Conveyancing Risks - An Essential Box Set for Support Staff

Introduction

Conveyancing remains a high-risk practice area for firms. Many fee earners are supported by paralegals and secretarial staff and it is important for these staff to know the risks that conveyancing presents.

This 7 part webinar series will highlight the key risks and will provide an outline of some of the key stages in the conveyancing transaction.

Each online module is delivered in bite-sized slots of 30 minutes and will cover the key messages - and warning signs.

Module 1 - Taking Instructions & ‘Know Your Client’

This module will provide a basic introduction to the conveyancing process and how to take instructions from a new client and the importance of ‘Know Your Client’ procedures.

Module 2 - The Main Conveyancing Documents

This module will focus on the three key documents in the conveyancing transaction: the contract, the mortgage deed and the TR1.

Module 3 - Searches & Enquiries on a Property Purchase

This module with provide an overview of the main pre-contract searches on a purchase and will give guidance on how to raise enquiries.

Module 4 - The Lender’s Requirements

This module is an introduction to the UK Finance Mortgage Lender’s Handbook.

Module 5 - The Exchange Process

This module will explore the process of exchange and what it entails including the pitfalls including:

Module 6 - Conveyancing Documents between Exchange and Completion

This module will consider the various documents that need to be readied between exchange and completion including:

Module 7 - Completion & Post Completion

This session will consider the practicalities involved on the day of completion and the work involved post completion including:

This webinar was recorded on 7th February 2023