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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 PI insurers. It is a unique risk mitigation tool.

This system is the only way you can demonstrate to lender panels that you are, and can stay fully compliant with their instructions, with notifications given on Intelligent Finance’s changes. Notwithstanding that using the tool is not a prerequisite for Intelligent Finance , demonstrating you can remain up to date with Intelligent Finance’s Handbook requirements is a helpful support to your panel application and, more importantly, protect your firm’s panel standing.

The software creates real-time alerts, automatically produces compliance and CQS reports, and will improve your firm's efficiency. It is also simply to use, cost-effective and, for many firms, results in a PII saving.

Find a Law Firm approved by Intelligent Finance

Mortgage companies often 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, frequently:

A Timeline of Policy Changes


Since 2008, Intelligent Finance has made 364 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 Conveyancing Panel : Questions and Answers from members of the public

I was advised recently by my lender that my the law firm I have appointed is not on the Intelligent Finance Solicitor panel. What can I do to be certain that this is indeed the case?
The first thing you need to do is to contact your conveyancer. You lawyer should advise you what has happened. If they are not on the panel they could put your in touch with solicitors on the the approved Intelligent Finance solicitor panel.
Please help. My solicitor is informing me me that he is legally obliged to apply for a Local Authority search stemming from the fact that the firm are on the Intelligent Finance conveyancing 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 note that you have a search directory listing law firms on the Intelligent Finance conveyancing panel. Do firms pay you a commission if I instruct them for my own conveyancing?
We are a listing service only for law firms wishing to communicate if they are on the Intelligent Finance conveyancing panel or other lender panels. We do not charge referral fees to the any conveyancer that you subsequently appoint.
I am selling my house. Does my solicitor have to be on the Intelligent Finance conveyancing panel in order to deal with paying off my mortgage?
Ordinarily, even if your lawyer is not on the Intelligent Finance conveyancing panel they can still act for you on your sale. it might be that the lender will not release the original deeds (if applicable and increasingly irrelevant) until after the mortgage is paid off. You should speak to your lawyer directly before you start the process though to ensure that there is no problem as lenders are changing their requirements fairly frequently at the moment.
I had instructed online solicitors located in Cardiff who are on the Intelligent Finance solicitor panel. They have just invoiced me a separate fee of £135 for dealing with the Intelligent Finance mortgage. Is this a supplemental conveyancing fee specified by Intelligent Finance?
Unfortunately, as long as it is in their Terms and Conditions or Quote then yes your solicitors can charge a fee for this. This fee is not set by Intelligent Finance but by your lawyers. Some firms on the Intelligent Finance will charge an ‘acting for lender’ fee and others do not.
We expect to receive a DIP from Intelligent Finance this week so we know how much we could potentially offer as otherwise we are dependent on web based calculators (which aren't taking into account credit checks etc).Do the Intelligent Finance recommend a solicitor on the Intelligent Finance 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 Intelligent Finance conveyancing panel. The solicitor represents both you and the Intelligent Finance through the process.
I am selling my apartment. I had a double glazing fitted in month 7 but did not receive a FENSA certificate or Building Regulation Certificate. My buyer's mortgage company, Intelligent Finance are being pedantic. The solicitor who is on the Intelligent Finance conveyancing panel is happy to accept ‘lack of building regulation’ insurance but Intelligent Finance are requiring a building regulation certificate. Why do Intelligent Finance have a conveyancing panel of they don’t accept advice from them?
It is probably the case that Intelligent Finance have referred the matter to their valuer. The reason why Intelligent Finance may not want to accept indemnity insurance is because it does not give them any reassurance that the double glazing correctly and safely installed. It merely protects against enforcement action which is very unlikely anyway.

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