{"id":21393,"date":"2020-07-09T13:20:50","date_gmt":"2020-07-09T12:20:50","guid":{"rendered":"https:\/\/support.ospreyapproach.com\/?post_type=pracctice_workflow&p=21393"},"modified":"2024-08-06T09:43:23","modified_gmt":"2024-08-06T08:43:23","slug":"sale","status":"publish","type":"pracctice_workflow","link":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/sale\/","title":{"rendered":"InfoTrack Sale"},"content":{"rendered":"\nTask 1<\/span> File Opening\/Data Collection <\/span><\/span>\n\n
<\/i><\/div>

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

Enter as much Information as you hold into the following questionnaires. An Opportunity to add further details throughout the transaction will be available. This task can be un at any time to update these details as required.<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

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

Number of parties
\r\n
\r\n<\/p><\/div><\/div><\/div><\/div>\n\n\n

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

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

Vendor 1 Details<\/p><\/div><\/div><\/div><\/div>\n\n\n

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

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

Vendor 2 Details – This will only display if 2 vendors were selected in the number of parties questionnaire at the beginning of the task.<\/p><\/div><\/div><\/div><\/div>\n\n\n

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

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

Vendor 3 details – This will only display if 3 vendors were selected in the number of parties questionnaire at the beginning of the task.<\/p><\/div><\/div><\/div><\/div>\n\n\n

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

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

Vendor 4 Details – This will only display if 4 vendors were selected in the number of parties questionnaire at the beginning of the task.<\/p><\/div><\/div><\/div><\/div>\n\n\n

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

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

Purchaser 1 Details<\/p><\/div><\/div><\/div><\/div>\n\n\n

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

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

Purchaser 2 Details – This will only display if 2 purchasers were selected in the number of parties questionnaire at the beginning of the task.<\/p><\/div><\/div><\/div><\/div>\n\n\n

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

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

Purchaser 3 Details – This will only display if 3 purchasers were selected in the number of parties questionnaire at the beginning of the task.<\/p><\/div><\/div><\/div><\/div>\n\n\n

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

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

Purchaser 4 details – This will only display if 4 purchasers were selected in the number of parties questionnaire at the beginning of the task.<\/p><\/div><\/div><\/div><\/div>\n\n\n

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

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

Property Information <\/p><\/div><\/div><\/div><\/div>\n\n\n

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

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

Organisation Details <\/p><\/div><\/div><\/div><\/div>\n\n\n

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

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

Mortgage\/Help to Buy Details. Criteria applied Mortgage\/No Mortgage is Mortgage.<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n\nTask 2<\/span> Client Care Pack<\/span><\/span>\n\n
<\/i><\/div>

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

Client Salutation <\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\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>

Prepare TA Forms<\/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>

5 days \u2013 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)<\/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>

8 days \u2013 prepare contract pack and send to purchaser\u2019s solicitors (internal keydate)<\/p><\/div><\/div><\/div><\/div>\n\n

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

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

Client Instructions
\r\n–\tHow do clients want sale proceeds sent to them, if any?
\r\n–\tClient 1 account name
\r\n–\tClient 1 bank name
\r\n–\tClient 1 sort code
\r\n–\tClient 1 account number
\r\n–\tClient 2 account name
\r\n–\tClient 2 bank name
\r\n–\tClient 2 sort code
\r\n–\tClient 2 account number
\r\n–\tClient joint account name
\r\n–\tClient joint bank name
\r\n–\tClient joint sort code
\r\n–\tClient joint account number
\r\n–\tMortgage Lender 1
\r\n–\tMortgage Lender 1 account number
\r\n–\tMortgage Lender 2
\r\n–\tMortgage Lender 2 account number
\r\n–\tHelp to Buy Lender
\r\n–\tHelp to Buy Lender account number
\r\n–\tOccupier 1 title, forename(s), surname
\r\n–\tOcc 1 address
\r\n–\tOccupier 2 title, forename(s), surname
\r\n–\tOcc 2 address
\r\n<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n\nTask 3<\/span> Receipt of Estate Agent\u2019s Memorandum of Sale <\/span><\/span>\n\n
<\/i><\/div>

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

Organisation Details<\/p><\/div><\/div><\/div><\/div>\n\n\n

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

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

Number of Parties<\/p><\/div><\/div><\/div><\/div>\n\n\n

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

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

Purchaser 1<\/p><\/div><\/div><\/div><\/div>\n\n\n

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

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

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.<\/p><\/div><\/div><\/div><\/div>\n\n\n

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

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

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.<\/p><\/div><\/div><\/div><\/div>\n\n\n

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

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

Purchaser 4 – This will only display if 4 purchasers were selected in the number of parties questionnaire at the beginning of the task.<\/p><\/div><\/div><\/div><\/div>\n\n\n

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

Send Merged Email Template<\/strong><\/p>

Initial email to Estate Agent FWRCSI<\/strong><\/p>

There must be an organisation selected to run this email.<\/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>

Solicitors Initial Letter<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n\nTask 4<\/span> Draft Contract<\/span><\/span>\n\n

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

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

CLI_CHASE<\/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>

Property information
\r\n
\r\n<\/p><\/div><\/div><\/div><\/div>\n\n\n

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

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

Mortgage \/ Help to buy details – Criteria applied, the field Mortgage\/No Mortgage is Mortgage<\/p><\/div><\/div><\/div><\/div>\n\n\n

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

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

Organisation Details <\/p><\/div><\/div><\/div><\/div>\n\n\n

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

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

Please Obtain Title Documents and return to this Task<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

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

Please prepare the Contract and return to this Task
\r\n<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

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

Sol Sending Contract Pack<\/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>

Managing Agent Initial Letter<\/strong><\/p>

Criteria Applied \u2013 only where the property is leasehold or is freehold subject to contributions towards communal areas<\/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 request redemption statement<\/strong><\/p>

Criteria applied \u2013 only if there is a mortgage\/help to buy loan<\/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<\/span><\/div>

Send Merged Email Template<\/strong><\/p>

Estate Agent Contract Pack sent to Buyer FWRCSI<\/strong><\/p>

Criteria applied an organisation must be selected<\/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<\/span><\/div>

Send Merged Email Template<\/strong><\/p>

Client confirm contract pack sent to Buyer FWRCSI<\/strong><\/p>

Criteria applied: Mortgage\/No Mortgage must be set to Mortgage<\/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>

1 week \u2013 chase purchaser\u2019s solicitors for enquiries if not received (Published description: Chase the purchaser\u2019s solicitors for any enquiries regarding the contract pack, if none received within one week)<\/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>

5 days \u2013 chase lender for redemption statement if not received (criteria applied) (internal date)<\/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>

5 days \u2013 chase management company if reply not received (internal date) A Managing Agent Organisation must be set<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 5<\/span> Received Lender\u2019s Redemption Statement <\/span><\/span>\n\n

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

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

Chase lender for redemption statement<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

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

Client received redemption statement<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n\nTask 6<\/span> Received Management Company initial reply <\/span><\/span>\n\n

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

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

chase management company if reply not received<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

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

Client Rc’d Managing Agent’s Reply<\/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>

3 days – has client provided money on account to meet management company costs? (Published description: Client to provide money on account within three days to meet the Management Company\u2019s costs for preparing the Management Pack)<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 7<\/span> Request Management Pack<\/span><\/span>\n\n

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

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

Payment Cleared<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

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

Managing Agent’s Fee <\/p><\/div><\/div><\/div><\/div>\n\n\n

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

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

Managing Agent enc. Payment for Pack<\/strong><\/p>

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

<\/i><\/div>

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

Request cheque or bank transfer to pay for management pack through the Cheque Requisitions App<\/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>

10 Days Chase Man Co Pack<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 8<\/span> Send Management Company Pack to purchaser\u2019s solicitors <\/span><\/span>\n\n

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

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

chase management company for pack if not received<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

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

Sol enc. Management Pack<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n\nTask 9<\/span> Received enquiries from purchaser\u2019s solicitors <\/span><\/span>\n\n

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

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

chase purchaser\u2019s solicitors for enquiries if not received<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

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

Client enc. Enquiries<\/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<\/span><\/div>

Send Merged Email Template<\/strong><\/p>

Estate Agent confirming enquiries received and sent to client for replies<\/p>

Estate Agent Enqs. received, sent to client FWRCSI<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n\nTask 10<\/span> Replies to enquiries <\/span><\/span>\n\n

<\/i><\/div>

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

Sol Replies to Enqs.<\/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<\/span><\/div>

Send Merged Email Template<\/strong><\/p>

Client confirm replies to enqs. sent to Buyer FWRCSI<\/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<\/span><\/div>

Send Merged Email Template<\/strong><\/p>

Estate Agent Confirm replies to enqs. sent to sol <\/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>

3 days \u2013 chase purchaser\u2019s solicitor for TR1 if not received (Published description: Chase the purchaser\u2019s solicitor for the draft Transfer Deed, so it can be approved and sent to the client for signature)<\/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>

3 days \u2013 chase purchaser\u2019s solicitor for TA13 if not received (internal date)<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 11<\/span> Contract to Client for Signature<\/span><\/span>\n\n

<\/i><\/div>

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

Client enc. Contract for Signature<\/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>

3 days \u2013 chase client for return of signed contract (Published description: Client to sign and return the Contract within three days)<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 12<\/span> Send Contract to Occupier <\/span><\/span>\n\n

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

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

chase client for return of signed contract<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

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

Occupier Details <\/p><\/div><\/div><\/div><\/div>\n\n\n

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

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

Occupier enc. Contract for signature<\/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>

3 days \u2013 chase the occupier for return of the signed contract (Published description: The Occupier is to return the signed Contract within three days)<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 13<\/span> Approve Draft Transfer and send to Client<\/span><\/span>\n\n

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

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

Chase purchaser\u2019s solicitor for TR1 if not received<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

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

Sol Approving 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 Sending TR1 for Signature<\/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>

3 days \u2013 chase client for signed Transfer (Published description: Client to sign the Transfer Deed and return it within three days)<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 14<\/span> Replies to TA13 <\/span><\/span>\n\n

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

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

chase purchaser\u2019s solicitor for TA13 if not received<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

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

Prepare Replies to TA13 <\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

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

Sol enc. Replies TA13<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n\nTask 15<\/span> Draft Completion Statement for client information<\/span><\/span>\n\n

<\/i><\/div>

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

Allocate a Custom Questionnaire: Apportionment Figures
\r\nCriteria: This questionnaire will display if the matter is either leasehold or freehold with a managing agent.<\/p><\/div><\/div><\/div><\/div>\n\n\n

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

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

Allocate a Custom Questionnaire: Completion Statement Figures<\/p><\/div><\/div><\/div><\/div>\n\n\n

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

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

Completion Statement<\/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. Draft Completion Statement<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n\nTask 16<\/span> Pre-Exchange Checklist <\/span><\/span>\n\n

<\/i><\/div>

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

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

\"\"<\/figure>\n\n\n\nTask 17<\/span> Exchange<\/span><\/span>\n\n
\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

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

chase client for signed contract<\/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>

chase the occupier for return of the signed contract<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

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

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

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

Send Merged Email Template<\/strong><\/p>

Estate Agent Confirm exchange.req. invoice FWRCSI<\/strong><\/p>

Criteria Applied: an Estate Agent Organisation must be selected<\/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 Confirm Exchange<\/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>

Sol Exchange Letter<\/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 Request Final Redemp Stat<\/strong><\/p>

Criteria applied: Mortgage\/No Mortgage is Mortgage<\/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<\/span>\r\n\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

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

1 week before completion \u2013 set file up for completion<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 18<\/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>

Chase client for signed Transfer – CHASE_TR1<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

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

Create the necessary requisitions via the Cheque Requisitions App<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

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

Allocate Custom Questionnaire: Apportionment Figures
\r\nCriteria: This questionnaire will display if the matter is either leasehold or freehold with a managing agent.<\/p><\/div><\/div><\/div><\/div>\n\n\n

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

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

Allocate Custom Questionnaire: Completion Statement Figures<\/p><\/div><\/div><\/div><\/div>\n\n\n

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

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

Completion Statement<\/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>

Invoice Template<\/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. Final Comp Stat<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n\nTask 19<\/span> Completion<\/span><\/span>\n\n

<\/i><\/div>

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

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

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

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

Sol Completion Letter<\/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 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>

Estate Agent Completion Letter<\/strong><\/p>

Criteria applied: Estate Agent Organisation must be selected<\/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 Confirm Completion<\/strong><\/p>

Criteria applied: Mortgage\/No Mortgage is Mortgage.<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n\nTask 20<\/span> Post Completion <\/span><\/span>\n\n

<\/i><\/div>

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

Sol send evidence of mtg discharge<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>","protected":false},"excerpt":{"rendered":"","protected":false},"featured_media":0,"template":"","tags":[],"pracctice_practice_area":[234],"class_list":["post-21393","pracctice_workflow","type-pracctice_workflow","status-publish","hentry","pracctice_practice_area-conveyancing-residential"],"acf":[],"yoast_head":"\nInfoTrack Sale - Osprey Approach Customer Support & Training | Osprey Academy<\/title>\n<meta name=\"description\" content=\"This guide will take you through the contents of our InfoTrack Sale 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=\"InfoTrack Sale - Osprey Approach Customer Support & Training | Osprey Academy\" \/>\n<meta property=\"og:description\" content=\"This guide will take you through the contents of our InfoTrack Sale workflow\" \/>\n<meta property=\"og:url\" content=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/sale\/\" \/>\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=\"2024-08-06T08:43:23+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2022\/09\/image-36.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=\"7 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\/sale\/\",\"url\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/sale\/\",\"name\":\"InfoTrack Sale - Osprey Approach Customer Support & Training | Osprey Academy\",\"isPartOf\":{\"@id\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/sale\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/sale\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2022\/09\/image-36.png\",\"datePublished\":\"2020-07-09T12:20:50+00:00\",\"dateModified\":\"2024-08-06T08:43:23+00:00\",\"description\":\"This guide will take you through the contents of our InfoTrack Sale workflow\",\"breadcrumb\":{\"@id\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/sale\/#breadcrumb\"},\"inLanguage\":\"en-GB\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/sale\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-GB\",\"@id\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/sale\/#primaryimage\",\"url\":\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2022\/09\/image-36.png\",\"contentUrl\":\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2022\/09\/image-36.png\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/sale\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/support.ospreyapproach.com\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Focused Workflows\",\"item\":\"https:\/\/support.ospreyapproach.com\/focused-workflows\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"InfoTrack Sale\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/#website\",\"url\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/\",\"name\":\"Osprey Approach Customer Support & Training | Osprey Academy\",\"description\":\"\",\"publisher\":{\"@id\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-GB\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/#organization\",\"name\":\"Osprey Approach Customer Support & Training | Osprey Academy\",\"url\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-GB\",\"@id\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2021\/10\/Osprey-Logo-200px.png\",\"contentUrl\":\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2021\/10\/Osprey-Logo-200px.png\",\"width\":201,\"height\":61,\"caption\":\"Osprey Approach Customer Support & Training | Osprey Academy\"},\"image\":{\"@id\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/#\/schema\/logo\/image\/\"},\"sameAs\":[\"https:\/\/www.facebook.com\/OspreyApproachUK\/\",\"https:\/\/x.com\/OspreyApproach\",\"https:\/\/www.linkedin.com\/company\/ospreyapproach\",\"https:\/\/www.youtube.com\/channel\/UClARKUq_3YvaK01GPvI6_qA\"]}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"InfoTrack Sale - Osprey Approach Customer Support & Training | Osprey Academy","description":"This guide will take you through the contents of our InfoTrack Sale workflow","robots":{"index":"noindex","follow":"follow"},"og_locale":"en_GB","og_type":"article","og_title":"InfoTrack Sale - Osprey Approach Customer Support & Training | Osprey Academy","og_description":"This guide will take you through the contents of our InfoTrack Sale workflow","og_url":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/sale\/","og_site_name":"Osprey Approach Customer Support & Training | Osprey Academy","article_publisher":"https:\/\/www.facebook.com\/OspreyApproachUK\/","article_modified_time":"2024-08-06T08:43:23+00:00","og_image":[{"url":"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2022\/09\/image-36.png","type":"","width":"","height":""}],"twitter_card":"summary_large_image","twitter_site":"@OspreyApproach","twitter_misc":{"Estimated reading time":"7 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/sale\/","url":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/sale\/","name":"InfoTrack Sale - Osprey Approach Customer Support & Training | Osprey Academy","isPartOf":{"@id":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/#website"},"primaryImageOfPage":{"@id":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/sale\/#primaryimage"},"image":{"@id":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/sale\/#primaryimage"},"thumbnailUrl":"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2022\/09\/image-36.png","datePublished":"2020-07-09T12:20:50+00:00","dateModified":"2024-08-06T08:43:23+00:00","description":"This guide will take you through the contents of our InfoTrack Sale workflow","breadcrumb":{"@id":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/sale\/#breadcrumb"},"inLanguage":"en-GB","potentialAction":[{"@type":"ReadAction","target":["https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/sale\/"]}]},{"@type":"ImageObject","inLanguage":"en-GB","@id":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/sale\/#primaryimage","url":"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2022\/09\/image-36.png","contentUrl":"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2022\/09\/image-36.png"},{"@type":"BreadcrumbList","@id":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/sale\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/support.ospreyapproach.com\/"},{"@type":"ListItem","position":2,"name":"Focused Workflows","item":"https:\/\/support.ospreyapproach.com\/focused-workflows\/"},{"@type":"ListItem","position":3,"name":"InfoTrack Sale"}]},{"@type":"WebSite","@id":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/#website","url":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/","name":"Osprey Approach Customer Support & Training | Osprey Academy","description":"","publisher":{"@id":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-GB"},{"@type":"Organization","@id":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/#organization","name":"Osprey Approach Customer Support & Training | Osprey Academy","url":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/","logo":{"@type":"ImageObject","inLanguage":"en-GB","@id":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/#\/schema\/logo\/image\/","url":"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2021\/10\/Osprey-Logo-200px.png","contentUrl":"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2021\/10\/Osprey-Logo-200px.png","width":201,"height":61,"caption":"Osprey Approach Customer Support & Training | Osprey Academy"},"image":{"@id":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/www.facebook.com\/OspreyApproachUK\/","https:\/\/x.com\/OspreyApproach","https:\/\/www.linkedin.com\/company\/ospreyapproach","https:\/\/www.youtube.com\/channel\/UClARKUq_3YvaK01GPvI6_qA"]}]}},"_links":{"self":[{"href":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/wp-json\/wp\/v2\/pracctice_workflow\/21393","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/wp-json\/wp\/v2\/pracctice_workflow"}],"about":[{"href":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/wp-json\/wp\/v2\/types\/pracctice_workflow"}],"wp:attachment":[{"href":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/wp-json\/wp\/v2\/media?parent=21393"}],"wp:term":[{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/wp-json\/wp\/v2\/tags?post=21393"},{"taxonomy":"pracctice_practice_area","embeddable":true,"href":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/wp-json\/wp\/v2\/pracctice_practice_area?post=21393"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}