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

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

This software is the only way you can demonstrate to lender panels that you are, and can remain fully compliant with their instructions, with alerts on Whistletree’s changes. Even though using the tool is not a prerequisite for Whistletree , demonstrating you can stay up to date with Whistletree’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 SRA and CQS reports, and will increase your firm's efficiency. In addition it is simply to use, cost-effective and, for some firms, results in a PII saving.

Find a Law Firm approved by Whistletree

Mortgage companies frequently change their requirements. The UK Finance Lenders’ Handbook requirements from Whistletree 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, Whistletree has made 8 revisions or additions to sections of their version of the UK Finance Handbook.
That equates to a section change every 341.2 days. In total, 2% of the sections of P2 of the UK Finance Lenders’ Handbook for Whistletree have been changed since 15/12/2008.

To find out more about lender panel compliance,

Whistletree Solicitor Panel Recently Asked Questions from members of the public

I am hoping to receive a mortgage with Whistletree. I would like to retain the legal services of a Licensed Conveyancer. Does the Whistletree Solicitor panel include conveyancers regulated by the CLC
Whistletree’s conveyancing panel is, like many other lenders associated to the Council or Mortgage Lenders or BSA, open to Licensed Conveyancers regulated by the Council of Licensed Conveyancers.
We are due to exchange on the purchase a house but as a result of damage from the recent storms I have agreed compensation from the seller of £3k approx by way of a reduction in the price. This was going to be dealt with as part of the conveyancing process but my mortgage company Whistletree will not agree to this. Why was Whistletree even consulted?
Your lawyer being on the Whistletree conveyancing panel is duty bound to inform Whistletree of any changes to the purchase price. If you were to refuse your lawyers to disclose the reduction to Whistletree then they would have to discontinue acting for you and Whistletree.
I am planning to acquire a property and require a conveyancing solicitor in Leeds who is on the Whistletree approved. Can you recommend a local solicitor?
Our service is a directory service for firms who wish to be listed as being on the approved conveyancing panel for Whistletree . We don’t recommend any particular firm.
I am purchasing a garden flat and getting a mortgage with Whistletree. Can I do my own conveyancing?
Leaving aside the complexities and merits of DIY conveyancing you will have to appoint a solicitor on the Whistletree conveyancing panel to look after their interests. Most people therefore find it easier to let the solicitor act for them and the lender. Furthermore there is minimal cost savings to made in you doing to conveyancing for yourself and another lawyer conducting the conveyancing for the lender. Please feel free to use the search tool to find a lawyer on the Whistletree conveyancing panel in your location.
Are all Conveyancing Quality Solicitors on the Whistletree conveyancing panel?
It is true that some banks and building societies now use the accreditation scheme as the starting point for Panel membership such as HSBC and Santander. CQS accreditation however is no guarantee to lender panel acceptance. That being said,the Council of Mortgage Lenders have indicated that it is likely to become a pre-requisite for firms wishing to join their approved list of firms.
When it comes to lenders such as Whistletree do solicitors have to be pay a fee to be on the conveyancing panel?
We are not aware of any lender fees to be on their panel although some do charge an administration charge to deal with the processing of the conveyancing panel application.
Completion of my purchase has taken place with a mortgage from Whistletree. Conveyancing was a necessary evil but I would like to complain about Whistletree. How does one go about formally complaining?
Most banks and building societies have complaints procedures. Your first point of contact should be one of the Whistletree branches or the Customer Care Team at Whistletree head office. In most cases complaints to Whistletree are sorted out effectively and efficiently. However if you are not satisfied that the matter is resolved you can write to the Financial Ombudsman Service who will take matters further.

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