03 March 2024

Top reasons why cases are packaged incorrectly

By Simon Craddock, Corporate Relationship Manager at Nationwide

Top reasons why cases are packaged incorrectly:

  1. Documents received but not required
  2. Documents combined in a single file
  3. Case details keyed incorrectly
  4. Out-of-date documents received
  5. Document not attached

Here are some points to remember when submitting proofs to us so your case can be processed quickly.

  • Check the NFI website for our policy and example documents required
  • Key-in application details accurately
  • Attach all the required documents individually at the same time as submitting the application
  • Attach the right document (and not more than is asked for) to the correct requirement in the system
  • Notify us of changes as soon as possible

For more details, go to nationwide-intermediary.co.uk/packaging-guides

For adviser use only. Please note this content has been supplied by our lender partner and as such, is their responsibility. No party shall have any right of action against Legal & General in relation to the accuracy or completeness of the information in this article.