Porting Form

Please complete the fields below ensuring you have the applicant(s) personal information (including their mortgage account number and the sort code and last four digits of their bank/building society account number their mortgage is paid from) and property details.

Once you’ve completed all of the required information and submitted your request to us, we will confirm receipt of your request by email.

Please ensure all details are entered manually to prevent autofill from completing fields incorrectly.

Advisor details

First name: Surname: Company name:

If you are Directly Authorised, please include your company name in this field and select Directly Authorised from the Network field below. We are working with a limited number of brokers through the mortgage clubs listed and not currently expanding our distribution to the wider market at this stage.

Network:

Mortgage Club

FCA Firm Reference Number: Email address: Telephone number:

Applicant details

Mortgage account number:

This is the 90 number that will be on your client’s annual mortgage statement. It should consist of nine numbers.

Number of applicants:

Applicant 1

Applicant 1 full name: Applicant 1 Occupation: Applicant 1 Length of Employment (years and months): Applicant 1 Employment Status:

Applicant 2

Applicant 2 full name: Applicant 2 Occupation: Applicant 2 Length of Employment (years and months): Applicant 2 Employment Status:

Existing Address line 1: Existing Address line 2: Existing Town/City: Existing Postcode:

Mortgage details

Port existing balance only Port with additional borrowing Port with reduced borrowing

Mortgage term required (years and months):

Amount being ported: Mortgage term (years and months):

Additional amount required: Additional amount – product code (this is a five digit code): Mortgage term (years and months):

Please state the total mortgage loan amount required on Capital Repayment:

(For example, if the current Capital Repayment mortgage balance is £100,000 and you require £50,000 in additional borrowing, enter £150,000)

Please state the total mortgage loan amount required on Interest Only:

(For example, if the current Interest Only mortgage balance is £100,000 and you require £50,000 in additional borrowing, enter £150,000)

New security - Estimated purchase price

Intermediary fee

Is there an intermediary fee?

Fee type: Advice fee Arrangement fee Service fee Placement fee

Advice fee amount:

Arrangement fee amount:

Service fee amount:

Placement fee amount:

Security questions

In order for us to validate your client’s authority you will need to provide us with your client's sort code and the last 4 digits of their account number relating to the bank/building society account the mortgage is paid from. Please note that failure to provide this information will mean that we will not be able to release the requested mortgage account information.

Sort code:

Example format: '000000'

Last 4 digits of account number:

Example format: '1234'

Before submitting your request, please check that all details have been entered correctly.

By submitting this form:

• I understand that the information provided is for illustrative purposes only and may be subject to change once fully assessed; and

• a copy of the West Brom's Privacy Notice has been/will be provided prior to your client proceeding with the application to port their mortgage. A copy can be found at www.wbfi.co.uk/literature

Intermediary Sales and Support Team

Porting Illustration request form

Porting Form

Advisor details

Applicant details

Applicant 1

Applicant 2

Mortgage details

Intermediary fee

Security questions

By submitting this form:

Our Cookie Policy

Porting Illustration request form

Porting Form

Advisor details

Applicant details

Applicant 1

Applicant 2

Mortgage details

Intermediary fee

Security questions

By submitting this form: