Residential Conveyancing for Support Staff - A Practical Introduction

Introduction

This introduction to residential conveyancing is designed for support staff and paralegals who carry out some of the conveyancing tasks involved in a sale or purchase (typically under supervision by a more senior lawyer) but who want to have a deeper understanding of the process.

While this live broadcast does not specifically cover the completion of conveyancing forms and other documents, it does provide an essential overview of key elements of the conveyancing process, from initial instructions until completion of the transaction. A key aim of the presentation is to help you to be clearer about the issues you can tackle and matters that would need the involvement of your supervisor.

Delegates will also have the chance to ask questions and to learn in a supportive environment.

What You Will Learn

This live and interactive session will cover the following:

1. Opening the File

• Obtaining and recording client instructions
• Introduction to basic anti-money laundering (AML) checks
• Understanding the client’s objectives and key considerations

2. Understanding the Property and Ownership

• Reviewing the registered title and identifying issues
• Joint tenancies vs tenancies in common
• Recognising key title defects and their implications

3. Preparing the Transaction

• Preparing and submitting the sale contract
• Understanding pre-contract searches and their purpose
• Responding to enquiries effectively

4. Dealing with Lenders

• Understanding lender instructions
• Introduction to the UK Finance Handbook
• Ensuring compliance and correct procedures

5. Exchange of Contracts

• What exchange of contracts means in practice
• Tasks support staff can assist with
• Professional undertakings and when a conveyancer must be involved

6. Preparing for Completion

• Pre-completion checks and official search priority period
• Coordinating with clients, solicitors, and lenders

7. Completion and Post-Completion

• Key tasks on completion day
• TR1 vs TP1 - understanding the differences
• Executing deeds and post-completion responsibilities

Recording of live sessions: Soon after the Learn Live session has taken place you will be able to go back and access the recording - should you wish to revisit the material discussed.