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

Lexsure’s COMPLETIONmonitor is an online pre- and post-completion checklist for residential conveyancing lawyers. It is supported by PI insurers such as AmTrust. COMPLETIONmonitor is a unique risk management tool.

This software assists the way you can demonstrate to lender panels that you are, and can remain fully compliant with their instructions, with notifications given on HSBC UK Bank’s changes. Notwithstanding that utilising this technology is not a prerequisite for HSBC UK Bank , demonstrating you can remain up to date with HSBC UK Bank’s Handbook requirements is a helpful support to your panel application and, just as importantly, protect your panel status.

The software generates 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 many firms, leads to a PII saving.

Find a Law Firm approved by HSBC UK Bank

Lenders frequently vary their requirements. The UK Finance Lenders’ Handbook requirements from HSBC UK Bank 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, HSBC UK Bank has made 314 revisions or additions to sections of their version of the UK Finance Handbook.
That equates to a section change every 8.7 days. In total, 30% of the sections of P2 of the UK Finance Lenders’ Handbook for HSBC UK Bank have been changed since 15/12/2008.

To find out more about lender panel compliance,
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HSBC Conveyancing Panel : Questions and Answers from members of the public

The conveyancer my fiance and I wanted to use for conveyancing on a remortgage said he will levy higher legal fees if my mortgage is with HSBC because of their difficult processes! Am I likely to be frustrated using HSBC? Is HSBC conveyancing so much more difficult?
HSBC conveyancing requirements for their panel are no better or no more complicated than most lenders. It is the case now the CML Handbook, the "bible" used by solicitors to establish lender requirements, is different for each lender. It is not clear if your lawyer is on the HSBC conveyancing panel. If they are not, this does add further risk of delay as HSBC will appoint their own solicitors to look after their interest.
My conveyancer has uncovered a difference when comparing the surveyor’s assumptions in HSBC’s valuation survey and what is revealed within the title deeds. My solicitor has advised that as he is on the HSBC conveyancing panel he is obliged to check that the bank is happy with this discrepancy and is content go ahead. Is my lawyer’s course or action appropriate?
A precondition to being on the HSBC approved panel is to comply with the CML Handbook requirements (last updated for this lender on HSBC) which do require that your lawyer disclose any incorrect assumptions in the lender’s valuation report and the legal papers. Should you refuse to allow your lawyer to make the appropriate notification then your lawyer will have no choice but to discontinue acting for both parties.
Are there any apps to help find a local solicitor on the HSBC conveyancing panel? I have a car and am prepared to travel up to 25 miles to meet the conveyancer.
Feel free to make use of the find a conveyancing panel tool on this website. Please choose the lender and your location and you will see a number of lawyer located nearest you. Alternatively you can type in the name of your proposed law firm and see if they are listed as being on the HSBC solicitor panel.
My grandfather passed away 10 months ago and as sole heir and executor was left the property. The house had a small mortgage left on it of around £5k. I want to transfer the title deeds into my name whilst I re-mortgage to HSBC , pay off the mortgage etc. Is this allowed?
If you intend to re-mortgage then HSBC will insist on your using a conveyancer on the HSBC conveyancing panel. Here is link to the Land Registry online guidance around what to do when a property owner dies. This will help you to understand the registration process behind changing the details re the registered title. in your case it would appear that you are effectively purchasing the property from the estate. Your HSBC conveyancing panel solicitor pays the new mortgage money into the estate, the estate pays off the old mortgage, the charge is released and you become the owner and the HSBC mortgage is registered as a charge at the Land Registry.
When it comes to mortgage companies such as HSBC do solicitors have to be pay a fee to be on the conveyancing panel?
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.
I recently had an offer accepted on an apartment. My financial adviser suggested a solicitor I paid an upfront payment of 200. Soon after the conveyancers contacted me to say that they were not on the HSBC conveyancing panel. Am I right in thinking that I should be due a refund?
You should be able to recover this from the law firm if they were not on the HSBC panel. They should have asked at the outset which lender you were obtaining a mortgage with. An important lesson to readers of this site is to check that the lawyers are on the appropriate lender panel.
At last I have had an offer on an apartment accepted, but there is a chain. The vendors have offered on somewhere, but not been accepted yet, and have viewings of other properties booked. My conveyancing solicitor has been instructed. What should be my next step? When should I get the mortgage app going with HSBC?
It is usual to have concerns where there is a chain as you are unlikely to want to be too out of pocket too early (mortgage application is approx £1k, then survey/valuation, conveyancing search costs, etc). First you should check that your solicitor is on the HSBC conveyancing panel. As to the next stages this very much depends on the circumstances of your case, desire for this property and on the state of the market. In a hot mortgage some buyers would pally for the mortgage with HSBC and pay for the valuation and only if it comes back ok would they pay their solicitor to press on with searches.

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