# Track your HSBC UK mortgage cases through an API

> Read case tracking, messages and requested documents for each B reference on the HSBC broker platform with one API call. A workflow can check every open case each morning and email you the cases that moved and the documents still due.

Page: https://fous.com/automate/hsbc-uk-for-intermediaries
Updated: 2026-11-12

Works with your own HSBC UK for Intermediaries account. Fous is an independent product.

## What you can build on the HSBC broker platform

### Get case progress

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

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

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

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](/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 case tracking check for every open case

Starts: Every weekday at 8:00

1. For each B reference on your list, get the case progress from case tracking.
2. Keep the cases whose case status or Completion date changed since the last run.
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

Starts: Every hour

1. For each open B reference, read the case messages.
2. Keep the messages that were not there on the last run.
3. Post each one, with B reference, date, sender and text, to your webhook.

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

Starts: Every weekday at 7:30

1. For each submitted B reference, list the requested documents.
2. Keep the documents still outstanding, with the days since the application was submitted.
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](/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 progress” 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": "platform.intermediaries.hsbc.co.uk/get_case_progress",
    "input": {
      "b_reference": "B7310245"
    }
  }'
```

Example response:

```
{
  "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.

| Option | What it covers | What it takes |
| --- | --- | --- |
| Broker Support line | Case updates, valuation and solicitor queries, and changes to direct debit, solicitor or customer details. | A call to 0345 600 5847, option 4, Monday to Friday, 9am to 5pm. |
| Chat with us | Some rate changes, and queries about a specific case, routed to UK agents. | Completing the chat's verification process for case queries. |
| Application Amendment Form | Changes to loan amount, term or purchase price after submission. | A form sent to HSBC UK. On 11 November 2026 HSBC UK listed 6 working days to review it. |
| The broker platform by hand | Applications, document uploads, case tracking, messages, additional borrowing offer acceptance and cancellations, one B reference at a time. | A registration for FCA authorised intermediaries, with your own email address and password. |

Read on November 12, 2026: [Application Help Centre](https://intermediaries.hsbc.co.uk/application-help-centre/), [Broker support](https://intermediaries.hsbc.co.uk/broker-support/), [Our latest service levels](https://intermediaries.hsbc.co.uk/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.

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Other industries: [FLAG](/automate/flag), [AASHTOWare Project Civil Rights & Labor](/automate/aashtoware-project-civil-rights-and-labor), [myconneCT](/automate/myconnect), [The SOURCE](/automate/the-source), [SiePortal](/automate/sieportal), [Magnit VMS](/automate/magnit-vms).

## Frequently asked questions

### Does HSBC UK for Intermediaries have an API?

Not one that HSBC UK describes for brokers. Its intermediary pages offer the broker platform itself for applications, uploads and case tracking, plus Chat with us, the Broker Support line on 0345 600 5847 and the Application Amendment Form.

### Where do I check an HSBC UK mortgage case update?

In case tracking and the messages section on the broker platform, which HSBC UK asks you to check before contacting Broker Support. Open the application by its B reference from the dashboard. A completed product switch shows its date in the Completion field.

### What files can I upload to the HSBC broker platform?

PDF, JPEG or PNG, up to 7MB, not password protected, one document per upload. Upload only the documents HSBC UK requested, under the relevant headers, and click submit at the bottom of the screen. HSBC UK recommends Google Chrome.

### Can my administrator use the HSBC broker platform?

Yes, with Deputy or Administrator access that you add when you register. Deputies and administrators should not register separately, and the sign-in page tells them to contact their broker for a login.

### Is Fous affiliated with HSBC UK?

No. Fous is an independent product. You use it with your own HSBC broker platform account, and a method 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 HSBC UK for Intermediaries (HSBC UK). 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.