Mortgage Agency Services 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 Mortgage Agency Services Conveyancing Panel?
Check your firm’s panel Status
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How can my firm be reinstated onto the Mortgage Agency Services Conveyancing Panel?
Check your firm’s panel Status

COMPLETIONmonitor is an online pre- and post-completion checklist for property lawyers. It is supported by professional indemnity insurers. COMPLETIONmonitor is a unique risk management tool.

This software facilitates the way you can demonstrate to lender panels that you are, and can stay fully compliant with their instructions, with notifications given on Mortgage Agency Services’s changes. Notwithstanding that utilising the software is not a condition for acceptance on the Mortgage Agency Services panel, demonstrating you can remain up to date with Mortgage Agency Services’s Handbook requirements is a helpful support to your panel application and, just as importantly, protect your panel standing.

The system creates real-time alerts, automatically produces compliance and CQS reports, and will improve 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 Mortgage Agency Services

Mortgage companies often vary their requirements. The UK Finance Lenders’ Handbook requirements from Mortgage Agency Services 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, Mortgage Agency Services has made 28 revisions or additions to sections of their version of the UK Finance Handbook.
That equates to a section change every 97.5 days. In total, 11% of the sections of P2 of the UK Finance Lenders’ Handbook for Mortgage Agency Services have been changed since 15/12/2008.

To find out more about lender panel compliance,

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