Use our tools and guides to improve the service and information you provide to your clients
Create and print a Key Features Illustration (KFI) for you client.
Request an Agreement in Principle for your clients.
Our online application system is now available to complete and submit residential and buy to let applications.
The solicitors/conveyancers approved for use by the Clydesdale Bank.
Information on the acceptable repayment strategies/evidence required for interest only residential mortgages.
PDF, 52 KB, last updated 20 December 2016
Guide explaining the criteria and process for product transfer applications.
PDF, 43.4k, last updated 31 January 2017
Information on our BTL mortgages
PDF, 47.9KB, last updated 8 November 2016
Frequently asked questions for our online application.
PDF, 40KB, last updated 26th April 2017
Information on how to apply for a mortgage using our online system.
PDF, 240KB, last updated 26th April 2017
Details of our current products and rates available.
PDF, 70.3kb, last updated 1st August 2017
Information on our residential mortgages
PDF, 52.9KB, last updated 12th June 2017
Information on our products and underwriting
PDF, 56.4KB, last updated 30 May 2017
This handy guide can be used with your clients to introduce Clydesdale Bank as a lender.
PDF, 46.3KB, last updated 8 November 2016
Important considerations before becoming a landlord.
PDF, 50KB, last updated 26th April 2017
A guide for helping to work out a customers financial position using a variety of assets and liabilities.
DOC, 172k, last updated 3 December 2012
Intermediary Mortgage Application - Broker Declaration
PDF, 205K, last updated 27 October 2015
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, 400k, last updated 11 March 2016
To be used to inform us of: increase or decrease in loan amount; a change of product; a change of term; a change of mortgage type e.g. capital and interest to interest only and/or a change of property.
PDF, 160k, last updated 11 March 2016
Intermediary Mortgage Application - Customer Declaration - Buy to Let
PDF, 387K, last updated 11 March 2016
Intermediary Mortgage Application - Customer Declaration - Residental
PDF, 248K, last updated 27 October 2015
Instruction guide for Broker encrypted emails
PDF, 570KB, last updated 14 December 2016
You can use this form to request your customer's current mortgage information.
DOC, 172k, last updated 15 May 2017
You can use this form to apply for a transfer of product.
PDF, 154k, last updated 14 September 2016
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, 450k, last updated 11 March 2016
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Clydesdale Bank is not responsible for the content of external websites.
You are here: Tools and Guides
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: 30 St Vincent Place, Glasgow G1 2HL.