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The tables below list the documents and letters associated with the conveyancing process.
| Process/Document | Description |
Confirm instructions |
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| Letter1 | Letter to client(s) confirming instructions |
| Doc1 | Client reply slip |
Produce additional documents |
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| Doc2 | Client information sheet |
| Doc3 | Disclosable overriding interests questionnaire |
Produce rule 3 letter |
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| Letter2 | Letter to client confirming we are acting for buyer and seller (Sale) |
Send client information to the lender |
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| Letter3 | Letter to deeds holder, requesting the deeds |
| Letter18a | Letter requesting current redemption figure - Pre exchange |
Correspond with the other side |
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| Letter4 | Initial letter to other side solicitor - Sale |
Correspond with the estate agent |
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| Letter5 | Letter to client(s) estate agents, confirming involvement in the sale |
Apply for office copies |
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| Doc4 | Attendance note - Obtaining official copies |
| Doc5 | Pay slip to accounts (The Land registry) |
If land is unregistered |
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| Doc6 | Epitome of title |
Obtain redemption figure |
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| Letter18a | Letter requesting current redemption figure - Pre exchange |
Send draft contract to buyer |
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| Letter7 | Letter to buyers solicitor attaching draft contract |
Has the contract been approved |
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| Letter8 | Letter to client(s) enclosing contract (Sale) |
Amend the draft contract |
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| Letter9 | Letter to buyer(s) solicitor, enclosing updated contract |
| Doc7 | Contract |
Send enquiries to the client |
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| Letter11 | Letter to client(s) enclosing pre-contract enquiries |
Respond to pre-contract enquiries |
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| Letter10 | Letter to buyer(s) solicitor, responding to the pre-contract enquiries |
Pre-exchange checks |
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| Doc8 | Authority for Formula C exchange |
| Doc9 | Pre-exchange checklist |
Client funds transfer details |
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| Doc10 | Transfer of funds |
Exchange contracts |
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| Doc11 | Exchange memorandum |
To client |
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| Letter13 | Letter to client(s) confirming contracts have been exchanged (Sale) |
To other side |
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| Letter12 | Letter to buyers solicitors confirming contracts have been exchanged |
To estate agent |
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| Letter11a | Letter to Estate Agent confirming contract has been exchanged |
Request redemption figure |
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| Letter18 | Letter requesting current redemption figure - Post-exchange |
Estate agent account received |
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| Letter22 | Letter to client(s) regarding estate agent fees |
Completion statement |
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| Doc12 | Completion statement (Sale) |
| Doc13 | Apportionment schedule |
| Doc14 | Bill (Sale) |
Transfer received |
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| Letter32 | Letter to the buyer(s) solicitor, returning the transfer with suggested amendments |
Reply to requisitions |
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| Letter33 | Letter to buyer(s) solicitor, enclosing approved transfer and replies to requisitions |
| Doc15 | Completion statement - Buyer's copy |
Pre-completion checklist |
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| Doc16 | Pre-completion checklist |
Monies in |
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| Doc17 | Attendance note - money in |
Key release |
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| Doc18 | Attendance note - key release |
Redeem charges |
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| Letter34 | Letter to redemption company confirming payment of funds |
Schedule deeds |
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| Doc19 | Deeds schedule |
Send documents to buyer |
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| Letter38 | Letter to buyer(s) solicitor, confirming purchase funds received |
| Doc20 | Receipt for chattels |
Pay agent |
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| 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 |
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| Letter41 | Letter to client(s) confirming that the sale has been completed |
File closure |
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| Doc22 | File closure sheet |
| Process/Document | Description |
Confirm instructions |
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| Letter47 | Letter to client(s) confirming purchase instructions |
| Doc23 | Reply sheet |
| Doc2 | Client information sheet |
| Doc24 | Client details form |
Produce rule 3 letter |
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| Letter52 | Letter to client(s) confirming we are acting for buyer and seller (Purchase) |
Correspond with the other side |
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| Letter58 | Initial letter to other side solicitor - Purchase |
Correspond with the estate agent |
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| Letter57 | Letter to client(s) estate agents, confirming involvement in the purchase |
Local Authority search |
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| Doc25 | Local authority search attendance note |
| Doc26 | Local search cheque request |
Personal search |
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| Letter62 | Letter to agent, requesting personal search |
| Doc27 | Personal search cheque request |
Drainage search |
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| Letter115 | Letter to water company, requesting drainage search |
| Doc28 | Cheque request for drainage and water search |
Land Charges search |
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| Doc29 | Land charges cheque request |
Bankruptcy search |
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| Doc30 | Cheque request for bankruptcy search |
Company search |
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| Letter60 | Letter to agent, requesting company search |
| Doc31 | Cheque request for company search |
Environmental search |
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| Letter98 | Residential Search Order Form |
| Letter61 | Letter requesting environmental search |
| Doc32 | Environmental search cheque request |
Chancel result to the client(s) |
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| Letter122 | Letter to client(s) enclosing chancel result |
Environmental result to client(s) |
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| Letter123 | Letter to client(s) enclosing environmental result |
Draft contract received |
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| Letter63 | Letter to seller(s) solicitor, responding to the draft contract |
Raise enquiries |
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| Doc33 | Additional enquiries |
| Doc34 | New-build enquiries |
| Doc35 | Septic tank enquiries |
| Letter64 | Letter to sellers solicitor requesting further information |
Check mortgage offer |
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| Letter65 | Letter to client(s) detailing mortgage offer |
Report on Title to client |
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| Letter66 | Letter to client(s) enclosing title report |
| Doc36 | Leasehold report on title |
| Doc37 | Freehold report on title |
| Doc38 | Commonhold report on title |
Pre-exchange checks |
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| Doc39 | Pre-eExchange checklist |
| Doc8 | Authority for formula "C" exchange |
Completion statement and bill |
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| Letter89 | Letter to client(s) enclosing completion statement (Purchase) |
| Doc40 | Completion statement (Purchase) |
| Doc41 | Bill (Purchase) |
Exchange contracts |
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| Doc42 | Exchange memorandum |
Insurance on risk |
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| Doc43 | Attendance note - Insurance on risk |
| Doc44 | Attendance note - Life insurance on risk |
| Letter71 | Letter to building insurance company advising that contracts have been exchanged |
| Letter72 | Letter to life insurance company advising that contracts have been exchanged |
Certificate of title |
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| Letter86 | Letter to mortgage company advising that contracts have been exchanged |
| Doc45 | Law Society Certificate of Title |
Post-exchange letters |
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| Letter73 | Letter to estate agent, confirming contracts exchanged |
| Letter74 | Letter to sellers solicitor, returning signed contract |
| Letter75 | Letter to client(s) confirming contracts have been exchanged (Purchase) |
| Doc46 | Cheque request form |
Send transfer to seller(s) |
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| Letter80 | Letter to seller(s) solicitor enclosing draft transfer |
Purchaser to sign transfer |
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| Doc47 | Declaration of trust questionnaire
Letter to client(s) enclosing transfer (Purchase) |
| Letter81 | |
Land Charges Search |
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| Doc29 | Land charges cheque request |
Bankruptcy search |
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| Doc30 | Cheque request for bankruptcy search |
Company search |
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| Letter60 | Letter to agent, requesting company search |
| Doc31 | Cheque request for company search |
Check replies to requisitions |
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| Doc48 | Requisitions check |
| Letter88 | Letter to sellers solicitors chasing replies |
Completion statement and bill |
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| Letter89 | Letter to client(s) enclosing completion statement (Purchase) |
| Doc40 | Completion statement (Purchase) |
| Doc41 | Bill (Purchase) |
Send monies out |
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| Doc49 | TT request form |
| Letter94 | Letter to seller(s) solicitor confirming purchase monies have been sent |
To client on completion |
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| Letter96 | Letter to client(s) on completion |
Deeds received |
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| Letter101 | Letter to seller(s) solicitor acknowledging receipt of deeds |
Submit SDLT ES form |
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| Doc50 | Stamp duty cheque request |
Register title |
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| Doc51 | Registration cheque request |
Send deeds to lender/client |
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| Doc52 | Schedule of Title deeds and documents |
| Letter107 | Letter to lender, enclosing deeds |
| Letter116 | Letter to client(s) enclosing title deeds |
| Letter117 | Letter to client(s) confirming deeds sent to lender |
File closure |
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| Doc53 | File closure sheet |
| Process/Document | Description |
Confirm instructions |
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| Doc200 | Joint ownership info sheet |
| Doc201 | Transfer of Equity leaflet |
| Doc202 | Confirm instructions and ID |
Correspond with the other side |
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| Letter202 | Initial letter to other side solicitor |
Request office copies |
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| Doc211 | Telephone note |
| Doc5 | Office requisition slip |
Obtain deeds |
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| Letter200 | Letter to lender requesting deeds |
Request redemption figure |
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| Letter201 | Letter requesting current redemption figure |
Check mortgage offer |
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| Letter203 | Letter to client detailing mortgage offer |
Bankruptcy search |
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| Doc30 | Office requisition form |
Unregistered land |
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| Doc204 | Epitome of Title |
Draft TR1 |
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| Doc211 | Transfer of Equity checklist |
| TR1 | Draft transfer (TR1) |
| Letter206 | Letter to client to accompany TR1, transfer to sign, plus mortgage if there is a mortgage value |
| Doc73 | Tenants in common questionnaire |
Send draft transfer to transferor |
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| Letter205 | Letter enclosing draft transfer (TR1) to other side's solicitor |
Response to draft transfer |
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| TR1 | Draft transfer (TR1) |
| Letter205 | Letter enclosing draft transfer (TR1) to other side's solicitor |
| Letter206 | Letter to client to accompany TR1, transfer to sign, plus mortgage if there is a mortgage value |
Completion statement and invoice client |
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| Letter213 | Letter to client enclosing completion statement and invoice |
| Doc214 | Completion statement |
| Doc210 | Client invoice (Transfer) |
Request final redemption figure |
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| Letter216 | Letter to lender requesting final redemption figure |
Submit SDLT1 |
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| Doc53 | Office requisition for Stamp Duty |
| Doc212 | Stamp Duty cheque request (Transfer) |
Account to client on completion |
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| Letter214 | Letter to client confirming completion and enclosing receipted invoice |
Deeds to lender or client |
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| Doc51 | Schedule of title deeds and documents |
| Letter209 | Letter to lender enclosing deeds |
| Letter210 | Letter to client enclosing deeds |
| Letter211 | Letter to client confirming deeds to lender |
File closure |
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| Doc207 | File closure checklist (Transfer) |
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