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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 residential conveyancing lawyers. It is supported by PI insurers such as AmTrust. COMPLETIONmonitor is a unique risk management tool.

This system assists the way you can prove to lender panels that you are, and can stay fully compliant with their requirements, with alerts on Platform’s changes. Notwithstanding that using this technology is not a condition for being on the Platform panel, demonstrating you can remain up to date with Platform’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 COLP and CQS reports, and will enhance your firm's efficiency. In addition it is user friendly, cost-effective and, for some firms, results in a PII saving.

Find a Law Firm approved by Platform

Lenders frequently 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, frequently:

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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FAQs for the Platform Home Loans Conveyancing Panel from members of the public

I need to swap lawyers as my lawyer is not on the Platform Home Loans 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.
Much to my surprise my lawyer is asking me for personal identification documents stating that this forms part of his retainer as a conveyancer on the Platform Home Loans Conveyancing panel. Can you confirm whether this is the case?
Due to Money Laundering Regulations your conveyancing lawyer is duty bound to confirm positively your identification when entering into a business relationship with you. It is a criminal offense if your lawyer not do this. If you do not provide ID early in the transaction the solicitor must refuse to act for you. It’s unlikely a lawyer will turn you away if you come to the first meeting without relevant ID but you will have to produce it at some point so you might as well bring it with you to the initial meeting so the lawyer can tick the ID verification box and start sorting out the conveyancing straight away. If you are getting a mortgage with Platform Home Loans your lawyer also has to check ID documents to satisfy Platform Home Loans
I am looking for conveyancing quotes online. Can I be confident that all the firms that are identified on your directory are on the Platform Home Loans conveyancing panel?
The solicitor and licensed conveyancing practices listed on our site have advised us that they are on the Platform Home Loans panel and agreed to advise us to take down their listing in the event of removal off of the Platform Home Loans panel. To date we have not been informed by either a lender or a member of the public that the data about a specific firm being on the Platform Home Loans conveyancing panel is incorrect.
I am in the process of remortgaging my house does my lawyer need to be on the Platform Home Loans Solicitor panel?
In theory, you could use a solicitor that is not on Platform Home Loans conveyancing panel, but Platform Home Loans would require one of their panel solicitors to be instructed to act in their interests, and you'd have to pay for this - so most people instruct a panel solicitor. It's also easier, as otherwise you'd have to deal with two solicitors for the same transaction.
For 5 years I had a mortgage with Platform Home Loans. My godfather retired last week and wants to pay off my mortgage. After Platform Home Loans is paid, I want to transfer the property to my mother's name; How long will it roughly take? Do we need two separate solicitors on the Platform Home Loans conveyancing panel? I do not intend to live at the property once the Platform Home Loans mortgage is discharged.
You will need a solicitor but they need not be on the Platform Home Loans conveyancing panel. You will need a solicitor to draw up the transfer and to deal with the Land Registry formalities. The only thing you need to consider is that by selling at an undervalue so ask your lawyer about the implications. There could be an inheritance tax issue if you die within 7 years of this. As the property is your main residence you need not pay CGT but you should speak with your accountants in any event.
I can not work out if my mortgage offer requires a lease extension . I have called Platform Home Loans on numerous occasions and told it wasn't a problem and they would lend. My solicitor - who is on the Platform Home Loans conveyancing panel- telephoned and was told not they would not lend in accordance with their CML Handbook minimum lease term requirements. Who do I believe?
Your lawyer has to follow the CML Handbook Part 2 requirements for Platform Home Loans. Unless your lawyer obtains specific confirmation in writing that Platform Home Loans will go ahead your lawyer has no choice but to refrain from exchanging contract and committing you to the purchase. We would suggest that you ask Platform Home Loans to contact your lawyer in writing confirming that they will accept the remaining number of years left on the lease.
Intending to buy a house with a mortgage with Platform Home Loans. I have received an online quote from a licensed conveyancer, which states: "There will be no charge for dealing with the Lender if you are obtaining a mortgage". I take this to mean that there will be no additional fee if the solicitor is on the Platform Home Loans conveyancing panel. I wanted to make sure it means there will be no additional fees for dealing with the mortgage.
They are simply saying that the cost for acting for the lender is included in the fee being quoted. It is worth you checking that they are on the Platform Home Loans conveyancing panel

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