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Broker support
Intelligent Finance for brokers Adviser Business Centre 0845 601 4343
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Broker support
Our aim is to make placing business with Intelligent Finance as easy and hassle-free as possible. We've developed a range of tools, sales aids and case-studies to support the work you do when communicating the benefits of Intelligent Finance to your clients.
Interest rates & commission
Interest rates | Commission

Eligibility & verification
Mortgage process | Lending criteria |
Verification requirements

Help & support
Regional contacts
Tools
To ensure you can create an accurate and compliant KFI for your client, we have developed a very easy-to-use Mortgage Illustration Tool By answering a few simple questions online, you can provide your client with KFI in a few minutes that meets all the FSA's requirements. Our useful KFI Checklist. details all the questions you'll be asked when generating a KFI for your client.
Case study
Suzanne and Ian Suzanne and Ian: £1 in savings means we get the savings rate on our current account
Downloads for you

Download our ASU policy booklet for details of the insurance product we offer.

Download our KFI Checklist (88Kb) which details all the questions you will be asked when using our Mortgage Illustration Tool to create an accurate and compliant KFI for your client in minutes.

Download our Client Information Checklist (80.5Kb) which details all the information required when opening an account for a client. This checklist covers all our products.

Download the Client Verification Certificate (48Kb) which helps reduce the paperwork required when you place business with us. For professional advisers authorised by the FSA, this certificate allows you to complete your client's name and address, along with a record of the items you have used to verify their identity, so you don't have to send us your client's original documents.

Download the Mortgage Product Guide (109Kb) which gives you details of all our mortgage products and lending criteria.

Download our registration form to register to place business. Once completed, the form should be sent to our Adviser Liaison Team.
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Intelligent Finance is a division of Halifax plc. Registered in England No.2367076. Registered Office: Trinity Road, Halifax, West Yorkshire HX1 2RG. This site is intended only for professional advisers.