CQS Policy Templates
Guidance on policies and procedures for Conveyancing Quality Scheme (CQS) accredited firms. Explore client care, dealing with lenders, risk management, business continuity and other policies, with practical points to consider when reviewing your firm’s documents.
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Lender Portal Acknowledgement Is Not Approval: What Conveyancers Must Check
A lender portal confirms that your report has been received. The completion date is approaching. The buyer wants reassurance. But has the lender actually authorised the proposed course of action? Lexsure’s October 2026 POLICYmonitor update addresses this important distinction. Its revised lender-reporting wording states that an automated acknowledgement, confirmation of receipt or absence of a…
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CQS Policy Updates October 2026: Five Changes Firms Should Review
Lexsure’s October 2026 POLICYmonitor notification contains five suggested updates addressing sanctions licensing, lender reporting, searches supplied by others and controlled use of conveyancing portals. The updates affect four policies: the Sanctions Policy, Dealing with Lenders Policy, Risk Management Policy, and Information Management and Security Policy. Following our September CQS policy update, October’s notification focuses on…