01. Edit your halifax mortgage application form online
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1/50051-11 Data capture form - Halifax Intermediaries 2026
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02. Sign it in a few clicks
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- Click ‘Get Form’ to open it in the editor.
- Begin by entering the number of applicants and indicate if this is a remortgage. Select 'Yes' or 'No' for each question.
- In the 'Intermediary details' section, fill in your company name, intermediary name, and contact number.
- 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.
- Complete the 'Customer information' section by selecting the customer type and residential status for both applicants.
- In the 'Employment details' section, provide information about each applicant's job type, employment type, and anticipated retirement income.
- Fill out the 'Income' section with gross salary and any additional income sources. Ensure all amounts are verified where applicable.
- Finally, review all sections for accuracy before submitting your application through our platform.
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