{"id":23830,"date":"2020-09-22T19:25:11","date_gmt":"2020-09-22T18:25:11","guid":{"rendered":"https:\/\/support.ospreyapproach.com\/?post_type=pracctice_workflow&p=23830"},"modified":"2024-08-06T09:22:02","modified_gmt":"2024-08-06T08:22:02","slug":"landlord-commercial-property","status":"publish","type":"pracctice_workflow","link":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/landlord-commercial-property\/","title":{"rendered":"Commercial Property – Lessor"},"content":{"rendered":"\nTask 1<\/span> File Opening (not published)<\/span><\/span>\n\n
<\/i><\/div>

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

Enter details regarding the file. 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 (published description)<\/span><\/span>\n\n
<\/i><\/div>

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

Client care letter <\/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>

5 days \u2013 client to return signed client care pack CHASECLI<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 3<\/span> Receipt of Heads of Terms <\/span><\/span>\n\n

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

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

client to return signed client care pack ChaseCli<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

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

Lessor’s Details: 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><\/div>

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

Estate Agent initial email<\/p>

Estate Agent initial email<\/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>

Solicitors initial letter enc. Title docs<\/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>

10 days – Chase Lessee\u2019s solicitors for enquiries if not rec\u2019d CHASESOL<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 4<\/span> Prepare Draft Lease (Sending draft Lease to Lessor)<\/span><\/span>\n\n

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

Lease Template <\/p>

Lease 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. draft Lease<\/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>

5 days \u2013 Chase client for approval of draft lease CHASECLI<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 5<\/span> Send draft Lease to Lessee<\/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

<\/i><\/div>

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

Sol enc. draft Lease<\/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>

5 days \u2013 Chase Lessee\u2019s solicitor for approval of draft lease CHASESOL2 (might need to create a new keydate type for this)<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 6<\/span> Approve Draft Lease (Lessee\u2019s response to draft Lease)<\/span><\/span>\n\n

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

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

\u2013 CHASESOL2
\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>

\u2013 CHASECLI2
\r\n<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

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

Was draft Lease approved? Enter details regarding the draft lease. 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>

(criteria applied \u2013 if \u2018was draft Lease approved\u2019 marked as \u2018Yes\u2019)<\/p>

Sol enc. engrossed lease<\/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>

(criteria applied \u2013 if \u2018was draft Lease approved\u2019 marked as \u2018No\u2019)<\/p>

Sol enc. amended lease<\/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>

(criteria applied \u2013 if \u2018was draft Lease approved\u2019 marked as \u2018Yes\u2019)<\/p>

Client sending engrossed Lease for sig<\/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>

(criteria applied \u2013 if \u2018was draft Lease approved\u2019 marked as \u2018No\u2019)<\/p>

Client enc. amended lease<\/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>

5 days \u2013 Client to return signed Lease CHASECLI2 (criteria applied \u2013 if \u2018was draft Lease approved\u2019 marked as \u2018Yes\u2019)<\/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 approve amended Lease CHASECLI2 (criteria applied \u2013 if \u2018was draft Lease approved\u2019 marked as \u2018No\u2019)<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Tick Task<\/strong><\/p>

Criteria applied FW_DraftLease marked as ‘Yes’<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 7<\/span> Received enquiries from Lesee\u2019s solicitors (Published description: Enquiries received from the Lessee\u2019s solicitor)<\/span><\/span>\n\n

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

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

CHASESOL<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

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

Client enq. enquiries<\/strong><\/p>

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

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

Estate Agent enqs received, sent to client<\/p>

Estate Agent enqs received, sent to client<\/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 replies to enquiries CHASECLI<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 8<\/span> Replies to enquiries (Published description: Sending the Lessor\u2019s replies to enquiries to the Lessee\u2019s solicitor)<\/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

<\/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 confirming replies to enquiries sent to Lessee\u2019s solicitor<\/p>

Client confirming replies to enquiries sent to Lessee\u2019s solicitor<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n\nTask 9<\/span> Request Estate Agent\u2019s Invoice<\/span><\/span>\n\n

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

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

Estate Agent request invoice<\/p>

Estate Agent request invoice<\/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 Estate Agent for Invoice \u2013 CHASEAGENT (may need to add new keydate type) CHSE_ESTAG<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 10<\/span> Prep – Completion of Lease (Published Description)<\/span><\/span>\n\n

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

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

CHASECLI2<\/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>

CHASEAGENT CHSE_ESTAG<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

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

Enter details regarding 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<\/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<\/p>

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

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

FW_COMPLEASE Date to complete Lease – REMINDER<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

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

Client confirm completion details<\/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>

\u201cPrepare cheque requisitions for completion\u201d<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 11<\/span> 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>

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

<\/i><\/div>

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

Enter details regarding the completion date. 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>

Sol completion letter<\/strong><\/p>

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

Send a text message to a client <\/p>\n\n\n\n

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

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

Send a text message to a client<\/p>\n","protected":false},"featured_media":0,"template":"","tags":[],"pracctice_practice_area":[229],"class_list":["post-23830","pracctice_workflow","type-pracctice_workflow","status-publish","hentry","pracctice_practice_area-commercial-conveyancing"],"acf":[],"yoast_head":"\nCommercial Property - Lessor - Osprey Approach Customer Support & Training | Osprey Academy<\/title>\n<meta name=\"description\" content=\"This guide will take you through the contents of our Commercial Property Lessor 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=\"Commercial Property - Lessor - Osprey Approach Customer Support & Training | Osprey Academy\" \/>\n<meta property=\"og:description\" content=\"This guide will take you through the contents of our Commercial Property Lessor workflow\" \/>\n<meta property=\"og:url\" content=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/landlord-commercial-property\/\" \/>\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=\"2024-08-06T08:22:02+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2022\/09\/image.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\/landlord-commercial-property\/\",\"url\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/landlord-commercial-property\/\",\"name\":\"Commercial Property - 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