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Review loan offer conditions
Check the loan offer and special conditions issued by the lender to confirm all requirements are understood and can be satisfied prior to drawdown.
1 Document Attached
In Progress
Confirm solicitor details
Verify the client’s solicitor details and ensure they are acceptable to the lender and correctly recorded on the case.
1 Document Attached
In Progress
Request outstanding documents
Identify any missing documents required for completion and request them from the client or solicitor as needed.
1 Document Attached
In Progress
Review certificate of title
Check the solicitor’s certificate of title to confirm it meets lender requirements before drawdown.
1 Document Attached
In Progress
Confirm mortgage protection in place
Confirm that mortgage protection is arranged, active, and acceptable to the lender, or that an exemption is on file.
1 Document Attached
In Progress
Check valuation status
Confirm that the property valuation has been completed and is valid for drawdown.
1 Document Attached
In Progress
Prepare drawdown checklist
Review all lender conditions and documents to ensure the case is ready to request drawdown.
1 Document Attached
In Progress
Request drawdown funds
Submit the drawdown request to the lender once all conditions have been satisfied and confirmed.
1 Document Attached
In Progress
Confirm funds released
Confirm that mortgage funds have been released to the solicitor and notify relevant parties.
1 Document Attached
In Progress
Update case status
Update the case to reflect current completion progress and record any outstanding actions.
1 Document Attached
In Progress