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HSBC 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 Conveyancing Panel?
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How can my firm be reinstated onto the HSBC Conveyancing Panel?
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COMPLETIONmonitor is web-based pre- and post-completion checklist for property lawyers. It is supported by PI insurers such as AmTrust. COMPLETIONmonitor is a unique risk management tool.

This system is the only way you can prove to lender panels that you are, and can stay fully compliant with their requirements, with automatic updates on HSBC’s changes. While utilising this technology is not a prerequisite for HSBC , demonstrating you can remain up to date with HSBC’s Handbook requirements is an excellent support to your application to their lender panel and, more importantly, safeguard your panel standing.

COMPLETIONmonitor generates real-time alerts, automatically produces compliance and CQS reports, and will increase your firm's efficiency. It is also simply to use, cost-effective and, for some firms, results in a PII saving.

Find a Law Firm approved by HSBC

Mortgage companies often vary their requirements. The BSA instructions from HSBC 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 2010, HSBC has made 698 revisions or additions to sections of their version of the BSA Requirements.
That equates to a section change every 3.9 days. In total, 47% of the sections of the BSA Requirements for HSBC have been changed since 26/1/2010.

To find out more about lender panel compliance,
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HSBC Solicitor Panel Example Support Desk Enquires from members of the public

I need to swap lawyers as my lawyer is not on the HSBC panel of conveyancing solicitors. Is it practical to instruct different lawyers?
If you haven't yet instructed a solicitor to do anything for you and have just received quotes, you're perfectly free to choose a different solicitor to carry out your work for you. The best way is to get recommendations from friends or family who have actually used the solicitor or conveyancer you're considering.
Please assist. For no fault of my lawyer but, my purchase conveyancing has been going on for months. The Local Authority Search from HSBC was date stamped random date and we have agreed a date for me to move into the property on 6 months + 3. My solicitor has advised that as she is on the HSBC conveyancing panel she needs to redo the searches as they are now out of date.
A precondition to being on the HSBC approved panel is to comply with the CML Handbook Part 2 obligations (last updated for this lender on HSBC)which states that a local authority search be not more than half a year old. You should nevertheless ask your lawyer to check whether something called ‘search validation’ indemnity insurance is acceptable to HSBC.
Whilst your website is a good idea there are many lawyers listed near Middlesbrough on the HSBC conveyancing panel. Can you recommend a specific firm on the conveyancing panel for HSBC ?
We do not recommend specific firms as the right firm for you depends on where your priorities lie. For example you may require a local firm with local knowledge or you might be looking for the low cost conveyancing. We recommend that you speak to 3 or 4 lawyers listed before you make your choice..
We're in Wales, FTBs purchasing with a mortgage (lender is HSBC , but our solicitor is on the HSBC conveyancing panel). How long should the conveyancing process take?
The fact that your lawyer is on the HSBC conveyancing panel is a help. It would almost certainly delay matters if they were not. However, no conveyancer should guarantee a time-frame for your conveyancing due to third parties outside of our control such as delays caused by lenders,conveyancing search providers or by the other side’s solicitors. The time taken is often determined by the number of parties in a chain
We were going to get a DIP from HSBC this week so we know how much we could potentially offer as otherwise we only have online calculators to go by (which aren't taking into account credit checks etc).Do the HSBC recommend a solicitor on the HSBC conveyancing panel, or is it better to find our own lawyer
You will need to appoint solicitors independently although you'll need to choose one on the HSBC conveyancing panel. The solicitor represents both you and the HSBC through the process.
I can not work out if my mortgage offer requires a lease extension . I have telephoned HSBC on numerous occasions and was told they are content with the situation and they would lend. My solicitor - who is on the HSBC conveyancing panel- telephoned and was told not they would not lend in accordance with their CML Handbook minimum lease term requirements. Who do I believe?
As long as the conveyancer is on the HSBC panel she or he must comply with the CML Handbook requirements for HSBC. Unless your lawyer obtains specific confirmation in writing that HSBC will go ahead your lawyer has no choice but to refrain from exchanging contract and committing you to the purchase. We would suggest that you ask HSBC to contact your lawyer in writing confirming that they will accept the remaining number of years left on the lease.
I had an offer accepted on a house on the 12th January 2014, valuation was booked 3 days later, all came back fine. Conveyancer instructed, so the only thing outstanding was my mortgage offer. Having made daily calls to HSBC and chasing them on my offer I have now been told that my offer will not be issued unless the lawyer is on the HSBC conveyancing panel. Are HSBC entitled to hold back the Mortgage pending the lawyer being on the approved list?
A lender would not issue an offer until they have details of a lawyer on their panel. It can take a few weeks for HSBC to deal with your lawyers application to be on the HSBC conveyancing panel. There's no guarantee that your solicitors will be accepted.

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