Conveyancers are urged to participate to help improve the mortgage and conveyancing process

The Conveyancing Association (CA), a trade body for the conveyancing industry, has announced the launch of its 2025 Lender Survey, which aims to collect feedback on issues affecting collaboration between property market stakeholders.
The survey, open to members until February 14, focuses on improving cooperation between conveyancers, lenders, surveyors, valuers, valuation panels, software providers, and professional bodies such as RICS. It seeks to identify how processes during conveyancing transactions can be streamlined, particularly around post-offer queries.
Conveyancers are being asked to assess lenders on areas such as the receipt and clarity of mortgage instructions, response times, and the handling of registration information from HM Land Registry. Participants are also invited to share their experiences of dealing with amended or withdrawn offers and how they escalate unresolved issues.
The lender survey further asks respondents to suggest changes that could improve the post-offer process and explore potential updates to the UK Finance and BSA Handbooks. These efforts align with UK Finance’s ongoing project to digitise the Handbook, which is expected to enhance industry efficiency.
“We regularly run our Lender Survey to try to help everyone improve the way we work together to get the client moved,” said Beth Rudolf (pictured), director of delivery at the Conveyancing Association. “We have found post-offer queries to be a big bugbear for all concerned in the past, and our workshops with the lenders and valuation technology partners were able to help reduce them.”
Rudolf also highlighted a past success involving Santander, which updated its systems to include middle names on pre-printed mortgage deeds following feedback. This change eliminated a significant number of post-offer queries.
The results of the survey will be compiled and shared during CA events throughout the year. Past surveys have contributed to process improvements through collaborations with lenders such as Lloyds Banking Group and Nationwide Building Society.
The CA encourages firms across the conveyancing sector to participate and share the survey with their networks. Respondents who provide their email address will be entered into a prize draw for £100 in Amazon vouchers.
“Knowing what is happening at the ‘coal face’ is vital in order to help us continue our collaboration with other stakeholders, and to highlight the issues that exist, how they arise, and solutions that might be put in place in order to stop these at source,” Rudolf added.
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