What are the required fields to submit to NatWest?

What information do I need to provide before submitting a mortgage application to NatWest?

Before you can submit your client's mortgage application to NatWest, there are certain fields that you must complete in the FactFind and Mortgages sections. These fields are required in Smartr365 before you can submit a case to NatWest via SmartrConnect.

In the Fact Find section, you will need to provide the following information:

• Personal Details
• Address History
• Current Employment
• General Employment
• Credit History
• Existing Properties

In the Mortgages Form section, you will need to provide the following information:

• Status
• Buyer Type
• Remortgage
• Original Lender
• Original Date of Purchase
• Mortgage Amount Outstanding
• Repayment Method
• Term
• Lender Product Code for Executing Payment
• How was the advice given?
• Property Information

In addition, you will also need to provide information in the Mortgages section, specifically in the Banking section.

If you need more information on these required fields, you can watch the video explainer below:

Video: A walkthrough of the DIP and FMA journey for employed and self-employed clients.