# Track your Halifax cases from your own systems

> Read each application's milestones in the Application Manager, from document requests and valuation to offer, with one API call. Or have a workflow check every live case each morning and email you the valuations booked and offers issued overnight.

Page: https://fous.com/automate/halifax-intermediaries-online
Updated: 2026-11-12

Works with your own Halifax Intermediaries Online account. Fous is an independent product.

## What you can build on Halifax Intermediaries Online

### Get case milestones

Opens the Application Manager for one submitted full application and reads its document requests, valuation, offer and estimated first payment.

- Takes: Applicant surname, application reference (optional)
- Returns: Applicant, application type, documents required, document verification status, valuation date, valuation result, offer issued, estimated first payment

### List applications on Application Home

Reads the applications on the Application Home screen and whether each shows Track and manage (full application submitted) or Progress application.

- Takes: Nothing
- Returns: Applicant, application type, full application submitted

### Get outstanding document requests

Reads the Document request milestone in the Application Manager for one application: which income documents are required and which are still to be verified.

- Takes: Applicant surname
- Returns: Applicant, document, requested for, verification status

### Upload a requested document

Opens one application with Edit Application and uploads a supporting document you provide, such as a payslip the Document request milestone asks for.

- Takes: Applicant surname, document file, document type
- Returns: Applicant, file name, uploaded at

## Automate Halifax Intermediaries Online with a workflow

A [workflow](/product/workflows) runs your methods as one process, with nobody at the screen. A schedule or a call from your own system starts it, the steps run in order, and the result arrives in your inbox or in the systems you already use.

### Morning check of Application Manager milestones

Starts: Every weekday at 8:00, London time

1. List applications on Application Home and keep those that show Track and manage.
2. For each one, get case milestones from the Application Manager.
3. Keep the milestones that changed since the last run: valuation booked, valuation result, offer issued.
4. Email you the changes, one line per applicant.

### Send outstanding document requests to your CRM

Starts: Every weekday at 12:00, London time

1. List applications on Application Home and keep the submitted full applications.
2. For each one, get outstanding document requests from the Application Manager.
3. Keep the documents not there on the last run.
4. Post them to your CRM by webhook so the adviser can chase the client.

### Weekly report of offers issued

Starts: Every Friday at 16:00, London time

1. List applications on Application Home and keep those that show Track and manage.
2. For each one, get case milestones and keep those whose offer is issued.
3. Keep the offers not there on the last run.
4. Email you the list with each estimated first payment.

You can run a workflow by hand on every plan, Free included. Schedules and webhook triggers come with the paid plans, from $29 a month.

## Once built, one call from your code

Once you have built a [method](/product/methods), it is one POST to /v1/runs from your backend, or a tool an AI agent calls over MCP. This is what “Get case milestones” would look like.

Example request:

```
curl https://api.fous.com/v1/runs \
  -H "Authorization: Bearer $FOUS_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "method": "halifax-intermediariesonline.co.uk/get_case_milestones",
    "input": {
      "applicant_surname": "Northwind"
    }
  }'
```

Example response:

```
{
  "status": "completed",
  "data": {
    "applicant": "J Northwind",
    "application_type": "Remortgage",
    "documents_required": [
      {
        "document": "Latest 3 months' payslips",
        "for": "J Northwind",
        "verification_status": "Verified"
      }
    ],
    "valuation_date": "2026-11-18",
    "valuation_result": null,
    "offer_issued": false,
    "estimated_first_payment": 1284.62,
    "currency": "GBP"
  }
}
```

An example with invented data, not a ready-made endpoint. The method exists in your organization once you build it, and its name, inputs and fields follow your request.

## Halifax Intermediaries Online’s own options

Halifax's broker pages describe no API that a firm calls itself. It links its submission system by API to some sourcing and submission platforms: through Smartr365 or Mortgage Brain you can submit DIPs and full applications, but fees and supporting documents still go through Halifax Intermediaries Online. Case progress is shown in its Application Manager, with email updates.

| Option | What it covers | What it takes |
| --- | --- | --- |
| Platform links (Smartr365, Mortgage Brain) | Submitting DIPs and full applications keyed in those platforms; fee payment and document uploads stay in Halifax Intermediaries Online. | An account with one of those platforms, used by your firm. |
| Application Manager and email updates | Milestone updates for submitted full applications: document requests, valuation, offer, estimated first payment. | A submitted full application; updates are shown on screen and sent by email. |
| Halifax Intermediaries Online, by hand | DIPs, full applications, product transfers, further advances, document uploads and case tracking, one case at a time. | Your firm on Halifax's panel and an individual User ID, authorised and activated. |

Read on November 12, 2026: [Halifax Intermediaries: Mortgages (submitting and case tracking)](https://www.halifax-intermediaries.co.uk/placing-business/mortgages.html), [Halifax Intermediaries on Mortgage Solutions: API-powered full mortgage applications](https://www.mortgagesolutions.co.uk/sponsored-content/halifax-intermediaries/the-future-is-here-api-powered-full-mortgage-applications-are-live-with-halifax-intermediaries/), [Halifax Intermediaries: Register with us](https://www.halifax-intermediaries.co.uk/placing-business/register.html).

## Signing in to Halifax Intermediaries Online

Halifax Intermediaries Online signs each person in with their own User ID and password; a new account is authorised first and activated with a one-time password sent by email. With Fous, you sign in through the site's own sign-in with your own account. Your login is sealed with AES-256, never returned by the API or written to logs, and code and AI agents never see it.

## Worth knowing

- **Tracking starts at full application**: The Track and manage button, and with it the Application Manager, appears only once a full application is submitted. Until then the button shows Progress application.
- **Fees and documents stay on the site**: Even when a sourcing platform submits the DIP and full application by API, fee payment and supporting document uploads are still done in Halifax Intermediaries Online.
- **The brand becomes Lloyds in 2027**: Halifax Intermediaries becomes Lloyds Intermediaries, with go-live planned for Q1 2027. Halifax says the systems, login details and processes stay the same.
- **One User ID per person**: Your firm registers on Halifax's panel once, then each person sets up an individual account with its own User ID, which Halifax authorises before activation.

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## Frequently asked questions

### Does Halifax Intermediaries Online have an API?

Not one you can call yourself. Halifax connects its submission system to platforms such as Smartr365 and Mortgage Brain, which submit DIPs and full applications, while fees, document uploads and case tracking stay in Halifax Intermediaries Online.

### When does a case show in the Application Manager?

After the full application is submitted. On the Application Home screen the case then shows Track and manage, which opens the Application Manager with document requests, valuation, offer and estimated first payment.

### Will the move to Lloyds Intermediaries change how I sign in?

No, according to Halifax. The Halifax Intermediaries brand becomes Lloyds Intermediaries in Q1 2027, and Halifax says brokers keep the same systems, login details and processes.

### Can several people in my firm use it?

Yes, each with their own account. Once your firm is on Halifax's panel, every person sets up an individual account and User ID, which Halifax authorises before it is activated with a one-time password.

### Is Fous affiliated with Halifax?

No. Fous is an independent product. It works through your own Halifax Intermediaries Online account and reads and does only what that account can.

Fous is an independent product: it is not affiliated with, endorsed by or sponsored by the operator of Halifax Intermediaries Online (Halifax (Bank of Scotland plc)). The name is used only to say which system this page is about. Something here wrong or out of date? Write to legal@fous.com.