Conveyancing

Outsource your conveyancing to us.

Title Check

  • Checking contract packs –  Official Copies, associated title documents, Protocol forms and other documents provided,
  • Title Report – Reporting to your clients on the rights, restrictions and obligations contained within the title and the practical points and issues arising from the review,
  • Enquiries – Raising enquiries with the solicitors / conveyancers for the seller in line with your specific requirements and risk appetite (taking into account Protocol, Lender’s Handbook and CQS),
  • TR1 & TR2 – drafting transfers and amending transfers as appropriate,
  • TA13 – drafting and providing the TA13 and sending along with enquiries.

 

Mortgage Reports

  • Reporting to the client on the mortgage offer,
  • Highlighting special conditions to you and your clients,
  • Highlighting any valuation comments,
  • Raising enquiries arising from the same.

 

Search Reports

  • Search ordering if required,
  • Compiling reports based on searches (local, drainage, environment, mining and other relevant searches),
  • Highlighting issues and raising enquiries based upon the search results.

 

Post completion

Sale
  • Checking for discharge after redemption of the mortgage,
  • Chasing lenders via calls/ emails / portals for removal / discharge at HMLR,
  • Checking final balances and;
  • Closing files following your processes,
  • Dealing with archiving where appropriate.
Purchase
  • Dealing with SDLT and LTT, with HMRC / Welsh Land Tax after completion,
  • Completing post completion formalities.
  • Issuing notices to landlords and management companies and any Deeds / Covenants required,
  • Deed Returns: Submitting registration application with HMLR either through integration or portal and returning updated registers to you / the clients,
  • Dealing with requisitions as required for the above,
  • Closing files,
  • Balances and archiving.

 

Sales Contract Pack

  • Drafting contract pack and obtaining official copies and documents from HMLR / Protocol documents and associated evidence and sending it to the buyer’s solicitors/conveyancers,
  • Sending contracts / transfers to client(s) for execution,
  • Updating estate agents as required.

 

Remortgage Files

  • Checking title for any adverse entries as lender requirement,
  • Reporting to clients as required in relation to the transaction and mortgage offer,
  • Ordering redemption statements of mortgage to be discharged,
  • Arranging and completing re-mortgage and all post completion formalities.

 

Admin Tasks

  • Taking instruction from the estate agents / referrers for new clients,
  • Opening new files for transactions,
  • Dealing with all onboarding, ID, EDD, SOF, SOW,
  • Sending out and obtaining Protocol forms and associated documents,
  • Contacting agents, solicitors,
  • Ordering searches,
  • Ordering LPE1/2,
  • Providing updates to all parties as required,
  • Balancing finances,
  • Closing and archiving.

More services

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Back office ledger & financial

Our back office ledger and financial services keep your financial matters in order. We handle ledger management, financial reporting, and related tasks, allowing you to... read more

Title Checking

Ensure peace of mind with all-inclusive Title Check services. OSOI’s experienced team provides a comprehensive Title Report, advising on the property’s rights, covenants, and benefits.... read more

Sales Contract Pack

At OSOI, we recognize the significance of a thorough Sales Contract Pack in the property sales process. That’s why we place a high priority on... read more

Mortgage Reports

Our Mortgage Reports are designed to simplify the process for you and your clients. OSOI compiles detailed reports based on the mortgage offers received from... read more

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