A refreshed product transfer experience

We’ve made some improvements to the mortgage product transfer journey in our online portal.

These updates make it quicker to review available products, compare options, and complete like-for-like switches online. This is the first stage of a series of updates we're planning to make to the product transfer process.

What’s new (from 14 Apr 2026)

• Updated look and feel
  The system has had a refresh. You’ll see a cleaner layout and updated styling that brings it in line with our online submission portal - letting you move through cases faster and reduce admin.
• Clearer product information
  You’ll now see all available products based on your clients’ LTV*. You can filter by term and rate type, with key information shown upfront so you can compare options quickly.
• Predicted monthly payments
  Each available product now shows a predicted monthly payment. It’s a simple way to compare options and help clients understand what their new deal could look like.

Plus: Your clients’ reference codes will now be in your reminder emails
When your client receives their maturity reminder, we also email you a list of your upcoming maturities. From now on, where a case can be switched through our online portal, that email will also include their unique reference code. This means you can access the portal and view the available products for your client straight away.

These updates apply to cases that can be completed through our online portal, some scenarios will still need a request form or be handled directly with our team.

To help you see which route applies, we’ve updated our product transfer page - including clearer guidance and refreshed FAQs.

^{*The products displayed on our online portal reflect the options currently available to your client based on their LTV calculated using the balance from their maturity letter. For more detail, please refer to the FAQs on the page below.}

Need help?

If you have any questions or you’d like to discuss a case, speak to your dedicated BDM.

You can also reach our Mortgage Services team on 0345 601 0014 Monday to Friday, 9am to 5pm.

Calls to 03 numbers cost the same as a standard landline call and are included in your mobile or landline minutes.