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. It is supported by PI insurers such as AmTrust. It is a unique risk management tool.

This software optimises the way you can prove to lender panels that you are, and can remain fully compliant with their requirements, with notifications given on Halifax’s changes. Even though using this technology is not a condition for being on the Halifax panel, demonstrating you can stay up to date with Halifax’s Handbook requirements is a helpful support to your application to their lender panel and, just as importantly, safeguard your panel status.

The software creates real-time alerts, automatically produces compliance and CQS reports, and will enhance your firm's efficiency. It is also user friendly, cost-effective and, for some firms, leads to a PII saving.

Find a Law Firm approved by Halifax

Banks and building societies 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 698 revisions or additions to sections of their version of the UK Finance Handbook.
That equates to a section change every 3.9 days. In total, 65% 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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