{"id":58282,"date":"2023-07-12T14:56:38","date_gmt":"2023-07-12T13:56:38","guid":{"rendered":"https:\/\/support.ospreyapproach.com\/?post_type=pracctice_workflow&#038;p=58282"},"modified":"2024-08-05T16:16:24","modified_gmt":"2024-08-05T15:16:24","slug":"completion-statement","status":"publish","type":"pracctice_workflow","link":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/completion-statement\/","title":{"rendered":"Completion Statement"},"content":{"rendered":"\n<span class=\"workflow-task\" id=\"task-1\"><span class=\"badge badge-primary mr-3\">Task 1<\/span> <span class=\"task-name\">Completion Statement Purchase<\/span><\/span>\n\n<div class=\"workflow-action card mb-4\"><div class=\"card-body\"><div class=\"row\"><div class=\"col-md-2 text-center action-icon\"><i class=\"fa-solid fa-circle-question fa-2x\"><\/i><\/div><div class=\"col-md-10 action-text\"><p class=\"mb-0 d-inline-block\" style=\"cursor:help;\" data-tippy-content=\"This allows the user to capture data, which is used to prepopulate forms and letters\"><strong>Allocate a Custom Questionnaire<\/strong><\/p><p class=\"mb-0\">Apportionment figures <\/p><\/div><\/div><\/div><\/div>\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"810\" height=\"540\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2023\/07\/image-35.png\" alt=\"\" class=\"wp-image-58286\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/07\/image-35.png 810w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/07\/image-35-300x200.png 300w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/07\/image-35-768x512.png 768w\" sizes=\"auto, (max-width: 810px) 100vw, 810px\" \/><\/figure>\n\n\n<div class=\"workflow-action card mb-4\"><div class=\"card-body\"><div class=\"row\"><div class=\"col-md-2 text-center action-icon\"><i class=\"fa-solid fa-circle-question fa-2x\"><\/i><\/div><div class=\"col-md-10 action-text\"><p class=\"mb-0 d-inline-block\" style=\"cursor:help;\" data-tippy-content=\"This allows the user to capture data, which is used to prepopulate forms and letters\"><strong>Allocate a Custom Questionnaire<\/strong><\/p><p class=\"mb-0\">Completion Statement Purchase<\/p><\/div><\/div><\/div><\/div>\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"814\" height=\"1258\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2023\/07\/image-36.png\" alt=\"\" class=\"wp-image-58287\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/07\/image-36.png 814w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/07\/image-36-194x300.png 194w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/07\/image-36-663x1024.png 663w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/07\/image-36-768x1187.png 768w\" sizes=\"auto, (max-width: 814px) 100vw, 814px\" \/><\/figure>\n\n\n<div class=\"workflow-action card mb-4\"><div class=\"card-body\"><div class=\"row\"><div class=\"col-md-2 text-center action-icon\"><i class=\"fa-solid fa-circle-question fa-2x\"><\/i><\/div><div class=\"col-md-10 action-text\"><p class=\"mb-0 d-inline-block\" style=\"cursor:help;\" data-tippy-content=\"This allows the user to capture data, which is used to prepopulate forms and letters\"><strong>Allocate a Custom Questionnaire<\/strong><\/p><p class=\"mb-0\">Additional Disbursements<\/p><\/div><\/div><\/div><\/div>\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"816\" height=\"2639\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2023\/07\/image-37.png\" alt=\"\" class=\"wp-image-58289\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/07\/image-37.png 816w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/07\/image-37-93x300.png 93w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/07\/image-37-317x1024.png 317w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/07\/image-37-768x2484.png 768w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/07\/image-37-475x1536.png 475w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/07\/image-37-633x2048.png 633w\" sizes=\"auto, (max-width: 816px) 100vw, 816px\" \/><\/figure>\n\n\n<div class=\"workflow-action card mb-4\"><div class=\"card-body\"><div class=\"row\"><div class=\"col-md-2 text-center action-icon\"><i class=\"fa fa-file-text  fa-3x\"><\/i><\/div><div class=\"col-md-10 action-text\"><p class=\"mb-0 d-inline-block\" style=\"cursor:help;\" data-tippy-content=\"A template letter will run\"><strong>Send Standard Document<\/strong><\/p><div class=\"pdf-attachment\" data-src=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/themes\/osprey-support\/functions\/inc\/pdfjs\/web\/viewer.html?file=https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2023\/07\/Purchase-Completion-Statement-CMPLTN.pdf\"><p class=\"mb-0 mt-2\"><strong>Purchase Completion Statement<\/strong><\/p><p class=\"mt-2\"><a href=\"#\" class=\"btn btn-outline-secondary btn-sm\" data-toggle=\"load_pdf_viewer\"><i class=\"far fa-file-pdf mx-1\"><\/i> Show preview<\/a> &nbsp;&nbsp;<a href=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2023\/07\/Purchase-Completion-Statement-CMPLTN.pdf\" target=\"_blank\" class=\"btn btn-outline-secondary btn-sm\"><i class=\"fa-solid fa-arrow-up-right-from-square mx-1\"><\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n<div class=\"workflow-action card mb-4\"><div class=\"card-body\"><div class=\"row\"><div class=\"col-md-2 text-center action-icon\"><i class=\"fa fa-file-text  fa-3x\"><\/i><\/div><div class=\"col-md-10 action-text\"><p class=\"mb-0 d-inline-block\" style=\"cursor:help;\" data-tippy-content=\"A template letter will run\"><strong>Send Standard Document<\/strong><\/p><div class=\"pdf-attachment\" data-src=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/themes\/osprey-support\/functions\/inc\/pdfjs\/web\/viewer.html?file=https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2023\/07\/Bill-Template-CMPLTN.pdf\"><p class=\"mb-0 mt-2\"><strong>Bill Template<\/strong><\/p><p class=\"mt-2\"><a href=\"#\" class=\"btn btn-outline-secondary btn-sm\" data-toggle=\"load_pdf_viewer\"><i class=\"far fa-file-pdf mx-1\"><\/i> Show preview<\/a> &nbsp;&nbsp;<a href=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2023\/07\/Bill-Template-CMPLTN.pdf\" target=\"_blank\" class=\"btn btn-outline-secondary btn-sm\"><i class=\"fa-solid fa-arrow-up-right-from-square mx-1\"><\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n\n<span class=\"workflow-task\" id=\"task-2\"><span class=\"badge badge-primary mr-3\">Task 2<\/span> <span class=\"task-name\">Completion Statement Sale<\/span><\/span>\n\n<div class=\"workflow-action card mb-4\"><div class=\"card-body\"><div class=\"row\"><div class=\"col-md-2 text-center action-icon\"><i class=\"fa-solid fa-circle-question fa-2x\"><\/i><\/div><div class=\"col-md-10 action-text\"><p class=\"mb-0 d-inline-block\" style=\"cursor:help;\" data-tippy-content=\"This allows the user to capture data, which is used to prepopulate forms and letters\"><strong>Allocate a Custom Questionnaire<\/strong><\/p><p class=\"mb-0\">Apportionment figures <\/p><\/div><\/div><\/div><\/div>\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"810\" height=\"540\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2023\/07\/image-35.png\" alt=\"\" class=\"wp-image-58286\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/07\/image-35.png 810w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/07\/image-35-300x200.png 300w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/07\/image-35-768x512.png 768w\" sizes=\"auto, (max-width: 810px) 100vw, 810px\" \/><\/figure>\n\n\n<div class=\"workflow-action card mb-4\"><div class=\"card-body\"><div class=\"row\"><div class=\"col-md-2 text-center action-icon\"><i class=\"fa-solid fa-circle-question fa-2x\"><\/i><\/div><div class=\"col-md-10 action-text\"><p class=\"mb-0 d-inline-block\" style=\"cursor:help;\" data-tippy-content=\"This allows the user to capture data, which is used to prepopulate forms and letters\"><strong>Allocate a Custom Questionnaire<\/strong><\/p><p class=\"mb-0\">Completion Statement Sale<\/p><\/div><\/div><\/div><\/div>\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"817\" height=\"1105\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2023\/07\/image-38.png\" alt=\"\" class=\"wp-image-58290\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/07\/image-38.png 817w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/07\/image-38-222x300.png 222w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/07\/image-38-757x1024.png 757w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/07\/image-38-768x1039.png 768w\" sizes=\"auto, (max-width: 817px) 100vw, 817px\" \/><\/figure>\n\n\n<div class=\"workflow-action card mb-4\"><div class=\"card-body\"><div class=\"row\"><div class=\"col-md-2 text-center action-icon\"><i class=\"fa-solid fa-circle-question fa-2x\"><\/i><\/div><div class=\"col-md-10 action-text\"><p class=\"mb-0 d-inline-block\" style=\"cursor:help;\" data-tippy-content=\"This allows the user to capture data, which is used to prepopulate forms and letters\"><strong>Allocate a Custom Questionnaire<\/strong><\/p><p class=\"mb-0\">Additional Disbursements<\/p><\/div><\/div><\/div><\/div>\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"816\" height=\"2639\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2023\/07\/image-37.png\" alt=\"\" class=\"wp-image-58289\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/07\/image-37.png 816w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/07\/image-37-93x300.png 93w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/07\/image-37-317x1024.png 317w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/07\/image-37-768x2484.png 768w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/07\/image-37-475x1536.png 475w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/07\/image-37-633x2048.png 633w\" sizes=\"auto, (max-width: 816px) 100vw, 816px\" \/><\/figure>\n\n\n<div class=\"workflow-action card mb-4\"><div class=\"card-body\"><div class=\"row\"><div class=\"col-md-2 text-center action-icon\"><i class=\"fa fa-file-text  fa-3x\"><\/i><\/div><div class=\"col-md-10 action-text\"><p class=\"mb-0 d-inline-block\" style=\"cursor:help;\" data-tippy-content=\"A template letter will run\"><strong>Send Standard Document<\/strong><\/p><div class=\"pdf-attachment\" data-src=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/themes\/osprey-support\/functions\/inc\/pdfjs\/web\/viewer.html?file=https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2023\/07\/Sale-Completion-Statement-CMPLTN.pdf\"><p class=\"mb-0 mt-2\"><strong>Sale Completion Statement<\/strong><\/p><p class=\"mt-2\"><a href=\"#\" class=\"btn btn-outline-secondary btn-sm\" data-toggle=\"load_pdf_viewer\"><i class=\"far fa-file-pdf mx-1\"><\/i> Show preview<\/a> &nbsp;&nbsp;<a href=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2023\/07\/Sale-Completion-Statement-CMPLTN.pdf\" target=\"_blank\" class=\"btn btn-outline-secondary btn-sm\"><i class=\"fa-solid fa-arrow-up-right-from-square mx-1\"><\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n<div class=\"workflow-action card mb-4\"><div class=\"card-body\"><div class=\"row\"><div class=\"col-md-2 text-center action-icon\"><i class=\"fa fa-file-text  fa-3x\"><\/i><\/div><div class=\"col-md-10 action-text\"><p class=\"mb-0 d-inline-block\" style=\"cursor:help;\" data-tippy-content=\"A template letter will run\"><strong>Send Standard Document<\/strong><\/p><div class=\"pdf-attachment\" data-src=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/themes\/osprey-support\/functions\/inc\/pdfjs\/web\/viewer.html?file=https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2023\/07\/Bill-Template-CMPLTN.pdf\"><p class=\"mb-0 mt-2\"><strong>Bill Template<\/strong><\/p><p class=\"mt-2\"><a href=\"#\" class=\"btn btn-outline-secondary btn-sm\" data-toggle=\"load_pdf_viewer\"><i class=\"far fa-file-pdf mx-1\"><\/i> Show preview<\/a> &nbsp;&nbsp;<a href=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2023\/07\/Bill-Template-CMPLTN.pdf\" target=\"_blank\" class=\"btn btn-outline-secondary btn-sm\"><i class=\"fa-solid fa-arrow-up-right-from-square mx-1\"><\/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-58282","pracctice_workflow","type-pracctice_workflow","status-publish","hentry","pracctice_practice_area-conveyancing-residential"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Completion Statement - Osprey Approach Customer Support &amp; Training | Osprey Academy<\/title>\n<meta name=\"description\" content=\"This guide will take you through the contents of our Completion Statement 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=\"Completion Statement - Osprey Approach Customer Support &amp; Training | Osprey Academy\" 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