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Platform 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 Platform Conveyancing Panel?
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How can my firm be reinstated onto the Platform Conveyancing Panel?
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Lexsure’s 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 software optimises the way you can prove to lender panels that you are, and can remain fully compliant with their requirements, with automatic updates on Platform’s changes. While using the software is not a condition for acceptance on the Platform panel, demonstrating you can remain up to date with Platform’s Handbook requirements is an excellent support to your application to their lender panel and, just as importantly, protect your firm’s panel status.

COMPLETIONmonitor generates real-time alerts, automatically produces compliance and CQS reports, and will increase your firm's efficiency. In addition it is user friendly, cost-effective and, for many firms, leads to reduced PII premiums.

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Mortgage companies often change their requirements. The UK Finance Lenders’ Handbook requirements from Platform 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, Platform has made 901 revisions or additions to sections of their version of the UK Finance Handbook.
That equates to a section change every 3.0 days. In total, 33% of the sections of P2 of the UK Finance Lenders’ Handbook for Platform have been changed since 15/12/2008.

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Examples of recent questions relating to the Platform Home Loans Solicitor Panel from members of the public

I have been advised by my broker that I have to pay Platform Home Loans fees should I instruct my family lawyer. How efficient are the Platform Home Loans conveyancing panel solicitors? I'm happy to use any solicitor in the country TBH provided that they are good and not exorbitantly priced. Are there any Platform Home Loans conveyancers you'd recommend?
Platform Home Loans’s conveyancing panel is pretty large so your best bet is just to check with the firms you are getting quotes from whether they are on it. You can search by postcode on the search tool on this site to find solicitors that Platform Home Loans will allow to act for them.
Much to my surprise my property lawyer has requested from me proof of ID documents asserting that this forms part of his requirements as a conveyancer on the Platform Home Loans Solicitor panel. This is news to me - can I refuse?
Anti-terror and anti-money-laundering rules require solicitors and licensed conveyancers to verify the identity of the person or body they are dealing with before they can accept their conveyancing business. The Client Care letter that you need to sign will no doubt confirm this. Your lawyer is right that Platform Home Loans also require certain documents to be viewed. If a you refuse to provide ID verification documents, your conveyancer would not be able to accept instructions from you. Your lawyer also has obligations to obtain certain documents in accordance with Platform Home Loans CML Handbook requirements last updated on Platform Home Loans
I require the services of a Platform Home Loans panel solicitor in Inverness. Could you help me?
Unfortunately it’s not apparent why you need a Platform Home Loans panel solicitor but in any event, if you can not find one on our search tool you will need to speak directly to Platform Home Loans to find out which solicitors in Platform Home Loans are on their panel. If you do find such a firm not listed please direct them to our site to list. At a fee of one pound per month it is not expensive to register on the site
My solicitors in Liverpool have advised me that they can not locate my conveyancing file. At the time of my purchase I took out a mortgage with Platform Home Loans. Is it case that being on the Platform Home Loans conveyancing panel they need to have retained the file for a prescribed period?
Different lenders have different requirements 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 Platform Home Loans Conveyancing Panel Terms. It might be worth you contacting Platform Home Loans directly.
Can you point me to a directory of Platform Home Loans panel conveyancers on the Building Society Association’s Website?
No. There is no such tool on the Council of Mortgage Lenders or Building Society Association websites. Very few lenders make their panel listings available online.
I was thinking of purchasing my friend’s property. Assuming we can agree a figure, what’s the best way to proceed? I plan to obtain a mortgage with Platform Home Loans. Is there anyway to cut out the solicitors to save on the costs? My dad reckons back in the day he did a lot of it himself, just went into the land registry office and providing them with the info they needed himself
If you are getting a mortgage with Platform Home Loans involved you will need to appoint a solicitor on the Platform Home Loans conveyancing panel. We would not encourage you to both use the same solicitors' firm. There are clear conflict of interest issues and it's not going to make a huge difference to the speed of the overall process. So as not to hold things us you should pass on your solicitors details to Platform Home Loans. Feel free to use our search tool to look for a licensed conveyancer or solicitor on the Platform Home Loans conveyancing panel.
My offer on house has been accepted, but there is a chain. The vendors have offered on somewhere, but not been accepted yet, and have viewings of other properties booked. My conveyancing solicitor has been instructed. What should be my next step? At what point should I appy for the mortgage with Platform Home Loans?
It is usual to have concerns where there is a chain as you are unlikely to want to be too out of pocket too early (mortgage application is approx £1k, then survey/valuation, conveyancing search costs, etc). First you should check that your solicitor is on the Platform Home Loans conveyancing panel. As to the next stages this very much depends on the circumstances of your case, desire for this property and on the state of the market. In a hot mortgage some buyers would pally for the mortgage with Platform Home Loans and pay for the valuation and only if it comes back ok would they pay their solicitor to press on with searches.

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