Product transfers
Product transfers
Your clients can transfer their current Halifax mortgage to a new Halifax mortgage product, before or after their current mortgage deal ends.
Benefits for you:
- Competitive products for your clients - products are bespoke to your client so please check your client's mortgage in Mortgage Enquiry and view the Product Finder
- Review opportunity - review your clients' finances including their general insurance
- Case tracking - access to regular email updates from our team on the progress of your case
- No conveyancing - product transfers are quicker than a remortgage
- Earlier client contact - request a product transfer when your client’s current mortgage product still has up to 3 months to run.
- Earn a procuration fee
Benefits for your clients
- Competitive exclusive deals - existing clients have a great choice of bespoke products
- No up front fees - no legal fees to pay when switching to a new product
- Secure a new product earlier - secure a rate 3 months before your client's existing deal ends; choose to start the new product from the 1st of the following month and we will waive any Early Repayment Charge OR to forward date the new product to start after the current product has ended.
Commitments
Product fee applies. Please see product information.