5. Pre-completion

Conditions
Override	Pre
-	Exchange must be complete.

5.1. Generate TA13

This process produces Laserform TA13 which, among other things, determines the bank account funds need to be transferred to. It is run post exchange.

5.2. Send transfer to seller(s)

Once you have drafted the transfer you can action this process to send the drafted transfer with a covering letter.

Conditions
Override	Pre
-	Generate TA13 must be complete.

5.3. Purchaser to sign transfer

Once you hear back from the seller's solicitor that the transfer is approved, this process can be used to send the transfer to your clients to sign.

Conditions
Override	Pre
-	Send transfer to seller(s) must be complete.

5.4. Perform searches

This process produces bankruptcy and land charges searches by means of either telephone or post. It produces either a telephone note or a K15 and K16. It should be run before completion.

Conditions
Override	Pre
-	Purchaser to sign transfer must be complete.

5.5. 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
Online searches are not required.	Perform 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.

5.6. Request search pack

This process requests an external search pack.

Conditions
Override	Pre
A search pack is not required.	Perform searches must be complete and you must have indicated that you wish to request a search pack. Set in Confirm instructions or Initiate searches.

5.7. Land Registry search

This process requests a Land Registry search.

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

5.8. Land charges search

This process requests a Land Charges search.

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

5.9. Bankruptcy search

This process requests a Bankruptcy search.

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

5.10. Company search

This process requests a Company search.

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

5.11. Search(es) received

This process records the results of your bankruptcy and land charges searches once they have been received. You must do this every time a bankruptcy and land charges search result is received back into your office.

Conditions
Override	Pre
-	Perform searches must be complete.

5.12. Check replies to requisitions

When you receive requisitions (i.e. a questionnaire asking about details of completion) from the seller's solicitor, this process enters key data such as which bank account you will send the money to and carries out pre-completion checks.

Conditions
Override	Pre
-	Search(es) received must be complete.

5.13. Check mortgage offer expiry date

This process checks for a mortgage expiry date.

Conditions
Override	Pre
Client(s) is/are not buying with a mortgage.	Check replies to requisitions must be complete and the client is buying with a mortgage.

5.14. Completion statement and bill

This process is run at any time before completion. It produces a completion statement and bill of costs, together with a letter to your client(s).

If there is a linked sale, then you should produce the sale completion statement first. By replying yes to the question "Is there a linked sale?" you will be asked to enter the balance from the sale completion statement. This will be used in the purchase completion statement, so that the two documents can be read together.

Conditions
Override	Pre
-	Check mortgage offer expiry date and Check replies to requisitions must be complete, the client is buying with a mortgage, and all enquiries have been satisfied.

Note

Your VAT number is not automatically inserted into the bill. To do this, you must manually add it to the bill template (DOC41).