New Mortgage Hub
We're pleased to announce we've launched our brand new Mortgage Hub for brokers and packagers.
Find out more about the new Mortgage Hub and how you can register.
Note: Our old mortgage portal will remain open until 25 September 2026 for you to download any case information and documents. Read our FAQs below.
New Mortgage Hub
Our new Mortgage Hub offers brokers and packagers an efficient and user-friendly portal for managing your client applications, illustrations and DIPs.
Key benefits of the new Mortgage Hub include:
- Streamlined DIP to completion journey, creating a faster and smoother experience
- Real-time visibility of how your case is progressing
- Instant DIP certificates and the ability to copy information for multiple DIPs
- Illustration requests available
- Document upload facility for easier administrative tasks
- Secure messaging allowing you to get in touch with us directly about your case
- User-friendly design
Registration
To use the new Mortgage Hub you must register to create an account. Previous registrations on the old mortgage portal made before 23 July 2026 will not allow access.
Registration is simple. To register we will need the following from you:
- Business email address
- Your individual FCA number
- Your National Insurance number
- Firm Correspondence address
- Firm FCA number (Broker only)
Any questions? Please see our FAQs below.
Need some extra help?
There are some frequently asked questions below.
If you need additional help, please contact our dedicated Mortgage Desk on 01372 744155 or your local BDM.
Old Mortgage Portal
Our old mortgage portal will be available until 25 September 2026 to allow you to download any case information and documents before it is closed.
Do not use the old mortgage portal for any new cases.
Any questions? Please see our FAQs below.
DIP & illustration request
We recommend you use our new Mortgage Hub for your clients DIPs and mortgage illustrations for a quicker response and smoother mortgage application.
Although we can provide these outside the new Mortgage Hub, a response may take up to two working days.
Frequently asked questions
New Mortgage Hub
Registering and logging in
Managing applications
Managing account access
Old Mortgage Portal
Support from our expert team
Business Development Managers
Our BDMs are on hand to offer advice and support and can help find solutions for your clients' needs. The contact details of all our BDMs are listed in our 'Find Your Local Business Development Manager' tool, so try using our postcode search to find your local BDM.
Business Development Representatives
Our BDMs are supported by a dedicated team of Business Development Representatives, who can help you with any case updates, illustration or DIP requests. You can contact them on:
Telephone: 03300 243407 / Email: BDR@familybsoc.co.uk
If there are no BDMs covering your area, please contact our dedicated Mortgage Desk on 01372 744155, or make an online enquiry and one of our team will reply by email.
Your Local BDM:
Arif Kara
Your Local BDM:
Kirsty Dancer
Your Local BDM:
Nathan Waller
Your Local BDM:
Neil Cadwallader
Your Local BDM:
Paul Roberts
Your Local BDM:
Sam Byrne
Your Local BDM:
Sam Morrison
Your Local BDM:
Stuart Heavens
A new BDM will be covering your area soon. In the meantime, our experienced business support team are on hand to support you with any applications, case updates or any queries you may have.
- 03300 243407
- 01372 745607
- BDR@familybsoc.co.uk
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.
Our mortgage helpdesk
If you have any questions that you're unable to find answers to on our website, or if you'd like to discuss your client's mortgage requirements, please contact our dedicated Mortgage Desk, or make an online enquiry and one of our team will reply by email.
Mortgage helpdesk details
Email: mortgage.desk@familybsoc.co.uk
Tel: 01372 744155
Fax: 01372 745607
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.
If you'd like to receive regular updates from us on our products and services including new product launches, please register for our email updates.
Secure messaging
As the security of customers’ data is of paramount importance to us, we’ve chosen to provide you with an additional, secure method of communication via our Secure Messaging portal. Powered by Mimecast, the Secure Messaging portal offers a safe and straightforward way for us to discuss customer or account specific information with you, securely send you electronic files, or securely receive electronic files from you (as an additional option to our Secure Document Upload form).