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The table below lists the documents and letters associated with the Sale 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 |
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