You are here: Home - News -

‘We’re looking at a way to add document upload fairly soon’ – Halifax Intermediaries

by: Mortgage Solutions
  • 30/07/2018
  • 0
Head of Halifax Intermediaries Ian Wilson reveals the lender is testing mortgage document uploads to further improve service levels, in the second panel debate in our video series.


Wilson said: “We are currently looking at an opportunity to integrate that and we are at the very early stages. It’s about talking to the right people internally to make that happen. We may be able to test that in the market fairly soon,” he added.

Andrew Montlake, director at Coreco noted that Halifax had consistency of service, which was just as important as rate in a lot of circumstances.

He added: “It does amaze me that when lenders are very far behind [on service] they don’t up their rates immediately because there’s sure to be the pressure to keep rates low, they’re taking on more business and feeding that frenzy, pushing out timescales further.

“As brokers, we’d totally understand if they turned that tap off and got up to speed, taking their time, as long as we can let customers know what the situation is,” he added.

Vikki Jefferies, proposition director at LSL, said the fact brokers have a far wider marketplace to work with means tighter service is very important.

“As a network, we put a lot of pressure on our members to do the right thing in the right timescales for borrowers. Ultimately that pressure comes back up to the lender and we do have a high expectation of delivery.

“Halifax has provided consistent service and we would appreciate a little more stability in service levels from other lenders because that helps to manage network expectations and those of the customer,” added Jefferies.


Our panelists are:

Victoria Hartley, group editor, Mortgage Solutions

Ian Wilson, head of Halifax Intermediaries

Vikki Jefferies, proposition director, LSL

Andrew Montlake, director, Coreco


Watch the five-part series of video panel debates in association with Halifax Intermediaries, which includes discussion of product transfers and working with first-time buyers.


There are 0 Comment(s)

Comments are closed.

You may also be interested in

Business Skills

In this section, we offer short ‘how to’ guides on harder to crack areas of business. From social media, to regulation or niche product areas, we cover it all.


Our journalists interview key industry entrepreneurs, strategists and commentators for day-to-day market insight and a strategic view of where the industry is heading. We offer lessons for success and explore the opportunities for your business

Success in Practice

Here, we share case studies fleshing out best practice to help you decide what could work for your business. Take a look at how others approached complex tasks like launching a new mortgage lender, advising on a new product area or deciding to specialise in another. Learn from others mistakes and triumphs.


Each week, we ask top mortgage and property commentators with a unique perspective to examine a key news headline, market move or regulatory or political issue.


Vote in our weekly poll here. It’s your chance to tell us what you think and be heard on the top news stories of the week. Review our archive to find out what your industry really thinks and all our coverage of the results.

Top Comments

Be part of the conversation on Mortgage Solutions. We want to hear from you. We have a tool called Disqus to tell us which stories get the most comments each week. Every Friday, the team picks the most thoughtful or opinionated contributions from our readers to enjoy again. Don’t forget to share your favourite stories from the site on social media to keep the conversation going.
Read previous post:
Scottish Building Society introduces retirement interest-only offering

Scottish Building Society is adding a retirement interest-only (RIO) mortgage to its lending range for older people.