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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

Lexsure’s COMPLETIONmonitor is web-based pre- and post-completion checklist for residential conveyancing lawyers. It is supported by professional indemnity insurers. COMPLETIONmonitor is a unique risk management tool.

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

COMPLETIONmonitor creates real-time alerts, automatically produces regulatory and CQS reports, and will increase your firm's efficiency. In addition it is simply to use, cost-effective and, for many firms, results in 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 30 revisions or additions to sections of their version of the UK Finance Handbook.
That equates to a section change every 91.0 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.

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Mortgage Agency Services Conveyancing Panel Recently Asked Questions from members of the public

I need to swap lawyers as my lawyer is not on the Mortgage Agency Services panel of conveyancing solicitors. How easy is it to change conveyancer?
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.
I am buying a new build duplex and my solicitor is telling me that she has to disclose incentives from the developer as her practice is on the Mortgage Agency Services conveyancing panel. The Estate Agents are hassling me to exchange and I dont want to delay the conveyancing. is my lawyer taking the correct approach?
You should not exchange unless you have advised to do so by your lawyer. A precondition to being on the Mortgage Agency Services approved panel is to comply with the CML Handbook requirements (last updated for this lender on Mortgage Agency Services). The CML Conveyancing Handbook requires that your lawyer have the appropriate Disclosure of Incentive form completed by the developer and accepted by your lender.
Do banks and building societies provide you with an approved list of solicitors? How do you know who is on the Mortgage Agency Services conveyancing panel?
The law firm practices themselves provide us confirmation that they are on the Mortgage Agency Services conveyancing panel as opposed to being supplied with a list from Mortgage Agency Services directly.
My solicitors in London have advised me that no longer have my conveyancing file. To assist with my purchase I took out a mortgage with Mortgage Agency Services. Is it case that being on the Mortgage Agency Services conveyancing panel they need to have retained the file for a number of years?
It very much depends from lender to lender but many of the Terms and Conditions of Conveyancing Panel Appointment require the file to be held for a period of 6 years. That being said we have not seen a copy of the Mortgage Agency Services Conveyancing Panel Terms. It might be worth you contacting Mortgage Agency Services directly.
Is the case that all CQS (Conveyancing Quality Scheme) solicitors on the Mortgage Agency Services conveyancing panel?
Some major banks and building societies now use CQS as the starting point for Panel membership such as HSBC and Santander. CQS accreditation however gives no guarantee to lender panel acceptance. That being said,the CML have indicated that it is likely to become a pre-requisite for firms wishing to join their approved list of firms.
Do most lenders operate their own panel of solicitors?
Many lenders do operate a restricted conveyancing panel but a lot of lenders allow any solicitors to join their panel so long as they meet their criteria. Each lender sets their own criteria. For example the Mortgage Agency Services conveyancing panel requirements are different to Mortgage Agency Services’s conveyancing panel criteria.
Completion of my purchase has taken place with a mortgage from Mortgage Agency Services. Conveyancing was a necessary evil but I feel I should register my dissatisfaction about Mortgage Agency Services. Who do I contact should I wish to lodge a complaint?
Most lenders have complaints procedures. Your first port of call should be one of the Mortgage Agency Services branches or the Customer Services Department at Mortgage Agency Services head office. Ordinarily complaints to Mortgage Agency Services are sorted out effectively and efficiently. If you feel that the matter is not resolved you can write to the Financial Ombudsman Service who will take matters further.

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