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Task Source
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.
Loan_Offer.pdf
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.
LW30949
In Progress
Request outstanding documents
Identify any missing documents required for completion and request them from the client or solicitor as needed.
LW94380
In Progress
Review certificate of title
Check the solicitor’s certificate of title to confirm it meets lender requirements before drawdown.
Cert_of_Title.pdf
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.
LW30492
In Progress
Check valuation status
Confirm that the property valuation has been completed and is valid for drawdown.
LW85693
In Progress
Prepare drawdown checklist
Review all lender conditions and documents to ensure the case is ready to request drawdown.
LW30649
In Progress
Request drawdown funds
Submit the drawdown request to the lender once all conditions have been satisfied and confirmed.
LW93910
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