Task 1 File Opening/Data Entry Searchflow

Display a message to the user

Enter as much information as you hold into the following questionnaires. An opportunity to add further information will be available during the workflow.

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 Searchflow

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

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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

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Allocate a Custom Questionnaire

Vendor 1

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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.

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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.

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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.

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Allocate a Custom Questionnaire

Organisation Details

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Send Merged Email Template

Criteria applied. An Estate Agent Organisation needs to be selected

Initial Email to Estate Agent

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Send Standard Document

Solicitors initial letter

Initial Letter to Solicitor

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Task 4 Received Contract Pack

Meet unmet keydates by type

Chase for contract pack (internal keydate) REMINDER

Allocate a Custom Questionnaire

Property Information

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Allocate a Custom Questionnaire

Organisation details

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Send Standard Document

Client sending contract pack letter

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Task 5 Raising Enquiries

Send Standard Document

Solicitor sending enquiries letter

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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

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Send Merged Email Template

Client confirming enquiries raised FWRCPI

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Send Merged Email Template

Criteria applied. An Estate Agent Organisation needs to be selected

Estate Agent confirm enquiries raised with seller FWRCPI

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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

Criteria applied. An Estate Agent Organisation needs to be selected

Estate Agent confirming searches submitted FWRCPI

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Send Merged Email Template

Merged Email: Client confirming searches submitted FWRCPI

Client confirming searches submitted

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Add an automatic keydate to matter

4 weeks – chase searches CHASESEARC (not published)

Task 7 Received Mortgage Offer

Send Standard Document

Client enclosing mortgage

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Allocate a Custom Questionnaire

Occupier Details FWRCPI

Send Standard Document

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

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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 only if occupier fields are complete) 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

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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

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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

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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

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Send Standard Document

client enc. Report on title letter

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 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

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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

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Send Standard Document

Client enclosing draft completion statement

Client notifying them of draft completion statement

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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

Criteria applied. An Estate Agent Organisation needs to be selected

Estate Agent confirming exchange FWRCPI

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Send Standard Document

Client confirming exchange

Client confirming exchange

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Send Standard Document

Sol exchange letter

Sol exchange letter

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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

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Send Standard Document

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

Send COT to Help to Buy

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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

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Send Standard Document

Invoice to client

Invoice to client

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Send Standard Document

Client send final completion statement

Client send final completion statement

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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

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Send Standard Document

Client confirming completion

Client confirming completion

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Send Merged Email Template

Criteria applied. An Estate Agent Organisation needs to be selected

Estate agent confirming completion FWRCPI

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Send Standard Document

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

Lender confirming completion

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Send Standard Document

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

Help to Buy confirming completion

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Task 20 Post Completion

Send Standard Document

AP1 Criteria applied – only if property is registered

AP1 (Criteria applied – only if property registered)

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Send Standard Document

FR1 – Criteria applied – only if property is unregistered

FR1 (Criteria applied – only if property unregistered)

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Send Standard Document

DL Criteria applied – only if property is unregistered

DL (Criteria applied – only if property unregistered)

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Task 21 Post-Registration

Send Standard Document

Client send TID

Client send TID

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Send Standard Document

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

Lender send TID

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Send Standard Document

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

Help to Buy enc. TID

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Send Standard Document

Sol mtg discharge undertaking

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

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Document pack for this workflow

Client Care Letter

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Initial Letter to Solicitor

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Client sending contract pack letter

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Solicitor sending enquiries letter

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solicitor enc draft TR1.TA13

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Client enclosing mortgage

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

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Client enc. help to buy report

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Letter Enclosing Search Report

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client enc. SDLT form for signature

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report on title template

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client enc. Report on title letter

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client enc. contract for signature

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send client TR1 for signature

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Draft completion statement

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Client notifying them of draft completion statement

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Client confirming exchange

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Sol exchange letter

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Send COT to lender

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Send COT to Help to Buy

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Invoice to client

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Client send final completion statement

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Solicitor completion letter

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Client confirming completion

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Lender confirming completion

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Help to Buy confirming completion

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AP1 (Criteria applied – only if property registered)

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FR1 (Criteria applied – only if property unregistered)

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DL (Criteria applied - only if property unregistered)

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Client send TID

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Lender send TID

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Help to Buy enc. TID

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

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Initial Email to Estate Agent

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Client confirming enquiries raised FWRCPI

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Client confirming replies to enquiries received from seller’s solicitor

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Client confirming searches submitted

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Estate Agent confirming searches submitted FWRCPI

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Estate Agent confirm enquiries raised with seller FWRCPI

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Estate agent confirming completion FWRCPI

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Estate Agent confirming exchange FWRCPI

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