Please note that we only accept introduced rate switches/product transfers within 3 months of a customer’s existing deal ending.
Once it is completed and signed, return it to firstname.lastname@example.org.
One of our broker team will be in touch to confirm your registration and answer any questions you may have.
This letter must include the Mortgage Account number and state that the customer is happy for us to disclose their account information to you.
In the email, please give us details of the requested rate switch and state that you have recommended a product and provided the customer with advice.
Our Customer Services team will prepare the KFI and paperwork and send you a copy via email, as well as sending a copy in the post directly to the customer.
We will then apply the new rate either: