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 Document

Client care letter

Client care letter – freehold or leasehold criteria applied within letter

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Allocate a Web Questionnaire

Client Instructions

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

CHASECLI

Meet unmet keydates by type

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 Document

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 Document

Client enc. mortgage report letter

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Send Standard Document

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 CHASESEARC

Task 6 Report on Searches

Meet unmet keydates by type

Meet unmet keydate – 4 weeks – chase searches CHASESEARC

Send Standard Document

Client confirming searches received

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Task 7 SDLT

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

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

Task 8 Transfer for Signature

Send Standard Document

Send Standard Document

Client enc. TR1

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Add an automatic keydate to matter

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

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 Document

Completion Statement – adding party

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Send Standard Document

Completion Statement – outgoing party

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Send Standard Document

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

CHASECLI

Meet unmet keydates by type

CHASEOP

Allocate a Custom Questionnaire

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

Send Standard Document

Invoice template

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Send Standard Document

Completion Statement – adding party

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Send Standard Document

Completion Statement – outgoing party

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Send Standard Document

Client enc. final comp stat

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Send Standard Document

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

Send Standard Document

Client confirm completion

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Send Standard Document

Lender 1 confirm redemption

criteria applied if lender 1 dossier field is completed

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Send Standard Document

Lender 2 completion letter

criteria applied if lender 2 dossier field is completed

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Send Standard Document

Managing Agent enc. notice

criteria applied

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Task 13 Post Completion

Send Standard Document

AP1

Criteria applied – only if property registered

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Task 14 Post-Registration

Send Standard Document

Client enc. TID

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Send Standard Document

Lender 2 enc. TID

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Document pack for this workflow

Blank client letter

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Blank Land Registry letter

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Blank lender 1 letter

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Blank lender 2 letter

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Blank letter template

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Blank Local Authority letter

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Blank managing agent letter

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Blank o/s solicitor letter

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Blank other party 1 letter

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Client care letter

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Client confirm completion

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Client confirming searches received

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Client enc. completion statement

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Client enc. final comp stat

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Client enc. mortgage report letter

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Client enc. SDLT for signature

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Client enc. TID

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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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Invoice template

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Lender 1 confirm redemption

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Lender 1 request redemption stat for info

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Lender 2 completion letter

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Lender 2 enc. TID

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Lender enc. COT

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Managing Agent enc. notice

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Occupier letter for lender

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