Accord Mortgages - Request Product Transfer

Request a product transfer - for intermediary use only

Existing mortgage details

If you want an illustration only (rather than an offer) or your client is also wanting additional borrowing please complete our online illustration request form.

Borrower name(s)

Borrower 1

Surname *

Borrower 2

Surname

Is this transfer advised? *

YesNo

Will a fee be charged? *

YesNo

If yes, please tell us the amount.

Mortgage account number (This is a 10 digit number ending in 80.) *

Product Required

Which product does your client want to transfer to?
Find a suitable product: *

Residential
Buy To Let

Which part(s) does the client want to transfer? (I.e. part 1, part 3, or all). *

Does this request relate to an offset multipart mortgage with differing end dates where offset is no longer required? *

YesNo

Offset multipart mortgage Where an offset mortgage has multiple parts with differing end dates, it may be possible for your client to change to an alternative non-offset/standard product transfer deal, should they no longer require the offset functionality, providing that at least one part of the mortgage is within the product maturity window. If your advice identifies that offset is no longer suitable for the client, and the account meets this criteria, we can offer a non-offset product transfer deal across all parts of the mortgage with a waiver of ERCs. To request this please complete this transfer request form, specifically selecting YES when prompted to respond to the question about whether the request relates to an offset multipart mortgage with differing end dates where offset is no longer required. Please note ERCs will still be detailed on Offer documentation.

Does any product fee need adding to the loan? *

YesNo

Financial Adviser details

Name of company *

Address *

County *

Post code *

Daytime phone number *

Email *

Name of Financial Adviser *

Accord Mortgages Broker no *

Financial Services Register registration number *

Lending Partner *

If someone other than the person named above is dealing with this transfer, please tell us their name. *

Everything correct? Please make sure to check the details you've entered before you submit, as any omissions or mistakes may result in us requiring further information from you and delay us sending the offer document - please be extra vigilant you have entered a valid product code that your clients are eligible for.

By submitting this form, you confirm that you have your client's permission to act on their behalf in this transfer and for Accord Mortgages to undertake a search, with credit reference agencies where appropriate.

If this is JBSP, you are also confirming you have consent from both parties to submit this application.

Place your cursor over the help icons to view additional explanations
Please note: we need all the information marked with an * asterisk.
Buy to Let is Not Applicable for JBSP.
For JBSP accounts Borrower 1 will be Owner Borrower.
For JBSP accounts Borrower 2 will be Non-Owner Borrower.
For JBSP accounts you must have obtained consent to the application from both parties to the mortgage account before submitting the application.