MORTGAGE PORTAL

• 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@

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

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

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.

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.

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 usually respond within 24 hours and you will be alerted when they have replied.

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.

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

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

• Chrome
• Firefox
• IE (>10)

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

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

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

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

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.

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

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.

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.

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

You can upload additional documents to your application on the Mortgage Portal. Go to 'Existing Applications' and select the application from your list. Open the case and follow the uploading documents process detailed in the user guide.

The Customer Profile Form sits within the Mortgage Portal. You have the option to complete the form online within the portal or download the Customer Profile Form PDF which you can complete and import to the Mortgage Portal at a later stage. Instructions on how to do this are included in the User Guide, pages 13 - 17.

You will be able to update, add or edit the Customer Profile Form at any point up to submit. Once you have submitted the form, no further changes can be made. If you need to make a change after this point, please contact the Mortgage Centre. If your case is with Underwriting, contact the Underwriters who will 'unlock' the form for you to make amendments.

Sometimes there are properties with unusual formatting. In these circumstances, you should select the most appropriate property from the lookup list. However, you may see that the address will still be highlighted amber when you have saved the form. This is as expected and you should proceed to submit the application as normal.