Residential Conveyancing for Support Staff - The Lifecycle of a Typical Sale & Purchase

Introduction

This practical, one-day course is designed specifically for support staff and paralegals who carry out residential conveyancing tasks under supervision. It follows the lifecycle of a typical sale and purchase file, giving delegates a clear understanding of how a transaction progresses and how their role fits into the wider process.

Delegates will gain confidence in what tasks they can carry out independently, which matters need supervisor input, and how to navigate the key steps from initial instruction to post-completion.

What You Will Learn

The course follows the life of a typical conveyancing file, covering:

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