England and Wales real estate finance: pre- and post-completion property security checklists for funder's and borrower's solicitors

Published by a LexisNexis Property expert

Checklists

Pre-completion Checklist for funder's solicitor

Checklist for borrower's solicitor

Title information

Where the borrower’s solicitor is issuing a certificate or report on title, verify they have supplied a signed engrossment of it, with all plans and annexures, to be held to their order until completion day.
Confirm the borrower’s solicitor has incepted any required defective title or chancel repair insurance and that the premium is paid before completion. The certificate/report on title must also set out the title insurance policy particulars.
Obtain confirmation from the valuer that the valuation stands unchanged in light of the certificate/report.
Deliver to the funder a signed, dated summary report covering the title position.
Provide the funder with any construction, planning and/or environmental reports prepared as part of the transaction.
Make sure all HM Land Registry forms are approved and, where the application will be sent off by the funder’s solicitor, that signed forms have been received.
Ensure all third party notices are approved and, if they are to be issued by the funder’s solicitors, that signed notices are in hand...

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Web page updated on 22/05/2026

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