Placing business

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Mortgage Application

Step 1 - register to join our panel

Once we've processed your registration, we'll email you to confirm your account will be ready to use within 48 hours.

Step 2 - register online to place business

Complete our online registration form - remember to take a note of your User ID. You'll need your User ID to complete your account activation.

Step 3 - activate your account.

We'll send an email confirming your authorisation and 'one time only' password. You'll need these to activate your account.

Step 4 - place a case

Log in to our online application system to place a case.

Step 5 - track the progress of your case

Log in to intermediaries online to track your case

Product transfer, further advance or insurance applications only

If you've not already registered follow step 1-3 above.

Step 1 - order your online CD

Order your online CD to get access to the electronic trading platform where you place product transfer, further advance or insurance business with Halifax Intermediaires.

Step 2 - install your online CD

Install your online CD on your PC or laptop.

Step 3 - place a case

Double-click the Halifax icon on your desktop. You'll then be able to send your application, key facts illustration or mortgage promise.

Step 4 - track the progress of your case

Log in to intermediaries online to track your case

Our tracker rate mortgages are linked to Bank of England bank rate (also known as Bank of England repo rate). Details of this rate can be found on the Bank of England website at www.bankofengland.co.uk or in the Financial Times or other leading newspapers.

For independent information on mortgages, visit the FSA website 'money made clear'.

If you do not have professional experience, you should not rely on the information contained in this communication. If you are a professional and you reproduce any part of the information contained in this communication, to be used with or to advise retail clients, you must ensure it conforms to the Financial Services Authority's advising and selling rules. This site is intended for UK residents unless otherwise stated. Halifax is a division of Bank of Scotland plc. Registered in Scotland No.SC327000. Registered Office: The Mound, Edinburgh EH1 1YZ. For optimal viewing of this site you will need Macromedia Flash version 5 or above. Copyright © 2009, Halifax plc. All rights reserved.

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