Task 1 File Opening

Allocate a Custom Questionnaire

Enter the relevant information for the file opening form. This information is used to pre-populate letters and fields:

Task 2 Client Care Pack

Send Standard Letter

Client Care Letter

freehold or leasehold criteria applied within letter

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Allocate a Web Questionnaire

Web Questionnaire – Client Instructions
– Mortgage Lender 1
– Mortgage Lender 2
– Help to Buy Lender
Custom view: “Please enter details of those over 18 who will occupy the property, but not own it”
– Occupier 1 title, forename(s), surname
– Occupier 1 address
– Occupier 2 title, forename(s), surname
– Occupier 2 address

Add an automatic keydate to matter

Automatic keydate – 5 days – Client to return signed client care pack

Add an automatic keydate to matter

Automatic Keydate – 8 days – Chase for contract pack (internal keydate)

Task 3 Title Deeds

Meet unmet keydates by type

Meet unmet keydates – CHASECLI

Meet unmet keydates – REMINDER

Allocate a Custom Questionnaire

Enter the details to Obtain Title Deeds. This information is used to pre-populate letters and fields:

Display a message to the user

Please obtain title documents via Searchflow if you have an account

Send Standard Letter

Lender 1 Request Redemption Stat for Info

criteria applied if lender 1 dossier field is completed

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Add an automatic keydate to matter

5 days – chase lender for redemption statement if not received (criteria applied) (internal date)

Task 4 Received Mortgage Offer

Send Standard Letter

Client enc. Mortgage Report

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Send Standard Letter

Occupier Letter for Lender

Criteria Set – Will only run if the occupier fields are complete

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Add an automatic keydate to matter

Automatic keydate – 3 days – client to sign mortgage deed CHASECLI

Add an automatic keydate to matter

Automatic keydate – 3 days – Occupier to sign lender’s form (criteria applied) CHASEOCC

Task 5 Submit Searches

Display a message to the user

Submit searches, or obtain no search insurance policy

Add an automatic keydate to matter

Automatic keydate – 4 weeks – chase searches CHASESEARCH

Task 6 Report on Searches

Meet unmet keydates by type

Meet unmet keydate – 4 weeks – chase searches CHASESEARCH

Send Standard Letter

Client Confirming Searches Received

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Task 7 SDLT

Display a message to the user

Prepare SDLT form

Send Standard Letter

Client enc. SDLT form for Signature

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Add an automatic keydate to matter

Automatic keydate – 4 days – Client to sign SDLT form CHASECLI

Task 8 Transfer for Signature

Send Standard Letter

Send Standard Letter

Client enc. TR1

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Add an automatic keydate to matter

Automatic keydate – 3 days – Client to sign Transfer Deed CHASECLI

Add an automatic keydate to matter

Automatic keydate – 3 days – OP to sign Transfer Deed CHASEOP

Task 9 Draft Completion Statement for client’s information

Allocate a Custom Questionnaire

Enter the relevant information for the Completion Statement. This information is used to pre-populate letters and fields:

Send Standard Letter

Completion Statement – Adding Party

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Send Standard Letter

Completion Statement – Outgoing Party

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Send Standard Letter

Client enc Completion Statement

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Note: the user should untick the completion statement they don’t want to use

Task 10 Pre-Completion

Meet unmet keydates by type

4 days – Client to sign SDLT form CHASECLI

Meet unmet keydates by type

Chase client for signed Transfer

Meet unmet keydates by type

chase OP for signed Transfer

Allocate a Custom Questionnaire

Enter the relevant information for the Completion Statement. This information is used to pre-populate letters and fields:

Send Standard Letter

Completion Statement – Adding Party

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Send Standard Letter

Completion Statement – Outgoing Party

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Send Standard Letter

Invoice to Client

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Send Standard Letter

Final Completion Statement to Client

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Send Standard Letter

Lender enc. COT

criteria applied

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Display a message to the user

open the cheque req. app/browser to add requisitions for completion

Task 11 Priority Searches

Display a message to the user

Complete the priority searches now

Allocate a Custom Questionnaire

Enter the dates for the Priority Searches. This information is used to pre-populate letters and fields:

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 12 Completion

client confirming completion

Send Standard Letter

Client Confirming Completion

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Send Standard Letter

Lender 1 Confirm Redemption

criteria applied

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Send Standard Letter

Lender 2 Completion Letter

criteria applied

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Send Standard Letter

Managing Agent enc. Notice

criteria applied

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Task 13 Post Completion

Send Standard Letter

AP1

Criteria applied – only if property registered

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Task 14 Post-Registration

Send Standard Letter

Client enc. TID

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Send Standard Letter

Lender 2 enc. TID

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Document pack for this workflow

Client Care Letter

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Lender 1 Request Redemption Stat for Info

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Client enc. Mortgage Report

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Occupier Letter for Lender

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Client Confirming Searches Received

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Client enc. SDLT form for Signature

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Client enc. TR1

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Completion Statement - Adding Party

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Completion Statement - Outgoing Party

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Client enc Completion Statement

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Invoice to Client

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Final Completion Statement to Client

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Lender enc. COT

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Client Confirming Completion

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Lender 1 Confirm Redemption

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Lender 2 Completion Letter

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Managing Agent enc. Notice

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Client enc. TID

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Lender 2 enc. TID

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