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 an online pre- and post-completion checklist for residential conveyancing lawyers. Supported by UK Finance and professional indemnity insurers. COMPLETIONmonitor is a unique risk management tool.

This system facilitates the way you can prove to lender panels that you are, and can stay fully compliant with their requirements, with notifications given on Halifax’s changes. While utilising the software 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 panel standing.

COMPLETIONmonitor creates real-time alerts, automatically produces SRA and CQS reports, and will increase your firm's efficiency. In addition it is simply to use, cost-effective and, for many firms, results in a PII saving.

Find a Law Firm approved by Halifax

Banks and building societies frequently 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, over time:

A Timeline of Policy Changes


Since 2008, Halifax has made 371 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,

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