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?
A.
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?
A.
Use the FSA Number of your company and your office address
Q4 What do the different roles on the registration page mean?
A.
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*
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/update applications online on behalf of a consultant*
- Track cases online on behalf of a consultant*
- Access/print documents online
* If permission has been set to allow this
Q5 How can I monitor the progress of cases I've submitted?
Q6 How do I place business?
A.
Mortgage applications -
- Log in to www.halifax-intermediariesonline.co.uk
- Click on the 'Mortgage Applications' tab
- Select Create Full Application
- Complete the relevant screens and submit
- Further information held on the Quick Start Guide on the website
* Please note: The B2B system was designed before the release of windows 7 & Windows Vista. Therefore in some Customer Summaries, Product Transfer & Further Advances errors may occur due to compatibility issues. In these instances please contact Intermediary Sales & Service Support on 0845 608 0038 who will advise on how to proceed with these cases.
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.