Mortgages
Regulatory guidance
Customer Confirmation – Including Customer Privacy Notice (PDF, 50KB)
Last updated: 28/02/2020
Details on 10% overpayment concession (PDF, 154KB)
Last updated: 22/02/2016
Supporting customers in vulnerable circumstances (PDF, 1.1MB)
Last updated: 19/04/2024
Product fair value statements
Last updated: 03/09/2024
Last updated: 03/09/2024
Last updated: 03/09/2024
Last updated: 04/10/2024
Last updated: 03/09/2024
Terms of business for intermediaries
Terms of Business for Mortgage Intermediaries – Directly Authorised (PDF, 232KB)
Last updated: 07/11/2022
Terms of Business for Mortgage Intermediaries – Principal (PDF, 246KB)
Last updated: 13/01/2023
Helpful guides for keying new applications
Keying Hints and Tips – New Mortgage Applications (PDF, 2.8MB)
Last updated: 01/08/2023
How to Use The New Online Document Upload Service (PDF, 54kB)
Last updated: 28/02/2020
Products and services leaflet (PDF, 52kB)
Last updated: 30/10/2023
Hints and tips leaflet (PDF, 66kB)
Last updated: 16/11/2022
Self Build Quick Guide (PDF, 2,238kB)
Last updated: 11/09/2020
Helpful guides for keying product transfers
Online Product Transfers – Intermediary User Guide (PDF, 1,811kB)
Last updated: 05/02/2018
Product Transfers - Quick Guide (PDF, 319kB)
Last updated: 05/02/2018
Product Transfers - Keying Tips (PDF, 54kB)
Last updated: 01/04/2019
Product Transfer - Declaration Form (PDF, 40kB)
Last updated: 28/02/2020
Useful forms
Contact Form - To provide information for an application (PDF, 504kB)
Last updated: 09/05/2022
Customer Working Age Form (PDF, 3.6MB)
Last updated: 18/03/2024
Data Capture form (PDF, 3402kB)
Last updated: 28/02/2020
Energy Performance Certificate (EPC) Exemption form (PDF, 48KB)
Last updated: 20/02/2023
Gifted Deposit Letter Template (PDF, 39kB)
Last updated: 28/02/2020
Interest Only - Other Residential Property Form (PDF, 53kB)
Last updated: 28/02/2020
Mortgage Prisoners Form (PDF, 124kB)
Last updated: 12/10/2020
Last updated: 05/03/2009
Valuation Appeal form (PDF, 66kB)
Last updated: 28/02/2020
Customer information
For 10/ account numbers:
Information for Mortgage Customers (PDF, 295KB)
Last updated: 18/07/2022
Information About Your Mortgage (PDF, 238KB)
Last updated: 03/07/2024
Halifax Mortgage Conditions (PDF, 324KB)
Last updated: 01/05/2024
Last updated: 01/05/2024