Common Questions

  1. Home
  2. Placing business
  3. Register
  4. Common Questions

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

Expand all | Collapse all

Q1 How do I register to do business?

Please see our online user guide for information on registering to join our panel and setting up an online account.

Q2 My FCA number and postcode are not recognised on the user registration screen, what should I do?

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.

Q3 Which FCA number should I use when I register for an individual user ID?

Use the FCA Number of your company and your office address

Q4 What do the different roles on the registration page mean?

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 amend my address/contact details on the Halifax Intermediary Mortgage Panel?

To ensure that we always have your most up to date details on our Mortgage Panel, you will need to complete an online Panel Application form when your contact details change.

The online Panel application form can be found: Home>Placing Business>Amend Company Details>Type of Request – Amend Intermediary Details. Your application to amend your details will be reviewed within 48 hours.

Please note – 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.

Our tracker rate mortgages are linked to Bank of England bank rate (also known as Bank of England repo rate). Details of this rate can be found on the Bank of England website at

For independent information on mortgages, visit the website 'Money Advice Service'.

If you do not have professional experience, you should not rely on the information contained in this communication. If you are a professional and you reproduce any part of the information contained in this communication, to be used with or to advise retail clients, you must ensure it conforms to the Financial Conduct Authority's advising and selling rules. This site is intended for UK residents unless otherwise stated.

Halifax is a division of Bank of Scotland plc. Registered in Scotland No.SC327000. Registered Office: The Mound, Edinburgh EH1 1YZ. Copyright © , Halifax plc. All rights reserved.