Re-Mortgage and Transfer of Equity
Updated Jan 13th, 2023
Allocate a Custom Questionnaire
Enter the relevant information for the file opening form. This information is used to pre-populate letters and fields:
Send Standard Document
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)
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 Document
Add an automatic keydate to matter
5 days – chase lender for redemption statement if not received (criteria applied) (internal date)
Send Standard Document
Send Standard Document
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
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
Meet unmet keydates by type
Meet unmet keydate – 4 weeks – chase searches CHASESEARCH
Send Standard Document
Display a message to the user
Prepare SDLT form
Send Standard Document
Add an automatic keydate to matter
Automatic keydate – 4 days – Client to sign SDLT form CHASECLI
Send Standard Document
Send Standard Document
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
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
Send Standard Document
Send Standard Document
Note: the user should untick the completion statement they don’t want to use
Task 10 Pre-CompletionMeet 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 Document
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Display a message to the user
open the cheque req. app/browser to add requisitions for completion
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
client confirming completion
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document