Yorkshire Building Society Conveyancing Lender Panel Compliance Tool

COMPLETIONmonitor is an online pre- and post-completion checklist for residential conveyancing lawyers. Supported by the Council of Mortgage Lenders and professional indemnity insures. It is a unique risk mitigation tool.

This software assists the way you can demonstrate to lender panels that you are, and can stay fully compliant with their instructions, with automatic updates on Yorkshire Building Society’s changes. Even though utilising this technology is not a condition for acceptance on the Yorkshire Building Society panel, demonstrating you can remain up to date with Yorkshire Building Society’s Handbook requirements is an excellent support to your panel application and, just as importantly, safeguard your firm’s panel standing.

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

Find a Law Firm approved by Yorkshire Building Society

Lenders often vary their requirements. The UK Finance Lenders’ Handbook requirements from Yorkshire Building Society 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, Yorkshire Building Society has made 262 revisions or additions to sections of their version of the CML Handbook.
That equates to a section change every 10.4 days. In total, 42% of the sections of P2 of the UK Finance Lenders’ Handbook for Yorkshire Building Society have been changed since 15/12/2008.

To find out more about lender panel compliance,

Book a Personalised Demo

Frequently asked questions relating to the Yorkshire Building Society Solicitor Panel from members of the public

I am progressing with the sale of my flat and the EA has just texted me to warn that the purchasers are appointing a new solicitor. The reason given is that Yorkshire Building Society will only engage with solicitors on their conveyancing panel. On what basis would a leading mortgage company only work with certain lawyers?
UK lenders have always had panels of law firms they are willing to work with, but in the past few years big names such as HSBC, have reviewed and reduced their conveyancing panel– in some cases removing conveyancing firms who have worked with them for more than 15 years.

Banks point to the increase in fraud by way of justification for the cull – criteria have been tightened and a smaller panel should be easier to keep an eye on. No lender will say how many solicitors have been dropped, claiming the information is commercially sensitive, but the Law Society says it is being contacted daily by practices that have been removed from panels, or have other concerns about them. Some do not even realise they have been dropped until contacted by a borrower who has instructed them as might be the situation in your buyer’s case. Your purchasers are unlikely to have any sway in the decision.

My wife and I are refinancing our flat with Yorkshire Building Society. We have a son approaching twenty who lives with us. The solicitor on the Yorkshire Building Society conveyancing panel requested us to identify anyone over the age of 17 other than ourselves who reside at the property. The solicitor has now sent a form for our son to sign, giving up any rights in the event that the property is forfeited by the lender. I have a couple of questions (1) Is this document specific to the Yorkshire Building Society conveyancing panel as he did not need to sign this form when we purchased 5 years ago (2) In signing this form is our son in any way compromising his right to inherit the property?
On the face of it your lawyer has done nothing wrong as it is established procedure for any occupier who is aged 17 or over to sign the necessary Consent Form, which is purely to state that any rights he has in the property are postponed and secondary to Yorkshire Building Society .This is solely used to protect the Yorkshire Building Society if the property were re-possessed so that in such circumstances, your son would be legally obliged to leave.

It does not impact your son’s right to inherit the apartment. Please note that if your son were to inherit and the mortgage in favour of Yorkshire Building Society had not been discharged, he would be liable to take over the loan or pay it off, but other than that, there is nothing stopping him from keeping the property in accordance with your will or the rules of intestacy.

I am purchasing a property and require a conveyancing solicitor in Leeds who is on the Yorkshire Building Society approved. Could you point me in the right direction as regards a conveyancing firm?
Our service is a directory service for firms who wish to be listed as being on the approved conveyancing panel for Yorkshire Building Society . We don’t recommend any particular firm.
I was due to move into my dream home last Thursday. My solicitor is on the Yorkshire Building Society conveyancing panel but has moved offices 8 weeks ago and had not advised Yorkshire Building Society of their new address. Yorkshire Building Society has locked down the release of mortgage funds until such time as their systems are up to date with the correct details.
This is a rare situation indeed. Most 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 Yorkshire Building Society branch or your mortgage broker to see if they can assist.
Can you point me to a directory of Yorkshire Building Society panel conveyancers on the CML Handbook 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 move forward? I hope to get a mortgage with Yorkshire Building Society. Is it possible to avoid using 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 Yorkshire Building Society involved you will need to appoint a solicitor on the Yorkshire Building Society 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 Yorkshire Building Society. Feel free to use our search tool to look for a licensed conveyancer or solicitor on the Yorkshire Building Society conveyancing panel.
My fiance and I are spending time viewing houses and now considering a potential offer. Is it premature to have a solicitor in place? I intend to finance via a home loan with Yorkshire Building Society
You should start obtaining conveyancing quotes from solicitors ASAP. Once you decide who you want to use and once your offer is accepted you can instruct them to work for you and pass their details on the the estate agent. As you are getting a mortgage with Yorkshire Building Society , ask your prospective lawyers check they are on the Yorkshire Building Society conveyancing panel otherwise they can't do the mortgage legal work.