{"id":33641,"date":"2021-05-27T09:26:00","date_gmt":"2021-05-27T08:26:00","guid":{"rendered":"https:\/\/support.ospreyapproach.com\/?post_type=pracctice_workflow&p=33641"},"modified":"2024-08-06T09:40:31","modified_gmt":"2024-08-06T08:40:31","slug":"purchase-infotrack","status":"publish","type":"pracctice_workflow","link":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/purchase-infotrack\/","title":{"rendered":"InfoTrack Purchase"},"content":{"rendered":"\nTask 1<\/span> File Opening\/Data Entry <\/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 re-run at any time to update these details if required. <\/p><\/div><\/div><\/div><\/div>\n\n

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

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

\"\"<\/figure>\n\n\n
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Allocate a Custom Questionnaire<\/strong><\/p>

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

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

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

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

\"\"<\/figure>\n\n\n
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Allocate a Custom Questionnaire<\/strong><\/p>

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

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

Vendor 2 – This will only display if 2 or more 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
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Allocate a Custom Questionnaire<\/strong><\/p>

Vendor 3 – This will only display if 3 or more 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
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Allocate a Custom Questionnaire<\/strong><\/p>

Vendor 4 – 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
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Allocate a Custom Questionnaire<\/strong><\/p>

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

\"\"<\/figure>\n\n\n
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Allocate a Custom Questionnaire<\/strong><\/p>

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

\"\"<\/figure>\n\n\n
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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
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Allocate a Custom Questionnaire<\/strong><\/p>

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

\"\"<\/figure>\n\n\n
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Send Standard Document<\/strong><\/p>

client care letter (freehold or leasehold criteria applied within letter) <\/p>

Client Care Letter<\/strong><\/p>

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

Allocating Web Questionnaire Client Instructions FWRCPI<\/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>

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

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

8 days \u2013 Chase for contract pack (internal keydate) REMINDER <\/p><\/div><\/div><\/div><\/div>\n\n\nTask 3<\/span> Receipt of Estate Agent\u2019s Memorandum of Sale<\/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

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

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

\"This<\/figure>\n\n\n
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Allocate a Custom Questionnaire<\/strong><\/p>

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

\"This<\/figure>\n\n\n
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Allocate a Custom Questionnaire<\/strong><\/p>

Vendor 2. This will only display if 2 or more vendors 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
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Allocate a Custom Questionnaire<\/strong><\/p>

Vendor 3. This will only display if 3 or more vendors 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
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Allocate a Custom Questionnaire<\/strong><\/p>

Vendor 4. 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

\"This<\/figure>\n\n\n
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Allocate a Custom Questionnaire<\/strong><\/p>

Organisation Details<\/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<\/strong><\/p>

Criteria applied: An Estate Agent Organisation must be selected.<\/p>

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

Solicitors initial letter<\/p>

Initial Letter to Solicitor<\/strong><\/p>

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

Chase for contract pack (internal keydate) REMINDER<\/p><\/div><\/div><\/div><\/div>\n\n

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

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

\"This<\/figure>\n\n\n
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Allocate a Custom Questionnaire<\/strong><\/p>

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

\"This<\/figure>\n\n\n
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Send Standard Document<\/strong><\/p>

Client sending contract pack letter<\/strong><\/p>

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

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

Solicitor sending enquiries letter<\/strong><\/p>

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

TR1<\/strong><\/p>

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

Prepare the TA13 and save into Case Management after this Task<\/p><\/div><\/div><\/div><\/div>\n\n

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

solicitor enc draft TR1.TA13<\/strong><\/p>

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

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

Client confirming enquiries raised FWRCPI<\/strong><\/p>

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

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

Estate Agent confirm enquiries raised with seller FWRCPI<\/strong><\/p>

Criteria applied. An Estate Agent Organisation must be selected<\/p>

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

\u2013 8 days \u2013 Chase replies to enquiries CHASESOL (not published) <\/p><\/div><\/div><\/div><\/div>\n\n

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

14 days – Chase reply to TA13 DOCUMENTS (not published)<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 6<\/span> Submit Searches <\/span><\/span>\n\n

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

Submit Searches<\/p><\/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 searches submitted FWRCPI<\/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

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

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

Merged Email: Client confirming searches submitted FWRCPI <\/p>

Client confirming searches submitted<\/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>

4 weeks \u2013 chase searches CHASESEARC (not published) <\/p><\/div><\/div><\/div><\/div>\n\n\nTask 7<\/span> Received Mortgage Offer <\/span><\/span>\n\n

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

Client enclosing mortgage <\/strong><\/p>

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

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

\"\"<\/figure>\n\n\n
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Send Standard Document<\/strong><\/p>

Occupier lender letter (criteria applied only if the occupier fields are complete)<\/strong><\/p>

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

Add a Keydate to Matter<\/strong><\/p>

3 days \u2013 client to sign mortgage deed CHASECLI (published)<\/p><\/div><\/div><\/div><\/div>\n\n

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

Add a Keydate to Matter<\/strong><\/p>

3 days \u2013 Occupier to sign Lender\u2019s form (criteria applied Occupier fields to be completed.) CHASEOCC (published) <\/p><\/div><\/div><\/div><\/div>\n\n\nTask 8<\/span> Received Help to Buy Loan Offer <\/span><\/span>\n\n

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

Client enc. help to buy report<\/p>

Client enc. help to buy report<\/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>

3 days \u2013 Client to sign Help to Buy Deed CHASECLI2 (published)<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 9<\/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>

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

<\/i><\/div>

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

Search Report<\/p>

Letter Enclosing Search Report<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n\nTask 10<\/span> Stamp Duty Land Tax <\/span><\/span>\n\n

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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 form for signature <\/p>

client enc. SDLT form for signature<\/strong><\/p>

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

4 days \u2013 Client to sign SDLT form CLISDLT (published)<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 11<\/span> Report on Title (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>

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

<\/i><\/div>

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

report on title template<\/strong><\/p>

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<\/i><\/div>

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

client enc. Report on title letter <\/p>

client enc. Report on title 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 enc. contract 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>

3 days \u2013 Client to sign and return the Contract CONTRACT (Published) <\/p><\/div><\/div><\/div><\/div>\n\n\nTask 12<\/span> Transfer Deed for signature (Published description: Sending client Transfer Deed for signature) <\/span><\/span>\n\n

<\/i><\/div>

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

send client TR1 for signature<\/p>

send client 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 Client to sign Transfer Deed CHASE_TR1 (published) <\/p><\/div><\/div><\/div><\/div>\n\n\nTask 13<\/span> Draft Completion Statement for Information (not published) <\/span><\/span>\n\n

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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
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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<\/p>

Draft completion statement<\/strong><\/p>

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<\/i><\/div>

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

Client enclosing draft completion statement<\/p>

Client notifying them of draft completion statement<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n\nTask 14<\/span> Pre-Exchange Checklist (not published) <\/span><\/span>\n\n

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

Custom Questionnaire \u2013 Pre-Exchange
\r\n
\r\nDo we have the client\u2019s part signed contract?
\r\n
\r\nDo we have client\u2019s authority to exchange?
\r\n
\r\nDo we have client\u2019s part signed transfer if exchange\/completion simultaneous? <\/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>

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

CONTRACT (criteria applied If “do we have client\u2019s part signed contract” = yes) <\/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_TR1 (criteria applied IF “do we have client\u2019s transfer” = yes) <\/p><\/div><\/div><\/div><\/div>\n\n\nTask 15<\/span> Exchange of Contracts <\/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 days \u2013CLISDLT <\/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_TR1<\/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>

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>

CHASEOCC <\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

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

Exchange <\/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 confirming exchange FWRCPI<\/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 confirming exchange<\/p>

Client confirming 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<\/p>

Sol exchange 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<\/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 prepare file for completion (not published) REMINDER <\/p><\/div><\/div><\/div><\/div>\n\n\nTask 16<\/span> Send COT to Lender\/Help to Buy <\/span><\/span>\n\n

<\/i><\/div>

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

Send COT to lender (criteria applied Mortgage Lender Organisation must be selected)<\/p>

Send COT to lender<\/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>

Send COT to Help to Buy (criteria applied Help to Buy Organisation must be selected)<\/p>

Send COT to Help to Buy<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n\nTask 17<\/span> Pre-Completion <\/span><\/span>\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 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<\/p>

Draft 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 to client<\/p>

Invoice to client<\/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 send final completion statement<\/p>

Client send final completion statement<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n\nTask 18<\/span> Priority Searches (DO NOT PUBLISH) <\/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>

OS1\/OS2 Expiry Date
\r\n
\r\nBankruptcy Expiry Date <\/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 OS1_EXPIRY (not published)<\/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 expires in 4 days OS1_WARN (not published) <\/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 (not published)<\/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 expires in 4 days K15_WARN (not published) <\/p><\/div><\/div><\/div><\/div>\n\n\nTask 19<\/span> Completion (Published description) <\/span><\/span>\n\n

<\/i><\/div>

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

Client\u2019s New Address <\/p><\/div><\/div><\/div><\/div>\n\n\n

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

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

Solicitor completion letter <\/p>

Solicitor 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 confirming completion<\/p>

Client confirming 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 confirming completion FWRCPI<\/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 confirming completion (criteria applied. Mortgage Lender must be selected)<\/p>

Lender confirming 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>

Help to Buy confirming completion (criteria applied. Help to Buy Organisation must be selected) <\/p>

Help to Buy confirming completion<\/strong><\/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>

AP1 Criteria applied – only if property is registered<\/p>

AP1 (Criteria applied \u2013 only if property registered)<\/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>

FR1 – Criteria applied – only if property is unregistered<\/p>

FR1 (Criteria applied \u2013 only if property unregistered)<\/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>

DL Criteria applied – only if property is unregistered<\/p>

DL (Criteria applied – only if property unregistered)<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n\nTask 21<\/span> Post-Registration <\/span><\/span>\n\n

<\/i><\/div>

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

Client send TID<\/p>

Client send 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 send TID. Criteria applied, A Mortgage Lender Organisation must be selected<\/p>

Lender send 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>

Help to Buy enc. TID. Criteria applied. Help to Buy Organisation must be selected.<\/p>

Help to Buy 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>

Sol mtg discharge undertaking<\/p>

Sol mtg discharge undertaking (Criteria applied \u2013 only if property has a mortgage)<\/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-33641","pracctice_workflow","type-pracctice_workflow","status-publish","hentry","pracctice_practice_area-conveyancing-residential"],"acf":[],"yoast_head":"\nInfoTrack Purchase - Osprey Approach Customer Support & Training | Osprey Academy<\/title>\n<meta name=\"description\" content=\"This guide will take you through the contents of our InfoTrack Purchase 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 Purchase - Osprey Approach Customer Support & Training | Osprey Academy\" \/>\n<meta property=\"og:description\" content=\"This guide will take you through the contents of our InfoTrack Purchase workflow\" \/>\n<meta property=\"og:url\" content=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/purchase-infotrack\/\" \/>\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=\"2024-08-06T08:40:31+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2022\/07\/image-88.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\/purchase-infotrack\/\",\"url\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/purchase-infotrack\/\",\"name\":\"InfoTrack Purchase - 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