Look out for a change in the appearance of your YBS website soon. We are redesigning the site and will be launching the new website in the next few weeks.

Information forlawyers

Information for solicitors and licensed conveyancers/independent qualified conveyancers (Scotland). Documents for instructed legal advisers, and those legal advisers dealing with the administration of estates.

Members of the public should consult a qualified legal practitioner before acting on the basis of any information contained in these pages.

Printable forms

All the documents below are in pdf format. To view the forms you will need to download & install Adobe Reader.

Release of Funds

The Society releases its advance funds by means of CHAPS on the working day prior to the proposed completion day. This has the following benefits:

Cleared funds are available on the day of completion without the delay which may be experienced if funds are released on the day of completion
Funds will be paid direct to your bank account avoiding the need for you to present a cheque for payment
Any delay in the expected completion date can be notified up to two days before avoiding the need to return cheques to the Society which may have been issued several days in advance of the completion date

Please note that the CHAPS fee forms part of the Mortgage Application Processing Fee payable at application by the borrower and is not deducted from the mortgage advance.

To enable us to release funds to you it will be necessary for you to provide us with your client account bank details. Please inform us as soon as possible of any subsequent amendments to your banking arrangements.

Join our panel

In order for YBS to appoint the same solicitor or conveyancer as the applicant as part of processing any mortgage applications, that solicitor/qualified conveyancer must first be registered to our approved solicitor panel.

To join our panel of conveyancers you will need to complete an application form. Should you simply wish to add an additional office please complete and return the additional office application form checklist. You can use our Solicitor Panel Checking Tool to see if you are currently have an active registration.

Application form (94 KB)

Additional office application form (79 KB)

All completed applications should be sent to:

Conveyancing Panel Administration Customer Service Department Yorkshire Building Society Yorkshire House Yorkshire Drive Bradford BD5 8LJ

We will write to you to let you know whether your application has been successful.

Panel Admission Notes

Conveyancing Quality Scheme(CQS) - All solicitor applicants located in England and Wales who apply to join the panel will require CQS accreditation.

PII cover – Insurance held must meet our requirements in respect of a minimum financial security rating – AM Best B+ or Standard and Poor’s A – Minimum cover of £2,000,000 for sole practitioners and partnerships and then minimum of £3,000,000 for LLP and Limited Companies.

Period– Firms will be required to re-register to the panel if they have not acted for the Society in the grant of a mortgage for a period longer than 12 months.

Notification – You must undertake to notify the Society in the event of any change in the accuracy of the required information.

Discretion - Membership of the Society’s Conveyancing panel is at the absolute discretion of the Society.

Active Cases - If you have an active case please indicate and include your client’s name and case number (where known) on the appropriate section of the application form. This will help decrease the time taken to process your client’s application.

If you have any further queries regarding our panel admission process please call 01274 472779.

Get in touch

Visit a branch or agency

Enter a town, city or postcode to find your nearest branch.

Call us
8am - 8pm: Mon to Fri

9am - 1pm: Sat

0345 1200 100*

Online security
Report an online security issue using our form

Report an online security issue

Report a lost/stolen card

Call our helpline 24 hours a day, 7 days a week

0345 9 10 11 12^*

*When our office is closed this is an automated service. A colleague will be in touch when we reopen.

Alternatively you can visit your nearest branch or report it online

Report a Lost/Stolen card

Printable forms

Mortgage Instructions

Mortgage Loan Terms and Conditions

Offset Account Terms and Mortgage Conditions

Mortgage Deeds