Conveyancing

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.