Lloyds Conveyancing Lender Panel Compliance Tool

COMPLETIONmonitor is web-based pre- and post-completion checklist for residential conveyancing lawyers. Supported by the CML and professional indemnity insures. COMPLETIONmonitor is a unique risk management tool.

This software is the only way you can prove to lender panels that you are, and can remain fully compliant with their requirements, with automatic updates on Lloyds’s changes. While utilising this technology 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 panel standing.

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

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Lenders often change 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 169 revisions or additions to sections of their version of the CML Handbook.
That equates to a section change every 16.2 days. In total, 27% 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 21/06/2019 CML
6.4.4 31/08/2018 CML
1.11a 05/06/2018 CML
6.7.1 07/03/2018 CML
16.5.3d 16/01/2018 CML
6.7.1 10/07/2017 CML
5.13.1 26/08/2016 CML Insolvency Act Indemnity Insurance Deed of Gift Indemnity Insurance
5.13.1 23/05/2016 CML Insolvency Act Indemnity Insurance Deed of Gift Indemnity Insurance
7.4 23/05/2016 CML
6.7.1 09/05/2016 CML

Last update 03/09/2019