Task 1 File Opening (not published)

Allocate a Custom Questionnaire

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

Allocate a Custom Questionnaire

Number of Parties

Allocate a Custom Questionnaire

Purchaser 1

Allocate a Custom Questionnaire

Purchaser 2 – This will only display if 2 or more purchasers were selected in the number of parties questionnaire at the beginning of the task.

Allocate a Custom Questionnaire

Purchaser 3 – This will only display if 3 or more purchasers were selected in the number of parties questionnaire at the beginning of the task.

Allocate a Custom Questionnaire

Purchaser 4 – This will only display if 4 purchasers were selected in the number of parties questionnaire at the beginning of the task.

Allocate a Custom Questionnaire

Vendor 1

Allocate a Custom Questionnaire

Vendor 2 – This will only display if 2 or more vendors were selected in the number of parties questionnaire at the beginning of the task.

Allocate a Custom Questionnaire

Vendor 3 – This will only display if 3 or more vendors were selected in the number of parties questionnaire at the beginning of the task.

Allocate a Custom Questionnaire

Vendor 4 – This will only display if 4 vendors were selected in the number of parties questionnaire at the beginning of the task.

Task 2 Client Care Pack (published description)

Send Standard Document

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

Send Merged Email Template

Initial email to estate agent

Initial email to Estate Agent

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Send Standard Document

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

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

Send Standard Document

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 Document

Sol enc. enquiries

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Send Standard Document

Send Standard Document

Sol enc. draft TR1

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Send Merged Email Template

client confirming enquiries sent to seller’s solicitors

Client confirming enquiries to Seller’s solicitors

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Send Merged Email Template

Estate Agent confirming enquiries raised with seller

Estate Agent confirm enquiries raised with Seller

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Add an automatic keydate to matter

8 days – Seller to send replies to enquiries CHASESOL

Task 6 Received Mortgage Offer (Published description)

Send Standard Document

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

Task 8 Report on Searches (Published Description)

Meet unmet keydates by type

4 weeks – chase searches CHASESEARC

Send Standard Document

Client enc. search report letter

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

Display a message to the user

Prepare SDLT form

Send Standard Document

Client enc. SDLT for signature

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Add an automatic keydate to matter

4 Days – Client to sign SDLT form – CHASECLI

Task 10 Report on Title

Meet unmet keydates by type

8 days – Seller to send replies to enquiries CHASESOL

Send Standard Document

Report on Title template

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Send Standard Document

Client enc. report on title letter

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Send Standard Document

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 11 Transfer for signature (Published description: Sending client Transfer Deed for signature)

Send Standard Document

Client enc. TR1 for signature

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Add an automatic keydate to matter

3 days – Client to sign Transfer Deed CHASECLI2

Task 12 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 Document

Completion Statement

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Send Standard Document

Client enc. draft completion statement

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Task 13 Exchange (Do not publish to portal)

Meet unmet keydates by type

CHASECLI

Allocate a Custom Questionnaire

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

Send Merged Email Template

Estate Agent confirming exchange

Estate Agent confirming exchange

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Send a text message to a client – client confirming exchange

Send Standard Document

Client confirming exchange

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Send Standard Document

Sol exchange letter

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Send Standard Document

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

Mortgage Lender send COT

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Add a keydate linked to dossier field

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

Task 14 Pre-Completion (Do not publish to portal)

Meet unmet keydates by type

CHASECLI2

Allocate a Custom Questionnaire

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

Send Standard Document

Completion Statement

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Send Standard Document

Client send final completion statement

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Send Standard Document

Invoice template

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Display a message to the user

Raise requisition(s) for completion funds

Task 15 Priority Searches (DO NOT PUBLISH)

Display a message to the user

“Complete the priority searches now”

Allocate a Custom Questionnaire

Pre-Completion

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Add a keydate linked to dossier field

OS1/OS2 Expiry date OS1EXPRY

Add a keydate linked to dossier field

4 days prior to date – OS1/OS2 due to expire in 4 days OS1EXPRY

Add a keydate linked to dossier field

Bankruptcy Expiry Date K15EXPRY

Add a keydate linked to dossier field

4 days prior to date – Bankruptcy due to expire in 4 days K15EXPRY

Task 16 Completion (Published description)

Allocate a Custom Questionnaire

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

Send Standard Document

Sol completion letter

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Send a text message to a client – client confirming completion

Send Standard Document

Client confirm completion letter

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Send Merged Email Template

Estate agent confirming completion

Estate Agent confirming completion

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Send Standard Document

Lender completion letter (criteria applied) MTG1AC is not empty

Mortgage Lender completion letter

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Task 17 Post Completion (Do not publish to portal)

Meet unmet keydates by type

REMINDER

Send Standard Document

Task 18 Post-Registration

Send Standard Document

Client send TID

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Send Standard Document

Lender send TID (criteria) MTG1AC is not empty

Mortgage Lender send TID

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Send Standard Document

Sol mtg discharge undertaking

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Meet unmet keydates by type

K15Expiry

Meet unmet keydates by type

OS1Expiry

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 letter

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Blank OS Solicitor letter

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Client care letter

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Client confirm completion letter

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Client confirming exchange

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Client enc. contract for signature

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Client enc. draft completion statement

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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. TR1 for signature

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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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Completion Statement

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Invoice template

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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 completion letter

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Sol enc. draft TR1

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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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Client confirming replies to enquiries from Seller’s solicitor

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Estate Agent confirm enquiries raised with Seller

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Estate Agent confirming completion

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Estate Agent confirming exchange

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Estate Agent confirming Searches Submitted

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Initial email to Estate Agent

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Client confirming searches submitted

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Client confirming enquiries to Seller’s solicitors

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