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Exciting news! Our new mortgage platform launched Monday 3 June. For the changes to take effect, you may need to log off and back on. Learn more in our FAQs.

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Product transfer process

You can now earn a procuration fee of 0.20% by recommending your client transfer to another Newcastle Building Society product upon the maturity of their existing deal. 

We have made this process quick and simple with our online product transfer tool. 

How to make a product transfer application

Clients whose product is not due to mature or has already reached maturity 

If your client's product is not maturing in the next six months or has already matured. You can follow our 'offline process' detailed below. 

Please note that you will not be able to manage a product transfer online if your client's product falls into the following categories: 

  • The product is not maturing in the next six months. 
  • The product has already matured onto SVR. 
  • The product has multiple parts to the loan. 
  • The client is looking to switch deals when a new deal has already been secured ahead of maturity. 

If your client falls into one of the categories above but wants to arrange a product transfer. You can do this following our offline process: 

Step 1: Take a look at our customer products

Step 2: To find out the current valuation, remaining term, and balance we hold for your client. Call our Mortgage Contact Centre on 0345 602 2338 with your client present to provide permission. Once we have permission, we can provide the required information to create an illustration for your client. 

Step 3: After finding a suitable product for your client. Send us a copy of the ESIS and a completed product transfer customer authority form. Please e-mail these documents to

The Mortgage Charter 

If your client wishes to make changes to their mortgage terms in line with the government's Mortgage Charter. They can submit a form through our mortgage payment options page. Please note this will not affect your involvement in the product transfer process or your procuration fee. Read our frequently asked Mortgage Charter questions.

If you have any questions, contact us on 0345 602 2338 or email us at We're available from 9am to 6pm, Monday to Friday. 

Frequently asked questions