In this guide:

For any queries, please contact Accord; for details of the most appropriate contact method, please visit:

www.accordmortgages.com/contact/index.html

Accord only require that the company name, adviser’s name, and FCA reference are entered at the top of the Accord DIP Submissions Brain form. If you have any queries about your registration, please contact Accord via:

https://sales.accordmortgages.com/registration/#!/register or https://www.accordmortgages.com/contact/index.html

In Summary

The Accord DIP can be used to submit residential cases for purchase or remortgage. The Accord DIP is accessed and completed in the same way as other Submissions Brain forms, whether this is into Submissions Brain from Sourcing Brain, directly into Submissions Brain using a browser, or from the lender list within The Key.

Once an adviser has completed an Accord DIP form, they will be able to access the Send Form button at the end of the application form as shown.

Please note: Being able to access a Send Form button from within the Submissions Brain form itself is being introduced initially for the Accord DIP form but will be added to all other Submissions Brain forms as soon as possible.

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Completing Accord DIP to be ‘Ready to Send’

When the adviser clicks the Send Form button, Submissions Brain will check the Accord DIP. If the DIP is not complete, a message box will appear stating this and requesting the broker to complete the mandatory fields from the Action List on the left-hand side of the screen.

Once the adviser clicks OK, they are returned to the form, where they can access the Action List and finish completing the mandatory fields. Once all fields are completed simply press the Send Form button again.

Please note: As with all Submissions Brain forms, the adviser can still close and save (and re-edit) the form as many times as they wish. They do not have to complete all fields all at once.

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Submitting the DIP to Accord

Once the Accord DIP is complete, and the adviser has pressed the Send Form button, a different message box is displayed.

If the adviser clicks No, they will be returned to the Accord DIP. The adviser can then choose to close and save the Accord DIP and it will be stored on the Home Page until they are ready to submit it to Accord.

If the adviser clicks Yes, Submissions Brain will display the following:

At this point, if an adviser clicks OK, Submissions Brain will save the form, and then send the Accord DIP data to Accord; whilst Submissions Brain is doing this, in a new browser tab, the following screen will be displayed.

Please note: If the adviser is using Google Chrome or Internet Explorer, they may need to enable pop-ups for this to work.

If a new browser tab does not open, as in the example screenshot below showing Google Chrome, a warning may be displayed showing that a pop-up has been blocked.

If successful, in the original browser tab, Submissions Brain will return to the Home Page in parallel with the adviser completing the DIP form within Accord’s MSO broker portal.

In the new browser tab, the adviser is taken to Accord’s MSO broker portal login page as shown. As noted on the pop-up message displayed by Submissions Brain (Lender Messages – Accord AIP), there is a limited time (3 minutes) for the adviser to successfully login to the Accord MSO broker portal and continue to the progress of this form.

Please note: At present, this is a unique process for Accord DIP, but several other lenders will be joining Submissions Brain soon and the workflow for their DIP submissions will be the same as the Accord DIP.

The adviser should enter their Username and Password for the Accord MSO broker portal; once logged in, the case details completed in Submissions Brain will be displayed as shown. As highlighted in the screenshot below, the Accord MSO broker portal confirms information about the case has been received and that the case can be continued within the Accord MSO broker portal by clicking Create case.

Although most of the information for a decision will have been passed from Submissions Brain into the Accord MSO broker portal, there are some fields, which for technical or business reasons, must be captured within the Accord system. Once this has been done, the case can be progressed within the Accord system, for example to get an illustration or to get a decision.

Any changes to the case, checking for tracking updates, progression to a full mortgage application, submission of documents etc. is all done within the Accord MSO broker portal.

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What is Shown Within Submissions Brain Following Submission to Accord?

Once the Accord DIP has been successfully submitted from Submissions Brain to Accord, the Accord DIP will appear in the Submissions Brain Home Page as shown below. The Status will be Sent and the Description will be Data Submitted.

Clicking on the envelope icon on the left-hand side of the row will display the information as shown in the screenshot below. Following a successful submission of DIP information from Submissions Brain to Accord’s MSO broker portal, all further actions for that case will take place within Accord’s MSO.

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Accord Post-submission Information

Following a successful submission of DIP information from Submissions Brain to Accord’s MSO broker portal, all further actions for that case will take place within Accord’s MSO.

For details of the most appropriate action

or contact method, please visit:

https://www.accordmortgages.com/mso/intro/index.html

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DIP Submission Issues From Submissions Brain to Accord

In exceptional circumstances, if the DIP information was not successfully transmitted to Accord’s MSO broker portal or for any reason the case was not created within the required time, as noted in this information, if the DIP information needs to be submitted to Accord’s MSO again, a Resubmit option is available from the Actions button within Submissions Brain, as shown in the screenshot below.

If the Resubmit option is selected from the Actions menu, the Accord DIP will be re-opened within Submissions Brain. As with the initial completion and submission of the DIP to Accord, this can be simply done by clicking on the Send Form button at the bottom of the Accord DIP. Submissions Brain will follow the same sequence as previously described for the initial submission of the DIP to Accord. If necessary, it is possible to amend the data in the Submissions Brain Accord DIP before attempting resubmission to Accord’s MSO.

Please note that this resubmission of Accord DIP information to the Accord MSO broker portal from Submissions Brain is only appropriate when the initial submission of data failed in some way, such that an Accord MSO case was not successfully created.

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Unsuccessful Submission of Accord DIP Due to Communication Error

Although very unlikely, if the initial connection and submission of the DIP information to Accord fails due to a basic connectivity problem, the adviser will not be taken to Accord’s MSO broker portal login page. Instead, the adviser will see a pop-up error message pop-up box on the screen as shown below.

The adviser should click on the OK button to acknowledge the error message and it will disappear. The adviser will be returned to the Accord DIP form within Submissions Brain, where they can retry the Send Form button as it could be a simple, temporary connection problem. Alternatively, or if the error persists, the adviser can save and close the Accord DIP form, returning to the Submissions Brain Home Page.

In this case, the Status and Description in the home page would read Status: Ready to Send, Description: Form complete and valid. The adviser then has the option of resubmitting again at a later time. The simplest way to try resubmitting the DIP information to Accord is from the Actions menu by selecting the Edit option.

The Accord DIP will be re-opened within Submissions Brain. As with the initial completion and submission of the DIP to Accord, this can be done by scrolling to the bottom of the Accord DIP and clicking on the Send Form button. Submissions Brain will follow the same sequence as previously described for the initial submission of the DIP to Accord. If necessary, it is possible to amend the data in the Submissions Brain Accord DIP before attempting resubmission to Accord’s MSO.

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Unsuccessful Submission of Accord DIP – Iress Error – Lender Connect Business Error

Although very unlikely, if the initial connection and submission of the DIP information to Accord fails due to a technical problem, the adviser will not be taken to Accord’s MSO broker portal login page. Instead, the adviser will see an error page displayed in a new browser tab, like the example shown below.

In this instance, contrary to the on-screen instructions, the adviser should contact Mortgage Brain.

Please call us on 0208 665 3200,

email customerservices@mortgage-brain.co.uk

or use the live chat during office hours.

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Technical Limitations on Pre-population of Data From Submissions Brain Accord DIP to Accord MSO

Although most of the information for a DIP will have been passed from Submissions Brain into the Accord MSO broker portal, there are some fields, which for technical reasons, in common with other integrations to Accord’s MSO broker portal, must be captured or enhanced within the Accord system.

For some fields, for example marital status, as indicated in the screenshot below, this must be entered within Accord’s MSO broker portal.

For other fields, for example, Other Income (and Income into Retirement), as indicated in the screenshot to the right, the most common types of other income can be entered into the Accord Submissions Brain DIP, but if the applicant(s) have an income type that is not shown in the dropdown list within the Accord Submissions Brain DIP, then this additional information must be entered within Accord’s MSO broker portal.

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Director or Shareholder Income Detail

For applicant(s) that have employment income that is entered as Director or Shareholder income, this is fully captured in the Accord DIP on Submissions Brain. However, for technical reasons in common with other integrations to Accord’s MSO broker portal, the applicant(s) employment status must be re-entered within the Accord system. As soon as the employment status is re-entered within Accord’s MSO broker portal, all the dependent income detail that was entered in the Accord DIP on Submissions Brain will appear in Accord’s MSO.

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