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Halifax Loans Conveyancing Lender Panel Compliance Tool

Looking for information about your firm's panel status?

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How can my firm apply to be on the Halifax Loans Conveyancing Panel?
Check your firm’s panel Status
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How can my firm be reinstated onto the Halifax Loans Conveyancing Panel?
Check your firm’s panel Status

Lexsure’s COMPLETIONmonitor is web-based pre- and post-completion checklist for property lawyers. It is supported by PI insurers such as AmTrust. It is a unique risk management tool.

This system is the only way you can prove to lender panels that you are, and can stay fully compliant with their requirements, with automatic updates on Halifax Loans’s changes. Even though using COMPLETIONmonitor is not a prerequisite for Halifax Loans , demonstrating you can stay up to date with Halifax Loans’s Handbook requirements is an excellent support to your panel application and, just as importantly, safeguard your firm’s panel status.

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

Find a Law Firm approved by Halifax Loans

Lenders often change their requirements. The UK Finance Lenders’ Handbook requirements from Halifax Loans 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, Halifax Loans has made 186 revisions or additions to sections of their version of the UK Finance Handbook.
That equates to a section change every 14.7 days. In total, 21% of the sections of P2 of the UK Finance Lenders’ Handbook for Halifax Loans have been changed since 15/12/2008.

To find out more about lender panel compliance,
Book a Personalised Demo

Common questions asked concerning the Halifax Conveyancing Panel from members of the public

Much to my surprise I have been told by my lender that my solicitor is not on the Halifax Solicitor panel. What can I do to check?
The best course of action for you to take is to contact your conveyancer. You lawyer should advise you of the situation. If they are not on the panel they may recommend you to a firm that is on the conveyancing panel for Halifax.
I do hope you can help me. My solicitor is advising me that he is legally obliged to conduct a Local Authority search stemming from the fact that the firm are on the Halifax approved lawyer panel. Is this really necessary?
You have limited options available to you. Given that you are taking out a loan with Halifax your lawyer has to comply with their conditions as set out in their version of the CML Conveyancing Handbook. Your lawyer would have previously signed the Terms and Conditions of Halifax’s conveyancing panel appointment which obliges them to follow the CML Handbook requirements last updated Halifax. even if you were a cash buyer you would be ill advised not to carry out a local authority search.
Do lenders provide you with an approved list of solicitors? How do you know who is on the Halifax conveyancing panel?
The firms themselves provide us confirmation that they are on the Halifax conveyancing panel as opposed to being supplied with a list from Halifax directly.
I am buying a new build flat and getting a mortgage with Halifax. Conveyancing solicitors are said to be ‘a necessary evil’ but can I do it myself?
Leaving aside the complexities and merits of DIY conveyancing you will have to appoint a solicitor on the Halifax conveyancing panel to look after their interests. Most people therefore find it easier to let the solicitor act for them and the lender. Furthermore there is minimal cost savings to made in you doing to conveyancing for yourself and another lawyer conducting the conveyancing for the lender. Please feel free to use the search tool to find a lawyer on the Halifax conveyancing panel in your location.
My wife and I have arranged a further advance on our mortgage from Halifax as we wish to carry out alterations or improvements our home. Do we need to appoint a solicitor on the Halifax conveyancing panel to deal with the legals?
Halifax do not ordinarily appoint firms on their conveyancing panel to deal with such a matter. If they did require any legal work then you would need to ensure that such a lawyer was on the Halifax list
I was told three weeks ago that my mortgage has been agreed to by Halifax. Is it usual for Halifax to only issue the offer once my solicitor is approved on their conveyancing panel?
A lender would not issue a mortgage until they have details of a lawyer on their panel. It can take a few weeks for Halifax to deal with your lawyers application to be on the Halifax conveyancing panel. There's no guarantee that your solicitors will be accepted.
I have instructed a lawyer having checked that they are on the Halifax conveyancing panel. Does my lawyer arrange the survey of the property? Or I've read lots of mortgage guides,I note that they all recommend that you should get your house surveyed prior to buying it. When I asked my solicitor - who is on the Halifax conveyancing panel - on this she said they don't do this and I need to contract an independent surveyor. is that correct?
Halifax will need an independent valuation of the property. Your lawyer will not arrange this. Usually Halifax will appoint their own surveyor to do this, and you will have to pay for it. Remember that this is a valuation for mortgage purposes and not a survey. You may wish to consider appointing your own surveyor to carry out a survey or prepare a home buyers report on the property. It is up to you to satisfy yourself that the property is structurally sound before you buy it. If the survey or report reveals that building work is needed, you should tell your solicitor. You may wish to renegotiate with the seller. or Your lawyer will not organise the survey but they may be able to put you in touch with a local one that they recommend. RICS offers a find a surveyor service (just google it) where you can search for a qualified surveyor by postcode. As you are getting a mortgage with Halifax you could contact your them to see if they have a list of approved surveyors.

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