InfoTrack Sale
Updated Aug 6th, 2024
Display a message to the user
Enter as much Information as you hold into the following questionnaires. An Opportunity to add further details throughout the transaction will be available. This task can be un at any time to update these details as required.
Allocate a Custom Questionnaire
Number of parties
Allocate a Custom Questionnaire
Vendor 1 Details
Allocate a Custom Questionnaire
Vendor 2 Details – This will only display if 2 vendors were selected in the number of parties questionnaire at the beginning of the task.
Allocate a Custom Questionnaire
Vendor 3 details – This will only display if 3 vendors were selected in the number of parties questionnaire at the beginning of the task.
Allocate a Custom Questionnaire
Vendor 4 Details – This will only display if 4 vendors were selected in the number of parties questionnaire at the beginning of the task.
Allocate a Custom Questionnaire
Purchaser 1 Details
Allocate a Custom Questionnaire
Purchaser 2 Details – This will only display if 2 purchasers were selected in the number of parties questionnaire at the beginning of the task.
Allocate a Custom Questionnaire
Purchaser 3 Details – This will only display if 3 purchasers were selected in the number of parties questionnaire at the beginning of the task.
Allocate a Custom Questionnaire
Purchaser 4 details – This will only display if 4 purchasers were selected in the number of parties questionnaire at the beginning of the task.
Allocate a Custom Questionnaire
Property Information
Allocate a Custom Questionnaire
Organisation Details
Allocate a Custom Questionnaire
Mortgage/Help to Buy Details. Criteria applied Mortgage/No Mortgage is Mortgage.
Allocate a Custom Questionnaire
Client Salutation
Send Standard Document
Display a message to the user
Prepare TA Forms
Add an automatic keydate to matter
5 days – client to return signed client care pack (Published description: Client to return the signed client care pack within 5 days so work can begin on the file)
Add an automatic keydate to matter
8 days – prepare contract pack and send to purchaser’s solicitors (internal keydate)
Allocate a Web Questionnaire
Client Instructions
– How do clients want sale proceeds sent to them, if any?
– Client 1 account name
– Client 1 bank name
– Client 1 sort code
– Client 1 account number
– Client 2 account name
– Client 2 bank name
– Client 2 sort code
– Client 2 account number
– Client joint account name
– Client joint bank name
– Client joint sort code
– Client joint account number
– Mortgage Lender 1
– Mortgage Lender 1 account number
– Mortgage Lender 2
– Mortgage Lender 2 account number
– Help to Buy Lender
– Help to Buy Lender account number
– Occupier 1 title, forename(s), surname
– Occ 1 address
– Occupier 2 title, forename(s), surname
– Occ 2 address
Allocate a Custom Questionnaire
Organisation Details
Allocate a Custom Questionnaire
Number of Parties
Allocate a Custom Questionnaire
Purchaser 1
Allocate a Custom Questionnaire
Purchaser 2 – This will only display if 2 or more purchasers were selected in the number of parties questionnaire at the beginning of the task.
Allocate a Custom Questionnaire
Purchaser 3 – This will only display if 3 or more purchasers were selected in the number of parties questionnaire at the beginning of the task.
Allocate a Custom Questionnaire
Purchaser 4 – This will only display if 4 purchasers were selected in the number of parties questionnaire at the beginning of the task.
Send Merged Email Template
Send Standard Document
Meet unmet keydates by type
CLI_CHASE
Meet unmet keydates by type
REMINDER
Allocate a Custom Questionnaire
Property information
Allocate a Custom Questionnaire
Mortgage / Help to buy details – Criteria applied, the field Mortgage/No Mortgage is Mortgage
Allocate a Custom Questionnaire
Organisation Details
Display a message to the user
Please Obtain Title Documents and return to this Task
Display a message to the user
Please prepare the Contract and return to this Task
Send Standard Document
Send Standard Document
Send Standard Document
Send Merged Email Template
Send Merged Email Template
Add an automatic keydate to matter
1 week – chase purchaser’s solicitors for enquiries if not received (Published description: Chase the purchaser’s solicitors for any enquiries regarding the contract pack, if none received within one week)
Add an automatic keydate to matter
5 days – chase lender for redemption statement if not received (criteria applied) (internal date)
Add an automatic keydate to matter
5 days – chase management company if reply not received (internal date) A Managing Agent Organisation must be set
Meet unmet keydates by type
Chase lender for redemption statement
Send Standard Document
Meet unmet keydates by type
chase management company if reply not received
Send Standard Document
Add an automatic keydate to matter
3 days – has client provided money on account to meet management company costs? (Published description: Client to provide money on account within three days to meet the Management Company’s costs for preparing the Management Pack)
Meet unmet keydates by type
Payment Cleared
Allocate a Custom Questionnaire
Managing Agent’s Fee
Send Standard Document
Display a message to the user
Request cheque or bank transfer to pay for management pack through the Cheque Requisitions App
Add an automatic keydate to matter
10 Days Chase Man Co Pack
Meet unmet keydates by type
chase management company for pack if not received
Send Standard Document
Meet unmet keydates by type
chase purchaser’s solicitors for enquiries if not received
Send Standard Document
Send Merged Email Template
Estate Agent confirming enquiries received and sent to client for replies
Send Standard Document
Send Merged Email Template
Send Merged Email Template
Add an automatic keydate to matter
3 days – chase purchaser’s solicitor for TR1 if not received (Published description: Chase the purchaser’s solicitor for the draft Transfer Deed, so it can be approved and sent to the client for signature)
Add an automatic keydate to matter
3 days – chase purchaser’s solicitor for TA13 if not received (internal date)
Send Standard Document
Add an automatic keydate to matter
3 days – chase client for return of signed contract (Published description: Client to sign and return the Contract within three days)
Meet unmet keydates by type
chase client for return of signed contract
Allocate a Custom Questionnaire
Occupier Details
Send Standard Document
Add an automatic keydate to matter
3 days – chase the occupier for return of the signed contract (Published description: The Occupier is to return the signed Contract within three days)
Meet unmet keydates by type
Chase purchaser’s solicitor for TR1 if not received
Send Standard Document
Send Standard Document
Add an automatic keydate to matter
3 days – chase client for signed Transfer (Published description: Client to sign the Transfer Deed and return it within three days)
Meet unmet keydates by type
chase purchaser’s solicitor for TA13 if not received
Display a message to the user
Prepare Replies to TA13
Send Standard Document
Allocate a Custom Questionnaire
Allocate a Custom Questionnaire: Apportionment Figures
Criteria: This questionnaire will display if the matter is either leasehold or freehold with a managing agent.
Allocate a Custom Questionnaire
Allocate a Custom Questionnaire: Completion Statement Figures
Send Standard Document
Send Standard Document
Allocate a Custom Questionnaire
Enter the relevant information for the Pre-Exchange. This information is used to pre-populate letters and fields:
Meet unmet keydates by type
chase client for signed contract
Meet unmet keydates by type
chase the occupier for return of the signed contract
Allocate a Custom Questionnaire
Enter the relevant information for the Exchange. This information is used to pre-populate letters and fields:
Send Merged Email Template
Send Standard Document
Send Standard Document
Send Standard Document
Add a keydate linked to dossier field
1 week before completion – set file up for completion
Meet unmet keydates by type
Chase client for signed Transfer – CHASE_TR1
Display a message to the user
Create the necessary requisitions via the Cheque Requisitions App
Allocate a Custom Questionnaire
Allocate Custom Questionnaire: Apportionment Figures
Criteria: This questionnaire will display if the matter is either leasehold or freehold with a managing agent.
Allocate a Custom Questionnaire
Allocate Custom Questionnaire: Completion Statement Figures
Send Standard Document
Send Standard Document
Send Standard Document
Allocate a Custom Questionnaire
Enter the relevant information for the Clients New Address. This information is used to pre-populate letters and fields:
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document