically be sent a welcome email which will have a link to the BM Solutions Mortgage Portal. You will still be able to use your current username and password.

Do I have to go to the website to access the application forms needed to submit an application?

No, these can now be found on the Forms section of BM Solutions Mortgage Portal. You will still have to save the form to your desktop prior to printing the form.

When creating a new case what is the naming convention for the Applicant details?

When completing the Applicant details use Last Name and First Name as format. E.G Mr Michael Jones would be input as Jones, Michael.

What do I do if I am locked out or have forgotten my password?

Follow the online instructions on the log in page of the BM Solutions Mortgage Portal. Click on the ‘Forgot your Password’ hyperlink.

Will I be automatically logged out of the system after a period of inactivity?

Yes, you will be logged out after 60 minutes, with a warning appearing at 55 minutes with a 5 minute countdown. Click refresh to continue with the session that is open.

Can I use emojis when using the BM Solutions Mortgage Portal on my mobile phone or tablet?

Please avoid using emojis in the portal as this will impact the display of text you have keyed.

What happens to the documents when my case completes?

The BM Solutions Mortgage Portal is a temporary repository for documents. Any documents submitted will be retained within the clients file in the mortgage centre. The documents for cases that have completed or marked as not proceeding will automatically be deleted from the portal after 30 days so please retain your own copies for your own records.

Do I need to create a case on the Mortgage Portal if I don’t have any documents to upload?

In order to benefit from the case tracking facility, you can create a case on the Mortgage Portal even if you don’t have any documents to upload. This will allow you to use the portal to track the progress of your cases without having to phone the mortgage centre.

You will not see any update of the case in the Mortgage Portal until the valuation report has been received. At this stage, the processing team will start updating the case tracking.

What is the website address for the new Mortgage Portal?

I have submitted a paper application, what do I type in the Application Number field?

Type ‘Paper Application’. Our mortgage centre will add the application number at a later stage.

For the use of mortgage intermediaries & other professionals only

If you do not have professional experience, you should not rely on the information contained on this site. If you are a professional and you reproduce any part of the information contained on this site, to be used with or to advise private clients, you must ensure it conforms to the Financial Conduct Authority's advising and selling rules.

These pages are for the use of those people who are resident and ordinarily resident in the UK and should not be regarded as an offer or invitation to sell Mortgage products in any jurisdiction other than the UK.

Birmingham Midshires is a division of Bank of Scotland plc. Registered in Scotland No. SC327000. Registered office; The Mound, Edinburgh, EH1 1YZ

Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Financial Services Register number 169628. Telephone number 0345 850 5000. Telephone calls may be monitored or recorded.

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