Halifax Intermediaries

Proc fees - when your proc fee will be paid

Lenders send payments by BACS which can take anything up to 5 working days to clear at PMS. PMS then make payment to brokers once the funds have cleared in our account.  

Overview

Their innovative product range offers a wide variety of solutions for first time buyers, homemovers and those looking to remortgage - including product transfers.

Once you have submitted your clients mortgage application you will receive a message under Next Steps advising you what documentation will be required. You should send us the required documentation using our Online Document upload Service. You will receive an email alert to confirm that the documents have been successfully received.

Once you've uploaded all documents, you should then contact our dedicated business case handling team on 0345 030 6253 to progress your application. For all applications of £500,000 and over you will be contacted by a Halifax Premier Case Manager.

For criteria and new business enquiries please use the search functionality or Webchat facility on the criteria page of Intermediary Website. If there is anything that you are unable to find, please contact your BDM.

For an update on your applications please refer to the online case tracking system and your email updates for the current status. Please do not call if you have not yet carried out that check.

At Halifax, we have a dedicated Premier team on hand to provide mortgages of £500,000 to £5,000,000. We provide you with specialism and support you can trust.

Guaranteed specialism - relationship managers with expertise in dealing with complex and unusual cases.

Dedicated case management - offering an efficient and tailored service with a direct telephone line and email address for your case manager.

Full product range - Our commitment to large loan mortgages is backed by our comprehensive product portfolio. For mortgage applications of £500,000 or more, click the button below to find out more:

Find out more

Halifax also has a dedicated New Build team with the experience and the resources to move quickly on new-build mortgage applications when time is of the essence, as it often is. Tried and tested processes and highly-trained professionals give brokers reassurance that, where the case fits, they’ll get certainty of offer and move smoothly to completion.

A Halifax Intermediaries product transfer offers a quick and simple way for your existing Halifax customers to remortgage - before or after their current Halifax mortgage deal ends:

• Quick and easy - apply online, with no paperwork for your customer
• Secure products early – secure a product upto 6 months in advance. 
• No up front fees - no legal fees to pay if you switch

Here is a reminder of some key changes effective 5 January 2026 

Revised New Business and Product Transfer Procuration Fee Structure will apply from 5^th January.

• The ESIS / Illustration calculates and details the procuration fee payable:
  • ESIS / Illustrations created and accepted on or after 5 January - Procuration fee calculated using the new structure, including any changes to pipeline applications.
  • ESIS / Illustrations created and accepted before 5 January - Procuration fee calculated using the previous structure.

Important Details

• Procuration fees are linked to product selection, not scheme (except for affordable housing).
• Example: To qualify for the First-Time Buyer (FTB) procuration fee, a FTB product must be selected on or after 5 January.
• An alert message will appear on the product selection page when an FTB product is available.
• Halifax are unable to make any manual adjustments to payments. Therefore, please ensure you select the correct product as the procuration fee will be paid based on the product selected.