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Mortgage, Providers & Products

You should set-up mortgage providers first, followed by the products they offer. As far as the products are concerned, you are recommended to restrict yourself to the basic generic types (e.g. just one “Halifax Fixed Rate Repayment Mortgage” product, rather than a “Halifax 5% Fixed Rate Repayment Mortgage”, plus a 6% one, a 4.5% one, etc).

All of your mortgage providers (e.g. The Halifax, Cheltenham & Gloucestershire, etc) should be entered in the address set for “Companies, Life & Investment” (see Set-up Insurers).

All of your mortgage products (e.g. Halifax Fixed Rate Repayment Mortgage, etc) should be entered in the product file (see Set-up Products), as illustrated below.