Osprey Academy - Customer Support & Training

Workflows

Over 50 templated, configurable workflows that help you save time and money

Task 1 File Opening/Data Entry

Display a message to the user

Enter as much information as you hold into the following questionnaires. An opportunity to add further details throughout the transaction will be available. This task can be re-run at any time to update these details if required.

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.

Allocate a Custom Questionnaire

Property Information

Allocate a Custom Questionnaire

Organisation Details

Allocate a Custom Questionnaire

Mortgage/Help to Buy Details. Criteria applied Mortgage/No Mortgage is Mortgage.

Task 2 Client Care Pack

Allocate a Custom Questionnaire

Client Salutation

Send Standard Document

client care letter (freehold or leasehold criteria applied within letter)

Client Care Letter

Show preview    Open in new tab

Allocate a Web Questionnaire

Allocating Web Questionnaire Client Instructions FWRCPI

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 Estate Agent’s Memorandum of Sale

Meet unmet keydates by type

Client to return signed client care pack CHASECLI

Allocate a Custom Questionnaire

Number of Parties

This image has an empty alt attribute; its file name is image-88.png

Allocate a Custom Questionnaire

Vendor 1

This image has an empty alt attribute; its file name is image-93-871x1024.png

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.

This image has an empty alt attribute; its file name is image-94-871x1024.png

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.

This image has an empty alt attribute; its file name is image-96-871x1024.png

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.

This image has an empty alt attribute; its file name is image-97-871x1024.png

Allocate a Custom Questionnaire

Organisation Details

This image has an empty alt attribute; its file name is image-106.png

Send Merged Email Template

Initial Email to Estate Agent

Criteria applied: An Estate Agent Organisation must be selected.

Show preview    Open in new tab

Send Standard Document

Solicitors initial letter

Initial Letter to Solicitor

Show preview    Open in new tab

Task 4 Received Contract Pack

Meet unmet keydates by type

Chase for contract pack (internal keydate) REMINDER

Allocate a Custom Questionnaire

Property Information

This image has an empty alt attribute; its file name is image-101.png

Allocate a Custom Questionnaire

Organisation details

This image has an empty alt attribute; its file name is image-106.png

Send Standard Document

Client sending contract pack letter

Show preview    Open in new tab

Task 5 Raising Enquiries

Send Standard Document

Solicitor sending enquiries letter

Show preview    Open in new tab

Send Standard Document

Display a message to the user

Prepare the TA13 and save into Case Management after this Task

Send Standard Document

solicitor enc draft TR1.TA13

Show preview    Open in new tab

Send Merged Email Template

Client confirming enquiries raised FWRCPI

Show preview    Open in new tab

Send Merged Email Template

Estate Agent confirm enquiries raised with seller FWRCPI

Criteria applied. An Estate Agent Organisation must be selected

Show preview    Open in new tab

Add an automatic keydate to matter

– 8 days – Chase replies to enquiries CHASESOL (not published)

Add an automatic keydate to matter

14 days – Chase reply to TA13 DOCUMENTS (not published)

Task 6 Submit Searches

Display a message to the user

Submit Searches

Send Merged Email Template

Estate Agent confirming searches submitted FWRCPI

Criteria applied. An Estate Agent Organisation must be selected

Show preview    Open in new tab

Send Merged Email Template

Merged Email: Client confirming searches submitted FWRCPI

Client confirming searches submitted

Show preview    Open in new tab

Add an automatic keydate to matter

4 weeks – chase searches CHASESEARC (not published)

Task 7 Received Mortgage Offer

Send Standard Document

Client enclosing mortgage

Show preview    Open in new tab

Allocate a Custom Questionnaire

Occupier Details FWRCPI

Send Standard Document

Occupier lender letter (criteria applied only if the occupier fields are complete)

Show preview    Open in new tab

Add a Keydate to Matter

3 days – client to sign mortgage deed CHASECLI (published)

Add a Keydate to Matter

3 days – Occupier to sign Lender’s form (criteria applied Occupier fields to be completed.) CHASEOCC (published)

Task 8 Received Help to Buy Loan Offer

Send Standard Document

Client enc. help to buy report

Client enc. help to buy report

Show preview    Open in new tab

Add an automatic keydate to matter

3 days – Client to sign Help to Buy Deed CHASECLI2 (published)

Task 9 Report on Searches

Meet unmet keydates by type

4 weeks – chase searches CHASESEARC

Send Standard Document

Search Report

Letter Enclosing Search Report

Show preview    Open in new tab

Task 10 Stamp Duty Land Tax

Display a message to the user

“Prepare SDLT form”

Send Standard Document

client enc. SDLT form for signature

client enc. SDLT form for signature

Show preview    Open in new tab

Add an automatic keydate to matter

4 days – Client to sign SDLT form CLISDLT (published)

Task 11 Report on Title (Published description)

Meet unmet keydates by type

CHASESOL

Send Standard Document

report on title template

Show preview    Open in new tab

Send Standard Document

client enc. Report on title letter

client enc. Report on title letter

Show preview    Open in new tab

Send Standard Document

client enc. contract for signature

Show preview    Open in new tab

Add an automatic keydate to matter

3 days – Client to sign and return the Contract CONTRACT (Published)

Task 12 Transfer Deed for signature (Published description: Sending client Transfer Deed for signature)

Send Standard Document

send client TR1 for signature

send client TR1 for signature

Show preview    Open in new tab

Add an automatic keydate to matter

3 days – Client to sign Transfer Deed CHASE_TR1 (published)

Task 13 Draft Completion Statement for Information (not published)

Allocate a Custom Questionnaire

Allocate a Custom Questionnaire: Apportionment Figures
Criteria: This questionnaire will display if the matter is either leasehold or freehold with a managing agent.

Allocate a Custom Questionnaire

Allocate a Custom Questionnaire: Completion Statement Figures

Send Standard Document

Completion statement

Draft completion statement

Show preview    Open in new tab

Send Standard Document

Client enclosing draft completion statement

Client notifying them of draft completion statement

Show preview    Open in new tab

Task 14 Pre-Exchange Checklist (not published)

Allocate a Custom Questionnaire

Custom Questionnaire – Pre-Exchange

Do we have the client’s part signed contract?

Do we have client’s authority to exchange?

Do we have client’s part signed transfer if exchange/completion simultaneous?

Meet unmet keydates by type

CONTRACT (criteria applied If “do we have client’s part signed contract” = yes)

Meet unmet keydates by type

CHASE_TR1 (criteria applied IF “do we have client’s transfer” = yes)

Task 15 Exchange of Contracts

Meet unmet keydates by type

4 days –CLISDLT

Meet unmet keydates by type

CHASE_TR1

Meet unmet keydates by type

CONTRACT

Meet unmet keydates by type

CHASEOCC

Allocate a Custom Questionnaire

Exchange

Send Merged Email Template

Estate Agent confirming exchange FWRCPI

Criteria applied. An Estate Agent Organisation must be selected.

Show preview    Open in new tab

Send Standard Document

Client confirming exchange

Client confirming exchange

Show preview    Open in new tab

Send Standard Document

Sol exchange letter

Sol exchange letter

Show preview    Open in new tab

Add a keydate linked to dossier field

1 week before completion – prepare file for completion (not published) REMINDER

Task 16 Send COT to Lender/Help to Buy

Send Standard Document

Send COT to lender (criteria applied Mortgage Lender Organisation must be selected)

Send COT to lender

Show preview    Open in new tab

Send Standard Document

Send COT to Help to Buy (criteria applied Help to Buy Organisation must be selected)

Send COT to Help to Buy

Show preview    Open in new tab

Task 17 Pre-Completion

Display a message to the user

Create the necessary requisitions via the cheque requisitions app

Allocate a Custom Questionnaire

Allocate a Custom Questionnaire: Apportionment Figures
Criteria: This questionnaire will display if the matter is either leasehold or freehold with a managing agent.

Allocate a Custom Questionnaire

Allocate a Custom Questionnaire: Completion Statement Figures

Send Standard Document

Completion Statement

Draft completion statement

Show preview    Open in new tab

Send Standard Document

Invoice to client

Invoice to client

Show preview    Open in new tab

Send Standard Document

Client send final completion statement

Client send final completion statement

Show preview    Open in new tab

Task 18 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 OS1_EXPIRY (not published)

Add a keydate linked to dossier field

4 days prior to date – OS1/OS2 expires in 4 days OS1_WARN (not published)

Add a keydate linked to dossier field

Bankruptcy expiry date K15EXPRY (not published)

Add a keydate linked to dossier field

4 days prior to date – Bankruptcy expires in 4 days K15_WARN (not published)

Task 19 Completion (Published description)

Allocate a Custom Questionnaire

Client’s New Address

Send Standard Document

Solicitor completion letter

Solicitor completion letter

Show preview    Open in new tab

Send Standard Document

Client confirming completion

Client confirming completion

Show preview    Open in new tab

Send Merged Email Template

Estate agent confirming completion FWRCPI

Criteria applied. Estate Agent Organisation must be selected

Show preview    Open in new tab

Send Standard Document

Lender confirming completion (criteria applied. Mortgage Lender must be selected)

Lender confirming completion

Show preview    Open in new tab

Send Standard Document

Help to Buy confirming completion (criteria applied. Help to Buy Organisation must be selected)

Help to Buy confirming completion

Show preview    Open in new tab

Task 20 Post Completion

Send Standard Document

AP1 Criteria applied – only if property is registered

AP1 (Criteria applied – only if property registered)

Show preview    Open in new tab

Send Standard Document

FR1 – Criteria applied – only if property is unregistered

FR1 (Criteria applied – only if property unregistered)

Show preview    Open in new tab

Send Standard Document

DL Criteria applied – only if property is unregistered

DL (Criteria applied – only if property unregistered)

Show preview    Open in new tab

Task 21 Post-Registration

Send Standard Document

Client send TID

Client send TID

Show preview    Open in new tab

Send Standard Document

Lender send TID. Criteria applied, A Mortgage Lender Organisation must be selected

Lender send TID

Show preview    Open in new tab

Send Standard Document

Help to Buy enc. TID. Criteria applied. Help to Buy Organisation must be selected.

Help to Buy enc. TID

Show preview    Open in new tab

Send Standard Document

Sol mtg discharge undertaking

Sol mtg discharge undertaking (Criteria applied – only if property has a mortgage)

Show preview    Open in new tab

Document pack for this workflow

Client Care Letter

Show preview    Open in new tab

Initial Letter to Solicitor

Show preview    Open in new tab

Client sending contract pack letter

Show preview    Open in new tab

Solicitor sending enquiries letter

Show preview    Open in new tab

solicitor enc draft TR1.TA13

Show preview    Open in new tab

Client enclosing mortgage

Show preview    Open in new tab

Occupier lender letter (criteria applied only if the occupier fields are complete)

Show preview    Open in new tab

Client enc. help to buy report

Show preview    Open in new tab

Letter Enclosing Search Report

Show preview    Open in new tab

client enc. SDLT form for signature

Show preview    Open in new tab

report on title template

Show preview    Open in new tab

client enc. Report on title letter

Show preview    Open in new tab

client enc. contract for signature

Show preview    Open in new tab

send client TR1 for signature

Show preview    Open in new tab

Draft completion statement

Show preview    Open in new tab

Client notifying them of draft completion statement

Show preview    Open in new tab

Client confirming exchange

Show preview    Open in new tab

Sol exchange letter

Show preview    Open in new tab

Send COT to lender

Show preview    Open in new tab

Send COT to Help to Buy

Show preview    Open in new tab

Invoice to client

Show preview    Open in new tab

Client send final completion statement

Show preview    Open in new tab

Solicitor completion letter

Show preview    Open in new tab

Client confirming completion

Show preview    Open in new tab

Lender confirming completion

Show preview    Open in new tab

Help to Buy confirming completion

Show preview    Open in new tab

AP1 (Criteria applied – only if property registered)

Show preview    Open in new tab

FR1 (Criteria applied – only if property unregistered)

Show preview    Open in new tab

DL (Criteria applied - only if property unregistered)

Show preview    Open in new tab

Client send TID

Show preview    Open in new tab

Lender send TID

Show preview    Open in new tab

Help to Buy enc. TID

Show preview    Open in new tab

Sol mtg discharge undertaking (Criteria applied – only if property has a mortgage)

Show preview    Open in new tab

Initial Email to Estate Agent

Show preview    Open in new tab

Client confirming enquiries raised FWRCPI

Show preview    Open in new tab

Client confirming replies to enquiries received from seller’s solicitor

Show preview    Open in new tab

Client confirming searches submitted

Show preview    Open in new tab

Estate Agent confirming searches submitted FWRCPI

Show preview    Open in new tab

Estate Agent confirm enquiries raised with seller FWRCPI

Show preview    Open in new tab

Estate agent confirming completion FWRCPI

Show preview    Open in new tab

Estate Agent confirming exchange FWRCPI

Show preview    Open in new tab
In this article