{"id":49170,"date":"2022-08-31T17:53:34","date_gmt":"2022-08-31T16:53:34","guid":{"rendered":"https:\/\/support.ospreyapproach.com\/?post_type=pracctice_workflow&p=49170"},"modified":"2024-08-06T09:44:10","modified_gmt":"2024-08-06T08:44:10","slug":"searchflow-freehold-sale","status":"publish","type":"pracctice_workflow","link":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/searchflow-freehold-sale\/","title":{"rendered":"Searchflow Freehold Sale"},"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:<\/p><\/div><\/div><\/div><\/div>\n\n\n

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

Number of Parties<\/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

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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

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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

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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

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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

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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\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 (Published description: Client to return the signed client care pack within 5 days so work can begin on the file) ChaseCli<\/p><\/div><\/div><\/div><\/div>\n\n

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

Automatic keydate \u2013 8 days \u2013 prepare contract pack and send to purchaser\u2019s solicitors (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

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

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> Draft Contract (Published description: Preparing the Contract Pack and Sending to Purchaser\u2019s Solicitor)<\/span><\/span>\n\n

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

prepare contract pack and send to purchaser\u2019s solicitors Reminder<\/p><\/div><\/div><\/div><\/div>\n\n

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

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

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

\u201cPlease obtain title documents via Searchflow if you have an account\u201d<\/p><\/div><\/div><\/div><\/div>\n\n

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

\u201cPrepare Contract\u201d<\/p><\/div><\/div><\/div><\/div>\n\n

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

Sol sending contract pack <\/strong><\/p>

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

Mortgage 1 A\/C no must be entered<\/p>

Lender request redemption statement <\/strong><\/p>

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

Mortgage 2 A\/C no must be entered<\/p>

Lender 2 request redemption statement <\/strong><\/p>

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

client confirm contract pack sent to buyer<\/p>

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

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

Estate Agent contract pack sent to buyer<\/p>

Estate Agent contract pack sent to buyer<\/strong><\/p>

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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) Chase Purchaser’s Solicitors for contract pack CHASESOL<\/p><\/div><\/div><\/div><\/div>\n\n

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

5 days \u2013 chase lender for redemption statement if not rec\u2019d (criteria applied) (internal date) CHASELEND MTGLEND1 is not empty<\/p><\/div><\/div><\/div><\/div>\n\n

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

5 days \u2013 chase lender 2 for redemption statement if not rec\u2019d (criteria applied) (internal date) CHASELEND MTGLEND2 is not empty<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 5<\/span> Received Lender\u2019s Redemption Statement (Published description: Mortgage Lender\u2019s Redemption Statement)<\/span><\/span>\n\n

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

chase lender for redemption statement ChaseLend<\/p><\/div><\/div><\/div><\/div>\n\n

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

Client received redemption statement<\/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 enquiries from purchaser\u2019s solicitors (Published description: Enquiries received from the purchaser\u2019s solicitor for the seller to reply to)<\/span><\/span>\n\n

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

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

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

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

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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\nTask 7<\/span> Replies to enquiries (Published description: Sending the seller\u2019s replies to enquiries to the purchaser\u2019s solicitor)<\/span><\/span>\n\n

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

Sol replies to enqs.<\/strong><\/p>

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

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

Client confirm replies to enqs. sent to Buyer<\/strong><\/p>

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

Automatic keydate \u2013 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) Chase purchaser\u2019s solicitor for TR1 if not rec’d CHASESOL<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 8<\/span> Contract to client (Published description: Sending the Contract to the client for signature)<\/span><\/span>\n\n

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

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

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

\u201cSend Contract to client via Docusign\u201d<\/p><\/div><\/div><\/div><\/div>\n\n

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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) CHASECLI<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 9<\/span> Approve Draft Transfer (Sending Transfer Deed to seller for signature)<\/span><\/span>\n\n

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

\u2013 Chase purchaser\u2019s solicitor for TR1 if not received CHASESOL<\/p><\/div><\/div><\/div><\/div>\n\n

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

Sol approving TR1<\/strong><\/p>

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

Client sending TR1 for signature<\/p>

Client sending TR1 for signature<\/strong><\/p>

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

4 days \u2013 chase client for signed Transfer (Published description: Client to sign the Transfer Deed and return it within four days) CHASECLI2<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 10<\/span> Prepare DS2<\/span><\/span>\n\n

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

DS2<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n\nTask 11<\/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 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>

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

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

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

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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 Agents exchange\/request invoice<\/p>

Estate agent confirm exchange request invoice<\/strong><\/p>

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

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

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

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

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

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

lender request final redemp stat \u2013 please do a version for lender 1 and lender 2 \u2013 apply criteria so they only run if the dossier fields are completed If MortgageLender1\/2 is not empty<\/p>

Lender request final redemp stat <\/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 2 request final redemp stat \u2013 please do a version for lender 1 and lender 2 \u2013 apply criteria so they only run if the dossier fields are completed If MortgageLender1\/2 is not empty<\/p>

Lender 2 request final redemp stat<\/strong><\/p>

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\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 REMINDER (INTERNAL)<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 13<\/span> Pre-Completion (Do not publish to portal)<\/span><\/span>\n\n

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

chase client for signed Transfer 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 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>

Invoice Template<\/strong><\/p>

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<\/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. final comp stat<\/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>

Raise requisition(s) for completion funds<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 14<\/span> Completion (Published description)<\/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>

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>

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<\/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>\n\n

<\/i><\/div>

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

lender confirm completion \u2013 please do a version for lender 1 and lender 2, with criteria IF MortgageLend1\/2 is not empty<\/p>

Lender 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>

lender confirm completion \u2013 please do a version for lender 1 and lender 2, with criteria IF MortgageLend1\/2 is not empty<\/p>

Lender 2 confirm completion<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n\nTask 15<\/span> Post Completion (Do not publish to portal)<\/span><\/span>\n\n

<\/i><\/div>

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

sol send evidence of mtg discharge<\/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":"

Send text message to a client Send a text message to a client<\/p>\n","protected":false},"featured_media":0,"template":"","tags":[],"pracctice_practice_area":[229],"class_list":["post-49170","pracctice_workflow","type-pracctice_workflow","status-publish","hentry","pracctice_practice_area-commercial-conveyancing"],"acf":[],"yoast_head":"\nSearchflow Freehold Sale - 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 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=\"Searchflow Freehold Sale - 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 Sale workflow\" \/>\n<meta property=\"og:url\" content=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/searchflow-freehold-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=\"2024-08-06T08:44:10+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2022\/08\/image-54.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-sale\/\",\"url\":\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/searchflow-freehold-sale\/\",\"name\":\"Searchflow Freehold Sale - 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