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approved by Whistletree

Ready to buy a new home? Failing to check that a lawyer is on the Whistletree list of approved solicitors can put your transaction at risk of delay or failure.

Find an Approved Solicitor on the Whistletree (a trading name of TSB Bank plc) Conveyancing Panel

Whistletree Conveyancing Panel : Questions and Answers

On what basis could a firm of solicitors be excluded from the Whistletree solicitor panel?
A survey recently commissioned by the Solicitors Regulatory Authority found that three quarters of solicitor practices had been removed from a lender panel. The top reasons in order are :
  1. lack of transactions
  2. the lawyer is a sole practitioner
  3. as part of the HSBC panel reduction
  4. regulatory contact by SRA
  5. accidental removal. We are not aware of the specific or common criteria for removal by Whistletree
My god-son is purchasing a newly built flat with a mortgage from Whistletree. His lawyer has said that there is a delay in receiving the ‘Disclosure of Incentive Form’. This document is news to me - what is it and who needs sight of it?
The document is intended to provide information to the main parties involved in the purchase. Therefore, it will be provided to your son’s lawyer who should be on the Whistletree conveyancing panel as a standard part of the process, and to the surveyor when asked.

The Developer will be required to start the process by downloading the form and completing it.

The form will therefore need to be available for the valuer at the time of his or her site visit. The form should be sent to the Whistletree conveyancing panel solicitor as early as possible, in order to avoid any last minute delays, and no later than at exchange of contracts.

I am Googling for competitive conveyancing fees. Can I be sure that all the practices that are identified on your directory are on the Whistletree conveyancing panel?
The law firms on our directory have assured us via an online form that they are on the Whistletree panel and agreed to advise us to take down their listing in the event of removal off of the Whistletree 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 Whistletree conveyancing panel is not accurate.
I am purchasing a new build 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.
Last month we had a mortgage agreed in principle with Whistletree. Solicitors have been instructed? How long does it take for Whistletree to send the offer to our conveyancer
There is no definitive answer here. Have Whistletree completed the valuation? Have you advised Whistletree as your lawyers details and checked that your lawyer is on the Whistletree conveyancing panel? sometimes it can take as long as six weeks for a mortgage offer to be issued
I have not been happy with the level or service received from my lawyer. Is there a Whistletree conveyancing panel complaints department or do I complain directly to the law firm?
There is little point in complaining directly to Whistletree. Every solicitor firm 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.

After much negotiation I have agreed a price on a house. My financial adviser recommended their conveyancers I paid an upfront payment of 200. Soon after the conveyancers contacted me sheepishly admitting that they were not on the Whistletree conveyancing panel. Am I right in thinking that I should be due a refund?
You should be able to recover this from the law firm if they were not on the Whistletree panel. They should have asked at the outset which lender you were obtaining a mortgage with. An important lesson to readers of this site is to check that the lawyers are on the appropriate lender panel.