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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

COMPLETIONmonitor is web-based pre- and post-completion checklist for property lawyers. It is supported by PI insurers. COMPLETIONmonitor is a unique risk management tool.

This system optimises the way you can prove to lender panels that you are, and can remain fully compliant with their instructions, with notifications given on Whistletree’s changes. While using this technology is not a prerequisite for Whistletree , demonstrating you can remain up to date with Whistletree’s Handbook requirements is an excellent support to your panel application and, more importantly, protect your firm’s panel standing.

COMPLETIONmonitor creates real-time alerts, automatically produces regulatory and CQS reports, and will enhance your firm's efficiency. It is also simply to use, cost-effective and, for many firms, leads to reduced PII premiums.

Find a Law Firm approved by Whistletree

Mortgage companies often vary 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,
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Whistletree Conveyancing Panel : Questions and Answers from members of the public

I instructed a firm of solicitors to conveyancing on my house purchase 4 weeks ago having applied for a mortgage with Whistletree. The law firm confirmed to me that they are on Whistletree conveyancing panel and provided me their panel reference. Whistletree then told me that their panel number was dormant and would need to be reactivated. What happens next? Should I appoint a new solicitor currently on the conveyancing panel for Whistletree?
The answer depends on whether you still have confidence in the said solicitors and how long it will take for the firm to be reinstated on the Whistletree conveyancing panel You may wish to enlist the help of your broker to check with the Whistletree as to how long they think it will take to get the firm to get back on the panel.
I am buying a brand new apartment and my conveyancer is telling me that she has to disclose incentives from the developer as her firm is on the Whistletree conveyancing panel. I am under pressure to sign contracts and I have no desire to delay the conveyancing. Can I insist on an exchange regardless of what my lawyer says about being on the Whistletree panel?
You should not exchange unless you have advised to do so by your lawyer. A precondition to being on the Whistletree approved panel is to comply with the CML Handbook requirements (last updated for this lender on Whistletree). 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 require the services of a Whistletree panel solicitor in Inverness. Can you assist?
Unfortunately it’s not apparent why you need a Whistletree panel solicitor but in any event, if you can not find one on our search tool you will need to speak directly to Whistletree to find out which solicitors in Whistletree are on their panel. If you do find such a firm not listed please direct them to our site to list. After all the cost is only one £1 a month
I was due to complete on my flat last Friday. My lawyer’s firm is on the Whistletree solicitors panel but has moved offices 8 weeks ago and had not advised Whistletree of their new address. Whistletree has locked down the release of mortgage funds until such time as their systems are up to date with the correct details.
This is as unusual as it is unlucky. The majority of lender Terms of Conveyancing Panel Appointment specifically oblige the solicitor to inform the lender of an address change. Your solicitor needs to treat this with the utmost urgency. Do speak with or register your concern with the senior partner (assuming he or she is not your direct lawyer). Most lenders would be reasonable in this situation and expedite the resolution of this issue. It may be prudent to enlist the help of your local Whistletree branch or your mortgage broker to see if they can help.
Can I register a complaint to Whistletree about the lawyers being on the Whistletree conveyancing panel?
Complaining to Whistletree about their conveyancing panel is unlikely to yield much of a response. All solicitors and conveyancer must have a complaints procedure. Usually one can find this information from the solicitor’s or conveyancer’s website or ask at their office. They must tell you about it if you ask.

The Legal Ombudsman will make sure that your complaint is addressed by the solicitor. It can also advise you how to complain.

If a licensed conveyancer does not have a complaints procedure or will not tell you about it, contact the Council for Licensed Conveyancers (CLC), which will make sure that your complaint is properly dealt with by the conveyancer. Please see below for more information.

Whistletree have agreed my mortgage in principle, my offer on house has been accepted, now what?
The estate agent will want to know who your solicitors are (make sure these solicitors are on the lenders panel). Call up Whistletree or your broker and complete any relevant paperwork. Whistletree will tell you what documents they want. Whistletree will instruct a valuer. The valuer will get in touch with the estate agent or seller to book an appointment. Once conducted (assuming no problems) it takes about week to get a mortgage offer. Whistletree will issue the offer to you and your lawyer. The transaction will then take it’s course according the nature and complexity of the conveyancing.
My brother and I are purchasing a 1st floor apartment in Hendon. Conveyancing solicitors in Hendon need to beretained. My fatherrecommended that we enquire that the conveyancer in Hendon is on the Whistletree list of approved conveyancing firms. Aren't all lawyers on the Whistletree panel?
Not all Hendon conveyancing firms are on the Whistletree conveyancing panel. 5 people a month use our search tool to locate a Hendon conveyancing firm on the on the Whistletree solicitors pane.

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