Halifax Conveyancing Lender Panel Compliance Tool

Looking for information about your firm's panel status?

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

Lexsure’s COMPLETIONmonitor is web-based pre- and post-completion checklist for property lawyers. Supported by Council of Mortgage Lenders and professional indemnity insurers. COMPLETIONmonitor is a unique risk mitigation tool.

This system facilitates the way you can demonstrate to lender panels that you are, and can remain fully compliant with their instructions, with notifications given on Halifax’s changes. While using the tool 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, just as importantly, safeguard your panel standing.

COMPLETIONmonitor creates real-time alerts, automatically produces regulatory and CQS reports, and will increase your firm's efficiency. It is also user friendly, cost-effective and, for some firms, results in reduced PII premiums.

Find a Law Firm approved by Halifax

Mortgage companies often change 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, frequently:

A Timeline of Policy Changes


Since 2008, Halifax has made 368 revisions or additions to sections of their version of the UK Finance Handbook.
That equates to a section change every 7.4 days. In total, 39% 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,

Halifax Solicitor Panel Example Support Desk Enquires from members of the public

My financial adviser has has requested my solicitor’s panel member for the Halifax conveyancing panel. How do I obtain this. I have contacted my local Halifax branch but they cant find it on their system.
the sensible thing to do is ask for this information from your solicitor. They should have a central record lender panel numbers including the Halifax panel reference.
I am buying a new build flat and my conveyancer is advising me that she has to disclose incentives from the builder as her practice is on the Halifax conveyancing panel. I am nearing the developer’s deadline to exchange contracts and I dont want to prolong matters. is my lawyer taking the correct approach?
You should not exchange unless you have advised to do so by your lawyer. A precondition to being on the Halifax approved panel is to comply with the CML Handbook requirements (last updated for this lender on Halifax). The CML Conveyancing Handbook requires that your lawyer have the appropriate Disclosure of Incentive form completed by the developer and accepted by your lender.
Do all the licensed conveyancers and solicitor practices listed on your search have online case tracking as I was under the impression that this was a precondition of being on the Halifax solicitor panel?
No. There is no CML Part 2 or Building Society Association requirement relating to online case tracking. Some law firms operate such technology and some don't.
I am attempting to get my ex-husband taken off the mortgage deeds. Can Halifax really tell me which solicitor I can or can not instruct?
You can use any solicitor you like but Halifax then has the right to appoint a different solicitor to act for them at your expense. It might be more cost effective and quicker to instruct a lawyer who is on the Halifax solicitors panel
When it comes to mortgage companies such as Halifax do solicitors have to be pay a fee to be on the list of approved solicitors?
We are not aware of any lender fees to be on their panel although some do charge an administration charge to deal with the processing of the conveyancing panel application.
My husband and I are spending time viewing flats and now considering a potential offer. Should I already have a conveyancer appointed at this stage? I will be getting a mortgage with Halifax
You should start obtaining conveyancing quotes from solicitors ASAP. After you have chosen your lawyer and once your offer is accepted you can instruct them to work for you and pass their details on the the EA. As you are getting a mortgage with Halifax , ask your prospective lawyers check they are on the Halifax conveyancing panel otherwise they can't do the mortgage legal work.
Intending to buy a house with a mortgage with Halifax. I have received an online quote from a licensed conveyancer, which states: "There will be no charge for dealing with the Building Society if you are obtaining a mortgage". I take this to mean that there will be no additional fee if the solicitor is on the Halifax conveyancing panel. I wanted to make sure it means there will be no additional fees for dealing with the mortgage.
They are simply saying that the cost for acting for the lender is included in the fee being quoted. It is worth you checking that they are on the Halifax conveyancing panel

Copyright © Lexsure Limited, 2021

Privacy