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

COMPLETIONmonitor is web-based pre- and post-completion checklist for residential conveyancing lawyers. It is supported by PI insurers. It is a unique risk management tool.

This software is the only way you can demonstrate to lender panels that you are, and can stay fully compliant with their instructions, with alerts on Halifax’s changes. While using the software is not a prerequisite for Halifax , demonstrating you can stay up to date with Halifax’s Handbook requirements is an excellent support to your panel application and, more importantly, safeguard your panel status.

The software generates 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, results in a PII saving.

Find a Law Firm approved by Halifax

Banks and building societies frequently vary their requirements. The UK Finance Lenders’ Handbook requirements from Halifax 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, Halifax has made 393 revisions or additions to sections of their version of the UK Finance Handbook.
That equates to a section change every 6.9 days. In total, 42% of the sections of P2 of the UK Finance Lenders’ Handbook for Halifax have been changed since 15/12/2008.

To find out more about lender panel compliance,

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