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 property lawyers. It is supported by PI insurers. It is a unique risk mitigation tool.

This system optimises the way you can prove to lender panels that you are, and can stay fully compliant with their instructions, with notifications given on Halifax’s changes. Notwithstanding that utilising COMPLETIONmonitor is not a condition for acceptance on the Halifax panel, demonstrating you can remain up to date with Halifax’s Handbook requirements is a helpful support to your application to their lender panel and, more importantly, protect your firm’s panel standing.

The system creates real-time alerts, automatically produces SRA and CQS reports, and will increase your firm's efficiency. In addition it is user friendly, cost-effective and, for many firms, results in reduced PII premiums.

Find a Law Firm approved by Halifax

Lenders 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, frequently:

A Timeline of Policy Changes


Since 2008, Halifax has made 387 revisions or additions to sections of their version of the UK Finance Handbook.
That equates to a section change every 7.1 days. In total, 40% 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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