Tools and Guides

Graph

Create and print a Mortgage Illustration for your client.

Graph

Agreement in Principle

Request an Agreement in Principle for your clients.

Complete online form

Our online application system is now available to complete and submit residential and buy to let applications.

Gavel

Clydesdale Bank Approved Legal Panel

The solicitors/conveyancers approved for use by the Clydesdale Bank.

Additional Information on Repayment Strategies

Information on the acceptable repayment strategies/evidence required for interest only residential mortgages. PDF, 45KB, last updated 23 February 2024 Open

Application Guide - Product Transfers

Guide explaining the criteria and process for product transfer applications. PDF, 63KB, last updated 19th March 2024 Open

Email Instruction Guide
Instruction guide for Broker encrypted emails PDF, 557KB, last updated 23 February 2024 Open
Online Application FAQ
Frequently asked questions for our online application. PDF, 34KB, last updated 23 February 2024 Open
Online Application Guide

Information on how to apply for a mortgage using our online system. PDF, 240KB, last updated 23 February 2024 Open

Our Service Commitment
Service commitment PDF, 58KB, last updated 23 February 2024 Open
Our Service Commitment Terms & Conditions
Terms and conditions of our service commitment PDF, 36KB, last updated 23 February 2024 Open
Packaging Guide

Requirements for standard employed or self employed application. PDF, 48KB, last updated 23 February 2024 Open

Porting, product transfers with additional borrowing and further advances guide

Details of porting, product transfers with additional borrowing and further advances. PDF, 65KB, last updated 7 March 2024 Open

Product Rate Guide
Details of our current products and rates available. PDF, 299KB, last updated 15th August 2024 Open
Buy to Let Mortgages
Important considerations before becoming a landlord. PDF, 41KB, last updated 23 February 2024 Open
Tariff of Mortgage Charges

A guide to the tariffs associated with our family of mortgages. PDF, 86KB, last updated 12 July 2024 Open

Buy to Let Application Form

An intermediaries form to apply for any of our various buy to let mortgages. This form should only be used if you have been advised to by Clydesdale Bank. PDF, 510KB, last updated 12 July 2024 Open

Change of Details Application Form

Not to be used when adding or removing applicants post submission - Please complete a new application . PDF, 106KB, last updated 12 July 2024 Open

Customer Declaration - Buy to Let

Intermediary Mortgage Application - Customer Declaration - Buy to Let PDF, 75KB, last updated 12 July 2024 Open

Customer Declaration - Residential

Intermediary Mortgage Application - Customer Declaration - Residential PDF, 80KB, last updated 12 July 2024 Open

Direct Debit Mandate

If the application includes more than one part (e.g. multiple products or repayment types) please provide a DDM for each part PDF, 103KB, last updated 7 March 2024 Open

Illustration Request Form

Intermediary Illustration request form for porting and additional borrowing applications PDF, 322KB, last updated 12 July 2024 Open

Intermediary customer information request form

You can use this form to request your customer's current mortgage information. PDF, 172KB, last updated 12 July 2024 Open

Porting, further advance or product transfer with additional borrowing application form - Buy To Let

Intermediary application form for buy to let porting, further advance or product transfer with additional borrowing. PDF, 75KB, last updated 12 July 2024 Open

Porting, further advance or product transfer with additional borrowing application form - Residential

Intermediary application form for residential porting, further advance or product transfer with additional borrowing. PDF, 395KB, last updated 12 July 2024 Open

Intermediary product transfer application form
You can use this form to apply for a transfer of product. PDF, 199KB, last updated 12 July 2024 Open
Moving your mortgage
PDF, 62KB, last updated 19th January 2024 Open
New Offset Portfolio Linking Form

Customer form to link Virgin Money current or savings accounts to their Clydesdale Bank offset mortgage. Word doc, 40k, last updated June 2019 Open

Residential Application Form

An intermediaries form to apply for any of our various residential mortgages. This form should only be used if you have been advised to by Clydesdale Bank. PDF, 395KB, last updated 12 July 2024 Open

Third Party Use of Personal Information / Gifted Deposit Form

Please use this when you are gifting or lending funds to a Borrower of the Bank, we require documentary evidence of the source of these funds, in order to prevent fraud. PDF, 210KB, last updated 12 July 2024 Open

Buy to Let Factsheet
Information on our BTL mortgages PDF, 54KB, last updated 23 February 2024 Open
Contractor Mortgages Factsheet
Information on our Contractor mortgages PDF, 94KB, last updated 7 March 2024 Open
Flexible Underwriters Factsheet
Information on our Flexible Underwriters mortgages PDF, 66KB, last updated 23 February 2024 Open
Interest Only Factsheet
Information on our Interest Only mortgages PDF, 89KB, last updated 7 March 2024 Open
Large Loans Factsheet
Information on our Large Loans mortgages PDF, 81KB, last updated 23 February 2024 Open
New Build Factsheet
Information on our new build mortgages PDF, 62KB, last updated 23 February 2024 Open
Offset Factsheet
Information on our Offset mortgages PDF, 79KB, last updated 23 February 2024 Open
Professional and Newly Qualified Professional Factsheet
Information on our Professional mortgages PDF, 67KB, last updated 23 February 2024 Open
Self Employed Mortgages Factsheet
Information on our Self Employed mortgages PDF, 89KB, last updated 7 March 2024 Open
USP Factsheet
Information on our products and underwriting PDF, 121KB, last updated 23 February 2024 Open
Broker Fair Processing Notice
How we hold and use personal information about you. PDF, 46KB, last updated 23 February 2024 Open
Intermediary Agreement
Terms of Business for Intermediary Partners PDF, 55.2KB, last updated 1 November 2021 Open
Consumer Duty Intermediary Attestations - Residential C&I, Interest Only and Offset
Consumer Duty Intermediary Attestations PDF, 313KB, last updated 14th December 2023 Open

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Quick links

Our online application makes it quick and easy to apply for your customer

To discuss product and policy queries, or for advice on making an application, speak to your Clydesdale Bank and Virgin Money BDM.

Can't find what you need on our product and lending criteria pages? Try live chat

To see how we manage your data, read our privacy policy

To discuss applications already submitted, please call 0800 917 8363.* *Monday - Friday, 9.00am - 5.00pm, except Wednesdays, 9.30am - 5.00pm

Procuration fee enquiries

If you are not an intermediary of the Bank, you should not refer to the information contained in this website. If you are a professional and you reproduce any part of the information contained in this communication, to be used with or to advise retail clients, you must ensure it conforms to the Financial Conduct Authority's mortgage conduct of business rules. This site is intended for UK residents (who are intermediaries of the Bank) unless otherwise stated.

Clydesdale Bank PLC Registered in Scotland (Number SC001111). Registered Office: 177 Bothwell Street, Glasgow G2 7ER.