Training and help
This page contains answers to some commonly asked questions about registering and installing the service. You'll find a number of training and help documents in the literature library which will provide you with fuller user instructions.
How to register for and set up intermediaries online
Q1 How do I register to do business?
Q2 My FSA number and postcode are not recognised on the user registration screen, what should I do?
The FSA number and postcode must match the details we have for your business. To confirm these details, contact intermediary sales support on 0845 6080038
If your company has not yet registered, use our online registration form.
Q3 Which FSA number should I use when I register for an individual user ID?
Use the FSA Number of your company and your office address
Q4 What do the different roles on the registration page mean?
A supervisor has responsibility for maintaining records on behalf of the company and can:
- Submit amendments to their own personal details and change their password
- Search and view users within the company
- Authorise access for consultants and administrators within the company
- Amend a user's access rights
A supervisor consultant can perform all the actions associated with a supervisor and:
- Submit mortgage business
- Track cases online
- Appoint administrators to track cases
A consultant can:
- Submit amendments to your their personal details and change their password
- Submit mortgage business
- Track cases online
- Appoint an administrator to track cases
An administrator can:
- Submit amendments to your their personal details and change their password
- Track cases online on behalf of a consultant, if the appropriate access has been provided
Q5 Do I need a CD for each brand of intermediaries online?
No, all three brands are held on one CD.
Q6 Will intermediaries online work on my computer?
intermediaries online works with Windows 2000, Windows XP and Windows Vista.
Q7 Will intermediaries online work on a network?
Yes, for further information, contact our Helpline on 0845 6080038.
Q8 Will intermediaries online work on Apple Mac?
Q9 Can I download intermediaries online from the website?
No, only upgrades are downloadable, the software must be installed using the CD.
Q10 How do I know if I have the latest version of intermediaries online installed on my computer?
Click on 'Help' and 'About' in the application window, this will display the version installed.
Q11 Do I have to upgrade to the latest version every time a new version is released?
Not necessarily, though it's best to use the latest version to benefit from the latest system enhancements. Some upgrades are mandatory and you'll be informed when this is the case.
Q12 How do I upgrade to the latest version of intermediaries online?
A.
- Visit www.halifax-intermediariesonline.co.uk and log in
- Click on the online mortgages tab and select the option for software upgrades
- Ensure that you have closed the intermediary mortgage application
- Click on the 'Latest release' hyperlink
- If you receive a secure connection security alert, click the 'Yes' button to continue.
- Select 'Open this file from its current location' and then select the 'OK' button
To install and upgrade intermediaries online, you must have sufficient IT privileges. If you can't install due to IT restrictions, please contact your IT administrator.
Q13 How can I monitor the progress of cases I've submitted?
A.
- Visit www.halifax-intermediariesonline.co.uk and log in
- Click on the online mortgages tab, and then select the option for case tracking
- Search for your customer record using the filters provided
Q14 I'm experiencing problems installing intermediaries online on my computer, what should I do?
Speak to your IT administrator or call the intermediaries online Helpdesk for assistance on 0845 608 0038.