Source of Funds

Providing your Source of Funds

• How do I start the Source of Funds task?
• What transaction details are required?
• What employment details are required?
• How do I add additional income?
• How do I add a Co-Purchaser?
• How do I add the sources of my purchase?

Providing your Giftor Source of Funds

• What is the Giftor Source of Funds task?
• How do I start the Giftor Source of Funds task?
• How can I provide the details of my gift?
• How do I add the sources of my gift?
• What do I do if I’ve already provided my gift?

Choosing a Source

• What sources can I add?
• How do I add my mortgage?
• How do I add my gift?
• How do I add my Savings?
• How do I add contributions from a co-purchaser?
• How do I add funds from a property sale?

Providing Evidence

• Do I need to share evidence for every source?
• How can I add evidence?
• What if I don't need to share evidence?
• What if I don't have a mortgage offer?
• What if I don't have payslips?

Sharing or Uploading Bank Statements

• Why do I need to share bank statements?
• What is Open Banking?
• How do I share bank statements?
• Which bank statements should I share?
• What if my bank or account isn't shareable?
• What if I don't use online banking?

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FAQ's

• What if I have already provided my Source of Funds?
• What if my salary varies?
• Can I edit my source of funds after submitting it?
• What if I am lending funds?
• What if I am employed by multiple employers?
• Why do I need to share employment details?

Source of Funds Troubleshooting

• Why am I seeing an ‘Unexpected Error’?
• Why was my connection was unsuccessful?
• Why can’t submit the task?
• What if I’ve shared the wrong statements?
• What if I’ve finished the task before sharing all my evidence?