Sale process

Use this section as a reference guide whenever you need to find out what each process entails and the conditions that must be met in order for them to run and/or complete successfully. To see how the processes fit into the overall Conveyancing model, take a look at the process map below.

Process map

1.      Take instructions:

1.1.      Set up system:

1.1.1.      Initiate sale process

1.1.2.      Enter estate agents

1.1.3.      Create clients/sellers

1.2.      Confirm instructions and produce forms:

1.2.1.      Confirm instructions

1.2.2.      Produce additional documents

1.2.3.      Produce conflict letter

1.2.4.      Forms returned from client

1.3.      Correspond with other parties:

1.3.1.      Send client information to the lender

1.3.2.      Correspond with the other side

1.3.3.      Correspond with the estate agent

2.      Information relating to the title:

2.1.      Official copies

2.1.1.      Apply for office copies

2.1.2.      Office copies received?

2.2.      If land is unregistered

2.3.      Obtain redemption figure

2.4.      Redemption figure to client(s)

3.      Prepare contract:

3.1.      Draft contract

3.2.      Send draft contract to buyer

3.3.      Has the contract been approved

3.4.      Send enquiries to the client

3.5.      Respond to the pre-contract enquiries

3.6.      Amend the draft contract

3.7.      Has the contract been approved

4.      Pre-exchange:

4.1.      Transfer received

4.2.      Seller signed transfer

4.3.      Redemption figures in

4.4.      Produce preliminary completion statement

4.5.      Pre-exchange checks

4.6.      Client funds transfer details

5.      Exchange:

5.1.      Exchange contracts

5.2.      To other side

5.3.      To client

5.4.      To estate agent

5.5.      Request redemption figure

6.      Pre-completion:

6.1.      Estate agent account received

6.2.      Completion statement

6.3.      Transfer received

6.4.      Seller signed transfer

6.5.      Reply to requisitions

6.6.      Pre-completion checklist

7.      Completion:

7.1.      Monies in

7.2.      Key release

7.3.      Redeem charges

7.4.      Schedule deeds

7.5.      Send documents to buyer

7.6.      Pay agent

7.7.      Client moving address

7.8.      Account to sellers

8.      Post-completion:

8.1.      Undertaking(s) released?

8.2.      File closure