{"id":23871,"date":"2020-09-23T15:21:41","date_gmt":"2020-09-23T14:21:41","guid":{"rendered":"https:\/\/support.ospreyapproach.com\/?post_type=pracctice_workflow&p=23871"},"modified":"2024-08-05T16:15:38","modified_gmt":"2024-08-05T15:15:38","slug":"commercial-property-leasehold-spec","status":"publish","type":"pracctice_workflow","link":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/commercial-property-leasehold-spec\/","title":{"rendered":"Commercial Property – Lessee"},"content":{"rendered":"\nTask 1<\/span> File Opening<\/span><\/span>\n\n
<\/i><\/div>

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

File Opening – 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
\r\n
\r\n<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 3<\/span> Receipt of Heads of Terms (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>

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

<\/i><\/div>

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

Lessee’s Details – Enter details regarding the Lessee. 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<\/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 – Chase Lessor\u2019s solicitor for Title docs CHASESOL<\/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 \u2013 Chase Lessor\u2019s solicitor for draft Lease CHASESOL2<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 4<\/span> Send Title Documents to Client<\/span><\/span>\n\n

<\/i><\/div>

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

Client enc. Title Documents<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n\nTask 5<\/span> Raise Enquiries<\/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 keydates CHASESOL<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

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

Land Registry Details -Enter details regarding the Land Registry. 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 enc. enquires<\/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 solicitor for replies to enquiries CHASESOL<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n\nTask 6<\/span> Submit Searches<\/span><\/span>\n\n
<\/i><\/div>

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

Submit searches (via searchflow if you have an account)<\/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>

4 weeks \u2013 chase searches CHASESEARC <\/p><\/div><\/div><\/div><\/div>\n\n\nTask 7<\/span> Report on Searches (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>

4 weeks – chase searches CHASESEARC<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

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

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

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n\nTask 8<\/span> SDLT (Published description: Stamp Duty Land Tax)<\/span><\/span>\n\n

<\/i><\/div>

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

\u201cPrepare SDLT form\u201d<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

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

Client enc. SDLT 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>

4 days \u2013 Client to sign SDLT form CLISDLT (create new keydate type)<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 9<\/span> Received 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>

CHASESOL2<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

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

Client enc. draft Lease for approval<\/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 – chase client for approval of draft lease CHASECLI<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 10<\/span> Approve\/Amend 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>

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>

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>

CHASESOL2<\/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 request 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. amendments to 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>

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 Chase Sol for engrossed lease \u2013 CHASESOL2 (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

\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 Sol for amended draft lease \u2013 CHASESOL2 (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 – ‘Draft Lease’ marked as Yes<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 11<\/span> Send Engrossed Lease 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>

CHASESOL2<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

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

Report on Title<\/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. engrossed lease report on title<\/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 CHASECLI<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 12<\/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>

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

<\/i><\/div>

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

Completion Statement \u2013 no registration
\r\nCriteria applied – if \u2018No\u2019 to FW_LEASEREG Does Lease require registration at Land Registry?
\r\n–\tLegal costs
\r\n–\tMoney on a\/c rec\u2019d
\r\n–\tSDLT due
\r\n–\tGround Rent Apportionment
\r\n–\tService Charge Apportionment
\r\n<\/p><\/div><\/div><\/div><\/div>\n\n\n

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

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

Completion Statement \u2013 registration required
\r\nCriteria applied \u2013 if \u2018Yes\u2019 to FW_LEASEREG Does Lease require registration at Land Registry?
\r\n
\r\n–\tLegal costs
\r\n–\tMoney on a\/c rec\u2019d
\r\n–\tSDLT due
\r\n–\tGround Rent Apportionment
\r\n–\tService Charge Apportionment
\r\n–\tLand Registry Registration Fee
\r\n<\/p><\/div><\/div><\/div><\/div>\n\n\n

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

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

Completion Statement<\/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>

“Prepare cheque requisitions for completion\u201d<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 13<\/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>

Completion<\/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

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

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

Estate agent completion email<\/p>

Estate Agent completion email<\/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>

\u201cPlease submit the SDLT return\u201d<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 14<\/span> Post-Completion – Registration with Land Registry<\/span><\/span>\n\n

<\/i><\/div>

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

Land Registry Details – Enter details regarding the Land Registry. 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>

AP1<\/p>

AP1<\/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>

20 days \u2013 chase Land registry for registration docs \u2013 REMINDER<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 15<\/span> Post-Completion \u2013 Registration Completed<\/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>

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

Client send confirmation of registration\/Lease<\/p>

Cli send confirmation of registration Lease<\/strong><\/p>

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

<\/p>\n","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-23871","pracctice_workflow","type-pracctice_workflow","status-publish","hentry","pracctice_practice_area-commercial-conveyancing"],"acf":[],"yoast_head":"\nCommercial Property - Lessee - 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 Lessee 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 - Lessee - 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 Lessee workflow\" \/>\n<meta property=\"og:url\" content=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/commercial-property-leasehold-spec\/\" \/>\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=\"2024-08-05T15:15:38+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2022\/09\/image-6.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=\"3 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\/commercial-property-leasehold-spec\/\",\"url\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/commercial-property-leasehold-spec\/\",\"name\":\"Commercial Property - 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