Track your HSBC UK mortgage cases through an API

What you can build on the HSBC broker platform

• Get case progress

  Build this

  Opens one application by its B reference from the dashboard and reads its case tracking, including the Completion field.

  Takes

  B reference

  Returns

  B reference, application type, submitted date, case status, last update, completion date

• Read case messages

  Build this

  Reads the messages section for one application, newest first, so you see what the underwriter or HSBC UK has asked.

  Takes

  B reference, since date (optional)

  Returns

  B reference, message date, from, subject, message text

• List requested documents

  Build this

  Reads the document requests raised at submission for one application, under their headers, and which of them are still waiting for an upload.

  Takes

  B reference

  Returns

  B reference, submitted date, document header, requested document, uploaded or outstanding

• Upload a requested document

  Build this

  Uploads one PDF, JPEG or PNG file under the header HSBC UK requested it in, for one application, and clicks submit.

  Takes

  B reference, document header, file (PDF, JPEG or PNG, up to 7MB)

  Returns

  B reference, document header, file name, uploaded at

Automate the HSBC broker platform with a workflow

A workflow 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 case tracking check for every open case

  Build this

  Starts

  Every weekday at 8:00

  Step 1

  For each B reference on your list, get the case progress from case tracking.

  Step 2

  Keep the cases whose case status or Completion date changed since the last run.

  Step 3

  Email you the changed cases with B reference, case status, last update and completion date.

• New case messages, posted to your case management system

  Build this

  Starts

  Every hour

  Step 1

  For each open B reference, read the case messages.

  Step 2

  Keep the messages that were not there on the last run.

  Step 3

  Post each one, with B reference, date, sender and text, to your webhook.

• Documents still due before the 30-day cut-off

  Build this

  Starts

  Every weekday at 7:30

  Step 1

  For each submitted B reference, list the requested documents.

  Step 2

  Keep the documents still outstanding, with the days since the application was submitted.

  Step 3

  Email you the list, oldest submission first.

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, it is one POST to /v1/runs from your backend, or a tool an AI agent calls over MCP. This is what “Get case progress” would look like.

curl https://api.fous.com/v1/runs \
  -H "Authorization: Bearer $FOUS_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "method": "platform.intermediaries.hsbc.co.uk/get_case_progress",
    "input": {
      "b_reference": "B7310245"
    }
  }'

{
  "status": "completed",
  "data": {
    "b_reference": "B7310245",
    "application_type": "Purchase",
    "submitted_date": "2026-10-28",
    "case_status": "With underwriter",
    "last_update": "2026-11-10",
    "completion_date": null
  }
}

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.

The HSBC broker platform’s own options

HSBC UK's intermediary pages describe no API, file exchange or integration for the broker platform. Brokers submit applications, upload the documents requested at submission and follow case tracking and messages in the platform itself. For case updates HSBC UK points brokers to the platform first, then Chat with us or the Broker Support line.

Read on November 12, 2026: Application Help Centre, Broker support, Our latest service levels.

Signing in to the HSBC broker platform

The HSBC broker platform signs you in with the email address you registered with and a password, set up at registration with security questions. Administrators and Deputies do not register themselves: the broker adds them. With Fous you sign in once through the platform's own sign-in with your own account: the login is sealed with AES-256, and an expired session is signed back in.

Worth knowing

Documents are due within 30 days

Supporting documents are requested when you submit a full application. If they are not all received within 30 days of submission, HSBC UK cancels the application.

Strict upload rules

Files must be PDF, JPEG or PNG, at most 7MB, not password protected, with only letters, numbers, dots, hyphens and underscores in the name. One document per upload, under its header.

Key the right application type first

Applicants cannot be added or removed after submission, and a porting case keyed as a purchase cannot be amended. Product switches, additional borrowing and porting start from Existing customer.

Assessment follows full packaging

A case reaches the Underwriting Team once it is fully packaged. On 11 November 2026 HSBC UK listed 8 working days to assessment for residential accept cases.

More in Finance: mortgage and title

• AppraisalPort
• Mercury Network
• Uniform Collateral Data Portal
• Desktop Underwriter
• Loan Product Advisor
• PEXA
• Simplifile
• ApplyOnline
• HM Land Registry portal
• CommBroker
• LMS Conveyancer Zone
• Barclays Mortgage Hub
• Halifax Intermediaries Online
• NatWest Intermediary Solutions
• NFI Online
• Santander for Intermediaries
• Filogix Expert
• NMLS
• MERS Online
• Teraview
• RP Data Professional
• AgentTRAX
• VA LGY Hub
• UWM EASE
• Encompass TPO Connect

Other industries: FLAG, AASHTOWare Project Civil Rights & Labor, myconneCT, The SOURCE, SiePortal, Magnit VMS.