Standard Financial Statement (SFS): How to videos

A short instructional video explaining how to start and access the online Standard Financial Statement (SFS) form for Haven Mortgages, including how to access the form, complete initial details, and verify identity using a secure code.

The video opens with a title screen displaying “Completing your Standard Financial Statement – Getting Started” alongside the Haven logo. A narrator introduces the purpose of the video and explains that it will guide users through the online SFS process.

On-screen text displays a URL directing users to start their SFS. The video then shows animated website navigation, highlighting sections such as “My Mortgage” and “Our Mortgage” to indicate where users can access the form.

The video transitions to a sample online form titled “Complete your SFS online,” showing example fields such as name, email, and phone number.

Next, a security step is demonstrated. A phone icon appears as the narrator explains that users must enter a confirmation code sent via SMS each time they access their SFS. The video emphasizes that the DocuSign link is personal and should not be shared. It also explains that if there is another party on the mortgage, they will receive a separate link after the first user completes their section.

The video concludes by confirming that the user is ready to begin entering their information. The closing screen repeats the opening title and branding, with background music fading out.

[On-screen text with logo]
Completing your Standard Financial Statement
Getting started
(Haven logo displayed)

[Audio]
Hi, this is a short video to tell you about the online version of the Standard Financial Statement, or SFS for short.

[On-screen text]
Start your SFS
havenmortgages.ie/standard-financial-statement

[Visual]
An animated website interface is shown. Sections labelled “My Mortgage” and “Our Mortgage” are highlighted to indicate navigation options.

[Audio]
It’s two forms.

[Visual]
The same “My Mortgage” and “Our Mortgage” sections are highlighted again.

[Visual]
A form page titled “Complete your SFS online” is displayed, showing example fields such as name, email address, and phone number.

[Visual]
A security screen appears with a field for entering a confirmation code. A phone icon is shown.

[Audio]
This will keep your online SFS secure.
We will send you a new code by SMS every time you access your SFS.

[Audio]
The DocuSign link that we send you is only for you. You shouldn’t forward it to anyone else.

[Audio]
If there is another party to the mortgage, we will send them their own link once you have finished your part.

[Audio]
That’s all you need to do to get started with your online SFS. You are now ready to input your information.

[On-screen text with logo]
Completing your Standard Financial Statement
Getting started
(Haven logo displayed)

[Audio]
Background music fades out.

A short instructional video explaining how to complete the “Your details and finances” section of the Haven Mortgages Standard Financial Statement (SFS), including how to fill in required and optional fields and navigate the form.

This video demonstrates how to complete the “Your details and finances” section of the online Standard Financial Statement (SFS) for Haven Mortgages.

The video opens with a title screen displaying “Completing your Standard Financial Statement – Your details and finances” alongside the Haven logo. An animated sequence shows a user navigating the SFS form on a laptop, using a cursor to interact with different fields and options.

The video highlights support features, including a user guide accessible from the top right of the screen and a contact phone number for assistance.

Viewers are guided through how form fields work. Required fields are marked in red and must be completed, while optional fields are grey and should be filled in if relevant. The video explains that providing more information can help speed up processing.

Navigation features are demonstrated, including a “Next” button that directs users to incomplete required fields. The video also explains that the form cannot be submitted if required fields are missing.

An example of auto-filled fields is shown, where entering information in one section automatically populates another.

The option to pause and return later is also highlighted using a “Finish later” feature under “More options,” allowing users to gather additional information such as payslips before continuing.

The video ends with the same title screen and branding as the opening.

[On-screen text with logo]
Completing your Standard Financial Statement
Your details and finances
(Haven logo displayed)

[Visual]
An animated laptop interface is shown. A cursor moves across the screen, demonstrating how a user navigates the online SFS form.

[Visual]
The cursor moves to the top right of the screen, indicating access to a user guide.

[Audio]
Check out our user guide here.

[On-screen text]
Call us: 0818 280 280

[Audio]
As you fill in the form, you will notice that when you hover over a field, it will say required or optional.

[Visual]
Form fields are highlighted as the cursor moves over them.

[Audio]
They will also be coloured red and grey.

[Visual]
Required fields appear highlighted in red, while optional fields appear in grey.

[Audio]
Required red boxes means you have to fill them in.

[Audio]
You still need to fill in the optional grey boxes if they are relevant.

[Audio]
And remember, the more information you give us, the quicker we can process your form.

[Audio]
You can also use the next button to take you to the required red box you need to fill in.

[Visual]
A “Next” button is shown guiding the user to incomplete required fields.

[Audio]
If you forget to fill in any of the red boxes, then you won’t be able to click on finish at the end.

[Audio]
Some of the boxes will fill in automatically when you give us information.

[Audio]
For example, when you fill in F5, then it automatically fills in C9.

[Visual]
An example form interaction shows one field being completed and another field auto-populating.

[Audio]
If you need to go and find out more, like going to get your payslip, you can choose finish later under more options.

[Visual]
A “More options” menu is shown, including a “Finish later” option.

[On-screen text with logo]
Completing your Standard Financial Statement
Your details and finances
(Haven logo displayed)

[Audio]
Background music fades out.

A short instructional video introducing the “Your borrowings” section of the Haven Mortgages Standard Financial Statement (SFS), showing how users navigate and complete this part of the form online.

This video provides an overview of the “Your borrowings” section of the online Standard Financial Statement (SFS) for Haven Mortgages.

The video opens with a title screen displaying “Completing your Standard Financial Statement – Your borrowings” alongside the Haven logo. An animated sequence shows a user interacting with the SFS form on a laptop, using a cursor to navigate through the interface.

A contact phone number is displayed on screen for support, consistent with previous SFS instructional videos.

The visuals focus on demonstrating the general navigation experience of completing the borrowings section, with the cursor moving through the form fields.

The video concludes with the same title screen and branding as the opening.

[On-screen text with logo]
Completing your Standard Financial Statement
Your borrowings
(Haven logo displayed)

[Visual]
An animated laptop interface is shown. A cursor moves across the screen, demonstrating how a user navigates the “Your borrowings” section of the online SFS form.

[On-screen text]
Call us: 0818 280 280

[Visual]
The cursor continues to move through the form fields, indicating interaction with the borrowing section.

[On-screen text with logo]
Completing your Standard Financial Statement
Your borrowings
(Haven logo displayed)

[Audio]
Background music fades out.

A short instructional video explaining how to complete the signature and document submission stage of the Haven Mortgages Standard Financial Statement (SFS), including signing, providing supporting documents, and final submission.

This video explains the final stage of completing the online Standard Financial Statement (SFS) for Haven Mortgages, focusing on signatures and supporting documentation.

The video opens with a title screen displaying “Completing your Standard Financial Statement – Your signature” alongside the Haven logo. A narrator introduces the final step in the process, explaining that all required information, documents, and signatures must be completed before submission.

An animated laptop interface shows a user navigating the form. The narrator explains that each person named on the mortgage must sign the form separately and will receive their own link after the first person completes their section.

Guidance is provided on submitting supporting documents, including selecting the correct employment option and ensuring required documentation is included. Alternative options are mentioned, such as submitting photos of documents if password-protected files cannot be accessed.

Additional instructions clarify that bank statements must include the user’s name and address on at least one page.

The video explains the submission process, including completing any remaining required fields, navigating to missing sections, and finalising the form. It also outlines what happens after submission, including routing to other applicants or directly to Haven if the user is the final signatory.

The video concludes by explaining that additional information may be requested and that Haven will provide a decision once the review is complete. The closing screen repeats the opening title and branding.

[On-screen text with logo]
Completing your Standard Financial Statement
Your signature
(Haven logo displayed)

[Audio]
Welcome to our final video. In the previous videos, we looked at what information we needed and how to fill it in online. This video is about making sure we have all the documents and signatures we need to assess your situation.

[Visual]
An animated laptop interface is shown. A cursor moves across the screen, demonstrating navigation through the final stage of the SFS form.

[Audio]
All of the people named on the mortgage need to sign separately. We will send them the form after you have signed.

[Audio]
You also need to give us evidence for some of the things you have filled in.

[Audio]
Make sure you pick the right employment option.

[Audio]
If any of your documents need a password, you can just take a photo and send that to us instead.

[Audio]
Also, if you’re giving us bank statements, make sure your name and address is on at least one page.

[Audio]
Once you are done signing, click finish.

[Audio]
If there are any required red boxes you haven’t already done, you will need to fill them in.

[Visual]
A form interface highlights required fields in red.

[Audio]
You can just click fill in to take you to the next required red box you need to complete.

[Visual]
A navigation option is shown guiding the user to incomplete required fields.

[Audio]
Once everything is done and the form is submitted, it will go to the next person who needs to complete it and send in their documents.

[Audio]
If you are the final person to complete, it will come straight to us.

[Audio]
If we need any extra information, you will see what we need here.

[Audio]
Once everything is done, we will get back to you with the decision.

[On-screen text with logo]
Completing your Standard Financial Statement
Your signature
(Haven logo displayed)

[Audio]
Background music fades out.