Commercial Property Freehold Purchase

Updated Nov 17th, 2020

Task 1 File Opening (not published)

Allocate a Custom Questionnaire

Enter details regarding the file. This information is used to pre-populate letters and fields:

Task 2 Client Care Pack (published description)

Send Standard Letter

Client care letter

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Add an automatic keydate to matter

5 days – Client to return signed client care pack CHASECLI

Add an automatic keydate to matter

8 days – Chase for contract pack (internal keydate) REMINDER

Task 3 Receipt of Heads of Terms (published description)

Meet unmet keydates by type

Client to return signed client care pack CHASECLI

Allocate a Custom Questionnaire

Enter details regarding the seller. This information is used to pre-populate letters and fields:

Email

Initial email to estate agent

Send Standard Letter

Sol initial letter

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Task 4 Received Contract (Published description: Received Contract Pack from Seller’s Solicitor)

Meet unmet keydates by type

Chase for contract pack (internal keydate) REMINDER

Allocate a Custom Questionnaire

Enter details regarding the Other Side Solicitor. This information is used to pre-populate letters and fields:

Send Standard Letter

Client sending contract pack for info

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Task 5 Raising Enquiries (Published description: Raising Enquiries with the Seller’s Solicitors)

Send Standard Letter

Sol enc. enquiries

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Send Standard Letter

Send Standard Letter

Sol enc. draft TR1

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Email

client confirming enquiries sent to seller’s solicitors

Email

Estate Agent confirming enquiries raised with seller

Add an automatic keydate to matter

8 days – Seller to send replies to enquiries CHASESOL

Task 6 Received Mortgage Offer (Published description)

Send Standard Letter

Client enc mortgage report letter

Client enc. mortgage report letter

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Add an automatic keydate to matter

3 days – client to sign mortgage deed CHASECLI

Task 7 Submit Searches (Published description)

Display a message to the user

Submit searches (via searchflow if you have an account)

Meet unmet keydates by type

4 weeks – chase searches CHASESEARC (create a new type)

Task 8 Report on Searches (Published Description)

Meet unmet keydates by type

4 weeks – chase searches CHASESEARC

Send Standard Letter

Client enc. search report letter

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Task 9 SDLT (Published description: Stamp Duty Land Tax)

Meet unmet keydates by type

8 days – Seller to send replies to enquiries CHASESOL

Send Standard Letter

Report on Title template

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Send Standard Letter

Client enc. report on title letter

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Send Standard Letter

Client enc. contract for signature

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Add an automatic keydate to matter

3 days – Client to sign and return the Contract CHASECLI

Task 10 Transfer for signature (Published description: Sending client Transfer Deed for signature)

Send Standard Letter

Client enc. TR1 for signature

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Add an automatic keydate to matter

3 days – Client to sign Transfer Deed CHASECLI2

Task 11 Draft Completion Statement for client’s information (Published description)

Allocate a Custom Questionnaire

Enter details regarding the Completion. This information is used to pre-populate letters and fields

Send Standard Letter

Completion Statement

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Send Standard Letter

Client enc. draft completion statement

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Task 12 Exchange (Do not publish to portal)

Meet unmet keydates by type

4 days – Client to sign SDLT form CHASECLI

Meet unmet keydates by type

chase client for signed contract CHASECLI

Allocate a Custom Questionnaire

Enter details regarding the Exchange. This information is used to pre-populate letters and fields:

Email

Estate Agent confirming exchange

Send text message – client confirming exchange

Send Standard Letter

Client confirming exchange

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Send Standard Letter

Sol exchange letter

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Send Standard Letter

Send COT to lender (criteria applied – only send if lender 1 field is completed) Mortgage Lender send COT FW_CPP MTGLEND1 is not empty

Add an automatic keydate to matter

1 week before completion – set file up for completion (INTERNAL KEYDATE) REMINDER

Task 13 Pre-Completion (Do not publish to portal)

Meet unmet keydates by type

chase client for signed Transfer CHASECLI2

Allocate a Custom Questionnaire

Enter details regarding the Completion. This information is used to pre-populate letters and fields:

Send Standard Letter

Completion Statement

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Send Standard Letter

Client send final completion statement

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Send Standard Letter

Display a message to the user

Raise requisition(s) for completion funds

Task 14 Priority Searches (DO NOT PUBLISH)

Display a message to the user

“Complete the priority searches now”

Allocate a Custom Questionnaire

– OS1/OS2 Expiry Date
– Bankruptcy Expiry Date

Add a keydate linked to dossier field

OS1/OS2 Expiry date OS1EXPRY (create new type)

Add a keydate linked to dossier field

4 days prior to date – OS1/OS2 due to expire in 4 days OS1EXPRY (create new type)

Add a keydate linked to dossier field

Bankruptcy Expiry Date K15EXPRY (create new type)

Add a keydate linked to dossier field

4 days prior to date – Bankruptcy due to expire in 4 days K15EXPRY (create new type)

Task 15 Completion (Published description)

Allocate a Custom Questionnaire

Enter details regarding the location. This information is used to pre-populate letters and fields:

Send Standard Letter

Sol completion letter

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Send text message – client confirming completion

Send Standard Letter

Client confirm completion letter

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Email

Estate agent confirming completion

Send Standard Letter

Lender completion letter (criteria applied) MTGLEND1 is not empty

Task 16 Post Completion (Do not publish to portal)

Send Standard Letter

Task 17 Post-Registration

Send Standard Letter

Client send TID

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Send Standard Letter

Lender send TID (criteria) MTGLEND1 is not empty

Send Standard Letter

Sol mtg discharge undertaking

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Meet unmet keydates by type

OS1Expiry & K15Expiry

Document pack for this workflow

Blank Client Letter

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Blank Estate Agent letter

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Blank Land Registry Letter

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Blank Mortgage Lender 1

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Blank Mortgage Lender 2

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Blank OS Solicitor letter

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Blank Solicitor letter

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Cli send confirmation of registration Lease

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Client care letter

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Client confirm completion details

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Client confirm completion letter

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Client confirming exchange

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Client enc. amended lease

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Client enc. contract for signature

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Client enc. draft completion statement

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Client enc. draft Lease for approval

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Client enc. draft Lease

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Client enc. engrossed lease report on title

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Client enc. mortgage report letter

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Client enc. report on title letter

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Client enc. SDLT for signature

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Client enc. search report letter

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Client enc. Title Documents

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Client enc. TR1 for signature

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Client enq. enquiries

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Client send final completion statement

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Client send TID

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Client sending contract pack for info

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Client sending engrossed Lease for sig

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Completion Statement

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Estate Agent completion letter

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Invoice template

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Lender 2 confirm completion

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Lender 2 request final redemp stat

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Lender 2 request redemption statement

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Lender confirm completion

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Lender request final redemp stat

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Lender request redemption statement

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Mortgage Lender completion letter

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Mortgage Lender send COT

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Mortgage Lender send TID

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Report on Title template

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Sol approving TR1

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Sol completion letter

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Sol enc. amended lease

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Sol enc. amendments to lease

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Sol enc. draft Lease

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Sol enc. draft TR1

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Sol enc. engrossed lease

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Sol enc. enquiries

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Sol exchange letter

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Sol initial letter

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Sol mtg discharge undertaking

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Sol replies to enqs

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Sol request engrossed lease

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Sol send evidence of mtg discharge

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Sol sending contract pack

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Solicitors initial letter enc. Title docs

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