Submit your Product Transfer Application in 4 Easy Steps…
At the Melton Building Society, we recognise the value and importance of the relationship we have with our intermediary partners. We have therefore launched a product transfer service for brokers, where we will pay a procuration fee for helping us to transfer our existing customers on to our loyalty products.
1. Confirm Client Details
You can email us to obtain details of your customer’s existing mortgage. We will need the customer(s) to provide consent for this information to be released. Please complete our Product Transfer Customer Declaration Form and email this to us at email@example.com
2. Review Products & Produce KFI
Once you have completed the advice process, you can view our scheme transfer products and produce a KFI for your customer from your mortgage sourcing system.
3. Submit Product Transfer Application
After you have provided the customer(s) with a KFI, you will need to complete our Product Transfer Application Form. Once completed and signed by your customer(s), please email this to firstname.lastname@example.org
4. Product Transfer Complete
Once the product transfer is complete, we will send confirmation to both you and your customer.
Our current range of mortgage products available for download in PDF format.Download product guide
Guidelines designed to give general guidance to mortgage brokers on the Melton’s lending criteria.Download criteria guide
Literature & Useful Info
View our range of helpful guides and literature.Find out more
Search our FAQs for any questions you may have.Search our FAQ’s