Customer Portal Registration Guide

Customer Portal Registration Guide


Your Customer Portal is designed to give you greater control over your mortgage information through a secure and convenient online experience. Access is protected using your unique identification number, helping to ensure that only you as an authorised user can view the account. Through the portal, you can safely access, review, and manage important mortgage documents at any time, whenever it is convenient for you.

This short guide shows how to register in a few steps.

What you’ll need before you start

Email address
Your Email
address

Mobile number
Your Mobile
phone

Account number
Your Customer
Account Number

Person
Personal
details

For security reasons, your mobile number and email address must match the details you originally provided. If you experience issues during registration because your contact information isn’t recognised, please update your details here: mydetails.steponefinance.co.uk first. Please allow up to two working days for the changes to be processed in our system before attempting to register on the Customer Portal again.

Security reminder

We will never ask you to share your password or full codes. If you receive a suspicious message, contact us using the details above.

Quick start

Step 1 – Click the link in your Welcome Letter or go directly to myaccount.steponefinance.co.uk to start your registration.

Login page

Step 2 – On your first visit, you’ll need to register for your Customer Portal before you can sign in.

registration

Step 3 – You’ll be asked to verify your identity using a code sent to your email or mobile number.

Identity verification

Step 4 – Then, you will be asked to accept Terms and Conditions.

Terms & Conditions

Step 5 – In this step of registering for the online Customer Portal, you’ll be asked to provide a few personal details linked to your account.

Personal details

Step 6 – To complete your online registration, you’ll receive verification prompts and one-time codes, then be asked to create a six-digit PIN and a password.

One-time codes

That’s it – registration complete.

Reg complete

Thank you!


Please log in to the Customer Portal with your new credentials.

If you encounter any issues, please contact our Customer Services team:

Email: customerservices@steponefinance.co.uk

Telephone: 01483 66 11 00

Hours: Mon-Fri, 09:00-17:30PM


APR

Please note that Step One Finance does not charge up-front fees for any loan enquiries or applications. You should be wary of any parties purporting to arrange a Step One Finance loan who are seeking to charge up-front fees. Please contact us if you have any doubts regarding a Step One Finance loan application. Customers can also obtain additional information on the FCA’s website on the dangers of Loan Fee Fraud by clicking here.

THINK CAREFULLY BEFORE SECURING OTHER DEBTS AGAINST YOUR HOME. YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON A MORTGAGE OR ANY OTHER DEBT SECURED ON IT.

IF YOU ARE THINKING OF CONSOLIDATING EXISTING BORROWING YOU SHOULD BE AWARE THAT IF YOU ARE EXTENDING THE TERM OF THE DEBT YOU MAY BE INCREASING THE TOTAL AMOUNT YOU NEED TO REPAY.