{"id":48771,"date":"2022-08-17T17:33:05","date_gmt":"2022-08-17T16:33:05","guid":{"rendered":"https:\/\/support.ospreyapproach.com\/?post_type=pracctice_workflow&p=48771"},"modified":"2024-08-06T09:43:48","modified_gmt":"2024-08-06T08:43:48","slug":"searchflow-freehold-purchase","status":"publish","type":"pracctice_workflow","link":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/searchflow-freehold-purchase\/","title":{"rendered":"Searchflow Freehold Purchase"},"content":{"rendered":"\nTask 1<\/span> File Opening (not published)<\/span><\/span>\n\n
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Allocate a Custom Questionnaire<\/strong><\/p>

File Opening: Enter details regarding the file. This information is used to pre-populate letters and fields
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\"\"<\/figure>\n\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

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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

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

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

\"\"<\/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

\"\"<\/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

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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\nTask 2<\/span> Client Care Pack (published description)<\/span><\/span>\n\n
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Send Standard Document<\/strong><\/p>

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

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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 Heads of Terms (published description)<\/span><\/span>\n\n

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

Initial email to estate agent<\/p>

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

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

Sol 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> Received Contract (Published description: Received Contract Pack from Seller\u2019s Solicitor)<\/span><\/span>\n\n

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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>

Receipt of Contract Pack: Enter details regarding the Other Side Solicitor. This information is used to pre-populate letters and fields:
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\"\"<\/figure>\n\n\n
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Send Standard Document<\/strong><\/p>

Client sending contract pack for info <\/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 (Published description: Raising Enquiries with the Seller\u2019s Solicitors)<\/span><\/span>\n\n

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

Sol enc. enquiries<\/strong><\/p>

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

TR1<\/strong><\/p>

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

Sol enc. draft TR1<\/strong><\/p>

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

client confirming enquiries sent to seller\u2019s solicitors<\/p>

Client confirming enquiries to Seller\u2019s solicitors<\/strong><\/p>

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

Estate Agent confirming enquiries raised with seller<\/p>

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

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

8 days \u2013 Seller to send replies to enquiries CHASESOL<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 6<\/span> Received Mortgage Offer (Published description)<\/span><\/span>\n\n

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

Client enc mortgage report letter<\/p>

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

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

3 days \u2013 client to sign mortgage deed CHASECLI<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 7<\/span> Submit Searches (Published description)<\/span><\/span>\n\n

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

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

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

4 weeks \u2013 chase searches CHASESEARC <\/p><\/div><\/div><\/div><\/div>\n\n\nTask 8<\/span> Report on Searches (Published Description)<\/span><\/span>\n\n

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

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

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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 9<\/span> SDLT (Published description: Stamp Duty Land Tax)<\/span><\/span>\n\n

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

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

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

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

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

4 Days – Client to sign SDLT form – CHASECLI<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 10<\/span> Report on Title<\/span><\/span>\n\n

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

8 days \u2013 Seller to send replies to enquiries CHASESOL<\/p><\/div><\/div><\/div><\/div>\n\n

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

Report on Title template<\/strong><\/p>

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

Client enc. report on title letter<\/strong><\/p>

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

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

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

3 days \u2013 Client to sign and return the Contract CHASECLI<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 11<\/span> Transfer for signature (Published description: Sending client Transfer Deed for signature)<\/span><\/span>\n\n

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

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

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

3 days \u2013 Client to sign Transfer Deed CHASECLI2<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 12<\/span> Draft Completion Statement for client\u2019s information (Published description)<\/span><\/span>\n\n

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

Enter details regarding the Completion. This information is used to pre-populate letters and fields<\/p><\/div><\/div><\/div><\/div>\n\n\n

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

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

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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 13<\/span> Exchange (Do not publish to portal)<\/span><\/span>\n\n

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

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

<\/i><\/div>

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

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

\"\"<\/figure>\n\n\n
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Send Merged Email Template<\/strong><\/p>

Estate Agent confirming exchange<\/p>

Estate Agent confirming exchange<\/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 \u2013 client confirming exchange<\/p>\n\n\n\n

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

Client confirming exchange<\/strong><\/p>

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

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

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

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<\/i><\/div>

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

Send COT to lender (criteria applied \u2013 only send if lender 1 fields are completed) <\/p>

Mortgage Lender send COT<\/strong><\/p>

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

1 week before completion \u2013 set file up for completion (INTERNAL KEYDATE) REMINDER<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 14<\/span> Pre-Completion (Do not publish to portal)<\/span><\/span>\n\n

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

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

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

Pre-Completion: Enter details regarding the Completion. This information is used to pre-populate letters and fields:<\/p><\/div><\/div><\/div><\/div>\n\n\n

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

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

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

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

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

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

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

Raise requisition(s) for completion funds<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 15<\/span> Priority Searches (DO NOT PUBLISH)<\/span><\/span>\n\n

<\/i><\/div>

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

\u201cComplete the priority searches now\u201d<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

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

Pre-Completion
\r\n<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"This<\/figure>\n\n\n
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Add a keydate linked to dossier field<\/strong><\/p>

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

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

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

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

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

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

4 days prior to date – Bankruptcy due to expire in 4 days K15EXPRY<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 16<\/span> Completion (Published description)<\/span><\/span>\n\n

<\/i><\/div>

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

Enter details regarding the location. 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>

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Send a text message to a client \u2013 client confirming completion<\/p>\n\n\n\n

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

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

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

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

Estate agent confirming completion<\/p>

Estate Agent 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>

Lender completion letter (criteria applied \u2013 only send if lender 1 field is completed) <\/p>

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

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n\nTask 17<\/span> Post Completion (Do not publish to portal)<\/span><\/span>\n\n

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

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

<\/i><\/div>

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

AP1<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n\nTask 18<\/span> Post-Registration<\/span><\/span>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/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 \u2013 only send if lender 1 field is completed) <\/p>

Mortgage 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>

Sol mtg discharge undertaking<\/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>

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

K15Expiry<\/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>

OS1Expiry<\/p><\/div><\/div><\/div><\/div>\n\n\n

<\/p>\n","protected":false},"excerpt":{"rendered":"

Send a text message to a client \u2013 client confirming exchange Send a text message to a client \u2013 client confirming completion<\/p>\n","protected":false},"featured_media":0,"template":"","tags":[],"pracctice_practice_area":[229],"class_list":["post-48771","pracctice_workflow","type-pracctice_workflow","status-publish","hentry","pracctice_practice_area-commercial-conveyancing"],"acf":[],"yoast_head":"\nSearchflow Freehold Purchase - Osprey Approach Customer Support & Training | Osprey Academy<\/title>\n<meta name=\"description\" content=\"This guide will take you through the contents of our Searchflow Freehold 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=\"Searchflow Freehold Purchase - Osprey Approach Customer Support & Training | Osprey Academy\" \/>\n<meta property=\"og:description\" content=\"This guide will take you through the contents of our Searchflow Freehold Purchase workflow\" \/>\n<meta property=\"og:url\" content=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/searchflow-freehold-purchase\/\" \/>\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=\"2024-08-06T08:43:48+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2022\/08\/image-9.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=\"4 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\/searchflow-freehold-purchase\/\",\"url\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/searchflow-freehold-purchase\/\",\"name\":\"Searchflow Freehold Purchase - 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