Our online Product Transfer Portal
Our online system is designed to improve the process of submitting, managing and amending your clients' Product Transfer request.
The Product Transfer portal works with mortgages with account numbers beginning with 0800. If your client's mortgage account number begins with 7000, please follow our previous, paper based process.
0800 account numbers |
7000 account numbers |
Product transfer portal |
Paper-based process |
How it works
Our online Product Transfer Portal
Our online system is designed to improve the process of submitting, managing and amending your clients' Product Transfer request. The Product Transfer portal works with mortgages with account numbers beginning with 0800. If your client's mortgage account number begins with 7000, please follow our previous, paper based process.
For more information including comprehensive guides on how to submit product transfers online, please see our Product Transfer Portal Hub page.
Product Transfer Portal Hub
Login to find the portal
Paper Based Process
To complete the product transfer manually, please follow the below steps:
Step 1: Retrieve the customer Product Transfer information letter and view our products to see what’s available for your client.
The product transfer information letter is sent to the customer 3 months before the expiry of their current mortgage. You can also request this by calling 01634 835791.
Step 2: Choose the product best suited to your customer’s needs and complete the broker authorisation form.
Download the broker authorisation form. This form needs to be signed by both the assisting broker and the customer and then scanned and returned back to us. Please email it back to brokertransfers@krbs.com and we will reply within 5 working days with the customer product transfer information.
Step 3: Check and confirm all details of the product transfer are correct
If it is, arrange for the customer to sign the offer acceptance form and return to brokertransfers@krbs.com
Step 4: Complete
In 5 working days, we will email you back with confirmation that the request has been processed and when the change will take effect.
You will receive your 0.25% procuration fee within 30 days of the product switch becoming effective.