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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

COMPLETIONmonitor is an online pre- and post-completion checklist for property lawyers. It is supported by PI insurers such as AmTrust. COMPLETIONmonitor is a unique risk management tool.

This system is the only way you can prove to lender panels that you are, and can remain fully compliant with their requirements, with automatic updates on Mortgage Agency Services’s changes. While using this technology is not a prerequisite for Mortgage Agency Services , demonstrating you can stay up to date with Mortgage Agency Services’s Handbook requirements is an excellent support to your panel application and, more importantly, safeguard your firm’s panel status.

COMPLETIONmonitor creates real-time alerts, automatically produces SRA and CQS reports, and will improve your firm's efficiency. In addition it is user friendly, cost-effective and, for some firms, results in reduced PII premiums.

Find a Law Firm approved by Mortgage Agency Services

Banks and building societies frequently change 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, frequently:

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 have just been informed by my mortgage adviser that my the law firm I have appointed is not on the Mortgage Agency Services Conveyancing panel. How can I be sure that this is correct?
The first thing you need to do is to contact your lawyer directly. It is reasonable to expect your lawyer to advise you what has happened. If they are not on the panel they could put your in touch with solicitors on the conveyancing panel for Mortgage Agency Services.
I am purchasing a newly built flat and my lawyer is telling me that she is duty bound to disclose incentives from the seller as her firm is on the Mortgage Agency Services conveyancing panel. I am nearing the developer’s deadline to sign contracts and I have no desire to delay matters. Can I insist on an exchange regardless of what my lawyer says about being on the Mortgage Agency Services panel?
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.
I am Googling for online conveyancing estimates. Can I be assured that all the law firms that are identified on your website are on the Mortgage Agency Services conveyancing panel?
The solicitor and licensed conveyancing practices listed on our site have assured us via an online form that they are on the Mortgage Agency Services panel and agreed to advise us to take down their listing in the event of removal off of the Mortgage Agency Services 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 Mortgage Agency Services conveyancing panel is not accurate.
My grandfather passed away last year and as sole heir and executor was left the house. The house had a small mortgage remaining of approximately £5k. I want to transfer the title deeds into my name whilst I re-mortgage to Mortgage Agency Services , pay off the mortgage etc. Is this allowed?
If you intend to re-mortgage then Mortgage Agency Services will insist on your using a conveyancer on the Mortgage Agency Services conveyancing panel. Here is link to the Land Registry online guidance around what to do when a property owner dies. This will help you to understand the registration process behind changing the details re the registered title. in your case it would appear that you are effectively purchasing the property from the estate. Your Mortgage Agency Services conveyancing panel solicitor pays the new mortgage money into the estate, the estate pays off the old mortgage, the charge is released and you become the owner and the Mortgage Agency Services mortgage is registered as a charge at the Land Registry.
How can we tell if a solicitor on the Mortgage Agency Services panel is any good?
obtaining recommendations is a good start. Before you go ahead check if they offer a no sale no fee offer. Also you often get what you pay for - a firm which quotes more will often provide a better service than one which is cheap as chips. We would always suggest that you speak with the solicitor carrying out your conveyancing
We have agreed to purchase a house.One unusual aspect is that the roof has a solar panel. Mortgage Agency Services have issued a mortgage offer so presumably this is not a concern to them. Why is my solicitor raising questions about the panel?
Given that your lender is Mortgage Agency Services your lawyer must to check the Mortgage Agency Services conveyancing instructions contained in the Part of CML Handbook for Mortgage Agency Services . The CML Handbook contains minimum requirements for solar panel roof-space leases, and solicitors are required to report to Mortgage Agency Services 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.
We were going to get a DIP from Mortgage Agency Services 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 Mortgage Agency Services recommend a solicitor on the Mortgage Agency Services 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 Mortgage Agency Services conveyancing panel. The solicitor represents both you and the Mortgage Agency Services through the process.

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