| Step No. |
Freehold
Purchase |
Common to
both |
Freehold
Sale |
| 1. |
|
Receive instructions from the client |
|
| 2. |
|
|
Receive property information forms back from client |
| 3. |
|
Write to all parties |
|
| 4. |
Request draft contract |
|
Obtain deeds of property |
| 5. |
Receive contract |
|
Draft contract and send out |
| 6. |
Submit local authority search |
|
Obtain office copy entries |
| 7. |
Receive office copy entries |
|
Receive preliminary enquiries |
| 8. |
Receive local search and consider |
|
Answer preliminary enquiries |
| 9. |
Submit other appropriate searches (if applicable) |
|
|
| 10. |
Raise the necessary pre-contract enquiries |
|
|
| 11. |
|
Draft contract approved |
|
| 12. |
|
Report to client and obtain signature to contract and other relevant documents |
|
| 13. |
|
Exchange contracts/agree completion date |
|
| 14. |
Draft and send requisitions on title |
|
Reply to requisitions on title |
| 15. |
Prepare the draft transfer |
|
Amend/approve draft transfer |
| 16. |
|
Obtain client's signature on approved transfer |
|
| 17. |
|
Draft the financial statement |
|
| 18. |
Conduct bankruptcy searches |
|
Request any estate agent invoice |
| 19. |
Submit land charge and registry searches |
|
|
| 20. |
|
Draft the financial statement |
|
| 21. |
Transmit the purchase
monies (CHAPS) |
|
Receive sale monies |
| 22. |
|
Complete the transaction |
|
| 23. |
|
|
Send title deeds to purchaser's solicitor |
| 24. |
|
Settle any relevant accounts |
|
| 25. |
|
Report to the client with money |
|
| 26. |
Peruse the title deeds |
|
|
| 27. |
Stamp the transfer |
|
|
| 28. |
Arrange registration of title |
|
|
View Order / Checkout
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