Register

Follow our simple 3 step process to register with us.

Step 1: Register your company

1. Select the link to register your company.
2. Select 'New Firm to Halifax' for the type of request.
3. Complete the online registration form, providing all required information, and press submit.

Once all checks are completed, you will receive an email confirming that your company has been added to our panel. You can then proceed to set up your individual account in Step 2.

Step 2: Set up your individual account

1. Once your firm is registered on our panel, set up your individual account on Intermediaries Online using Step 1 'Register now’.
2. Review our privacy notice and select Next.
3. Review the online terms and conditions. If you decline, the registration process will exit.
4. Upon accepting the online terms and conditions, complete the user registration page. Ensure you use the exact same FCA number and company postcode you used when registering the company in Step 1.
5. Your company name will be shown on the next page. Check the box next to your company name and select 'Next'. Your User ID will be displayed on the screen.
6. You will receive an email confirming your User ID.
7. Wait for your account to be authorised by either your supervisor at your company or, if you do not have one, we will process this authorisation for you.
8. Once your account is authorised, you will receive a confirmation email containing a one-time password to activate your account.

Step 3: Activate Your Account

1. Activate your individual account on Intermediaries Online via Step 2 ‘First Time Activation’.
2. Enter your User ID and one-time password, then select submit.
3. Create a new password, confirm it, and select submit.
4. Enter a memorable word and select submit. You will see a ‘Thank you’ message; select continue to proceed.
5. You will be directed to the Intermediaries Online login page.
6. Log in using your existing User ID and new password.

The FCA number and postcode must match the details we have for your business. To confirm these details, contact intermediary service support on 0345 608 0038.

If your company has not yet registered, use our online registration form.

Use the FCA Number of your company and your office address.

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 permissions.

A supervisor consultant can perform all the actions associated with a supervisor and:

• submit mortgage business
• track cases online
• appoint administrators, permissions should be set to create, amend, view or track cases online.

A consultant can:

• submit amendments to their personal details and change their password
• submit mortgage business
• track cases online
• appoint administrators, permissions should be set to create, amend, view or track cases online.

An administrator can:

• submit amendments to their personal details and change their password
• create and update applications online on behalf of a consultant, if permission has been set to allow this
• track cases online on behalf of a consultant, if permission has been set to allow this
• access and print documents online.

Is it important that we always have your most up to date details.

To make an amendment to your company details you will need to complete an Online Panel Amend Form.

Access the Online Panel Amend Form. Select Amend Intermediary Details from the Type of request drop down. Your application to change your details will be reviewed within 48 hours.

To make an amendment to your personal contact details you will need to update these on your Individual Account on Intermediaries Online.

Log in to Intermediaries Online using your User ID and password select “administration tools” and “ change personal details” and submit changes required. 

If you change your details using the online Correspondence Address fields within Intermediaries Online without completing the Online Panel Application form, this will not update your company record and all correspondence will still be sent to your previous address.