Pepper Money

Portfolio Schedule

All buy-to-let Landlords will need to download and save this document, before completing the Portfolio Schedule electronically

1

Download the Schedule

Click the below button to download a copy of the
Portfolio Schedule

2

Input Information

Complete the form in full for all applicants and all properties directly connected to them

3

Save file as PDF

Once you have completed the form, save it to PDF. Where the Business Plan is required, you will need to save both pages of the Excel document to PDF individually. If you are unsure on how to do this, please follow the link below to some handy step by step how-to guides

4

Upload to Portal

Follow the normal process of uploading the PDF version of the Portfolio Schedule to the Portal via the upload functionality in the Application Requirements section of the Case Summary page

Pepper Money

Description of all fields

Column Title
Description
Application Number :
This will be the Pepper Money reference
Name of Applicant :
This is the primary application name and should match the information input as part of the application 1st Applicant/Director (etc): This will be the applicant details entered on the Portal application, or director details, if a Limited Company
Name of Company :
This will be the name of the applying Limited Company, as per Portal application
Portfolio LTV :
This is an automated calculation field, based on data input into various fields
Portfolio ICR :
This is an automated calculation field, based on data input into various fields
Column Title
Description
Property Address 1-4 :
Full address of each property, including any house names to assist with identification)
Postcode :
Full postcode for each property
Asset Owner :
This identifies the legal owner of each property, linked to the applicant / name of company fields. Please select Y/N, as appropriate for all relevant owners. If there is a different legal entity e.g. another Ltd Co, please choose ‘Other’
Entity Owner Name :
To be used only, where ‘Other’ legal owner is applicable
Property type :
This is a description of the property; please choose an option from the Pick List
Property type :
This is a description of the property; please choose an option from the Pick List
Property type :
This is a description of the property; please choose an option from the Pick List
Property type :
This is a description of the property; please choose an option from the Pick List
Property type :
This is a description of the property; please choose an option from the Pick List
Column Title
Description
Application Number :
This will be the Pepper Money reference
Name of Applicant :
This is the primary application name and should match the information input as part of the application 1st Applicant/Director (etc): This will be the applicant details entered on the Portal application, or director details, if a Limited Company
Name of Company :
This will be the name of the applying Limited Company, as per Portal application
Portfolio LTV :
This is an automated calculation field, based on data input into various fields
Portfolio ICR :
This is an automated calculation field, based on data input into various fields
Column Title
Description
Application Number :
This will be the Pepper Money reference
Name of Applicant :
This is the primary application name and should match the information input as part of the application 1st Applicant/Director (etc): This will be the applicant details entered on the Portal application, or director details, if a Limited Company
Name of Company :
This will be the name of the applying Limited Company, as per Portal application
Portfolio LTV :
This is an automated calculation field, based on data input into various fields
Portfolio ICR :
This is an automated calculation field, based on data input into various fields
Column Title
Description
Application Number :
This will be the Pepper Money reference
Name of Applicant :
This is the primary application name and should match the information input as part of the application 1st Applicant/Director (etc): This will be the applicant details entered on the Portal application, or director details, if a Limited Company
Name of Company :
This will be the name of the applying Limited Company, as per Portal application
Portfolio LTV :
This is an automated calculation field, based on data input into various fields
Portfolio ICR :
This is an automated calculation field, based on data input into various fields

Service levels

Our latest service levels

Our latest Pepper Money service levels show how quickly we’re currently processing mortgage applications on behalf of our customers.

What we’re working on

September 30, 2022 8:32 pm

Our call capacity (average)

9am
10am
11am
12pm
1pm
2pm
3pm
4pm
5pm

Referrals

Working on DIP referrals received on:

30th September

Messages

Responding to application portal broker messages received on:

30th September

Reviews

Reviewing offer assessment sent to our underwriters on:

29th September

Applications

Working on applications received on:

30th September

Valuations

Currently reviewing valuations received on:

30th September

Calls

Answering calls in less than (average speed):

< 1 minute(s)

Information

Mortgage Service Levels

Intermediary Mortgages

Working on DIP referrals received on:

30th September

Responding to application portal broker messages on:

30th September

Reviewing applications sent to our underwriters on:

29th September

Working on applications received on:

30th September

Currently reviewing valuations received on:

30th September

Answering calls in less than (average speed):

< 1 Minutes