Commercial Property Freehold Purchase
Updated Jan 13th, 2023
Allocate a Custom Questionnaire
Enter details regarding the file. This information is used to pre-populate letters and fields:
Send Standard Document
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
Meet unmet keydates by type
Client to return signed client care pack CHASECLI
Allocate a Custom Questionnaire
Enter details regarding the seller. This information is used to pre-populate letters and fields:
Initial email to estate agent
Send Standard Document
Meet unmet keydates by type
Chase for contract pack (internal keydate) REMINDER
Allocate a Custom Questionnaire
Enter details regarding the Other Side Solicitor. This information is used to pre-populate letters and fields:
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
client confirming enquiries sent to seller’s solicitors
Estate Agent confirming enquiries raised with seller
Add an automatic keydate to matter
8 days – Seller to send replies to enquiries CHASESOL
Send Standard Document
Client enc mortgage report letter
Add an automatic keydate to matter
3 days – client to sign mortgage deed CHASECLI
Display a message to the user
Submit searches (via searchflow if you have an account)
Meet unmet keydates by type
4 weeks – chase searches CHASESEARC (create a new type)
Meet unmet keydates by type
4 weeks – chase searches CHASESEARC
Send Standard Document
Meet unmet keydates by type
8 days – Seller to send replies to enquiries CHASESOL
Send Standard Document
Send Standard Document
Send Standard Document
Add an automatic keydate to matter
3 days – Client to sign and return the Contract CHASECLI
Send Standard Document
Add an automatic keydate to matter
3 days – Client to sign Transfer Deed CHASECLI2
Allocate a Custom Questionnaire
Enter details regarding the Completion. This information is used to pre-populate letters and fields
Send Standard Document
Send Standard Document
Meet unmet keydates by type
4 days – Client to sign SDLT form CHASECLI
Meet unmet keydates by type
chase client for signed contract CHASECLI
Allocate a Custom Questionnaire
Enter details regarding the Exchange. This information is used to pre-populate letters and fields:
Estate Agent confirming exchange
Send text message – client confirming exchange
Send Standard Document
Send Standard Document
Send Standard Document
Send COT to lender (criteria applied – only send if lender 1 field is completed) Mortgage Lender send COT FW_CPP MTGLEND1 is not empty
Add an automatic keydate to matter
1 week before completion – set file up for completion (INTERNAL KEYDATE) REMINDER
Meet unmet keydates by type
chase client for signed Transfer CHASECLI2
Allocate a Custom Questionnaire
Enter details regarding the Completion. This information is used to pre-populate letters and fields:
Send Standard Document
Send Standard Document
Send Standard Document
Display a message to the user
Raise requisition(s) for completion funds
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 OS1EXPRY (create new type)
Add a keydate linked to dossier field
4 days prior to date – OS1/OS2 due to expire in 4 days OS1EXPRY (create new type)
Add a keydate linked to dossier field
Bankruptcy Expiry Date K15EXPRY (create new type)
Add a keydate linked to dossier field
4 days prior to date – Bankruptcy due to expire in 4 days K15EXPRY (create new type)
Allocate a Custom Questionnaire
Enter details regarding the location. This information is used to pre-populate letters and fields:
Send Standard Document
Send text message – client confirming completion
Send Standard Document
Estate agent confirming completion
Send Standard Document
Lender completion letter (criteria applied) MTGLEND1 is not empty
Send Standard Document
Send Standard Document
Send Standard Document
Lender send TID (criteria) MTGLEND1 is not empty
Send Standard Document
Meet unmet keydates by type
OS1Expiry & K15Expiry