Help us deliver the service you expect
If you’d like to submit an Agreement in Principal (AIP) and application on behalf of your client, we’ve covered the steps below, so you know what to expect.
Checking affordability and criteria
Before submitting an AIP, you’ll need to see if your client passes affordability. You can download calculators for each range on our ‘Affordability calculators’ page, and to save time, you can send a completed copy to us with your application.
If you need to check our criteria, you’ll find A-Z guides on our dedicated ‘Criteria’ page. Our underwriting team take a case-by-case approach, so if your client doesn’t fit criteria, we can still take a look. We may spot something we can help with, so please get in touch.
Submitting an AIP
If your client passes affordability and fits the criteria for a product, you can submit an AIP. You can find our AIP form, and other useful documents on our ‘Downloads‘ page, including the ESIS request form, fact sheets and user guides.
To submit an AIP, you do not need to register with us. You can contact us directly and send your AIP to email@example.com. For our latest turnaround times, please check our ‘Service Standards‘ page.
Submitting an application
Before submitting your application, please ensure that the form is fully complete, signed by both you and your client, and sent with all supporting documents. Our goal is to ensure that your client’s application is dealt with as quickly as possible.
To avoid delays, please take a look at our documentation checklists, which can be found on our ‘Downloads‘ page. These handy checklists highlight the documentation needed to accompany your application. You can submit an application on behalf of your client through Intermediary Online, accessible via the button below.
Intermediary product portfolio (PDF)
Our Intermediary product portfolio contains the rates and details of products currently available from the Marsden, plus information regarding product incentives.