4. Pre-transfer

Conditions
Override	Pre
-	Prepare transfer must be complete.

4.1. Redemption figure received

This process allows you to enter details of the mortgage redemption figure.

Conditions
Override	Pre
If property is not subject to mortgage.	The property must be subject to mortgage.

4.2. Office copies received

When you have received official copies of your client's title, this procedure either records the title number for use later or creates a diary entry for the step below.

4.3. Unregistered land

If your request for official copies shows that the land is not registered, this procedure creates an Epitome of Title and loads a partially populated LRSIM.

Conditions
Override	Pre
If property is on registered land.	Office copies received must be complete and the property must not be on registered land.

4.4. Initiate searches

This process asks you if you want to use on online search facility and which searches you want to perform.

4.5. Perform online searches

This process requests Conveyancing searches online. It opens a new window, linking directly to http://www.psgonline.co.uk. However, this link is only a guide and can be changed to fall in line with the solicitors own Conveyancing search partners.

Conditions
Override	Pre
You have indicated that you do not wish to use online searches.	Initiate searches must be complete and you must have indicated that you wish to use an online search facility. Set in Confirm instructions or Initiate searches.

4.6. Land registry search

This process requests a Land Registry search.

Conditions
Override	Pre
The search is not required.	Initiate searches must be complete and you must have indicated that a Land Registry search is required. Set in Confirm instructions or Initiate searches.

4.7. Bankruptcy search

This process requests a Bankruptcy search.

Conditions
Override	Pre
The search is not required.	Initiate searches must be complete and you must have indicated that a bankruptcy search is required. Set in Confirm instructions or Initiate searches.

4.8. Searches received

This process collates the various searches and indicates that they have been received.

Conditions
Override	Pre
-	Initiate searches must be complete.

4.9. Transfer deed

This stage deals with the drafting of the TR1 form.

Conditions
Override	Pre
-	Searches received must be complete.

4.9.1. Transfer deed checklist

This process allows you to check that you have the relevant information before completing the TR1.

4.9.2. Draft TR1

This process only applies to a 1 to 2 transfer. It generates a TR1 form together with a letter to the clients.

Conditions
Override	Pre
Process will not run if the TofE type is 2 to 1.	Transfer deed checklist must be complete and the TofE type must 1 to 2.

4.9.3. Send draft transfer to transferor

This process only applies to a 2 to 1 transfer. It generates a TR1 form together with a letter to the other owner's solicitor.

Conditions
Override	Pre
Process will not run if the TofE type is 1 to 2.	Transfer deed checklist must be complete and the TofE type must 2 to 1.

4.9.4. Response to draft transfer

This process only applies to a 2 to 1 transfer. It allows you to record the other owner’s response, and then either draft a new TR1, or, if agreed, send a copy to the client.

Conditions
Override	Pre
Process will not run if the TofE type is 1 to 2.	Send draft transfer to transferor must be complete and the TofE type must 2 to 1.

4.9.5. Request final redemption figure

This process generates a request for the redemption figure based on the agreed completion date.

Conditions
Override	Pre
-	Transfer deed checklist must be complete.