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.
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, 48 KB, last updated 09 May 2019
Guide explaining the criteria and process for product transfer applications.
PDF, 43.4k, last updated 31 January 2017
Instruction guide for Broker encrypted emails
PDF, 570KB, last updated 14 December 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
Terms and conditions of our service commitment
PDF, 44KB, last updated 31st August 2021
Requirements for standard employed or self employed application.
PDF, 79.6KB, last updated 4th June 2021
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 22nd January 2018
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
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 23 April 2021
Not to be used when adding or removing applicants post submission - Please complete a new application .
PDF, 400k, last updated 20 December 2019
Intermediary Mortgage Application - Customer Declaration - Buy to Let
PDF, 60.9K, last updated 20 December 2019
Intermediary Mortgage Application - Customer Declaration - Residential
PDF, 248K, last updated 20 December 2019
If the application includes more than one part (e.g. multiple products or repayment types) please provide a DDM for each part
PDF, 1.9MB, last updated 27 October 2015
You can use this form to request your customer's current mortgage information.
PDF, 195k, last updated 7th April 2021
You can use this form to apply for a transfer of product.
PDF, 145k, last updated 23 April 2021
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, 594k, last updated 23 April 2021
Self-employed customers must provide a completed Self-Employed Supplementary Form with the application.
DOC, 31k, last updated 16th July 2021
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, 30k, last updated 14th January 2020
Information on our Contractor mortgages
PDF, 806KB, last updated 11th August 2021
Information on our Flexible Underwriters mortgages
PDF, 97KB, last updated 16th September 2021
Information on our Interest Only mortgages
PDF, 665KB, last updated 8th March 2021
Information on our Large Loans mortgages
PDF, 112KB, last updated 8th March 2021
Information on our new build mortgages
PDF, 83KB, last updated 16th September 2021
Information on our Professional mortgages
PDF, 468KB, last updated 19th May 2021
Information on our Self Employed mortgages
PDF, 686KB, last updated 8th March 2021
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Our online application makes it quick and easy to apply for your customerApply online
To discuss product and policy queries, or for advice on making an application, speak to your Clydesdale Bank and Virgin Money BDM.Find your BDMs Chat now
To discuss applications already submitted, please call 0800 917 8363.**Monday - Friday, 9.00am - 5.30pm, except Wednesdays, 9.30am - 5.30pm
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.