From:                                             Anita White at The Right Mortgage & Protection Network <info@therightnetwork.co.uk>

Sent:                                               20 December 2021 15:24

To:                                                  Danielle Wilson

Subject:                                         TEST: Mortgage Newsflash: Sales Opportunity!

 

Mortgage Update

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Hi Robert,

Do you have any clients who have a Nationwide Mortgage on a Tracker Rate?

If so, Nationwide are currently offering the lowest tracker rates in the past 2 years.

What that means is if you have a customer with an existing Tracker Rate, you will almost certainly be able to switch these customers to a better rate of interest without them suffering any early repayment charges.

Thanks to Steve Wellock who mentioned this great sales opportunity.

Steve says he has saved his customers on average, £50 to £70 per month just by switching their mortgage product with Nationwide.

Of course, make sure you check the terms and conditions of the rate your clients are currently on to make sure a transfer to a new rate is appropriate for them.

How do I check my clients on The Key?

We’ve built a very short video which shows you how to download a specific report of clients who have a mortgage which could qualify for this sales opportunity.

 

 

Product transfer sales process

Don’t forget we have a specific product transfer sales process.

Click here to see the process you need to follow.

 


 

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Anita White
Head of Lender Relationships

 

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