What do we do?

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.

Why recommend us?

•    Hassle-free for customers and straightforward for you

•    Access to a full range of residential and BTL products (see our Product Retention Guide)

•    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, change of repayment type or change of term)

•    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

•    If we have not heard back from you, we will contact the customer directly

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 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
  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 an ESIS for the customer to sign and return
  5. Send back the signed ESIS before the 18th and will apply changes to the system and send you an email confirming the changes
Contact Us

Contact our Intermediary Team with any case queries you may have.

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