About Lexure Contact us

Whistletree Conveyancing Lender Panel Compliance Tool

Looking for information about your firm's panel status?

Card image cap
How can my firm apply to be on the Whistletree Conveyancing Panel?
Check your firm’s panel Status
Card image cap
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 prove to lender panels that you are, and can stay fully compliant with their requirements, with alerts on Whistletree’s changes. While utilising COMPLETIONmonitor is not a prerequisite for Whistletree , demonstrating you can stay up to date with Whistletree’s Handbook requirements is a helpful support to your application to their lender panel and, more importantly, protect your firm’s panel standing.

COMPLETIONmonitor creates real-time alerts, automatically produces regulatory and CQS reports, and will increase your firm's efficiency. It is also simply to use, cost-effective and, for some firms, results in a PII saving.

Find a Law Firm approved by Whistletree

Mortgage companies often 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,
Book a Personalised Demo

Common questions asked concerning the Whistletree Solicitor Panel from members of the public

I am hoping to receive a offer of a mortgage from Whistletree. I hope to retain the legal services of a Licensed Conveyancer. Does the Whistletree Solicitor panel allow for Licensed Conveyancers
Whistletree’s conveyancing panel is, like many other lenders represented by the CML or Building Society Association, open to Licensed Conveyancers regulated by the Council of Licensed Conveyancers.
My conveyancer has identified a difference when comparing the information in Whistletree’s valuation report and what is revealed within the legal papers for the property. My lawyer informs me that as he is on the Whistletree conveyancing panel he must check that the lender is with this discrepancy and is content go ahead. Is my lawyer’s course or action legitimate?
A precondition to being on the Whistletree approved panel is to comply with the CML Handbook requirements (last updated for this lender on Whistletree) which do require that your lawyer disclose any incorrect assumptions in the lender’s valuation report and the legal papers. Should you refuse to allow your lawyer to make the appropriate notification then your lawyer will have no choice but to discontinue acting for you.
I am planning to acquire a flat and require a conveyancing solicitor in Leeds who is on the Whistletree approved. Can you recommend a local firm?
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.
We're in Birmingham, First timers buying with a mortgage (lender is Whistletree , but our solicitor is on the Whistletree conveyancing panel). How long should the conveyancing process take?
The fact that your lawyer is on the Whistletree conveyancing panel is a help. It would almost certainly delay matters if they were not. However, no conveyancer should guarantee a time-frame for your conveyancing due to third parties outside of our control such as delays caused by lenders,conveyancing search providers or by the other side’s solicitors. The time taken is often determined by the number of parties in a chain
My wife and I have arranged a further advance on our mortgage from Whistletree as we wish to carry out a loft conversion to our home. Do we need to appoint a solicitor on the Whistletree conveyancing panel to deal with the paperwork?
Whistletree do not ordinarily appoint a member of their approved list of lawyers to deal with such a matter. If they did require any legal work then you would need to ensure that such a lawyer was on the Whistletree panel
I am buying a property where the roof has a solar panel. Solicitors conducting should look into this right? Will my lender Whistletree be concerned
As you are obtaining a mortgage with Whistletree your lawyer must to check the Whistletree conveyancing instructions contained in the Part of CML Handbook for Whistletree . The CML Handbook contains minimum requirements for solar panel roof-space leases, and solicitors are required to report to Whistletree where a lease does not meet these requirements. The requirements relate to the installation of panels on properties in England and Wales. Requirements for Scotland are due in the near future.
I can not work out if my mortgage offer obliges me to make sure the lease term for the flat is extended prior to the completion date . I have called Whistletree on various occasions and was told they are content with the situation and they would lend. My solicitor - who is on the Whistletree conveyancing panel- telephoned and was told not they would not lend in accordance with their CML Handbook minimum lease term requirements. I simply dont know who is right
Your lawyer has to follow the CML Handbook Part 2 requirements for Whistletree. Unless your lawyer obtains specific confirmation in writing that Whistletree 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 Whistletree to contact your lawyer in writing confirming that they will accept the remaining number of years left on the lease.

Copyright © Lexsure Limited, 2025

Privacy