Application - Portfolio submission
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      How do I upload a portfolio spreadsheet?

      A portfolio spreadsheet needs to be uploaded if the applicants have 4 or more mortgaged properties in their buy-to-let portfolio.

      1. Download the portfolio spreadsheet here
      2. Enter all information into the spreadsheet detailing your applicant's portfolio 
        1. Property address
        2. Property value
        3. Current mortgage balance
        4. Monthly rental income
        5. Lender name
        6. HMO
          1. True or False
        7. Currently tenanted
          1. True or False
        1. Multi unit blocks
          1. True or False
        1. Owner
      2. Save the file to your computer
      3. Click "choose file" in your application, and select the saved file.
      4. We will process the file, and show you the results on screen
      5. Continue with your application
      • You only need to upload the portfolio to the first case you are submitting, if you are submitting a portfolio
      • If there are any errors uploading the spreadsheet - we'll show the reasons for this to you. Please update the spreadsheet on your computer before re-uploading.