Your CLIENT's Annual Mortgage Statement

We send your client's annual mortgage statement to them each year. 
Their 2024 statement covers the period from 1 January 2024 to 31 December 2024.

Frequently asked questions

Why has my client’s overall mortgage balance gone up?

There are a few reasons why your client’s mortgage balance could have gone up.
These include:

If they missed payments, made smaller monthly payments or took a payment holiday - the balance of their mortgage will still accrue interest.

If they chose to add fees to their mortgage - instead of paying them upfront.

Why has my client's new monthly payment gone up?

There are a few reasons why your client's monthly mortgage payment could have gone up.
These include:

If they have missed payments during the last year.
When they miss one or more monthly payments, they might be charged additional interest.

If they are on Offset Option 1 - and there was a reduction in their offset savings balance since the last time their monthly payment was calculated.

If fees have been added to their mortgage account - and they have not paid them.

If their regular monthly payment date is after the end date of their mortgage.
When this happens, we aren’t able to take the last payment, so we might need to spread the cost of that payment across other monthly payments.

We recalculate your client's monthly mortgage payment at the end of the year. But they can contact us at any time to ask us to recalculate it.

Can my client change the day of the month that they pay their mortgage?

It is possible to change the day of the month that your client makes their mortgage payment. But changing their payment day may affect the amount of interest they have to pay. Please tell them to contact us on  0345 1200 872 to find out more and to make the change.

What should my client do if they can’t afford to make their monthly payment?

If your client is worried that they won’t be able to make their  monthly mortgage repayment, please ask them to call us as soon as possible on 0800 138 2401.

What should my client do if their interest only mortgage is ending, but they can't pay the outstanding balance?

If they don’t think they can repay their mortgage at the end of the term, they should contact us as soon as possible. We can discuss the options available to them. Please ask your client to call us on 0800 138 1009.

What options does my client have for repaying their interest only mortgage?

There are various options available to your client.

What are my client's options if they have a standard variable rate (SVR) mortgage?

Your client has many options if they’re on an SVR mortgage, or if they are about to finish their deal and move onto a new one. Your client can stay on the SVR, transfer to a new product with us or remortgage to a new lender. What you and your client decide to do is down to them and their personal situation.

When does my client need to pay Early Repayment Charges?

Your client may have to pay an Early Repayment Charge if they want to pay off their mortgage before their current deal ends. They might also need to pay Early Repayment Charges if they make bigger overpayments than their deal allows, or they transfer to another deal before their current deal ends. Their mortgage offer will detail the Early Repayment Charges that apply to their specific product.

How does my client get an interest tax certificate?

You can ask us to send your client a copy. We charge £11 to send an interest tax certificate, apart from ones relating to buy-to-let mortgages which are free.

To ask for one, they need to call us on:: 0345 1200 872.

How can my client check their latest mortgage statements and transactions?

Your client can see their latest mortgage transactions online, if they’re registered for this service. Log in to our website, select ‘Your mortgage’ and select 'Transactions'.
They can download/print their transactions from the website, or we can send them a printout for a £9 charge.
Your client can also request a copy of their annual statement. We charge £11 for this.

To ask for a statement or printout, they need to call us on:  0345 1200 872.

How is cashback paid?

If your client has a mortgage that offers cashback, the reward will be paid to their solicitor to pass on to them when they complete their mortgage.

How can my client keep track of their mortgage?

The easiest way for your client to keep up-to-date with their mortgage is online. Your client can go online to view their statements and transactions (excluding for some Buy to Let accounts). If they are not registered for online banking, they can get set up in a few minutes.
Your client can check their account at www.accordmortgages.com/existing-customers/my-online-account

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