Making business easier
Now that you've registered to place business, our online services offer you a fast and easy way to process your clients mortgage, product transfer, further advance and insurance applications.
Mortgage applications
Once your account has been activated to place mortgage business, simply sign in.
Submit your application on Halifax Intermediaries Online.
Once you submitted your clients mortgage application you will receive a message under Next Steps advising you what documentation will be required.
You should send us the required documentation using our Online Document upload Service.
You will receive an email alert to confirm that the documents have been successfully received.
Once you've uploaded all documents, you should then contact our dedicated business case handling team on 0345 030 6253 to progress your application or for applications of £500,000 and over you will be contacted by a Halifax Premier Case Manager.
Maximum broker fees
From Saturday 1 June 2024, Lloyds Banking Group will set the following caps on the amount clients can be charged by brokers for their mortgage application services:
A cap of 1% of loan amount or £1,500, whichever is greater
|
Example |
Fee |
|---|---|
|
Example Loan £100,000 |
Fee Max fee of £1,500 |
|
Example Loan £200,000 |
Fee Max fee of £2,000 |
Important information on keying/amending of applicant personal details
Once you've started keying an application if you wish to change the order of the applicants or add/remove an applicant please follow the steps below to ensure the data is correctly allocated to the right customer:
To change the applicant order:
- In the Applicant Summary table at the bottom of the Personal Details screen use the ↓ and ↑ arrows in the left-hand 'Re-order Applicant' column to amend the order.
- Click 'Submit' button.
To remove an applicant:
- In the 'Applicant Summary' table at the bottom of the 'Personal Details' screen use the 'Delete' button on the right-hand side to remove applicant 1,2 as required.
- Click 'Submit' button.
- If you delete applicant number 1 on a joint application applicant 2 will be re-allocated as applicant 1.
To add an applicant:
- Click 'Add Another Applicant' button on Personal Details screen
- Complete new applicant details
- Click 'Save Applicant'
- Click 'Submit' button.
As a reminder only the correct contact details for each customer must be entered in the 'Contact Details' section of the Personal Details screen on an application, one customer's contact details should not be keyed for both applicants on a joint application and your own details cannot be entered instead of customer details.