{"id":20889,"date":"2020-07-03T12:38:13","date_gmt":"2020-07-03T11:38:13","guid":{"rendered":"https:\/\/support.ospreyapproach.com\/?post_type=pracctice_workflow&p=20889"},"modified":"2024-08-06T09:41:05","modified_gmt":"2024-08-06T08:41:05","slug":"re-mortgage","status":"publish","type":"pracctice_workflow","link":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/re-mortgage\/","title":{"rendered":"Transfer of Equity\/Remortgage"},"content":{"rendered":"\nTask 1<\/span> File Opening<\/span><\/span>\n\n
<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Enter the relevant information for the file opening form. This information is used to pre-populate letters and fields: <\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n\nTask 2<\/span> Client Care Pack<\/span><\/span>\n\n
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Send Standard Document<\/strong><\/p>

Client care letter<\/strong><\/p>

Freehold or leasehold criteria applied within letter<\/p>

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<\/i>\r\n<\/div>

Allocate a Web Questionnaire<\/strong><\/p>

Client Instructions
\r\n<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

Automatic keydate \u2013 5 days \u2013 Client to return signed client care pack <\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

Automatic Keydate \u2013 8 days \u2013 Chase for contract pack (internal keydate) <\/p><\/div><\/div><\/div><\/div>\n\n\nTask 3<\/span> Title Deeds<\/span><\/span>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Meet unmet keydates by type<\/strong><\/p>

CHASECLI
\r\n<\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Meet unmet keydates by type<\/strong><\/p>

REMINDER <\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Enter the details to Obtain Title Deeds. This information is used to pre-populate letters and fields: <\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Display a message to the user<\/strong><\/p>

Please obtain title documents via Searchflow if you have an account<\/p><\/div><\/div><\/div><\/div>\n\n

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Send Standard Document<\/strong><\/p>

Lender 1 request redemption stat for info<\/strong><\/p>

criteria applied if lender 1 dossier field is completed<\/p>

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\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

5 days \u2013 chase lender for redemption statement if not received (criteria applied) (internal date)<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 4<\/span> Received Mortgage Offer<\/span><\/span>\n\n

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Send Standard Document<\/strong><\/p>

Client enc. mortgage report letter<\/strong><\/p>

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Send Standard Document<\/strong><\/p>

Occupier letter for lender<\/strong><\/p>

Criteria Set – Will only run if the occupier fields are complete<\/p>

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\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

Automatic keydate \u2013 3 days \u2013 client to sign mortgage deed CHASECLI<\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

Automatic keydate \u2013 3 days \u2013 Occupier to sign lender\u2019s form (criteria applied) CHASEOCC<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 5<\/span> Submit Searches<\/span><\/span>\n\n

<\/i><\/div>

Display a message to the user<\/strong><\/p>

Submit searches, or obtain no search insurance policy<\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

Automatic keydate \u2013 4 weeks \u2013 chase searches CHASESEARC<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 6<\/span> Report on Searches<\/span><\/span>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Meet unmet keydates by type<\/strong><\/p>

Meet unmet keydate \u2013 4 weeks – chase searches CHASESEARC<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Client confirming searches received<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n\nTask 7<\/span> SDLT<\/span><\/span>\n\n

<\/i><\/div>

Display a message to the user<\/strong><\/p>

Prepare SDLT form<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Client enc. SDLT for signature<\/strong><\/p>

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\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

Automatic keydate \u2013 4 days \u2013 Client to sign SDLT form CHASECLI<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 8<\/span> Transfer for Signature<\/span><\/span>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

TR1 <\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Client enc. TR1<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

Automatic keydate \u2013 3 days \u2013 Client to sign Transfer Deed CHASECLI<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 9<\/span> Draft Completion Statement for client\u2019s information <\/span><\/span>\n\n

<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Enter the relevant information for the Completion Statement. This information is used to pre-populate letters and fields: <\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Send Standard Document<\/strong><\/p>

Completion Statement – adding party<\/strong><\/p>

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<\/i><\/div>

Send Standard Document<\/strong><\/p>

Completion Statement – outgoing party<\/strong><\/p>

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<\/i><\/div>

Send Standard Document<\/strong><\/p>

Client enc. completion statement<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n\n

Note: the user should untick the completion statement they don\u2019t want to use<\/p>\n\n\n\nTask 10<\/span> Pre-Completion<\/span><\/span>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Meet unmet keydates by type<\/strong><\/p>

CHASECLI <\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Meet unmet keydates by type<\/strong><\/p>

CHASEOP<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Enter the relevant information for the Completion Statement. This information is used to pre-populate letters and fields: <\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Send Standard Document<\/strong><\/p>

Invoice template<\/strong><\/p>

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<\/i><\/div>

Send Standard Document<\/strong><\/p>

Completion Statement – adding party<\/strong><\/p>

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<\/i><\/div>

Send Standard Document<\/strong><\/p>

Completion Statement – outgoing party<\/strong><\/p>

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<\/i><\/div>

Send Standard Document<\/strong><\/p>

Client enc. final comp stat<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Display a message to the user<\/strong><\/p>

open the cheque req. app\/browser to add requisitions for completion<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 11<\/span> Priority Searches<\/span><\/span>\n\n

<\/i><\/div>

Display a message to the user<\/strong><\/p>

Complete the priority searches now<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Enter the dates for the Priority Searches. This information is used to pre-populate letters and fields: <\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
\r\n <\/i>\r\n <\/i>\r\n<\/span>\r\n\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add a keydate linked to dossier field<\/strong><\/p>

OS1\/OS2 Expiry date OS1EXPRY<\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n<\/span>\r\n\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add a keydate linked to dossier field<\/strong><\/p>

4 days prior to date – OS1\/OS2 due to expire in 4 days OS1EXPRY <\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n<\/span>\r\n\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add a keydate linked to dossier field<\/strong><\/p>

Bankruptcy Expiry Date K15EXPRY <\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n<\/span>\r\n\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add a keydate linked to dossier field<\/strong><\/p>

4 days prior to date – Bankruptcy due to expire in 4 days K15EXPRY <\/p><\/div><\/div><\/div><\/div>\n\n\nTask 12<\/span> Completion<\/span><\/span>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Client confirm completion<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Lender 1 confirm redemption<\/strong><\/p>

criteria applied if lender 1 dossier field is completed<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Lender 2 completion letter<\/strong><\/p>

criteria applied if lender 2 dossier field is completed<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Managing Agent enc. notice <\/strong><\/p>

criteria applied<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n\nTask 13<\/span> Post Completion<\/span><\/span>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p><\/div><\/div><\/div><\/div>\n\n\nTask 14<\/span> Post-Registration<\/span><\/span>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Client enc. TID<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Lender 2 enc. TID <\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>","protected":false},"excerpt":{"rendered":"

Note: the user should untick the completion statement they don\u2019t want to use<\/p>\n","protected":false},"featured_media":0,"template":"","tags":[],"pracctice_practice_area":[234],"class_list":["post-20889","pracctice_workflow","type-pracctice_workflow","status-publish","hentry","pracctice_practice_area-conveyancing-residential"],"acf":[],"yoast_head":"\nTransfer of Equity\/Remortgage - Osprey Approach Customer Support & Training | Osprey Academy<\/title>\n<meta name=\"description\" content=\"This guide will take you through the contents of our ToE\/Remortgage workflow\" \/>\n<meta name=\"robots\" content=\"noindex, follow\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Transfer of Equity\/Remortgage - Osprey Approach Customer Support & Training | Osprey Academy\" \/>\n<meta property=\"og:description\" content=\"This guide will take you through the contents of our ToE\/Remortgage workflow\" \/>\n<meta property=\"og:url\" content=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/re-mortgage\/\" \/>\n<meta property=\"og:site_name\" content=\"Osprey Approach Customer Support & Training | Osprey Academy\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/OspreyApproachUK\/\" \/>\n<meta property=\"article:modified_time\" content=\"2024-08-06T08:41:05+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2022\/08\/image-2-609x1024.png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:site\" content=\"@OspreyApproach\" \/>\n<meta name=\"twitter:label1\" content=\"Estimated reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/re-mortgage\/\",\"url\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/re-mortgage\/\",\"name\":\"Transfer of Equity\/Remortgage - 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