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 and further advance applications.
Once your account has been activated to place mortgage business, simply log in and submit your application on Halifax Intermediaries Online.
Application manager
Select the ‘Track & Manage’ button on the home page tiles for any purchase or remortgage application, to go straight to the application manager. If the button still shows ‘Progress Application’ a full application has not been submitted.
The application manager provides you real time case tracking updates, reducing the need for you to call us for case updates. You’ll receive timely notifications across key milestones, including:
- document request – see which income documents are required and track verification updates
- valuation – get appointment dates, valuation results, and access to reports
- offer – receive confirmation as soon as the offer is issued
- estimated first payment – view an assumed first payment amount to help you respond to customer queries confidently.
Check the application manager, together with any email updates we’ve sent you. If you need to contact us regarding a particular application, you can access webchat by selecting ‘Chat to us’ within the application manager.
From the application manager screen select ‘Edit Application’ to view all other screens and to make any changes to the application.
Further details on ways to contact us about new mortgage applications can be found in that section on the contact us page.
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.