Osprey Academy - Customer Support & Training

Workflows

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

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

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

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.

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 (Published description: Client to return the signed client care pack within 5 days so work can begin on the file) ChaseCli

Add an automatic keydate to matter

Automatic keydate – 8 days – prepare contract pack and send to purchaser’s solicitors (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 Draft Contract (Published description: Preparing the Contract Pack and Sending to Purchaser’s Solicitor)

Meet unmet keydates by type

prepare contract pack and send to purchaser’s solicitors Reminder

Allocate a Custom Questionnaire

Draft Contract Pack: Enter details regarding the Contract. 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”

Display a message to the user

“Prepare Contract”

Send Standard Document

Sol sending contract pack

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Send Standard Document

Mortgage 1 A/C no must be entered

Lender request redemption statement

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Send Standard Document

Mortgage 2 A/C no must be entered

Lender 2 request redemption statement

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Send Merged Email Template

client confirm contract pack sent to buyer

Client confirm contract pack sent to buyer

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Send Merged Email Template

Estate Agent contract pack sent to buyer

Estate Agent contract pack sent to buyer

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Add an automatic keydate to matter

1 week – chase purchaser’s solicitors for enquiries if not received (Published description: Chase the purchaser’s solicitors for any enquiries regarding the contract pack, if none received within one week) Chase Purchaser’s Solicitors for contract pack CHASESOL

Add an automatic keydate to matter

5 days – chase lender for redemption statement if not rec’d (criteria applied) (internal date) CHASELEND MTGLEND1 is not empty

Add an automatic keydate to matter

5 days – chase lender 2 for redemption statement if not rec’d (criteria applied) (internal date) CHASELEND MTGLEND2 is not empty

Task 5 Received Lender’s Redemption Statement (Published description: Mortgage Lender’s Redemption Statement)

Meet unmet keydates by type

chase lender for redemption statement ChaseLend

Send Standard Document

Client received redemption statement

Client received redemption statement

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Task 6 Received enquiries from purchaser’s solicitors (Published description: Enquiries received from the purchaser’s solicitor for the seller to reply to)

Meet unmet keydates by type

chase purchaser’s solicitors for enquiries if not received CHASESOL

Send Standard Document

Client enc. enquiries

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Send Merged Email Template

Estate Agent enqs received, sent to client

Estate Agent Enqs. received, sent to client

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Task 7 Replies to enquiries (Published description: Sending the seller’s replies to enquiries to the purchaser’s solicitor)

Send Standard Document

Sol replies to enqs.

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Send Merged Email Template

client confirming replies to enquiries sent to purchaser’s solicitor

Client confirm replies to enqs. sent to Buyer

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Add an automatic keydate to matter

Automatic keydate – 3 days – chase purchaser’s solicitor for TR1 if not received (Published description: Chase the purchaser’s solicitor for the draft Transfer Deed, so it can be approved and sent to the client for signature) Chase purchaser’s solicitor for TR1 if not rec’d CHASESOL

Task 8 Contract to client (Published description: Sending the Contract to the client for signature)

Send Standard Document

Client enc. contract for signature

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Display a message to the user

“Send Contract to client via Docusign”

Add an automatic keydate to matter

3 days – chase client for return of signed contract (Published description: Client to sign and return the Contract within three days) CHASECLI

Task 9 Approve Draft Transfer (Sending Transfer Deed to seller for signature)

Meet unmet keydates by type

– Chase purchaser’s solicitor for TR1 if not received CHASESOL

Send Standard Document

Sol approving TR1

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Send Standard Document

Client sending TR1 for signature

Client sending TR1 for signature

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Add an automatic keydate to matter

4 days – chase client for signed Transfer (Published description: Client to sign the Transfer Deed and return it within four days) CHASECLI2

Task 10 Prepare DS2

Send Standard Document

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

Allocate a Custom Questionnaire

Enter details regarding the Completion Statement. 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 12 Exchange (Do not publish to portal)

Meet unmet keydates by type

chase client for signed contract 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 Agents exchange/request invoice

Estate agent confirm exchange request invoice

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Send text message to a client

Send Standard Document

Client confirm exchange

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Send Standard Document

Sol exchange letter

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Send Standard Document

lender request final redemp stat – please do a version for lender 1 and lender 2 – apply criteria so they only run if the dossier fields are completed If MortgageLender1/2 is not empty

Lender request final redemp stat

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Send Standard Document

lender 2 request final redemp stat – please do a version for lender 1 and lender 2 – apply criteria so they only run if the dossier fields are completed If MortgageLender1/2 is not empty

Lender 2 request final redemp stat

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Add a keydate linked to dossier field

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

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

Meet unmet keydates by type

chase client for signed Transfer CHASECLI2

Allocate a Custom Questionnaire

Pre-Completion: Enter details regarding 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

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Send Standard Document

Client enc. final comp stat

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Display a message to the user

Raise requisition(s) for completion funds

Task 14 Completion (Published description)

Meet unmet keydates by type

REMINDER

Send Standard Document

Sol completion letter

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Send a text message to a client

Send Standard Document

Client confirm completion

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Send Standard Document

Estate Agent completion letter

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Send Standard Document

lender confirm completion – please do a version for lender 1 and lender 2, with criteria IF MortgageLend1/2 is not empty

Lender confirm completion

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Send Standard Document

lender confirm completion – please do a version for lender 1 and lender 2, with criteria IF MortgageLend1/2 is not empty

Lender 2 confirm completion

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Task 15 Post Completion (Do not publish to portal)

Send Standard Document

sol send evidence of mtg discharge

Sol send evidence of mtg discharge

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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 letter template

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Blank Mortgage Lender 1 letter

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Blank Mortgage Lender 2 letter

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Blank OS Solicitor

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Client care letter

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Client confirm completion

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Client confirm 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. enquiries

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Client enc. final comp stat

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Client received redemption statement

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Client sending TR1 for signature

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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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Sol approving TR1

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Sol completion letter

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Sol exchange letter

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Sol initial letter

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Sol replies to enqs.

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Sol send evidence of mtg discharge

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Sol sending contract pack

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Client confirm replies to enqs. sent to Buyer

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Estate Agent Enqs. received, sent to client

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Estate agent confirm exchange request invoice

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Client confirm contract pack sent to buyer

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Initial email to Estate Agent

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Estate Agent contract pack sent to buyer

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