Use our tools and guides to improve the service and information you provide to your clients
Create and print a Mortgage Illustration for your client.
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, 68KB, last updated 20 January 2025
Guide explaining the criteria and process for product transfer applications.
PDF, 63KB, last updated 14th October 2025
Instruction guide for Broker encrypted emails
PDF, 557KB, last updated 23 February 2024
Frequently asked questions for our online application.
PDF, 47KB, last updated 9 September 2024
Information on how to apply for a mortgage using our online system.
PDF, 240KB, last updated 23 February 2024
Terms and conditions of our service commitment
PDF, 36KB, last updated 23 February 2024
Requirements for standard employed or self employed application.
PDF, 64KB, last updated 18 July 2025
Details of porting, product transfers with additional borrowing and further advances.
PDF, 65KB, last updated 7 March 2024
Details of our current products and rates available.
PDF, 315KB, last updated 13th October 2025
Important considerations before becoming a landlord.
PDF, 41KB, last updated 6 October 2025
A guide to the tariffs associated with our family of mortgages.
PDF, 86KB, last updated 13 September 2024
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, 1037KB, last updated 25 July 2025
Not to be used when adding or removing applicants post submission - Please complete a new application .
PDF, 106KB, last updated 12 July 2024
Intermediary Mortgage Application - Customer Declaration - Buy to Let
PDF, 75KB, last updated 12 July 2024
Intermediary Mortgage Application - Customer Declaration - Residential
PDF, 80KB, last updated 12 July 2024
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
Intermediary Illustration request form for porting and additional borrowing applications
PDF, 322KB, last updated 12 July 2024
You can use this form to request your customer's current mortgage information.
PDF, 172KB, last updated 12 July 2024
Intermediary application form for buy to let porting, further advance or product transfer with additional borrowing.
PDF, 511KB, last updated 25 July 2025
Intermediary application form for residential porting, further advance or product transfer with additional borrowing.
PDF, 539KB, last updated 25 July 2025
You can use this form to apply for a transfer of product.
PDF, 199KB, last updated 12 July 2024
Customer form to link Virgin Money current or savings accounts to their Clydesdale Bank offset mortgage.
Word doc, 40k, last updated June 2019
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, 690KB, last updated 25 July 2025
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
Information on our Contractor mortgages
PDF, 94KB, last updated 7 March 2024
Information on our Flexible Underwriters mortgages
PDF, 96KB, last updated 18 July 2025
Information on our Interest Only mortgages
PDF, 110KB, last updated 13th October 2025
Information on our Large Loans mortgages
PDF, 81KB, last updated 13th October 2025
Information on our Professional mortgages
PDF, 95KB, last updated 15th September 2025
Information on our Self Employed mortgages
PDF, 82KB, last updated 18 July 2025
Information on our products and underwriting
PDF, 220KB, last updated 13th October 2025
Terms of Business for Intermediary Partners
PDF, 297KB, last updated 16 December 2024
Consumer Duty Intermediary Attestations
PDF, 104KB, last updated 13th October 2025
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Our online application makes it quick and easy to apply for your customer
Apply onlineTo discuss product and policy queries, or for advice on making an application, speak to your Clydesdale Bank and Virgin Money BDM.
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To discuss a new application with one of our Telephony experts, call 0800 1412 104. Lines open 9:00am to 5:00pm Monday to Friday
For updates on an application you have already submitted use case tracker or call 0800 9178 363. Lines open Monday - Friday* 9:00am - 5:00pm, except Wednesdays, 9:30am - 5:00pm)
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.
