Accord MSO portal

Our new Mortgage Sales & Origination (MSO) portal brings an intuitive and fresh way to handle your mortgage applications with us.

With our new MSO portal we offer real-time case tracking which will highlight any actions for either you or your underwriter and remove many of the manual processes. MSO reduces the need to re-type the same information again & again which adds up to a more streamlined and quicker application process.

The benefits of our MSO portal


Instant access to start submitting business.

Everything is now in one place for new residential business.


Online mortgage offers.

Once a case is offered, you can view and print them immediately from your online portal.


As soon as your client’s Decision in Principle (DIP) is accepted, a printable copy of the DIP certificate is available.

If the DIP refers, you’ll need to wait for the underwriter to come back to you with a decision.

Now at DIP stage, if required it’s also possible to upload any required documents.


You can now go back and make changes to your customer’s case and the information you have provided.

You have the option to take back control of the case and bring it back to DIP stage, FMA stage, or amend the property details.
It’s possible to select more than 1 product and change the selection throughout the application process.


Enter application data in the order you want, when you have it.

When submitting a DIP or FMA you can now switch between screens to make the application a smoother process for you.


You can now track each case at every stage of the process within your online portal tracking tool.

You will also receive alerts and notifications whenever there's a change in the status of your application.

FAQs

The most commonly asked questions, answered

MSO FAQs

 

How to register

What you need to know before registering

Read more

 

Product finder

Search our range of mortgage deals with our easy-to-use product finder tool.

  Product finder

 

Criteria

We take a common-sense approach to underwriting.

Lending criteria

 

Affordability Calculator

Our Affordability Calculator will give you a quick estimate of how much your client could borrow.

  Affordability calculator

 

Please choose from the following options

So we can direct you to the right part of our website, please select from the login options below:

Porting? Additional Lending? No need to log in, please click, Porting or Additional Lending  to follow the correct application steps.

NEW BUSINESS - ACCORD MSO

To create an illustration, submit a DIP, upload documents or to track an application for new customers:

ONLINE PRODUCT TRANSFERS

Switch existing Accord clients to a new deal - create an illustration, then apply and accept a product transfer online: