Where can I find my completed application form?

1. How do I register to place business online with Progressive Building Society?

If you have placed business with Progressive before, you will automatically be registered to place business through our online portal.

We will be rolling out access to our online portal over the coming months and you will be contacted by your local branch who will be happy to expedite your online registration.

If you have never placed business with us before, or have not placed business within the last two years, you will need to complete a registration form to join our panel before you can place any business online.  You can complete and submit a registration form here.

We aim to process your registration within 2 working days of receiving your completed registration form.

2. How do I register to use Progressive’s online intermediary portal?

If you have placed business with us before, we will automatically contact you and register you for use of our online facility. If we have not yet contacted you and you wish to submit mortgage applications online, please contact your local branch and we will be happy to assist.

Please note, if you have never placed business with the Society before, you will need to complete our online Registration Form. Once you have submitted your registration form, one of our Intermediary Support Team will then be in touch to get you up and running within 3 business days.

3. Who do I contact if I am having problems registering?

If you experience any problems please contact your local Branch who will be happy to assist.

4. What will my procuration fee be?

If you have any queries regarding your procuration fee please contact your local Branch Manager who will be happy to assist.

5. What type of business can I submit online with Progressive?

If you have been registered for online access, you can submit applications for house purchases, new builds, remortgages and self build cases through our online portal.

The Society cannot presently accept applications for Foreign Currency Loans.

If you wish to submit an application for either Transfer of Equity or Additional Borrowing you should forward a completed mortgage application form to your local branch who will be happy to assist you. A mortgage application form can be downloaded here.

For product switches please also contact your local branch.

6. I am having technical difficulties using the online intermediary portal. Where can I find help?

For assistance using our online intermediary portal please refer to our technical guides.

Alternatively, you can contact your local branch who will be happy to assist you.

7. How do I log in to the online portal?

You can submit business online via the login button in the top right hand corner of this web page.

If you are logging in for the first time:

If you have placed business with Progressive before, you will automatically be registered to place business through our online portal. When we register you for online access you will receive two emails from us:

1. The first email will provide you with a unique username.  Please keep this safe and secure as you will need this every time you log in.  Your username is solely for your own use and should never be shared.
2. The second email will provide you with a link to the online portal.  When you click on this link you will be directed to set a password and memorable information which you will use every time you log in.

Please note that depending on your email settings these emails may be directed to your spam folder.

If you have never placed business with Progressive before or have not placed business within the last two years, you will need to complete a registration form to join our panel before you can place any business online.  You can complete and submit a registration form here.

We aim to process your registration within 2 working days of receiving your completed registration form.

8. I have not received my registration emails. What can I do?

We will be rolling out access to our online portal over the coming months and you will be contacted by your local branch to inform you of when you will be registered.

We aim to complete your registration within 2 working days of informing you about your registration or of receiving your registration request. If you have been told that you will be registered but you have not received your registration emails within 2 working days, you should check the following:

• The email address you are using is the one you used when you first registered to place business with the Society.  We will only send emails to your registered email address.
• Your junk or spam folder – depending on your email settings emails we send you may be filtered into another folder.

If you are still having difficulty you can contact our Online Service Team on 0800 0294837 who will be happy to assist you.

9. How do I know if my client’s application has submitted successfully?

When you submit an application you will be redirected to a confirmation page which will tell you that your application has been submitted. Please click on the application form PDF link to generate the application and check the information you have entered is complete and accurate. This will ensure we successfully receive your client’s application.

10. Who can I contact if I think there has been a submission error with my client’s application?

If you encounter a submission error or think there has been a problem with an application you have submitted you can contact your local branch.

Alternatively you can contact our Online Service Team on 0800 0294837 who will be happy to assist you.

We will review the application and advise you of any available options.

11. Can I save and exit an application before I submit?

You can ‘save and exit’ at any stage while completing an online application. The ‘save and exit’ button is located at the bottom of your screen to save your progress and come back later.

Please note that if you exit your browser without clicking ‘save and exit’ your application may not save and you will lose the data you have previously entered.

You will be unable to ‘save and exit’ during a Decision in Principle.

12. I have submitted an application on behalf of my client but the property details have now changed. What do I need to do?

If, on behalf of your client, you need to replace details of one property with another during the application process, the original case will need to be cancelled and a new application submitted. Please contact your local branch to advise us of this change.

The new application will require payment of a new booking fee, if applicable, and a new product reserved from the rates available at the time of re-application. Refund of your client’s first booking fee, if applicable, will be arranged once you notify your local branch that you have submitted their new application. Please note that fee refunds can take up to 7 days.

13. How can I track the progress of a submitted application?

If you submitted a case using our online portal you can check the status of the application at any time. Simply log in and follow the steps in our case tracking instructions.

14. Does my client(s) need to provide a signed Direct Debit Mandate for an application I have submitted online?

A Direct Debit Mandate must be completed for each mortgage application submitted to the Society.  The Mandate must be signed by the applicant(s)/account holder(s) and must be received by the Society prior to release of an Offer of Advance. You can download a copy of the Direct Debit Mandate form here or within the online portal when you are inputting your client’s bank details.

You can scan and upload a signed Direct Debit Mandate through the online portal when uploading other supporting documentation. We do not require you to send us an original copy of the Direct Debit Mandate.

Please ensure scanned copies are complete and legible. Failure to do so may cause a delay in processing your client’s application.

15. I am experiencing difficulty entering an address I know should be correct. What should I do?

If you experience difficulty when using the address lookup facility within the online portal you can enter addresses manually by typing directly into the address field.

If you are entering an address manually please input the full address including postcode.

16. Why is my client’s bank sort code not found when I try to input my client’s bank details within the online application?

• Check the bank sort code is inputted correctly
• Check the bank has a registered address.  Some internet-based banks may not have a full address and so may not yet be included within our sort code finder.
• If the sort code is correct and you are still facing difficulty or your client’s bank is internet-based, please contact your local branch or the Online Service Team on 0800 0294837 who will be happy to assist you.

17. Why is my client’s solicitor not found by your conveyancer search facility?

• Check the solicitor firm name and address is spelt correctly
• Check if the solicitor firm has more than one address
• If your client’s solicitor isn’t on Progressive’s panel, your client can either change their solicitor for one that is on our panel, or you can contact your local branch to discuss.

18. Do my clients need to sign the mortgage application for an application I have submitted online?

We do not require your client to sign a mortgage application submitted by an intermediary online. Instead, as part of the online submission, we do ask you to confirm that you have your client’s consent to submit the application, that all information is true and accurate and that you have confirmed your client’s consent to underwrite and process the mortgage application.

Paper applications submitted directly to a branch still require your client’s signature.

19. Where can I find my completed application form?

As soon as you have submitted the case, you will find your application form is available for you to save and print by clicking on the PDF link.

You will also find that there is an up to date illustration included with the PDF copy of the application form which you can also save and print for your client.