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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

COMPLETIONmonitor is web-based pre- and post-completion checklist for property lawyers. It is supported by professional indemnity insurers. It is a unique risk mitigation 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 notifications given on Intelligent Finance’s changes. Notwithstanding that utilising the software is not a prerequisite for Intelligent Finance , demonstrating you can stay up to date with Intelligent Finance’s Handbook requirements is an excellent support to your panel application and, more importantly, safeguard your firm’s panel standing.

The software creates real-time alerts, automatically produces COLP and CQS reports, and will enhance your firm's efficiency. In addition it is simply to use, cost-effective and, for some firms, results in reduced PII premiums.

Find a Law Firm approved by Intelligent Finance

Lenders frequently change 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 360 revisions or additions to sections of their version of the UK Finance Handbook.
That equates to a section change every 7.6 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.

To find out more about lender panel compliance,
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Intelligent Finance Solicitor Panel Sample Enquires to our Call Center from members of the public

My property lawyer is not on the Intelligent Finance Approved Panel. Is it possible for me to use my family solicitor notwithstanding that they are not on the Intelligent Finance panel?
You have a number of options available to you here:
  1. Complete the purchase with your existing solicitors but Intelligent Finance will need to instruct a lawyer on the Intelligent Finance conveyancing panel. This will result in additional cost and potential delay.
  2. Get a new solicitor to act in the purchase, obviously checking they are on the Intelligent Finance conveyancing panel.
  3. Urge your lawyer to apply to join the Intelligent Finance lender panel
Please help. My conveyancer is advising me that he is legally obliged to conduct a Local Authority search as the firm are on the Intelligent Finance approved lawyer panel. Is this really necessary?
You have limited options available to you. Given that you are taking out a loan with Intelligent Finance your lawyer has to comply with their conditions as set out in their version of the CML Conveyancing Handbook. Your lawyer would have previously signed the Terms and Conditions of Intelligent Finance’s conveyancing panel appointment which obliges them to follow the CML Handbook requirements last updated Intelligent Finance. even if you were a cash buyer you would be ill advised not to carry out a local authority search.
I am Googling for competitive conveyancing fees. Can I be assured that all the law firms that are listed on your website are on the Intelligent Finance conveyancing panel?
The solicitor and licensed conveyancing practices on our directory have advised us that they are on the Intelligent Finance panel and agreed to advise us to take down their listing in the event of removal off of the Intelligent Finance panel. To date we have not been informed by either a bank or a member of the public that the data about a specific firm being on the Intelligent Finance conveyancing panel is not accurate.
The firm that just started acting on my purchase in Newcastle has without warning shut down. I only went with them because I had to have a lawyer on the Intelligent Finance conveyancing panel and my preferred lawyer was not. I gave them a cheque for £150 in advance. What should be my next steps?
If you have an estate agent involved then let them know straight away so that they advise the vendors that there may be a slight delay due to reasons beyond your control. Hopefully they will be sympathetic and urge their lawyer to send a new set of papers to your new solicitors. You will need to appoint new lawyers that are on the Intelligent Finance conveyancing panel and notify the lender. If you have paid over any money it will hopefully be held by the SRA as money in an intervened firm's bank accounts is transferred to the SRA. Then, the SRA or the intervention agent looks at the intervened firm's accounts to work out who the money belongs to. To claim your money you will need to contact the SRA. If the SRA cannot return money you are owed from the firm's bank accounts, or if they can only return part of the money, you can apply to the Compensation Fund for a grant. Your new lawyers should be in a position to help
When it comes to mortgage companies such as Intelligent Finance do lawyers have to be pay a fee to be on the list of approved solicitors?
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.
Last month we had a mortgage agreed in principle with Intelligent Finance. Solicitors have been instructed? What is the average time that one could expect to receive a mortgage offer from Intelligent Finance?
Some lenders take longer than others. Have Intelligent Finance done the survey? Have you advised Intelligent Finance as your lawyers details and checked that your lawyer is on the Intelligent Finance conveyancing panel? sometimes it can take as long as six weeks for a mortgage offer to be issued
Intelligent Finance have agreed my mortgage in principle, my offer on house has been accepted, now what?
The estate agent will want to know who your solicitors are (make sure these solicitors are on the lenders panel). Call up Intelligent Finance or your broker and complete any relevant paperwork. Intelligent Finance will tell you what documents they want. Intelligent Finance will instruct a valuer. The valuer will get in touch with the estate agent or seller to book an appointment. Once conducted (assuming no problems) it takes about week to get a mortgage offer. Intelligent Finance will issue the offer to you and your lawyer. The transaction will then take it’s course according the nature and complexity of the conveyancing.

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