1.) Complete the Rate Switch Authority form and email this to firstname.lastname@example.org. We’ll send you a Rate Switch Product Guide and Product Selection Form within three working days.
2.) Complete the Product Selection Form on behalf of your client and email this to email@example.com. We’ll send you a rate switch pack containing an Acceptance of Offer and an European Standardised Information Sheet (ESIS) for your client’s chosen product.
3.) Ask your client to sign the Acceptance of Offer and email the completed form to firstname.lastname@example.org – we’ll do the rest!
When you submit a rate switch request you'll need to provide your clients with a copy of our Privacy Notice. You can download a copy from our Privacy Notice page.
If your client is currently within a product, the rate switch will take place when their current product expires. You and your client will receive notification that this has been completed.
Procuration fee will be paid the month following completion of the rate switch.
Click the buttons below to download the Rate Switch Authority Form and our Rate Switch Guide for Intermediaries.
Need to Register?
It’s quick and easy.
You will need to be registered in order to complete a rate switch on behalf of your client. Simply email a completed Registration Form, along with the Rate Switch Authority form, to email@example.com.
You can complete a rate switch for your client even if you didn’t advise on the original mortgage, as long as you have completed a Registration Form and Rate Switch Authority Form.
Why get a new deal with us?*
- Simple and straightforward rate switch process
- Quick turnaround time: we will action your request within 3 working days
- No income or affordability assessments
- No underwriting
- No credit search required
- No valuation fee: a standard valuation isn’t required when getting a new product
- No legal fees
- No bank statements, payslips or P60 required
- 0.20% procuration fee paid on both residential and buy to let rate switches
*This service is only available to your clients who wish to rate switch on to a new mortgage product. For any other changes to the mortgage, for example change to term, repayment method and borrowing more money, please contact our Business Retention Team on 0121 521 4046 or email firstname.lastname@example.org.
Please note, rate switch products are only available via our Business Retention Team.