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  • Halifax For Intermediaries Form

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Ployer s/business telephone number Name of employer/business Employer s/business address Postcode Do you have income from any other sources? Yes No Postcode Yes No (If Yes , please complete the Other Income section on page 4.) 3 Income Gross annual income Annual commission Annual bonus Annual overtime Net profit latest year Net profit previous year ( ), if applicable Net profit 2nd previous yea.

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How to fill out the Halifax For Intermediaries Form online

This guide provides straightforward instructions on completing the Halifax For Intermediaries Form online. It outlines each section of the form with step-by-step guidance to ensure you provide all necessary information accurately.

Follow the steps to successfully complete the Halifax For Intermediaries Form.

  1. Press the ‘Get Form’ button to access the Halifax For Intermediaries Form and open it in your preferred editor.
  2. Indicate the number of applicants by selecting the appropriate option from the dropdown. If it is a remortgage, select 'Yes' or 'No'.
  3. Decide if you require a Key Facts Illustration (KFI) from Halifax and make your selection accordingly.
  4. Choose the level of service for the application by selecting either 'Advised' or 'Non Advised'.
  5. Fill in the intermediary fees section, including the types of fees and their amounts, specifying how much of each fee is refundable.
  6. Complete the personal details section for both applicants, including titles, forenames, surnames, gender, date of birth, and marital status.
  7. Provide contact information including the work, home, and mobile telephone numbers, and email addresses for both applicants.
  8. Fill out the current address and the postcode, and indicate if the address has changed in the past three years.
  9. Complete employment details including occupation type, employment type, and additional income sources if applicable.
  10. In the income section, provide detailed information including gross annual income, bonuses, and net profits if self-employed.
  11. Enter details about the property including postal address, type of property, number of bedrooms, and property status.
  12. Review all the entered information for accuracy before proceeding to save any changes, download, print, or share the completed form.

Complete your Halifax For Intermediaries Form online now for a seamless mortgage application process.

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Questions & Answers

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Contact support

You can contact Halifax for intermediaries through their dedicated support channels. Their website provides contact information, including phone numbers and email addresses specifically for intermediaries. Utilizing these resources can help you with the Halifax For Intermediaries Form and any questions you may have.

You can contact Halifax intermediaries through various channels, including their official website and dedicated helplines. Additionally, many intermediaries have their own websites where you can find their contact information. If you are ready to get started with your mortgage application, using the Halifax For Intermediaries Form can help you reach out to suitable intermediaries more efficiently.

Halifax is not an intermediary bank; rather, it is a lender that offers mortgage products directly to consumers and through intermediaries. Intermediaries work with Halifax to help clients secure mortgages by submitting applications and negotiating terms. If you're seeking to work with an intermediary for your mortgage, consider using the Halifax For Intermediaries Form to identify qualified professionals in your area.

Halifax may require an EWS1 form for certain properties, especially those in high-rise buildings, to assess fire safety concerns. This form provides crucial information about the building's external wall system and safety measures. If your property falls under this category, completing the EWS1 form is essential for your mortgage application. To ensure you have all necessary documents, leverage the Halifax For Intermediaries Form.

Halifax primarily operates within the UK, focusing on offering banking and mortgage services to UK residents. While it does not function as an international bank, it provides various financial services tailored to the UK market. Customers looking for international banking options may need to explore other institutions. For those interested in UK mortgages, the Halifax For Intermediaries Form can guide you through the process.

Halifax is part of the Lloyds Banking Group, one of the largest financial services organizations in the UK. This affiliation provides Halifax customers with a wide range of banking products and services. As a result, Halifax can offer competitive mortgage rates and various financial solutions. For more seamless transactions, utilizing the Halifax For Intermediaries Form can help you access these offerings effectively.

Halifax intermediaries are professionals who work on behalf of clients to facilitate mortgage applications with Halifax. They possess expertise in the mortgage market and can help clients navigate the lending process. By leveraging their knowledge, intermediaries can ensure that applicants find the best mortgage options available. If you're considering applying for a mortgage, using the Halifax For Intermediaries Form can connect you with qualified intermediaries.

See our existing customers section for more information about your mortgage. If you want to talk to us then call on 0345 122 1439. Lines are open Monday to Friday 8am-8pm and Saturday 9am-4pm. Otherwise, you can come and see us in branch.

A Mortgage Credit Intermediary is authorised under the European Union (Consumer Mortgage Credit Agreements) Regulations 2016 to: Present or offer credit agreements to consumers. Assist consumers by undertaking preparatory work or other pre-contractual administration in respect of credit agreements.

Call 0345 608 0038 and select one of the options below: Option 1 – If you are experiencing a technical problem while keying a Mortgage or Product Transfer application.

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