top of page

Professional Mortgage Case Management for UK Brokers

Free up your time to write more business. We handle your cases from initial document assessment through to legal completion, ensuring smooth, fast offers and expert underwriting support with over a decade of industry knowledge.

01
Document Audit & Assessment

We analyze documents upon receipt, creating a comprehensive audit sheet covering credit, income breakdown, and bank statements.

04
Submission & Solicitor Setup

We handle full application submission, manage payment collections, and instruct solicitors to kickstart the legal process effectively.

The PrimeStone Management Process

A seamless end-to-end service designed for UK mortgage brokers, ensuring your cases move from document assessment to legal completion with speed and expert precision.

02
Industry-Leading Research

Utilizing 10 years of expertise, we provide a research summary to guide your choice of lender and product strategy.

05
Underwriting & Documentation

With previous underwriting experience, we upload all required data upfront, ensuring a smooth path to formal mortgage offers.

03
DIP & Recommendation Letters

We run affordability, secure the DIP, and write formal recommendation letters for regulated cases once agreed with the broker.

06
Completion & Final Execution

We manage final enquiries and coordinate with solicitors to ensure all searches and requirements are answered for a timely completion.

Case Categories

Management for All Lending Sectors

From standard residential to complex bridging finance, we manage the entire process from initial assessment to successful completion.

Standard Residential

Expert handling of standard UK residential cases with precision assessment. Fee: £80 upfront, £130 on completion.

Portfolio & Ltd Co

Managing complex multi-property portfolios and Ltd Company SPV applications with ease. Fee: £130 upfront, £180 on completion.

Buy-to-Let (BTL)

Streamlining BTL applications for professional and individual landlords throughout the UK. Fee: £105 upfront, £155 on completion.

Adverse & Complex

Expert assessment for adverse credit, debt consolidation, and unusual income streams. Fee: £130 upfront, £180 on completion.

HMO & MUFBs

Specialist management for HMOs, Multi-Unit Blocks, and Foreign National mortgages. Fee: £130 upfront, £180 on completion.

Bridging Finance

Fast-track solutions for bridging and development finance with 10 years industry expertise. Fee: £205 upfront, £255 on completion.

Driven by a Decade of Underwriting Excellence

Trust is built on experience. With over 10 years in the UK mortgage industry, our founder has mastered the complexities of the lending landscape from both sides of the desk—serving as a successful broker and a senior underwriter for major lenders.

This unique double-perspective is the PrimeStone advantage. We don’t just package files; we anticipate lender requirements before they are asked, ensuring a seamless transition from Initial Research to Full Offer. Our deep knowledge of affordability, complex incomes, and adverse credit allows us to act as a definitive guide for brokers, freeing their time to write more business while we prevent cases from dying in the underwriting process.

Ready to Scale Your Brokerage?

Delegate your case management to experts with a decade of industry experience. We handle the heavy lifting from initial assessment to legal completion, allowing you to focus on your clients.

PrimeStone Financial HQ
London, United Kingdom
+44 (0) 20 7946 0000

Contact Us

We'd love to hear from you. Send us a message and we'll respond as soon as possible.

How can we help you?
Expertise Portfolio

Specialist Handling for Every Mortgage Market

Standard Residential & Adverse

Complete management from document assessment to affordability and underwriting submission.

Bridging Finance & Commercial Mortgages

Transparent pricing from £80 instruction to £255 completion for bridging. Specialist support for portfolios, MUFBs, and adverse credit cases managed from submission to keys.

BTL & Portfolio Lending
HMO, MUFBs & Foreign Nationals

Our end-to-end management secures fast, reliable offers across all case types.

bottom of page