Downloads & checklists

Find all the resources you'll need to submit an application, keep for your records or pass on to your clients. You can also use our Mortgage Hub to submit an application. If you can't find what you want here, contact your BDM and we'll be happy to help.

Please note that our documents regularly change, so ensure you are using the latest version here.

Since 1 December 2016, we haven’t offered new mortgages under our National Counties brand.  Since this time, all new mortgages have only been available under our award winning Family Building Society brand. If your client has a National Counties mortgage and wants to switch product or borrow more, they can do this under Family Building Society.

From hot dates to play dates, our first time buyer mortgages can help him get a bigger home

Our approach to meeting the Products & Services Outcome and Price & Value Outcome – Information for distributors of our mortgage products

As part of the FCA’s new Consumer Duty, under PRIN 2A.4.15 R and PRIN 2A.3.12 R, we are required to provide all brokers distributing our mortgage products with the outcome of our fair value assessments.

For each of our mortgage product categories we have provided a summary document, outlining:

  • Whether these have been deemed to provide fair value
  • The characteristics and benefits of our products
  • The target markets for our products, as well as how our products are distributed

These summary documents are designed to support brokers to comply with their responsibilities under PRIN 2A.3.16 R and 2A.4.16 R of the Duty. The information in these documents should not be provided to clients.

If you're looking for copies of our Certificate of Title, Deeds Schedule or Mortgage Conditions, view our dedicated forms for solicitors page. 

Since 1 December 2016, we haven’t offered new mortgages under our National Counties brand.  Since this time, all new mortgages have only been available under our award winning Family Building Society brand. If your client has a National Counties mortgage and wants to switch product or borrow more, they can do this under Family Building Society.

We will still be offering  porting to National Counties borrowers who are moving home and wish to take their existing mortgage with them. 

Affordability Calculator

Find out how much your residential client may be able to borrow. To see affordability for a Buy to Let client, use our Buy to Let calculator

Find Your Local

Business Development Manager

Your Local BDM:

Sam Morrison

Working out of our head office, as our phone-based BDM in Epsom, Sam has a wealth of knowledge regarding our processes and criteria and covers a variety of postcodes across the UK.
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Your Local BDM:

Neil Cadwallader

Neil has over 19 years experience in Financial Services from pensions and investments to mortgages. Neil focuses around South Wales and the West of England area. Contact Neil for help with your clients' mortgages.
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Your Local BDM:

Stuart Heavens

Stuart focuses on the South Coast area. Contact Stuart for help with your clients' mortgages.
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Your Local BDM:

Amar Mashru

Amar focuses on the Central London area. Contact Amar for help with your clients' mortgages.
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Your Local BDM:

Arif Kara

Arif was previously a mortgage adviser, and focuses on North and West London. Contact Arif for help with your clients' mortgages.
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Your Local BDM:

Nathan Waller

Nathan, previously a mortgage broker, focuses on Cambridgeshire, East Sussex, Essex, Suffolk, Hertfordshire, Bedfordshire, Lincolnshire, Norfolk and Kent. Contact Nathan for help with your clients' mortgages.
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Your Local BDM:

Grace Bennett

Grace focuses around the West M25 area. Contact Grace for help with your clients' mortgages.
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Your Local BDM:

Darren Deacon

Darren has over 28 years' Financial Services experience and focuses on both the East and West Midlands as well as the Southwest. Contact Darren for help with your clients' mortgages.
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Your Local BDM:

Paul Roberts

Paul has over 30 years' experience and focuses on the North (inc. M62 corridor), Yorkshire and the North East. Contact Paul for help with your clients' mortgages.
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We do not currently have a BDM covering your area. Please contact our Mortgage Helpdesk:

Opening hours: Monday - Friday: 9am - 5.30pm. Saturday: Closed

We may record any telephone calls we have with you in the interest of staff training, monitoring customer service or for security purposes.

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