1. Take instructions

This is always the first process actioned for a sale matter. It is split into 3 processes; Set up system, Confirm instructions and produce forms, and Correspond with other parties. Each of these has its own processes too. For further details see below.

1.1. Set up system

This process collects important information about the matter so that it can be set up correctly. It also produces the relevant documents for confirming instructions and corresponding with the various parties involved.

1.1.1. Initiate sale process

This process defines how Conveyancing responds and starts the sale process. You are asked for to specify a number of settings, complete information about the property being sold, the value of the sale, who is involved, and whether you are acting for the buyer and the seller.

1.1.2. Enter estate agents

When you have received the estate agent's particulars of sale, this process allows you to create them or attach them from the existing contacts in the database.

1.1.3. Create clients/sellers

This process allows you to enter the names of all sellers. When you action Initiate sale process one of the questions is "How many sellers are there?". Your response to this determines whether this process is required or not.

• If there is only one seller, then their details are populated from the database automatically and the process is marked as Completed.
• If there are two or more sellers, then you must enter each person one at a time by actioning this process. If sellers are missing, you have the ability to add them. When there is more than one client, whether married or not, you must enter each individual as a separate client. You are also asked if the clients are married.

1.2. Confirm instructions and produce forms

This process confirms that you have been instructed and produces a number of related forms.

1.2.1. Confirm instructions

When you want to send a Rule 3 letter to your client(s), this process asks you to confirm the costs and disbursements associated with the sale, the name of the secretary, the contact, and then generates a letter to your client(s) confirming the instructions and a response slip.

Related topics:

• Documents

1.2.2. Produce additional documents

This process produces additional documents relating to the sale.

Related topics:

• Documents
• Forms

1.2.3. Produce conflict letter

If you act for both seller and buyer in a transaction, then you need your client's approval pursuant to Practice Rule 6. In this case, you are taken to the optional "Rule 3 letter" process to produce this.

Related topics:

• Documents

1.2.4. Forms returned from client

This is run to confirm safe receipt when all forms have been returned from your client.

1.3. Correspond with other parties

This is run when your client has confirmed that you are instructed. Once your instructions are confirmed, this process writes to other parties to say that you are acting.

1.3.1. Send client information to the lender

This is run when you want to send client information to the lender.

1.3.2. Correspond with the other side

This is run when your client has confirmed that you are instructed. Once your instructions are confirmed, this process writes to the other side to say that you are acting.

1.3.3. Correspond with the estate agent

This is run when your client has confirmed that you are instructed. Once your instructions are confirmed, this process writes to the estate agent to say that you are acting.