CQS Policy Templates
Guidance on policies and procedures for Conveyancing Quality Scheme (CQS) accredited firms. Explore client care, dealing with lenders, risk management, business continuity and other policies, with practical points to consider when reviewing your firm’s documents.
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A Conveyancing Portal Request Arrives. Who Is Authorised to Share the Documents?
An estate agent requests the buyer’s source-of-funds documents through a shared portal. A mortgage broker asks for the Report on Title. A member of staff uploads a document without realising that everyone invited to the transaction workspace can see it. The portal may be secure. The disclosure may still be inappropriate. Conveyancing firms need to…
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The Search Was Supplied by Someone Else. Who Checked It Was Suitable?
The article discusses the importance of assessing supplied search reports in conveyancing to ensure suitability for specific properties and buyers. It emphasizes clear responsibility for review processes, identifying coverage and limitations of reports, and adhering to lender requirements. Proper documentation and explanations for additional searches are crucial to avoid delays and unexpected costs.