Halifax Intermediaries has introduced an updated online mortgage application system designed to simplify case submissions and document handling for brokers.

The new platform, which began rolling out this week, is available for purchase and remortgage applications and includes changes intended to reduce administration, particularly for self-employed borrowers.

Developed following feedback from intermediaries, the updated system features revised navigation, clearer on-screen information and a streamlined application process.

Brokers can now upload multiple documents simultaneously using a drag-and-drop facility, while applications involving self-employed customers require fewer data fields to be completed.

The changes come as Halifax prepares to adopt the Lloyds Intermediaries brand in early 2027, bringing its mortgage distribution operations under a new identity.

EXISTING APPLICATION PROCESSES RETAINED

Despite the changes to the platform’s appearance and functionality, Halifax said brokers will continue to use their existing login credentials and submit business through the same core application process.

No action is required from intermediaries before the updated system becomes available.

The investment follows a series of commitments made by Lloyds Banking Group to the intermediary market, covering service standards, remuneration, business development support and technology.

These include providing brokers with named business development manager contacts, reviewing submitted documents within 24 hours and offering immediate escalation where necessary.

The group has also committed to procuration fee arrangements that reflect the complexity of brokers’ work.

In July, Lloyds extended its Premier Current Account mortgage discount to eligible Halifax intermediary mortgages, allowing qualifying borrowers to access the benefit through brokers.

FURTHER TECHNOLOGY INVESTMENT PLANNED

Frances Cassidy, head of strategic and technology partnerships at Lloyds Banking Group, said: “We promised the change over to the Lloyds brand would deliver more for brokers and their clients, and these improvements are more evidence of us putting that into practice.

“Brokers told us where we could make their day-to-day experience easier. We’ve listened, with a cleaner application journey, simpler document uploads and a more straightforward process for self-employed cases.

“Just as importantly, we’re improving the experience without changing the things brokers already rely on. Our core application journey is still familiar, while the modernised platform gives us greater flexibility to keep improving and respond to broker feedback.

“Alongside our wider commitments on service, support and value, this continued investment is about building a stronger intermediary proposition as we move towards completing our Lloyds rebrand in 2027.”