Information for financial advisors and mortgage brokers

Getting started

We are one of three agents appointed by the government to help deliver help to buy schemes across England. Please check that we cover the geographical area (opens in a new window) in which your client is looking to buy a property.

Affordability and sustainability - essential criteria

As the buyer's financial advisor or mortgage broker, we will need you to make sure that all the information on their application form is correct. It is essential that you have assessed your client's affordability and sustainability using the criteria set out by government in the calculator and accompanying guidance (opens in a new window)

This is our preferred option as it helps to ensure that the information is accurate, and we can process the application faster. The application cannot be processed until we have also received a property reservation form for your client, which is usually provided by the property developer.

Help to Buy: Equity Loan - application process

Online applications

Applications can be made for Help to Buy: Equity Loan online

This is our preferred option as it helps to ensure that the information is accurate, and we can process the application faster. The application cannot be processed until we have also received a property reservation form for your client, which is usually provided by the property developer.

Paper based applications

A paper version of the application form and can be printed out, completed, and returned by email or post, along with a copy of the property reservation form (which is usually provided by the property developer).

The application form will need to be signed and dated by your client(s) with a wet signature.

Please ensure the form is completed in full with clear handwriting to avoid delays.

Next Steps

Once we have received the property information form and reservation form we will check them within four working days.

If approved, we will issue an Authority to Proceed. The process of purchasing a home through Help to Buy: Equity Loan is explained in our Buyer's Guide (PDF), so you will need to download a copy for your own reference.

Frequently asked questions

About Help to Buy schemes

We have published a list of frequently asked questions about how Help to Buy schemes work:

Financial Advisor and mortgage broker FAQs

More information

If you have been unable to find the answer to your query, please contact us