Conveyancing

Buying, selling, remortgage, transfer and leasehold.

Typically starts with: A purchase, sale, remortgage, transfer or new-build matter.

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The matter, end to end

A workflow built for conveyancing.

01 Instruction

02 ID / source checks

03 Searches

04 Enquiries

05 Mortgage review

06 Exchange

07 Completion

08 Registration

09 Close

Information & documents

•Property address
•ID & source of funds
•Mortgage details
•Title
•Contract pack

How it ends

✓Completion & registration
✓Transaction aborted
✓File closed

What we watch for

!Source of funds missing
!Search delay
!Mortgage issue
!Chain delay
!Completion failure

This is a starting point, not a straitjacket.

The Conveyancing template gives your firm sensible defaults from day one — then you tailor the intake questions, checklist, tasks and statuses to match exactly how your team runs the work.

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Related practice areas

Landlord & Tenant

Eviction, rent arrears, deposit disputes and disrepair.

Housing

Eviction, homelessness, disrepair and council housing.

Immigration

Visas, asylum, appeals, citizenship and sponsor licences.

Family

Divorce, child arrangements, financial settlements and domestic abuse.

See Fitzentic run your firm.

Book a 30-minute walkthrough, or start a free trial and explore it yourself.

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