Product transfer service

If your client's current Leeds Building Society mortgage product is coming to end and they are looking to change to a new product with us, it’s now quick and easy to transfer using our product transfer service.

This service is available for all like for like product transfers. Apply online now in a few easy steps.

Benefits for you and your client

    • Simple and straightforward process
    • No conveyancing, valuation or legal fees
    • Quick turnaround times - offer sent out within 7 days
    • We will pay 0.20% procurement fee
    • No additional credit checks on like for like transfers

You can use this service online if your client

          • Has an existing mortgage product with us
          • Doesn't need to make any other changes to their mortgage, such as borrowing more, changing term or repayment method, adding or removing borrowers or making a capital payment
          • Doesn't have more than 1 part on their mortgage
          • Doesn't have a Shared Equity mortgage
          • Is up to date with their mortgage payments
          • Pays their mortgage by direct debit

However, if your client has more than one part on their mortgage or has a Shared Equity mortgage or doesn't pay by direct debit you can still request a product transfer by calling us on 03450 50 50 64*.

Your client will need to call us if

In some cases your client may need to come directly to us for their product transfer. Below are examples of when they’ll need to call us themselves. Unfortunately in these circumstances we can’t pay you a proc fee.

  • They’re making changes to their mortgage like
  • changing the term or repayment method
  • They want additional borrowing
  • They’re transferring equity
  • They live in Gibraltar
  • They are in arrears
  • They have an ERC and want to pay it

Your client can contact us on 03450 50 50 64*.

Getting started

You’ll need to be registered on our residential mortgages panel to complete the transfer and receive a procurement fee.

Find out how to register

All available products can be found on your sourcing system or you can view them by logging on to our product transfer portal.

View our guide to sourcing Leeds Building Society retention products

How to request a product transfer?

You can request an offer to change to a new product for your client online.

Step 1

Your details

Step 2

Client's current mortgage details

Step 3

Select new mortgage

Step 4

Review and submit

Things you'll need

You

  • Broker number (Login ID)
  • Lender partner
  • Mortgage advice fee details (if any)

Your client's

  • Existing mortgage account number
  • Postcode of the mortgaged property
  • Last 4 digits of the bank account from which the mortgage is paid

Please note:

Leeds Building Society only accepts mortgage applications from intermediaries where they are providing an advised sales service, with the exception of Buy to Let & Holiday Let applications. It is the responsibility of the intermediary to ensure that all applicable law including, without limitation, the Financial Conduct Authority rules on advised mortgage sales are complied with including, without limitation, the provision of adequate explanations.