How to select Existing Customer products:
You can view deals available to your customer in the Broker Portal.
Once you’ve logged into the broker portal:
- Select ‘Create NatWest Product Switch’.
- Confirm your customer’s consent.
- Input your customer’s Mortgage account number, Date of Birth, Surname and Postcode.
- Confirm your customer’s details.
- If applicable, confirm if your customer is looking for additional borrowing and switch.
- You’ll then be taken to ‘Choose a new mortgage deal’ page, where you will see what deals are available for your customer.