Product transfer request

What change would you like to request?
Mortgage details
Mortgage account number
e.g. ABC1234567ABC
Customer details
Account holder 1

First nameLast name
Account holder 2

First nameLast name
Property address

Address line 1

Address line 2

CityState / Province

Postcode
Broker details
Name

First nameLast name
Email
example@example.com
Company name
FCA number
Network/club
Product details
Product code
Product description
Is there a product fee?
If yes, does the client want to add the fee to the loan?
Fee information

Adding a fee to the loan

Any fees added to the loan will accrue interest from the date the transfer is processed and increase the loan to value. The impact of including fees should be considered by all applicants, and must be reflective of the Mortgage Illustration issued to them.
Fee information

Paying upfront

Your client can overpay up to £499.99 per month without early repayment charges.

Their product may also allow additional overpayments, please check the terms and conditions before making additional payments.

Any amount of overpayment will reduce their mortgage balance, and they will pay less interest over the term of their mortgage. If your client makes additional payments, the term of their mortgage will not reduce - only their balance and the amount of interest charged. If they would like a shorter term for their mortgage, they can contact us to arrange a mortgage appointment with one of our Mortgage Advisers.

The payment details are below, please ask your client to quote their full mortgage account number in the reference field, otherwise the payment may be returned.

Account name: Newcastle Building Society
Sort code: 23-59-54
Account number: 00000008
Reference: Your mortgage account number
Start date

DayMonthYear
2 digit day, 2 digit month, 4 digit yearDate
Repayment strategy details if Interest Only
Important information
We allow your clients product transfer to be processed before the product maturity date with no ERCs, if you feel it is beneficial for them to do so.

Please note we will require your product transfer request at least two weeks before the product end date to process for the following month.

Please take the time to review the information you have entered in full and ensure it accurately reflects the instructions of the client(s). Once submitted any changes will not be permitted online. Please be aware that if any details provided are incorrect, this may result in delays to processing the product transfer.

By clicking 'Submit' you are confirming the following is correct:
- I can confirm that I have authority to manage this mortgage product transfer
- I can confirm that I have authorisation from all parties to obtain data and manage this mortgage maturity on their behalf
- I can confirm that as an intermediary I am solely responsible for any financial advice given and that Newcastle Building Society have provided no advice to this customer
- I can confirm that I have provided the client with an ESIS for the product I have recommended to the client
Should be Empty:

Product transfer request

Mortgage details

Customer details

Broker details

Product details

Important information