Letters of Approval
View and track Letters of Approval associated with your firm.
The Letters of Approval page gives you visibility into all LoAs that have been submitted by builders and linked to your firm. You can view LoA details, track their progress, and update the status as the mortgage process moves forward.
Viewing Your LoAs
Navigate to Letters of Approval in the sidebar to see all LoAs associated with your broker firm. The page shows:
- Stats cards at the top summarising totals by status (hover the info icon on each card for a description)
- Search and status tiles to find specific LoAs
- Table with key details for each LoA
Retracted LoAs are hidden from the list once they are more than 3 months old.
Stats Cards
| Card | Description |
|---|---|
| Total LoAs | The total number of LoAs linked to your firm |
| Pending | LoA submitted, awaiting mortgage application match |
| On Hold | Price/incentive mismatch or missing solicitor data |
| Matched | Matched to a lender application |
| Complete | Completed successfully |
Table Columns
| Column | Description |
|---|---|
| Builder | The homebuilder who submitted the LoA |
| Client | The buyer's name |
| Property | The property address |
| Price | The purchase price |
| Incentive | The Own New product and incentive: Own New Flex (3%), Special (4%), or Rate Reducer (5%) |
| Own New ID | The unique reference number for the LoA |
| Date | When the LoA was submitted |
| Status | The current LoA status |
Understanding LoA Statuses
| Status | Meaning |
|---|---|
| Submitted | The LoA has been submitted and is awaiting a mortgage application match |
| Matched | The LoA has been matched to a lender application |
| Mismatch | The property price or incentive does not match the mortgage application |
| Data Missing | Solicitor information has not been added to the LoA |
| Complete | The LoA has completed successfully |
| Retracted | The LoA has been cancelled by the builder |
Updating Status
You can track the progress of each LoA by clicking the three-dot menu on any row and selecting Update Status. This opens a dialog where you can record where things stand from your firm's perspective.
The dialog shows the LoA reference number and your current status update (if one has already been set).
Status Options
| Status | When to Use |
|---|---|
| In progress | The mortgage application is proceeding normally |
| Customer using different incentive | The customer has decided to use a different incentive scheme |
| Customer no longer progressing | The customer has dropped out or is no longer proceeding |
| No incentive available | No suitable incentive product is available for this case |
| Other | For any situation not covered above — you'll be asked to provide details |
When you select Other, a text field appears where you can describe the situation (up to 500 characters). This is required before you can submit.
Your update is saved to the LoA record and can be updated again at any time by reopening the dialog from the same menu.
Searching and Filtering
Use the search bar to find LoAs by reference number, client name, development name, or property address.
Click a stats tile (Pending, On Hold, Matched, Complete) to filter by that status. Click the same tile again to clear it.
Getting Help
If you have questions about an LoA or need assistance:
- Email [email protected]
- Speak with your account manager