Our top 5 most popular guides

Did you know that we have a range of useful guides on our website designed to help you deliver great service and client experience?

Our top 5 most popular guides are available to download here:

1. Packaging Support guide

On average, 1 in 5 applications received are delayed due to packaging issues. In this guide you'll find tips to remember when submitting proofs to us so your case can be processed quickly.

2. Case Tracking guide

Each case in NFI Online has a 'Case Home' page, which is the control centre and offers fully automated, real-time 'Case Tracking'.

Download this guide to find out how to use NFI Online to keep track of what stage your clients' applications is at.

3. Porting Application guide

This guide will help you with keying a Porting application in NFI Online and to produce a KFI.

Remember, to produce a KFI you'll need your NFI Online login details and your client's mortgage account number.

4. Payslip Requirements guide

Use this guide to check what information we need when payslips are submitted as proofs.

5. Rate Switch Keying guide

For help with keying a Rate Switch application on behalf of your client, download our Rate Switch Keying guide.