Lloyds Conveyancing Lender Panel Compliance Tool

Lexsure’s COMPLETIONmonitor is web-based pre- and post-completion checklist for residential conveyancing lawyers. Supported by the Council of Mortgage Lenders and professional indemnity insures. COMPLETIONmonitor is a unique risk management tool.

This software facilitates the way you can demonstrate to lender panels that you are, and can stay fully compliant with their instructions, with automatic updates on Lloyds’s changes. Notwithstanding that using COMPLETIONmonitor is not a prerequisite for Lloyds , demonstrating you can remain up to date with Lloyds’s Handbook requirements is an excellent support to your panel application and, more importantly, safeguard your firm’s panel standing.

COMPLETIONmonitor creates real-time alerts, automatically produces SRA and CQS reports, and will increase your firm's efficiency. It is also user friendly, cost-effective and, for some firms, leads to a PII saving.

Find a Law Firm approved by Lloyds

Mortgage companies often vary their requirements. The UK Finance Lenders’ Handbook requirements from Lloyds are not guidelines, they are instructions from a client. As with many clients, instructions can change - and they do change, over time:

A Timeline of Policy Changes


Since 2008, Lloyds has made 223 revisions or additions to sections of their version of the CML Handbook.
That equates to a section change every 12.2 days. In total, 33% of the sections of P2 of the UK Finance Lenders’ Handbook for Lloyds have been changed since 15/12/2008.

To find out more about lender panel compliance,

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Recent Changes Include

# Date Assoc. Changes Related To
17.1.1 30/08/2018 CML
6.7.1 13/08/2018 CML
6.7.1 19/05/2017 CML
6.7.1 21/11/2016 CML
5.1.1 24/10/2016 CML
5.13.1 26/08/2016 CML Insolvency Act Indemnity Insurance Deed of Gift Indemnity Insurance
10.2a 23/05/2016 CML
10.2b 23/05/2016 CML
5.13.1 23/05/2016 CML Insolvency Act Indemnity Insurance Deed of Gift Indemnity Insurance
6.7.1 09/05/2016 CML

Last update 20/03/2019