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Useful documents

 

Useful documents

Here are some of our most commonly used documents, including reference guides and forms.
 

For all other documents, you’ll need to access the ‘Knowledge’ help centre in the Intermediary Hub.
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Residential

For you
 

Data capture form [PDF, 241KB]

Intermediary details form [PDF, 638KB]

Introduction certificate [PDF, 192KB]

Springboard application pack [PDF, 647KB]

Perfect packaging [PDF, 252KB]

Criteria at a glance [PDF, 857KB]

Barclays Offset Mortgage - Help Guide [PDF, 1.4MB]

Family Springboard Mortgage – Help Guide [PDF, 1.2MB]

Help to Buy Equity Loan – Remortgage Guide [PDF, 3.1MB]

Affordability FAQs [PDF, 197KB]

A tutorial on using Residential Affordability Calculator [PDF, 1.1MB]

Mortgage Application Change Form (PCV) [PDF, 128KB]

New Build Mortgage Offer Extension Declaration [PDF, 545KB]

Additional Case Information (ACI) for Intermediaries form [PDF, 139KB]

For your client
 

Attestation Form – For Customer Signature on Declarations and KYC [PDF, 303KB]

Residential general declaration [PDF, 91KB]

Residential supplementary debt declaration [PDF, 102KB]

  Rate switch form

Rate switch information sheet [PDF, 258KB]

Direct Debit [PDF, 250KB]

Mortgage tariff of charges [PDF, 222KB]

Springboard brochure [PDF, 1.2MB]

Barclays Offset Customer Brochure [PDF, 360KB]

Helpful Start Account – Helper Advice  [PDF, 438KB]

A guide to Independent Legal Advice [PDF, 1.98KB]

Independent Legal Advice–Information Request Form [PDF, 40KB]

Buy to let

For you

Data capture form [PDF, 1.3MB]

Intermediary details form [PDF, 244KB]

Introduction certificate [PDF, 192KB]
 
Perfect packaging [PDF, 248KB]

Criteria at a glance [PDF, 857KB]

Guide to BTL affordability calculation [PDF, 214KB]

Affordability calculator guide [PDF, 916KB]

Portfolio Landlord Guide  [PDF, 1MB]

Portfolio Property Schedule Form  [PDF, 188KB]

Additional Case Information (ACI) for Intermediaries form [PDF, 139KB]

For your client

Attestation Form – For Customer Signature on Declarations and KYC [PDF, 303KB]

Consumer BTL Declaration [PDF, 105KB]

BTL interest-only declaration [PDF, 57KB]

Buy to let non-consumer (business) declaration [PDF, 87KB]

  Rate switch form

Rate switch information sheet [PDF, 258KB]

Direct Debit [PDF, 253KB]

Mortgage tariff of charges [PDF, 222KB]

Your guide to Buy to Let mortgages [PDF, 449KB]

Why choose Barclays?

Did you know there are many reasons to choose Barclays for your clients' needs? Find out more about what Barclays can offer here.

 
New build [PDF, 145KB]
 
Remortgage [PDF, 145KB]

Family springboard [PDF, 89KB]

Intermediary hub [PDF, 191KB]

Large Loans [PDF, 144KB]

Purchase [PDF, 157KB]

Buy to Let [PDF, 135KB]

Portfolio landlords [PDF, 102KB]