Help & Support

Reference Form: Step-by-Step Guide


This Guide will help you on your way through all details of the Reference Form! Guiding you through each step in the process and giving you some helpful hints along the way. 

Guide Content: 

  1. Entering Personal Details
  2. Adding your current and additional properties
    1. Residential Status - Rented
    2. Residential Status - Living with Family or Friends
    3. Residential Status - Homeowner
    4. Residential Status - Short-term Rental (Hotel, Hostel, Airbnb)
    5. Residential Status - Employment Organised Accommodation
    6. Residential Status - Homeless
  3. Adding your Identification
  4. Adding your Occupation
    1. Occupation - Employed
    2. Occupation - Self-Employed
    3. Occupation - Retired
    4. Occupation - Student
    5. Occupation - Unemployed
    6. Occupation - Benefits
    7. Occupation - Independent Means
    8. Occupation - Bereaved Partner Pension
    9. Occupation - Rental Income
    10. Occupation - Supported by Partner
  5. Adding your Credit Information
  6. Signing the Declaration

Step 1: Entering Personal Details

The first thing you will have to enter when you login to the portal are a couple of Personal Details. The 
personal details section is indicated at the top of the page by the following icon: 

Steps:

 
  1. Enter Full Legal Name, Full Legal Name >  e.g. Joe Bloggs
  2. Enter your number where we can contact you on (preferably a mobile), Phone Number > e.g. 0777 123 4567
  3. Enter your Date of Birth, Date of Birth > e.g. 12/07/1995
  4. When you have confirmed these details click NEXT STEP at the bottom of the page
The image on the right show what the completed Personal Details page looks like. 
 

When entering your date of birth you can click on the month and year at the top to help you quickly scroll through!









 

 

Step 2: Adding Your Current and Additional Properties

You are now in the Residential History section where you need to list your address history. You can see that you are in the Residential History section as it is titled Residential History and the following icon is highlighted at the top of the page: 


Steps:

  1. Select your Residential Status Residential Status > e.g. Rented

  2. If you select Residential Status > Other  a sub-menu will appear called Accommodation Type  and you will also have to fill this out, Accommodation Type > e.g. Short-term Rental (Hotel, Hostel, Airbnb)
  3. Fill in all the relevant details as explained in the following sections
  4. Once completed click +ADD THIS ADDRESS
  5. You will be asked to fill out three years worth of addresses, and will not be able to proceed without a full three years 
  6. When you add an address you will see a summary card showing the property address, referee if applicable, and the number of years at that address. It will tell you how many years of residential history you still need to add, just below the ‘Add Another Property’ title as can be seen on the image below. 
  7. To edit a property click > Edit Property in the top right hand corner of the property cards and edit following the same steps as above and click Save Address when finished editing. To remove the property click  > Remove Property in the top right hand corner of the property cards as shown below
  8. Once three years of addresses are submitted  you will see that the app will tell you you have finished by saying ‘Property History Complete’! At this stage you can now click NEXT STEP at the bottom of the page and proceed to filling out your identification details!

After step 2, dependent on which Residential Status you select, the form will look slightly different. But worry not! I’ll go through them all with you or you can just skip ahead to the one for you by clicking the links below!

Residential Statuses:

Residential Statuses


 


Step 2.1: Residential Status - Rented

If you are adding a residential status where you have rented follow these easy steps!

Steps:

  1. Select Residential Status > Rented from the drop down
  2. Select the country where this rented address is from the drop down Country > e.g. United Kingdom
  3. If you have a postcode you can use the postcode lookup to search for your property by entering Search for Address > Enter Street or Postcode > ‘Select the correct address if it pops up in the Address Search page’, as shown below. This will then input some of the address details for you automatically such as Street, City, and the Postcode you have inputted. You now proceed to step 5
  4. If your address cannot be found via the postcode lookup you can manually enter your address by clicking Enter Address Manually
  5. You now need to add House Number or Name > e.g. 32
  6. Add or check Street > e.g. Leman Street
  7. Add or check Town (optional) if applicable
  8. Add or check City > e.g. London
  9. Add or check Postcode > e.g. E1 8EW
  10. Add how long you have lived at this address from drop down Years at this address > e.g. 2 and Months at this Address > e.g. 0
  11. If you have rented and it is your current address you will need to add a referee. If it is not your current address don’t worry, you can skip right to step 12.
    1. If your referee is a Landlord then click Add Referee For This Property > Landlord. Add your Landlord’s Name in Landlord’s Name > e.g. Jane Roe, add your Landlord’s Email in Landlord’s Email > e.g. jane@email.com, and add your Landlord’s Phone Number in Landlord’s Phone Number > e.g. 0203 123 4567 
    2. If your referee is an Estate Agent then click Add Referee For This Property > Estate Agent. Add the name of your Estate Agency in Agency > e.g. Jane’s Agency, add your Estate Agent’s Name in Agent’s Name > e.g. Jane Roe, add your Estate Agent’s Email in Agent’s Email > e.g. jane@email.com, and add your Estate Agent’s Phone Number in Agent’s Phone Number > e.g. 0203 123 4567
  12. Once this is completed click +ADD THIS ADDRESS to save this property. You will now see this property appear as a card which summaries the property address, the Name of the referee if applicable, and the time spent living at this address. 

 

 

Step 2.2: Residential Status - Living with Family or Friends

If you are adding a residential status where you have lived with family or friends follow these easy steps!

Steps:

  1. Select Residential Status > Living With Family or Friends from the drop down
  2. Select the country where this rented address is from the drop down Country > e.g. France
  3. If you have a postcode you can use the postcode lookup to search for your property by entering Search for Address > Enter Street or Postcode > ‘Select the correct address if it pops up in the Address Search page’, as shown below. This will then input some of the address details for you automatically such as Street, City, and the Postcode you have inputted. You now proceed to step 5
  4. If your address cannot be found via the postcode lookup you can manually enter your address by clicking Enter Address Manually
  5. You now need to add House Number or Name > e.g. Louvre Museum
  6. Add or check Street > e.g. Rue de Rivoli
  7. Add or check Town (optional) if applicable
  8. Add or check City > e.g. Paris
  9. Add or check Postcode > e.g. 75001
  10. Add how long you have lived at this address from drop down Years at this address > e.g. 1 and Months at this Address > e.g. 0
  11. Once this is completed click +ADD THIS ADDRESS  to save this property. You will now see this property appear as a card which summaries the property address and the time spent living at this address.

 

 

Step 2.3: Residential Status - Homeowner

If you are adding a residential status where you are a homeowner follow these easy steps!

Steps:

  1. Select Residential Status > Homeowner from the drop down
  2. Select the country where this rented address is from the drop down Country > e.g. Italy
  3. If you have a postcode you can use the postcode lookup to search for your property by entering Search for Address > Enter Street or Postcode > ‘Select the correct address if it pops up in the Address Search page’, as shown below. This will then input some of the address details for you automatically such as Street, City, and the Postcode you have inputted. You now proceed to step 5
  4. If your address cannot be found via the postcode lookup you can manually enter your address by clicking Enter Address Manually
  5. You now need to add House Number or Name > e.g. Colosseum
  6. Add or check Street > e.g. Piazza del Colosseo
  7. Add or check Town (optional) if applicable
  8. Add or check City > e.g. Rome
  9. Add or check Postcode > e.g. 00184
  10. Add how long you have lived at this address from drop down Years at this address > e.g. 3 and Months at this Address > e.g. 5
  11. Once this is completed click +ADD THIS ADDRESS to save this property. You will now see this property appear as a card which summaries the property address and the time spent living at this address. 

 

 

Step 2.4: Residential Status - Short-term Rental (Hotel, Hostel, Airbnb)

If you are adding a residential status where you have Short-term Rental (Hotel, Hostel, Airbnb) follow these easy steps!

Steps:

  1. Select Residential Status > Other then Accommodation Type > Short-term Rental (Hotel, Hostel, Airbnb) from the drop down
  2. Select the country where this rented address is from the drop down Country > e.g. United States
  3. If you have a postcode you can use the postcode lookup to search for your property by entering Search for Address > Enter Street or Postcode > ‘Select the correct address if it pops up in the Address Search page’, as shown below. This will then input some of the address details for you automatically such as Street, City, and the Postcode you have inputted. You now proceed to step 5
  4. If your address cannot be found via the postcode lookup you can manually enter your address by clicking Enter Address Manually
  5. You now need to add House Number or Name > e.g. The Plaza Hotel
  6. Add or check Street > e.g. 5th Avenue
  7. Add or check Town (optional) if applicable
  8. Add or check City > e.g. New York
  9. Add or check Postcode > e.g. 10019
  10. Add how long you have lived at this address from drop down Years at this address > e.g. 0 and Months at this Address > e.g. 2
  11. Once this is completed click +ADD THIS ADDRESS to save this property. You will now see this property appear as a card which summaries the property address and the time spent living at this address. 

 

 

Step 2.5: Residential Status - Employment organised Accommodation

If you are adding a residential status where you have employment organised accommodation follow these easy steps!

Steps:

  1. Select Residential Status > Other then Accommodation Type > Employment Organised Accommodation from the drop down
  2. Select the country where this rented address is from the drop down Country > e.g. India
  3. If you have a postcode you can use the postcode lookup to search for your property by entering Search for Address > Enter Street or Postcode > ‘Select the correct address if it pops up in the Address Search page’, as shown below. This will then input some of the address details for you automatically such as Street, City, and the Postcode you have inputted. You now proceed to step 5
  4. If your address cannot be found via the postcode lookup you can manually enter your address by clicking Enter Address Manually
  5. You now need to add House Number or Name > e.g. Parliament of India
  6. Add or check Street > e.g. Connaught Place
  7. Add or check Town (optional) if applicable
  8. Add or check City > e.g. New Delhi
  9. Add or check Postcode > e.g. 110001
  10. Add how long you have lived at this address from drop down Years at this address > e.g. 5 and Months at this Address > e.g. 5
  11. Once this is completed click +ADD THIS ADDRESS to save this property. You will now see this property appear as a card which summaries the property address and the time spent living at this address. 

 

 

Step 2.6: Residential Status - Homeless

If you are adding a residential status where you are homeless follow these easy steps!

Steps:

  1. Add how long you have been homeless from drop down Years at this address > e.g. 1 and Months at this Address > e.g. 3

 

 


Step 3: Adding Your Identification

You are now in the Identification section where we ask you to give us some forms of identification. You can see that you are in the Identification section as it is titled Identification and the following icon is highlighted at the top of the page: 

Steps:

  1. This page will first ask you if you have been know by any other names or aliases within the last 6 years. 
    1. If you have not, then click I have been known by other names or aliases within the last 6 years > Toggle Left to grey . If you have not then proceed to step . 
    2. If you have, then click I have been known by other names or aliases within the last 6 years > Toggle Right to green . Then please list the full names of these aliases or other names Aliases or Other Names > e.g. Anthony Wise
  2. Please now enter your nationality from the drop down, Your Nationality > e.g. United Kingdom. If you have dual nationalities, please enter the nationality of the documents you are submitting!
  3. You now have to tell us which documents you are uploading! What we need from you here is depends on whether you are a tenant or guarantor, and if you are renting in England or another part of the UK
    1. If you are a tenant renting in England, you will need to abide by Right to Rent regulations. Please follow the link to understand what documents are needed
    2. If you are a guarantor or a tenant renting in Wales, Scotland, or Northern Ireland you will need to upload a copy of government issued identification
    3. Once you have found out which identification you can use and upload, from the drop down choose Type of ID Supplied > e.g. Passport. Note that more than one type of ID can be chosen
  4. Dependent on which Type of ID Supplied you have chosen, the form will ask you to upload a copy of that document. Click Upload a copy of your e.g. Passport
    1. This will open up your My computer file or equivalent. Select the file which has the photo or scan of your document and click Open to upload the photo onto the app
    2. If you are doing this from your phone select the photo from your Camera Roll or Pictures and click Open or you can even open up your Camera and directly take a photo of the document!
  5. Make sure that the photo of your document follows the guideline outlined on the app just under where a sample photo is shown as this is very important!
  6. We finally ask you for your National Insurance number. If you know your National Insurance Number, select I have a National Insurance Number > Toggle Right to green . Then input, National Insurance Number > e.g. AA111111A
    1. If you don't know your National Insurance number select I have a National Insurance Number Toggle Left to grey 
  7. Once this is all completed and you have double checked it you can click NEXT STEP to proceed to the occupation section!
 

Step 4: Adding Your Occupation

You are now in the Occupation section where we ask you to give us information on your occupation and any income sources you may have. You can see that you are in the Occupation section as it is titled Occupation and the following icon is highlighted at the top of the page: 
 

Steps:

  1. Select Occupation Occupation > e.g. Employed
  2. If you select Occupation > Other a sub-menu will appear called Please Select Source of Income and you will also have to fill this out, Please Select Source of Income > e.g. Independent Means
  3. Fill in all the relevant details as explained in the following sections
  4. Once completed click +ADD THIS OCCUPATION 
  5. You can add as many occupations (or income sources) as you want
  6. When you add an occupation you will see a summary card showing the occupation type, job title if applicable, and the gross annual salary for that occupation
  7. To add another occupation simply click +Add Another Occupation and you will restart from step 1
  8. To edit an occupation click > Edit Occupation in the top right hand corner of the occupation cards and edit following the same steps as above and click Save Occupation when finished editing.
    1. To remove the occupation click Remove Occupation in the top right hand corner of the occupation cards as shown below
  9. Once you have added all of your occupations you can proceed by scrolling down on the occupation card page to the Credit Information section! 

After step 2, dependent on which Residential Status you select, the form will look slightly different. But worry not! I’ll go through them all with you or you can just skip ahead to the one for you by clicking the links below!

Occupations


 

Step 4.1: Occupation - Employed

If you are adding an occupation where you are currently employed follow these easy steps!

Steps:

  1. Select Occupation > Employed from the drop down
  2. Select your Contract status by clicking Contract Status > e.g. Permanent
  3. Enter the name of the company you work for, Company Name > e.g. Goodlord
  4. Enter the postcode of your company into the postcode lookup to search for your company’s address, by entering Search for Address > Enter Street or Postcode > ‘Select the correct address if it pops up in the Address Search page’, as shown below. This will then input some of the address details for you automatically such as Street, City, and the Postcode you have inputted. You now proceed to step 5
  5. If the address you inputted cannot be found via the postcode lookup you can manually enter the address by clicking Enter Address Manually
  6. You now need to add House Number or Name > e.g. 32
  7. Add or check Street > e.g. Leman Street
  8. Add or check Town (optional) if applicable
  9. Add or check City > e.g. London
  10. Add or check Postcode > e.g. E1 8EW
  11. Enter your job title, Job Title > e.g. Important Person
  12. Enter your gross annual salary in Great British Pounds, Gross Annual Salary > e.g. £100,000,000
  13. Enter your Payroll number if you have one, Payroll Number (optional) > e.g. 123456
  14. Enter the date you started this employment to the nearest month, Start Month > e.g. May and Start Year > e.g. 2011
  15. You now have to enter a suitable referee who can confirm some questions on your employment, and also give us suitable contact details for them. 
    1. Referee Name > e.g. Jennifer Boss
    2. Referee Email > e.g. jennifer@goodlord.co
    3. Referee Phone Number > e.g. 0203 987 6543
  16. Click +ADD THIS OCCUPATION to save

 

 

Step 4.2: Occupation - Self-Employed

If you are adding an occupation where you are currently self-employed follow these easy steps!

Steps:

  1. Select Occupation > Self-Employed from the drop down
  2. Enter the date you started this self-employment to the nearest month, Start Month > e.g. May and Start Year > e.g. 2011
  3. You are then asked how you assess your accounts, and can choose two options: Accountant or Self-Assessment
    1. If you assess your accounts with an accountant then click, Accounts Assessed By > Accountant
    2. If you assess your accounts with an accountant then click, Accounts Assessed By > Self-Assessment
  4. Now enter your Gross Annual Salary from Self-Employment > e.g. £10,000,000 and should include your income from salary and dividends
  5. We then ask you for the type of company you work for from the drop down, Type of Company (Optional) > e.g. Limited Company
  6. If you assess your accounts with an accountant then you will be asked to fill in referee contact details. 
    1. First enter the Accountancy Name > e.g. AccountantsRus
    2. Then Accountant Name > e.g. Bill Numbers
    3. Accountant Email > e.g. bill@accountantsrus.com
    4. Accountant Phone Number > e.g. 0123 456 7890
    5. Now skip to step 11
  7. If you assess your accounts via self-assessment then you will be asked to submit self-assessment documentation. If your start date for this self-employment is within the last 21 months the form will ask you if you have already submitted accounts 
    1. If you have not, click Have you submitted a self assessment form? > Toggle Left to grey . You can then skip to step 9.
    2. If you have, click Have you submitted a self assessment form? > Toggle Right to green 
  8. If you should have self-assessment documentation it will then ask you to upload either your self assessment or your completed tax return. Upload Your Self-Assessment Form or Tax Return
    1. This will open up your My computer file or equivalent. Select the file which has the photo or scan of your document and click Open to upload the photo onto the app
    2. If you are doing this from your phone select the photo from your Camera Roll or Pictures and click Open or you can even open up your Camera and directly take a photo of the document!
  9. Make sure that the documents you upload follow the guideline outlined on the app just under where a sample photo is shown as this is very important!
  10. Click +ADD THIS OCCUPATION to save

 

 

Step 4.3: Occupation - Retired

If you are adding an occupation where you are currently retired follow these easy steps!

Steps:

  1. Select Occupation > Retired from the drop down 
  2. Enter your total annual income from all your pensions specific to just yourself, Total Annual Income From Pension(s) > e.g. £1,000,000
  3. Please then state all of different pensions you receive, both state and private Note all Pension Providers > e.g. Scottish Widows, NHS
  4. Please now upload 3 months of bank statements so we can assess your pensions. Upload Bank Statements for Pensions
    1. This will open up your My computer file or equivalent. Select the file which has the photo or scan of your document and click Open to upload the photo onto the app
    2. If you are doing this from your phone select the photo from your Camera Roll or Pictures and click Open or you can even open up your Camera and directly take a photo of the document!
  5. Make sure that the documents you upload follow the guideline outlined on the app just under where a sample photo is shown as this is very important!
  6. Click +ADD THIS OCCUPATION to save

 

 

Step 4.4: Occupation - Student

If you are adding an occupation where you are currently a Student follow these easy steps!

Steps:

  1. Select Occupation > Student from the drop down 
  2. First please enter your university, University > e.g. University of Life
  3. Please also state your student number if you have one already, Student Number > e.g. 123456a
  4. If you have a scholarship, stipend, or grant for living expenses (not student finance) then please state the total amount, Scholarship and bursary income (optional) > e.g. £5,000. If you do not, just leave this blank and skip to step 7
  5. If you have scholarship, stipend or grant funding, you need to upload a document confirming this income. Please Upload Evidence of Your Income
    1. This will open up your My computer file or equivalent. Select the file which has the photo or scan of your document and click Open to upload the photo onto the app
    2. If you are doing this from your phone select the photo from your Camera Roll or Pictures and click Open or you can even open up your Camera and directly take a photo of the document!
  6. Make sure that the documents you upload follow the guideline outlined on the app just under where a sample photo is shown as this is very important!
  7. The form also ask you to upload a copy of your student ID if you have one. Upload a Copy of Your Student Identification Card
    1. This will open up your My computer file or equivalent. Select the file which has the photo or scan of your document and click Open to upload the photo onto the app
    2. If you are doing this from your phone select the photo from your Camera Roll or Pictures and click Open or you can even open up your Camera and directly take a photo of the document!
  8. Click +ADD THIS OCCUPATION to save

 

 

Step 4.5: Occupation - Unemployed

If you are adding an occupation where you are currently unemployed follow these easy steps!

Steps:

  1. Select Occupation > Unemployed from the drop down 
  2. It will then ask you if you are due to start a new job soon
    1. If no, then I start a new job soon > Toggle Left to grey 
    2. If yes, then I start a new job soon > Toggle Right to green 
      1. If you click yes this will divert you to the same layout page as for employed, and just follow the steps as if it were for the employed occupation
  3. If you have no other income, proceed to scrolling down to fill in the Credit Information 

 

 

Step 4.6: Occupation - Benefits

If you are adding an occupation where you currently earn benefits follow these easy steps!

Steps:

  1. Select Occupation > Other from the drop down, then select Please Select Source of Income > Benefits
  2. Enter your gross annual salary in Great British Pounds from all of your benefits, Annual Income > e.g. £10,000
  3. Please now upload 3 months of bank statements so we can assess your benefits. Upload Bank Statements for Benefits
    1. This will open up your My computer file or equivalent. Select the file which has the photo or scan of your document and click Open to upload the photo onto the app
    2. If you are doing this from your phone select the photo from your Camera Roll or Pictures and click Open or you can even open up your Camera and directly take a photo of the document!
  4. Make sure that the documents you upload follow the guideline outlined on the app just under where a sample photo is shown as this is very important!
  5. Click +ADD THIS OCCUPATION to save

 

 

Step 4.7: Occupation - Independent Means

If you are adding an occupation where you currently have Independent Means, follow these easy steps!

Steps:

  1. Select Occupation > Other from the drop down, then select Please Select Source of Income > Independent Means
  2. Next, please state your total savings, Annual Income > e.g. £20,000
  3. Please now upload 3 months of bank statements so we can assess your Independent Means. Upload Bank Statements for Independent Means
    1. This will open up your My computer file or equivalent. Select the file which has the photo or scan of your document and click Open to upload the photo onto the app
    2. If you are doing this from your phone select the photo from your Camera Roll or Pictures and click Open or you can even open up your Camera and directly take a photo of the document!
  4. Make sure that the documents you upload follow the guideline outlined on the app just under where a sample photo is shown as this is very important!
  5. Click +ADD THIS OCCUPATION to save

 

 

Step 4.6: Occupation - Bereaved Partner Pension

If you are adding an occupation where you currently have Bereaved Partner Pensions, follow these easy steps!

Steps:

  1. Select Occupation > Other from the drop down, then select Please Select Source of Income > Bereaved Partner Pension
  2. Next, please state your total income from your bereaved partner’s pension, Total Bereaved Partner’s Pension Income > e.g. £30,000
  3. Please then state all of different pensions you receive from your bereaved partner, both state and private Note all Pension Providers from Bereaved Partner > e.g. Scottish Widows, NHS
  4. Please now upload 3 months of bank statements so we can assess your Bereaved Partner’s Pension. Upload Bank Statements for Bereaved Partner’s Pension
    1. This will open up your My computer file or equivalent. Select the file which has the photo or scan of your document and click Open to upload the photo onto the app
    2. If you are doing this from your phone select the photo from your Camera Roll or Pictures and click Open or you can even open up your Camera and directly take a photo of the document!
  5. Make sure that the documents you upload follow the guideline outlined on the app just under where a sample photo is shown as this is very important!
  6. Click +ADD THIS OCCUPATION to save

 

 

Step 4.9: Occupation - Rental Income

If you are adding an occupation where you currently have Rental Income follow these easy steps!

Steps:

  1. Select Occupation > Rental Income from the drop down
  2. Enter the date you started earning this rental income to the nearest month, Start Month > e.g. May and Start Year > e.g. 2011
  3. You are then asked how you assess your accounts, and can choose two options: Accountant or Self-Assessment
    1. If you assess your accounts with an accountant then click, Accounts Assessed By > Accountant
    2. If you assess your accounts with an accountant then click, Accounts Assessed By > Self-Assessment
  4. Now enter your Gross Annual Salary from Rental Income > e.g£10,000,000 and should include your income from salary and dividends
  5. We then ask you for the type of company you work for from the drop down, Type of Company (Optional) > e.g. Limited Company
  6. If you assess your accounts with an accountant then you will be asked to fill in referee contact details. 
    1. First enter the Accountancy Name > e.g. AccountantsRus
    2. Then Accountant Name > e.g. Bill Numbers
    3. Accountant Email > e.g. bill@accountantsrus.com
    4. Accountant Phone Number > e.g. 0123 456 7890
    5. Now skip to step 11
  7. If you assess your accounts via self-assessment then you will be asked to submit self-assessment documentation. If your start date for this self-employment is within the last 21 months the form will ask you if you have already submitted accounts 
    1. If you have not, click Have you submitted a self assessment form? > Toggle Left to grey . You can then skip to step 9.
    2. If you have, click Have you submitted a self assessment form? > Toggle Right to green  . 
  8. If you should have self-assessment documentation it will then ask you to upload either your self assessment or your completed tax return. Upload Your Self-Assessment Form or Tax Return > 
    1. This will open up your My computer file or equivalent. Select the file which has the photo or scan of your document and click Open to upload the photo onto the app
    2. If you are doing this from your phone select the photo from your Camera Roll or Pictures and click Open or you can even open up your Camera and directly take a photo of the document
  9. Make sure that the documents you upload follow the guideline outlined on the app just under where a sample photo is shown as this is very important!
  10. Click +ADD THIS OCCUPATION to save

 

 

Step 4.10: Occupation - Supported by Partner

If you are adding an occupation where you are currently Supported by Partner, follow these easy steps!

Steps:

  1. Select Occupation > Other from the drop down, then select Please Select Source of IncomeSupported by Partner
  2. It will then ask you if you are due to start a new job soon
    1. If no, then I start a new job soon > Toggle Left to grey 
    2. If yes, then I start a new job soon > Toggle Right to green 
      1. If you click yes this will divert you to the same layout page as for employed, and just follow the steps as if it were for the employed occupation
  3. If you have no other income, proceed to scrolling down to fill in the Credit Information 

 


Step 5: Adding Your Credit Information

The credit section lies at the bottom of the occupation section. Once you have filled out all of your occupations you will scroll down and see the credit section, titled ‘Credit Information’ as seen below. 
As you are still in the occupation section, the same icon is highlighted at the top of the page: 

Steps:

  1. First you will be asked to read a warning message. Please click I Have Read and Understood This > Toggle Right to green  to proceed
  2. If you have had any County Court Judgements or Court Decrees ordered in the last 6 years, click Do you have any County Court Judgements or Court Decrees? > Toggle Right to green 
    1. If you do not, click Do you have any County Court Judgements or Court Decrees? > Toggle Left to grey 
  3. If you have been declared bankrupt in the last 6 years, click Have you ever been declared bankrupt? > Toggle Right to green 
    1. If you have not, click Have you ever been declared bankrupt? > Toggle Left to grey 
  4. If you have been subject to an IVA in the last 6 years, click Have you ever been subject to an IVA? > Toggle Right to green 
    1. If you have not, click Have you ever been subject to an IVA? > Toggle Left to grey 
  5. Once this is all completed and you have double checked it you can click NEXT STEP to proceed to the signing of the declaration!

Step 6: Signing the Declaration of Information

You have now entered the final stage of the referencing form! This section is where you confirm everything that you have filled in the form and give us permission to run a credit search on you, contact your referees, and carry out fraud prevention, credit assessment and insurance decisions, and will need to sign. For further information on our security and data protection follow this link. You can see that you are in the Declaration section as it is titled ‘Declaration’ and the following icon is highlighted at the top of the page: 
 

Steps:

  1. Read the Declaration statement carefully
  2. Double check all of the information you have submitted in the form! You can easily go back to each section by clicking on the icons at the top of your page and all of your information will have been saved for you to review as shown below
  3. To sign the declaration you have two options: Signature or Text
  4. If you choose signature you will need to use either your finger (on a touchscreen device) or the mouse to trace out your signature and skip to step 6 > Write Signature
  5. If you choose Text this will allow you to simply write your name and a text signature will appear in the box,  > Type your Name
  6. Click SUBMIT REFERENCE to complete your reference form!

YOU'RE ALL DONE NOW!


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Phone 0203 198 2060