Standard Financial Statement

A short animated explainer video that shows how to complete and submit your Standard Financial Statement (SFS) online through the MyMortgage portal. It demonstrates logging in, reviewing documents, entering verification codes, and securely submitting information. Includes voiceover, subtitles, and on‑screen guidance.

The video opens with the EBS logo on a white background. It transitions to a webpage featuring the MyMortgage and OurMortgage sections side-by-side. On-screen animations show a user clicking into the SFS area of the portal.

A series of screen recordings visually guide the viewer through entering their name, email address, and mobile number. An email notification appears, followed by a close-up of the “Review Documents” button inside a DocuSign email. The animation then shows an SMS text message arriving containing a unique security code.

The user types the SMS code into the DocuSign screen to access their SFS. Each step includes highlighted boxes and simple labels indicating key actions such as “Security Check,” “Enter Code,” and “Review Document.”

Further visuals show the user scrolling through the SFS form, completing sections, uploading documents, and confirming their information. A message appears noting that a co-borrower will receive their own link after the first borrower completes their part.

Throughout, the video uses bright, clean graphics, simple icons, and smooth transitions. Subtitles display at the bottom of the screen. The video ends with the message that the user is now ready to input their information, along with an on‑screen link to ebs.ie/standard-financial-statement.

[Visual: The EBS logo appears on a clean white background and transitions to a webpage showing the MyMortgage and OurMortgage sections.]
Hi, this is a short video to tell you about the online version of the Standard Financial Statement, or SFS for short.

[Visual: Animated cursor opens the SFS section of the MyMortgage portal.]
Doing your SFS online is much faster and easier than doing it the old way, which was the paper version.

[Visual: On‑screen text appears — “Auto‑saved.” A checkmark animation shows progress saving automatically.]
Your answers will be auto saved as you go.

[Visual: Stacks of paper fade away. An upload icon appears beside a simplified document graphic.]
It's more secure, and you don't have to photocopy, print copies, or go to the post office.
Any documents that you need to send us can be simply uploaded.

[Visual: Two large buttons appear for selecting between two SFS form types.]
All you need to do is click one of these two buttons to start.

[Visual: A form appears requesting name, email, and mobile number.]
There are two different forms, so choose the one that suits you. Then input your name, email, and mobile number so we can send you a link by email.

[Visual: An email inbox appears. The user opens a DocuSign email and clicks “Review Documents.” An SMS notification pops up on-screen.]
When you get the email, click on “Review Documents” to start completing the form through DocuSign.
We will also send you a text message with a security code. You will need that code to access your online SFS.

[Visual: A code entry field appears. The user enters the SMS verification code. A small padlock icon indicates security.]
This will keep your online SFS secure. We will send you a new code by SMS every time you access your SFS.

[Visual: A “Do Not Forward” symbol appears beside the DocuSign link.]
The DocuSign link that we send you is only for you. You shouldn't forward it to anyone else.

[Visual: Two user icons appear to represent multiple borrowers; text indicates that each receives their own link.]
If there's another party to the mortgage, we will send them their own link once you have finished your part.

[Visual: A confirmation screen appears with a button labelled “Start Your SFS.”]
That's all you need to do to get started with your online SFS.
You are now ready to input your information.

End of Video
[Visual: Link displayed - ebs standard financial statement.]

A guided, animated walkthrough showing how to complete each section of the Standard Financial Statement (SFS) on the online platform. The video demonstrates where to enter personal details, income, expenses, and financial commitments, and how to navigate required fields, optional fields, and upload supporting documents.

The video uses clean, simple animations to guide viewers through each part of the online Standard Financial Statement. It begins with the SFS dashboard and zooms into individual sections such as personal information, household details, income, living expenses, and financial commitments. Required fields are highlighted in red, while optional fields appear in grey. As the narrator explains the form, the cursor moves between fields, pauses over tooltips, and demonstrates how hovering reveals instructions.

Navigation buttons, including Next, Finish, and Finish Later, are showcased with subtle visual emphasis. Pop‑up tooltips and colour-coded fields help illustrate what information is needed and where it should be entered. Document upload areas are shown with a simple drag‑and‑drop interface. Sections automatically completing based on earlier entries are demonstrated through animated auto-fill highlights.

Subtitles appear along the bottom of the screen, mirroring the narration, ensuring the content is easy to follow. The overall purpose of the video is to help viewers complete the SFS accurately and confidently by showing each step clearly and visually.

[Visual: The SFS online form dashboard appears with clean, simple navigation. Section titles and form categories are displayed on the left side.]
Hi, thanks for choosing to complete the Standard Financial Statement online.

[Visual: The screen transitions into the first section of the form. A cursor moves smoothly between fields.]
Once you've watched these videos, you'll be able to finish your form quickly and easily.

[Visual: The cursor hovers over a field. A tooltip appears beside it with additional guidance.]
If you need to know what to write in a box, just hover over it like this.

[On‑screen text: Tooltip showing guidance about the selected field]

[Visual: A help panel opens on the right side of the screen with a link labelled “User Guide.”]
If you need more information about what to fill in, check out our user guide here, and you can always call one of our experts if you need to as well.

[Visual: Cursor moves across multiple fields. Tooltips pop up showing “Required” or “Optional.” Required fields appear in red; optional fields in grey.]
As you fill in the form, you will notice that when you hover over a field, it will say required or optional.
They will also be coloured red and grey.

[Visual: Red fields are highlighted with a small animation.]
Required red boxes mean you have to fill them in.

[Visual: Grey fields appear with the “Optional” tooltip.]
You still need to fill in the optional grey boxes if they are relevant, and remember, the more information you give us, the quicker we can process your form.

[Visual: The cursor selects the Next button. The screen scrolls automatically to the next required red field.]
You can also use the Next button to take you to the required red box you need to fill in.

[Visual: User attempts to click “Finish.” The system highlights missing red fields and prevents progress.]
If you forget to fill in any of the red boxes, then you won't be able to click on Finish at the end.

[Visual: Completing a field labelled F5 triggers C9 to populate automatically.]
Some of the boxes will fill in automatically when you give us information.
For example, when you fill in F5, then it automatically fills in C9.

[Visual: A dropdown labelled “More Options” opens. The cursor chooses Finish Later.]
If you need to go and find out more, like going to get your payslip, you can choose Finish Later under More Options.

[Visual: End screen summarising the form progress and navigation options.]

A short animated video explaining how to enter your borrowings into the Standard Financial Statement (SFS). It demonstrates how to record mortgages, loans, credit cards, and other debts, showing what information to provide and where to enter it. Subtitles accompany the narration for clarity.

The video uses a clear, step‑by‑step animation style to guide viewers through the borrowings section of the SFS. It shows examples of common types of debt—including mortgages, personal loans, overdrafts, credit cards, and hire purchase agreements—and highlights where to enter each item. The animations zoom in on the fields for lender name, outstanding balance, monthly repayment, and other required details.

When the narrator explains monthly payment amounts, the video highlights the relevant input box with an animated outline. Tooltips appear when the cursor hovers over fields, providing additional tips and reminders. In sections where the user has no relevant borrowings, a demonstrated dropdown shows how to select “N/A” before progressing. Other segments show that selecting the first box in a section reveals tips, hints, and the required fields, turning them red to indicate mandatory entry.

Subtitles display at the bottom of the screen in sync with the narration, supporting accessibility and comprehension. The visual style remains simple and consistent, designed to make the SFS borrowing section easy to understand and complete.

[Visual: The video opens with a clean SFS interface focused on the “Borrowings” section. A highlighted banner shows this is the next step in the form.]
Welcome to our video guide showing you how to complete your Standard Financial Statement online.

[Visual: A quick animation recaps the previous section, showing required and optional boxes from earlier videos.]
In the previous video, we looked at which boxes you needed to fill in and which ones were optional.

[Visual: The borrowings section expands. Several debt categories appear: mortgages, personal loans, credit cards, and other commitments.]
In this video, we will look at some of the further features that will help you fill everything in simply and quickly.

[Visual: A field labelled “Monthly Payment” is highlighted. A tooltip appears showing guidance.]
Whenever we ask for your spending or about payments you make, we always need the amount you pay every month, not the total bill.

[Visual: A help icon appears beside the field. The cursor clicks it.]
If you're not sure how to calculate your monthly payment, you can find out more in our user guide here.

[On‑screen text: User Guide link displayed in the sidebar]

[Visual: A section with no borrowings shown. The cursor selects “N/A” at the top of the list.]
On some of the sections where you have nothing to tell us, you need to choose NA at the top before you can move on to the next part.

[Visual: In another section, the cursor clicks the first box. A detailed panel drops down showing tips and hints.]
In other sections, by clicking the first box, you'll be able to see what you need to fill in and all the tips and hints.

[Visual: Several fields change colour from grey to red.]
You'll know what you need to fill in because those boxes will become required red as well.

[Visual: Checkbox options appear at the end of a borrowings category. The cursor scrolls and selects relevant items.]
Also, while you're there, don't forget to tick any of the boxes at the end that apply to you as well.

[Visual: A large “Help & Support” panel slides in with a phone number highlighted.]
Remember, if you have any questions at all, call one of our experts on this number.

[Visual: Closing screen summarising the borrowings section and next steps.]

A step‑by‑step animated guide showing how to review, sign, and submit your completed Standard Financial Statement (SFS) using DocuSign. The video demonstrates confirming your details, providing consent, completing your electronic signature, and entering the SMS verification code to securely finalise your submission.

The video uses the familiar SFS visual style to guide viewers through the final signing and submission process. It opens with the DocuSign interface displaying the completed SFS, then zooms into sections to demonstrate how to check each entry before signing. Highlighted outlines and animated pointers emphasise where to tick the consent box, how to review documents, and where to select the Finish button.

When explaining the signature workflow, the animation shows DocuSign prompts appearing on the screen. A mobile phone graphic pops up to demonstrate receiving an SMS security code. A close‑up then displays the code being typed into a verification box, confirming identity and securing the submission.

Additional visuals show that all parties named on the mortgage will receive their own individual link to sign. Examples of required documents—such as payslips, bank statements, and employment evidence—are displayed alongside tips about passwords and correct document presentation.

Subtitles mirror the narration throughout, providing clarity and accessibility. The video is designed to help viewers understand exactly how to confirm, sign, and securely submit their SFS through digital verification.

[Visual: DocuSign interface opens on screen with the completed SFS ready for review. A banner at the top reads “Final Step: Review & Sign”.]
Welcome to our final video.

[Visual: Quick recap animation showing earlier steps in the SFS process.]
In the previous videos, we looked at what information we needed and how to fill it in online.

[Visual: A panel opens showing a checklist of required documents and signatures.]
This video is about making sure we have all the documents and signatures we need to assess your situation.

[Visual: Icons representing multiple borrowers appear. Lines connect them to the main SFS document.]
All of the people named on the mortgage need to sign separately.

[Visual: Animation shows the form being automatically sent to another person after the first borrower signs.]
We will send them the form after you have signed.

[Visual: A document upload list appears showing payslips, bank statements, and other supporting documents.]
You also need to give us evidence for some of the things you have filled in.

[Visual: Employment options dropdown is highlighted with an instruction bubble.]
Make sure you pick the right employment option.

[Visual: A PDF document opens with a password prompt. A camera icon appears showing a mobile phone taking a photo.]
If any of your documents need a password, you can just take a photo and send that to us instead.

[Visual: Bank statement appears with the name and address highlighted.]
Also, if you're giving us bank statements, make sure your name and address is on at least one page.

[Visual: DocuSign screen shows the “Finish” button highlighted in yellow.]
Once you are done signing, click Finish.

[Visual: The interface warns the user about missing required fields, highlighting red boxes.]
If there are any required red boxes you haven't already done, you will need to fill them in.

[Visual: A “Fill In” button appears. The cursor clicks it, and the screen jumps to the next required red field.]
You can just click Fill In to take you to the next required red box you need to complete.

[Visual: Submission confirmation screen appears. A progress bar shows the document being sent to the next signer.]
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.

[Visual: The final signer completes the form. A message appears: “Sent to Lender”.]
If you are the final person to complete, it will come straight to us.

[Visual: A notification area appears showing additional information requests, if required.]
If we need any extra information, you will see what we need here.

[Visual: Closing screen with confirmation message and checkmark icon.]
Once everything is done, we will get back to you with the decision.