Referring your customer to stay with Dudley Building Society

Referring your customer to stay with Dudley Building Society

Submit your product transfer in 5 simple steps. Once this has completed, we will pay you a procuration fee for your hard work.

Why recommend us?

Hassle-free for customers and straightforward for you.
Access to a full range of residential and BTL products.
Option to apply for renewal 30 days before maturity.
Flexibility to request additional borrowing, change of repayment type and change of term.
We don’t need to do a credit check or run a new affordability (unless you’re requesting additional borrowing).
Dedicated support on hand for any questions. An ESIS will be issued to you within ten working days of receiving your request unless you’ve requested other changes or additional borrowing.

Good to know

If you are requesting additional borrowing or changes to the mortgage, our online affordability calculator can tell you if the mortgage is still affordable.
If you have requested changes to the mortgage, we’ll assess the application and contact you by email or phone with the outcome of our initial assessment.
If we need to ask you anything we’ll get in touch with you, or if you want to make any changes following the submission of your application, please call your dedicated Service Team.
We’ll send an ESIS directly to you for the customer to sign and return. We must receive the customer’s signed. acceptance form by the 18th of the month before the maturity date in order to guarantee transfer to the new deal in time for direct debit collection on the 1st of the following month.

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:

1/ Complete the Contract variation form – This is sent to you via email 3 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

2/ We will send you over the account details and the products that are available to your customer

3/ Send us an email and advise which product the customer is looking to switch to

4/ We will send you a ESIS for the customer to sign and return

5/ Send back the signed ESIS before the 18^th and will apply changes to the system and send you an email confirming the changes.

Further reading

Check out these blogs for more information about the importance of mortgage retention to you business and why you should continue to work with us:

Maximising success with mortgage customer retention

10 reasons to prioritise mortgage customer retention

10 reasons why brokers should use Dudley

About us

We are a broker-friendly lender and would love to hear from you. Follow the links below to find out more about our product and services. Our friendly support team is only a phone call or email away.