
Principality Building Society is live to all mte users with its KFI, AIP and FMA forms.
Principality is a fully integrated lender - it returns PDFs for all successful submissions;
an Illustration for a KFI, a 'lending certificate' for an AIP and personalised Direct Debit,
Identity Verification and Declaration documents for FMA.
The three forms feature very detailed form-to-form pre-population which means that,
providing they are Principality forms, mte copies as much data from one form (e.g. an AIP)
to another (e.g. FMA). There is a high degree of business logic included in the forms.
As far as possible, this ensures that the intermediary is prevented from submitting cases
that are not acceptable under Principality's lending policy etc.
The KFI and FMA forms also feature the ability to select the required Principality product
from a dropdown list.
Principality prides itself on top quartile products and a level of service which proves
popular with its broker market. Dedicated teams are on hand to deal with application queries
at any time in the process which supports its reputation for a strong customer service ethic.
To access the Principality forms, simply update your mortgage sourcing or mte software then re-enter mte.
For further information please contact Principality on 0845 330 5565.