1/50051-11 Data capture form - Halifax Intermediaries 2026

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  1. Click ‘Get Form’ to open it in the editor.
  2. Begin by entering the number of applicants and indicate if this is a remortgage. Select 'Yes' or 'No' for each question.
  3. In the 'Intermediary details' section, fill in your company name, intermediary name, and contact number.
  4. Proceed to the 'Personal details' section. For each applicant, select their title (Mr, Mrs, etc.), enter their forenames and surname, gender, date of birth, and marital status.
  5. Complete the 'Customer information' section by selecting the customer type and residential status for both applicants.
  6. In the 'Employment details' section, provide information about each applicant's job type, employment type, and anticipated retirement income.
  7. Fill out the 'Income' section with gross salary and any additional income sources. Ensure all amounts are verified where applicable.
  8. Finally, review all sections for accuracy before submitting your application through our platform.

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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.
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How to register for and set up intermediaries online Select the link to register your company. Select New Firm to Halifax for the type of request. Complete the online registration form, providing all required information, and press submit.
Valuation appeal process If you need to appeal a valuation you should fully complete the valuation appeals form (PDF, 66kB). Incomplete forms cannot be considered for an appeal and will be automatically returned.
A mortgage intermediary is essentially a middle-man for the mortgage process a little like the wholesaler in the retail industry. Your intermediary will have access to a wide range of lenders and will help you choose the most suitable one for your situation.
For the use of mortgage intermediaries other professionals only Mortgage affordability calculator. Rate change calculator. Mortgage repayment calculator. Guide To Keying Employed Income. Home Energy Savings Tool. Interest only calculator.
Halifax offers a full range of intermediary services including mortgages, product transfers and further advances which you are able to submit online. There are different ways you can stay informed on the progress of your case, as well as informing us of any changes through our Contact Form.

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People also ask

A Halifax Intermediaries Product Transfer offers a quick and simple way for your existing Halifax clients to remortgage before or after their current Halifax mortgage deal ends: Quick and easy apply online, with no paperwork for your client. Secure rates early get your client a new deal up to 3 months in advance.
To provide us with additional information on an application, or where you do still need to talk to us on the status of a case please call 0345 901 3161 (Available Mon - Fri 8am till 6pm) and select option 1 in the initial menu.