Lloyds Conveyancing Lender Panel Compliance Tool

COMPLETIONmonitor is an online pre- and post-completion checklist for property lawyers. Supported by the CML and professional indemnity insures. It is a unique risk mitigation tool.

This software optimises the way you can prove to lender panels that you are, and can stay fully compliant with their requirements, with automatic updates on Lloyds’s changes. Even though utilising the software is not a prerequisite for Lloyds , demonstrating you can remain up to date with Lloyds’s Handbook requirements is an excellent support to your application to their lender panel and, just as importantly, protect your panel status.

COMPLETIONmonitor generates real-time alerts, automatically produces SRA and CQS reports, and will improve your firm's efficiency. In addition it is simply to use, cost-effective and, for many firms, results in a PII saving.

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Mortgage companies frequently 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, frequently:

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
6.7.1 13/08/2018 CML
1.11a 05/06/2018 CML
17.2.1a 15/03/2018 CML
6.7.1 07/03/2018 CML
6.7.1 10/07/2017 CML
6.7.1 19/05/2017 CML
5.13.1 26/08/2016 CML Insolvency Act Indemnity Insurance Deed of Gift Indemnity Insurance
10.2a 23/05/2016 CML
10.7 23/05/2016 CML
5.13.1 23/05/2016 CML Insolvency Act Indemnity Insurance Deed of Gift Indemnity Insurance

Last update 19/05/2019