Refinance - Are you ready draft

Are you ready for the refinance opportunity of the decade?

With around 1.8 million fixed-rate mortgage deals expected to end in 2025and more in 2026, the value of internal product transfer is projected to rise by 13% to £254 in 2025 alone. How can you support your clients when they come to you?

Discover the refinance support from PMS below.

Get your customers talking to you about refinance

Your PMS membership gives you discounted access to the tools you need to effortlessly engage your existing customers as their terms come to an end.

Get customers talking
Make the most of your refinance conversations

From protection and general insurance to conveyancing and surveying solutions, discover the solutions available with PMS to help you make each refinance conversation as valuable as possible.

Make the most of your conversations
Estimated Revenue Calculator

When the market’s cooler than usual, your greatest weapon is your existing database. Learn how much revenue you could generate by proactively maximising the relationships you’ve already cultivated.

Try the refinance calculator
Your refinance toolkit​

As a PMS member, you now have exclusive access to our powerful Refinance Toolkit—packed with pre-approved, white-label email templates, social media graphics, a flyer/poster and more to support your client conversations.​

Contact your Regional Key Account Manager for more information.

Discover our Refinance Hub

More tips, tools, resources and ideas are available now on our Refinance Hub.

Go to our Refinance Hub

Talk to us about making the most of your refinance conversations

Your PMS account manager is here to help you get the most out of every refinance conversation. From chatting you through the conveyancing, protection and general insurance solutions available with your PMS membership, to working with you to discuss whether you can enhance your firm’s current approach, reach out to your account manager today to get the support you need.



Find your Regional Key Account Manager