We have made our Product Transfer process as easy and straightforward as possible. Follow our 5 simple step process and once this has been completed we will pay you a procuration fee.
We're only a phone call away if you need any help.
Submit your product transfer in five simple steps.
Once you have assessed the customer’s needs and provided a recommendation, you can renew their mortgage by following these simple steps:
- Complete the Broker Contract Variation Authority Form – This is sent to you via email 4 months before the product is due to end or can be found on our portal under useful documents. Send it over to our intermediary support team
- We will send you over the account details and the products that are available to your customer
- Send us an email and advise which product the customer is looking to switch to
- We will send you an ESIS for the customer to sign and return
- Send back the signed ESIS before the 18th and will apply changes to the system and send you an email confirming the changes
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