Literature

We have a range of online forms and PDFs to help you support your clients.

Useful forms expandable section
New applications - keying guides expandable section
New applications - keying guides

Hints and tips leaflet (PDF)

How to Use The New Online Document Upload Service (PDF)

Keying Hints and Tips – New Mortgage Applications (PDF)

Products and services leaflet (PDF)

Self Build Quick Guide (PDF)
Product Transfer - keying guides expandable section
Product Transfer - keying guides

Cancel a Product Transfer (online form)

Online Product Transfers – Intermediary User Guide (PDF)

Product Transfer - Declaration Form (PDF)

Product Transfers - Keying Tips (PDF)

Product Transfers - Quick Guide (PDF)
Regulatory guidance expandable section
Regulatory guidance

Customer Confirmation – Including Customer Privacy Notice (PDF)

Details on 10% overpayment concession (PDF)

Terms of Business for Mortgage Intermediaries – Directly Authorised (PDF)

Terms of Business for Mortgage Intermediaries – Principal (PDF)

Product fair value statements

First time buyer (PDF)

Further Advance (PDF)

Home Purchase (PDF)

Product Transfer (PDF)

Remortgage (PDF)
Customer documentation expandable section
Customer documentation

Credit Scoring (PDF)

Halifax Mortgage Conditions (PDF)

Information for Mortgage Customers (PDF)

Information About Your Mortgage (PDF)
I.T support expandable section
I.T support

Cyber risk guidance (PDF)

Secure email guidance (PDF)

You might also like