Hints & Tips
The full E-Service User Guide can be found at http://www.bankofscotlandintermediary.co.uk/pdf/E-Service-Guide.pdf but please find below some Points to Remember and Common Problems.
Please ensure you are running the latest version of E-Service. The latest version is 8.7.
- Keying Bank Account Details
- Keying Mortgage Commitments
- Solicitor's Details
- Preferred Contact Details
- Fast track Income Stretch Requests
- Instructing Valuations
- Booking Valuations Online
- Keying Client Details
- Product Selection
- Submitting Cases
- Submitting Self-Cert Cases
- Unable to select product code
- The customers date address changed does not match with last entry in table
- Affordability - System does not give required amount.
- Unable to Save Information
- General points to remember
- Customer Verification Process
- Selecting a scheme type
- Credit Card Details
- Guaranteed AIP`s
- Common Problems PDF
- Direct Debit Guarantee
- Concessionary Purchases
- Builder / Seller Deposit
- Gifted Deposit
- Instant Online Offers
Please email your feedback or any questions you would like to see answered in this section here.

