# Track your NatWest mortgage cases from your own systems

> Read your submitted cases, their Case Tracking milestones, valuation figures and requests for further information from the NatWest Broker Portal with one API call each. Or have a workflow check every case each morning and tell you which milestones moved.

Page: https://fous.com/automate/natwest-intermediary-solutions
Updated: 2026-11-12

Works with your own NatWest Intermediary Solutions account. Fous is an independent product.

## What you can build on the Broker Portal

### List submitted cases

Reads the cases listed under Submitted Cases in the Broker Portal: each application's mortgage reference number, client and status.

- Takes: Nothing
- Returns: Mortgage reference number, client name, status

### Check a case in Case Tracking

Opens one case in Case Tracking and reads its milestones, the valuation appointment status and the returned valuation figure.

- Takes: Mortgage reference number
- Returns: Mortgage reference number, milestones with their status, valuation status, valuation figure, property address, product

### Get the further information requested

Reads what the lender has asked for on one case in Case Tracking, as the Broker Portal lists it.

- Takes: Mortgage reference number
- Returns: Mortgage reference number, client name, items requested, uploads confirmed

### Upload a document to a case

Opens the case in Case Tracking, goes to the Upload document/further information tab and uploads a JPG, PNG or PDF of up to 8 MB.

- Takes: Mortgage reference number, document type, file
- Returns: Mortgage reference number, file name, upload confirmed

## Automate the Broker Portal with a workflow

A [workflow](/product/workflows) runs your methods as one process, with nobody at the screen. A schedule or a call from your own system starts it, the steps run in order, and the result arrives in your inbox or in the systems you already use.

### Case Tracking milestones that moved since the last check

Starts: Every weekday at 8:00

1. List your Submitted Cases in the Broker Portal.
2. For each case, check its milestones and valuation status in Case Tracking.
3. Keep the cases whose milestones changed since the last run.
4. Email you the list, with mortgage reference number, client name and the milestone that moved.

### New further information requests, sent to your CRM

Starts: Every hour

1. List your submitted cases and, for each, get the further information requested.
2. Keep the items that were not there on the last run.
3. Post each item, with mortgage reference number and client name, to your CRM webhook.

### Returned valuation figures, posted to your case system

Starts: Every weekday at 17:00

1. List your submitted cases and, for each, read the valuation status and figure in Case Tracking.
2. Keep the cases with a valuation figure that was not there on the last run.
3. Post mortgage reference number, client name, property address and valuation figure to your webhook.

You can run a workflow by hand on every plan, Free included. Schedules and webhook triggers come with the paid plans, from $29 a month.

## Once built, one call from your code

Once you have built a [method](/product/methods), it is one POST to /v1/runs from your backend, or a tool an AI agent calls over MCP. This is what “List submitted cases” would look like.

Example request:

```
curl https://api.fous.com/v1/runs \
  -H "Authorization: Bearer $FOUS_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "method": "spa.mortgages.natwest.com/list_submitted_cases",
    "input": {}
  }'
```

Example response:

```
{
  "status": "completed",
  "data": {
    "cases": [
      {
        "mortgage_reference": "MR-48213907",
        "client_name": "J. Acme",
        "status": "Valuation instructed"
      },
      {
        "mortgage_reference": "MR-48207714",
        "client_name": "R. Globex",
        "status": "Further information requested"
      },
      {
        "mortgage_reference": "MR-48199052",
        "client_name": "S. Northwind",
        "status": "Offer issued"
      }
    ],
    "count": 3
  }
}
```

An example with invented data, not a ready-made endpoint. The method exists in your organization once you build it, and its name, inputs and fields follow your request.

## The Broker Portal’s own options

NatWest's broker pages describe the Broker Portal as the way to place business: you submit the application online, then upload the packaging against its mortgage reference number and follow it in Case Tracking. They do not describe an API or file feed for brokers. Customers can follow their own application in the NatWest app and online.

| Option | What it covers | What it takes |
| --- | --- | --- |
| Customer application tracking | Your customers see key milestones and high level progress of their application in the mobile app and online, 24/7. | Nothing from you. It is the customer's own view, not a feed to your systems. |
| Admin accounts | Colleagues register as an admin and help manage your existing applications once you grant them access in Case Access Management. | An admin registration, then access granted by the broker. Not available on the Existing Customer Portal. |
| The Broker Portal by hand | AIPs, full applications, document uploads, Case Tracking, Case Actions and Maintain Details, one case at a time. | A broker account registered with NatWest Intermediary Solutions, with a username and password. |

Read on November 12, 2026: [Broker Portal Guidance](https://www.intermediary.natwest.com/intermediary-solutions/broker-portal-guidance.html), [Placing Business](https://www.intermediary.natwest.com/intermediary-solutions/placing-business.html), [Customer application tracking](https://www.intermediary.natwest.com/intermediary-solutions/customer-application-tracking.html).

## Signing in to the Broker Portal

The Broker Portal signs you in with a username and password, and you register first as a broker or as an admin. With Fous you sign in once through the Broker Portal's own sign-in with your own account: the login is sealed with AES-256, never returned by the API or written to logs, and a method reads and does only what your account can.

## Worth knowing

- **New submissions take up to 24 hours to appear**: A submitted case moves from recent cases to submitted cases, which can take up to 24 hours. Porting cases can take 72 hours because they are keyed manually.
- **Uploads show a confirmation, not the file**: Documents go in as JPG, PNG or PDF of up to 8 MB. After uploading you see a confirmation that they arrived, but not the documents themselves.
- **Save the full application before completion**: You can download a copy of the full mortgage application only until the mortgage completes. NatWest cannot send it to you afterwards.
- **Changing your details hides older cases**: If you change your last name, email address or firm address in Maintain Details, applications submitted before the change are no longer visible on the portal.

## More in Finance: mortgage and title

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- [Uniform Collateral Data Portal](https://fous.com/automate/uniform-collateral-data-portal.md)
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- [Filogix Expert](https://fous.com/automate/filogix-expert.md)
- [NMLS](https://fous.com/automate/nmls.md)
- [MERS Online](https://fous.com/automate/mers-online.md)
- [Teraview](https://fous.com/automate/teraview.md)
- [RP Data Professional](https://fous.com/automate/rp-data-professional.md)
- [AgentTRAX](https://fous.com/automate/agenttrax.md)
- [VA LGY Hub](https://fous.com/automate/va-lgy-hub.md)
- [UWM EASE](https://fous.com/automate/uwm-ease.md)
- [Encompass TPO Connect](https://fous.com/automate/encompass-tpo-connect.md)

Other industries: [HUD Secure Systems](/automate/hud-secure-systems), [BidNet Direct](/automate/bidnet-direct), [MyDORWAY](/automate/mydorway), [UCMS](/automate/ucms), [mySchneider](/automate/myschneider), [SAP Fieldglass](/automate/sap-fieldglass).

## Frequently asked questions

### Does NatWest Intermediary Solutions have an API?

Not one that NatWest describes for brokers. Its broker pages send you to the Broker Portal to submit applications, upload packaging and follow cases in Case Tracking. Customers can follow their own application in the NatWest app and online.

### Can an administrator help manage my NatWest cases?

Yes. Your administrator registers as an admin, then you grant them access in Case Access Management. Admin access cannot be granted for the Existing Customer Portal.

### How long is a NatWest AIP valid?

A residential AIP is guaranteed for 30 days, including the day it was created, if no changes are needed. A Buy to Let AIP is valid while that product or a lower rate alternative is available, up to 30 days. You can download an AIP certificate when the AIP accepts.

### Why can I not see a case I just submitted?

It can take up to 24 hours for a case to move from recent cases to submitted cases, and 72 hours for a porting case. The mortgage reference number is also emailed to your registered email address when you submit.

### Is Fous affiliated with National Westminster Bank plc?

No. Fous is an independent product. You use it with your own Broker Portal account, and a method reads and does only what that account can.

Fous is an independent product: it is not affiliated with, endorsed by or sponsored by the operator of NatWest Intermediary Solutions (National Westminster Bank plc). The name is used only to say which system this page is about. Something here wrong or out of date? Write to legal@fous.com.