For the use of mortgage intermediaries & other professionals only

Affordability calculator

Work out how much we can lend your clients on a mortgage.

Affordability calculator

Mortgage lending criteria

Read through our lending criteria to keep up to date with all our policies.

View our lending criteria

Mortgage product search

Search a list of our current products and rates.

Search products

Placing business

Register to join our panel and follow our guides on product transfers and further advance mortgages.

Placing business

Guides and forms

Browse our mortgage literature. We have guides and forms covering various topics that will assist you in doing business with us.

Guides and forms

Product transfer cancellations

We have updated our process to help you cancel your customer’s product transfer (PT).

When you cannot cancel a PT on Halifax Intermediaries Online, our new online form allows you to request the cancellation and receive confirmation of completion via email within 24 hours.

Cancel a product transfer

Intermediary news and updates

Latest intermediary news

Latest intermediary news

21 June 2024 | Remortgage support

03 May 2024 | Interest only changes

29 April 2024 | Maximum working age changes

15 February 2024 | Cladding update - Wales

15 February 2024 | Shared Ownership updates

24 January 2024 | Changes to non-UK nationals policy

View more news

Customers in vulnerable circumstances

We want all customers to be able to have the full use of the mortgage product or service they hold with us and understanding customers additional support requirements means we can be flexible to their needs.

Find out more about the simple process in place for you to advise us if a customer requires additional support, whether they are a new or existing customer.

Vulnerability Guidance (PDF) PDF opens in a new tab, 1.1MB.

Consumer Duty – Important information for Intermediaries

New FCA Consumer Duty rules and guidance sets out clear standards of consumer protection across Financial Services effective from 31 July 2023.

Find out more about expectations for mortgage intermediaries in relation to the Financial Conduct Authority’s (FCA) Consumer Duty.

Please see our Product range Fair Value Statements for further detail.

Fair Value Statements

Bank Rate

5.25% | 03/08/2023

Halifax HVR & SVR

8.74%* | 07/08/2023

Bank Rate changes

On Thursday 03 August 2023 the Bank of England announced a change to the Bank Rate.

Bank rate changes

Intermediary education

Join the movement towards a greener future

We have educational material to support you and your business with your own sustainability journey, as well as tools and resources for you to share with your customers.

Discover our tips and resources in our Sustainability hub.

Explore our Sustainability hub

Intermediary insights

Stay informed and ahead of the curve with our intermediary insights hub. Explore a range of articles and videos from industry experts, designed to keep you informed and up to date in the intermediary mortgage space.

Intermediary insights
Financial Adviser Service Awards 2022 - Winner for mortgages, Halifax Intermediaries