Faster illustrations with our new automatic process
18 Apr 2024
Great news! We have automated our mortgage illustration process.
We appreciate that sometimes you need an illustration out of office hours, and you don't want to wait days for a response. So, we've been busy developing, testing and fine-tuning our processes to improve the way we provide illustrations.
For the majority of illustration requests, you'll now get a response within an hour, 24 hours a day, 7 days a week. Very occasionally a reponse may take a little longer and you'll receive a response the next working day.
Improved functionality
Previously you could request a single or part and part illustration. We've improved the functionality so that you can request a multi-product illustration.
We've also improved the form to ensure we're capturing the right data - hopefully leading to fewer queries from our team, and a smoother, quicker process.
What illustrations can we now provide automatically?
• Residential and Buy to Let illustrations for new cases
• Single-part illustrations
• Single-product illustrations
• Part and part illustrations
• Multi-product illustrations.
If you’re requesting an Owner Occupier DIP & Illustration, our SLA of 2 days will still stand as we’ll need to manually approve the DIP. However, our new and improved Owner Occupier DIP & Illustration form ensures we’re capturing your data more accurately.
Our team of BDMs now cover the whole of England and Wales, plus some areas of Scotland, and are all ready to answer your queries and guide you through the application process.
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
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:
- 01372 744155
- 01372 745607
- mortgage.desk@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.