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Intelligent Finance 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 Intelligent Finance Conveyancing Panel?
Check your firm’s panel Status
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How can my firm be reinstated onto the Intelligent Finance Conveyancing Panel?
Check your firm’s panel Status

Lexsure’s COMPLETIONmonitor is web-based pre- and post-completion checklist for property lawyers. It is supported by professional indemnity insurers. 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 instructions, with automatic updates on Intelligent Finance’s changes. Even though utilising COMPLETIONmonitor is not a condition for acceptance on the Intelligent Finance panel, demonstrating you can remain up to date with Intelligent Finance’s Handbook requirements is a helpful support to your panel application and, more importantly, safeguard your firm’s panel standing.

COMPLETIONmonitor creates real-time alerts, automatically produces compliance and CQS reports, and will increase 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 Intelligent Finance

Lenders often vary their requirements. The UK Finance Lenders’ Handbook requirements from Intelligent Finance 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, Intelligent Finance has made 366 revisions or additions to sections of their version of the UK Finance Handbook.
That equates to a section change every 7.5 days. In total, 43% of the sections of P2 of the UK Finance Lenders’ Handbook for Intelligent Finance have been changed since 15/12/2008.

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Intelligent Finance Solicitor Panel Example Support Desk Enquires from members of the public

I have just been informed by my estate agent that my property lawyer is not on the Intelligent Finance Solicitor panel. How can I check?
The best course of action for you to take is to contact your lawyer directly. It is reasonable to expect your lawyer to advise you of the situation. If they are not on the panel they could put your in touch with solicitors on the the approved Intelligent Finance solicitor panel.
My solicitor has uncovered an inconsistency when comparing the assumptions in Intelligent Finance’s valuation report and what is in the legal papers for the property. My lawyer has advised that as he is on the Intelligent Finance conveyancing panel he is obliged to ensure that the lender is OK with this discrepancy and is content go ahead. Is my conveyancer’s stance legitimate?
A precondition to being on the Intelligent Finance approved panel is to comply with the CML Handbook requirements (last updated for this lender on Intelligent Finance) 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.
Your search tool is useful but there are many lawyers listed near Chelsea on the Intelligent Finance conveyancing panel. It would be a lot more helpful if you could recommend a specific firm on the Intelligent Finance approved panel?
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..
I am attempting to get my ex-husband removed the mortgage deeds. Can Intelligent Finance really insist on which solicitor I can or can not retain?
You can use any solicitor you like but Intelligent Finance then has the right to appoint a different solicitor to act for them at your expense. It might be more cost effective and quicker to instruct a lawyer who is on the Intelligent Finance solicitors panel
We have agreed to purchase a house.One unusual aspect is that the roof has a solar panel. Solicitors conducting should look into this right? Will my lender Intelligent Finance be concerned
Given that you are obtaining a mortgage with Intelligent Finance your lawyer must to check the Intelligent Finance conveyancing instructions contained in the Part of CML Handbook for Intelligent Finance . The CML Handbook contains minimum requirements for solar panel roof-space leases, and solicitors are required to report to Intelligent Finance where a lease does not meet these requirements. The requirements relate to the installation of panels on properties in England and Wales. The CML are developing guidance for Northern Ireland and Scotland.
I have today made my last payment due on mortgage with Intelligent Finance. I assume I don't need a solicitor on the Intelligent Finance panel to remove the mortgage at the Land Registry. Please confirm
If you have finished paying off your Intelligent Finance mortgage they may send you evidence showing that you have paid it off. Alternatively they may notify the Land Registry directly. The Land Registry need to see this evidence before they will remove the Intelligent Finance mortgage from the register. Intelligent Finance,and any evidence they send you, will determine the action you need to take. In cases where no conveyancer is acting for you and you have paid off your mortgage: but are not moving to another property where the Intelligent Finance has sent the Land Registry the discharge electronically, and the Intelligent Finance has instructed the Land Registry to do so The Land Registry will send you a letter confirming that your Intelligent Finance mortgage has been paid off.
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 Intelligent Finance?
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 Intelligent Finance 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 Intelligent Finance 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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