Appendix 1: Sale documents

The table below lists the documents and letters associated with the Sale process.

Process/Document

Description

Confirm instructions

 

Letter1

Letter to client(s) confirming instructions

Doc1

Client reply slip

Produce additional documents

 

Doc2

Client information sheet

Doc3

Disclosable overriding interests questionnaire

Produce rule 3 letter

 

Letter2

Letter to client confirming we are acting for buyer and seller (Sale)

Send client information to the lender

 

Letter3

Letter to deeds holder, requesting the deeds

Letter18a

Letter requesting current redemption figure - Pre exchange

Correspond with the other side

 

Letter4

Initial letter to other side solicitor - Sale

Correspond with the estate agent

 

Letter5

Letter to client(s) estate agents, confirming involvement in the sale

Apply for office copies

 

Doc4

Attendance note - Obtaining official copies

Doc5

Pay slip to accounts (The Land registry)

If land is unregistered

 

Doc6

Epitome of title

Obtain redemption figure

 

Letter18a

Letter requesting current redemption figure - Pre exchange

Send draft contract to buyer

 

Letter7

Letter to buyers solicitor attaching draft contract

Has the contract been approved

 

Letter8

Letter to client(s) enclosing contract (Sale)

Amend the draft contract

 

Letter9

Letter to buyer(s) solicitor, enclosing updated contract

Doc7

Contract

Send enquiries to the client

 

Letter11

Letter to client(s) enclosing pre-contract enquiries

Respond to pre-contract enquiries

 

Letter10

Letter to buyer(s) solicitor, responding to the pre-contract enquiries

Pre-exchange checks

 

Doc8

Authority for Formula C exchange

Doc9

Pre-exchange checklist

Client funds transfer details

 

Doc10

Transfer of funds

Exchange contracts

 

Doc11

Exchange memorandum

To client

 

Letter13

Letter to client(s) confirming contracts have been exchanged (Sale)

To other side

 

Letter12

Letter to buyers solicitors confirming contracts have been exchanged

To estate agent

 

Letter11a

Letter to Estate Agent confirming contract has been exchanged

Request redemption figure

 

Letter18

Letter requesting current redemption figure - Post-exchange

Estate agent account received

 

Letter22

Letter to client(s) regarding estate agent fees

Completion statement

 

Doc12

Completion statement (Sale)

Doc13

Apportionment schedule

Doc14

Bill (Sale)

Transfer received

 

Letter32

Letter to the buyer(s) solicitor, returning the transfer with suggested amendments

Reply to requisitions

 

Letter33

Letter to buyer(s) solicitor, enclosing approved transfer and replies to requisitions

Doc15

Completion statement - Buyer's copy

Pre-completion checklist

 

Doc16

Pre-completion checklist

Monies in

 

Doc17

Attendance note - money in

Key release

 

Doc18

Attendance note - key release

Redeem charges

 

Letter34

Letter to redemption company confirming payment of funds

Schedule deeds

 

Doc19

Deeds schedule

Send documents to buyer

 

Letter38

Letter to buyer(s) solicitor, confirming purchase funds received

Doc20

Receipt for chattels

Pay agent

 

Letter39

Letter to estate agent, enclosing payment of fees

Doc21

Request for accounts to pay the estate agent fee

Letter40

Letter to estate agent, confirming the completion of the sale property

Account to sellers

 

Letter41

Letter to client(s) confirming that the sale has been completed

File closure

 

Doc22

File closure sheet