First Direct Conveyancing Lender Panel Compliance Tool

Looking for information about your firm's panel status?

Card image cap
How can my firm apply to be on the First Direct Conveyancing Panel?
Check your firm’s panel Status
Card image cap
How can my firm be reinstated onto the First Direct Conveyancing Panel?
Check your firm’s panel Status

COMPLETIONmonitor is an online pre- and post-completion checklist for property lawyers. It is supported by professional indemnity insurers. COMPLETIONmonitor is a unique risk management tool.

This software facilitates the way you can demonstrate to lender panels that you are, and can remain fully compliant with their instructions, with automatic updates on First Direct’s changes. Even though using COMPLETIONmonitor is not a condition for acceptance on the First Direct panel, demonstrating you can stay up to date with First Direct’s Handbook requirements is an excellent support to your panel application and, more importantly, protect your panel status.

The software creates real-time alerts, automatically produces COLP and CQS reports, and will improve your firm's efficiency. It is also simply to use, cost-effective and, for some firms, leads to a PII saving.

Find a Law Firm approved by First Direct

Mortgage companies often change their requirements. The UK Finance Lenders’ Handbook requirements from First Direct 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, First Direct has made 78 revisions or additions to sections of their version of the UK Finance Handbook.
That equates to a section change every 35.0 days. In total, 10% of the sections of P2 of the UK Finance Lenders’ Handbook for First Direct have been changed since 15/12/2008.

To find out more about lender panel compliance,

Copyright © Lexsure Limited, 2023

Privacy