General Mortgage Payments & Requests

Colleagues working from home can take card payments from customers where there is no card stored on the system

• True

• False

For Pre-Completion fees, who would you contact if there were no fees showing?

• Customer Delivery

• MSC

• Your Leader

• SME

When will a customer be charged ERC's for exceeding their allowance due to regular overpayments?

• When the product matures

• The following month

• Anniversary of their product

• When their mortgage ends

If a customer wants to amend an existing regular overpayment, we need to send a cancellation along with the new request

• True

• False

What does LSP stand for?

• Lump Sum Payment

• Lump Sum Process

• Large Statement Pack

• Large Statement Process

What must we do when a customer is making a LSP?

• check customers NINO

• check amount is correct

• check bank details are correct

• Check source of funds

A customer is allowed to pay more than their OP allowance states

• True

• False

Who can we confirm a redemption figure over the phone to?

• Customer

• Solicitor

• Broker

• Family

In what scenario are we able to email a redemption statement out to a solicitors email that isn't on file?

• When they complete extra security

• when they are not on the panel

• when the suffix is the same

• When they are going to complain

Based on today's date, when is the latest we can produce a redemption statement for?

• 6th Dec

• 29th Nov

• 30th Nov

• 2nd Dec