Welcome Pack - Calm Network

Step 1 of 12

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transaction type

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Payment on account sale

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Payment on account purchase

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payment on account total

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clients

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case ref

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calm ref

Name

First Last

Address

Street Address Address Line 2 City State / Province / Region Postcode

Home Phone

Work Phone

Mobile

Occupation

Date of Birth

MM slash DD slash YYYY

National Insurance No.

SALE SECTION

Information relating to the property being sold

Is the property you are selling the same as your correspondence address?

Yes

Full Address of property being sold

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

When did you buy the property you are selling? (roughly)

DD slash MM slash YYYY

Did you buy the property you are selling from the council in a right to buy?

Yes

Is the property you are selling freehold or leasehold?

Freehold

Leasehold

Unknown

Is the property you are selling a house or an apartment?

House

Apartment

Are you selling via an estate agent or is it a private sale?

Via an Agent

Its a private sale

Name/s of the person/people buying the property you are selling (if known)

Please provide details of the solicitor acting for the buyers/s

Please provide name and contact detials

What’s the name of Estate Agent who is selling/has sold the property for you?

What is the fee you have agreed to pay the Estate Agent? Please state the amount inclusive of vat.

Estate Agent Telephone number

please include the area code

Sale Price of the property

Have you got a green deal on the property you are selling?

Yes

Is the property you are selling unregistered?

Yes

Not known

IMPORTANT QUESTIONS ABOUT THE PROPERTY BEING SOLD – HELP US SPEED UP YOUR SALE

Since you bought the property you are selling have any of the sellers changed their name?

If yes, please upload the marriage certificate or change of name deed (a certified copy will suffice)

Yes

Have any structural alterations/additions been made to the property in the past?

Yes

You told us the property is Freehold is it subject to a Rentcharge?

Yes

Is access required by you over land not belonging to?

Eg. A rear passage to take bins out.

Yes

Have you ever been asked to contribute towards the repair and maintenance of the land?

Yes

Is there a Conservatory at the property?

Yes

please confirm the following are true about the conservatory.

That it is mostly glazed?

That the roof is transparent?

That it does not exceed 30 sq ft in size?

That it is separated from the main house by way of an external door?

That it is independently heated?

Please also upload the FENSA and electrical certificates for the conservatory?

Are you selling as an Executor?

Yes

Are you selling as a Power of Attorney (POA)?

Yes

Have you been notified of any breaches of covenant?

This would normally be a letter from a company claiming that you have done something eg. They may claim that you have built a conservatory without permission. If you haven’t received such a letter then you can confidently answer ‘no’ to this question

Yes

Do you have an existing mortgage/charge on the property being sold?

Yes

YOUR LENDING

Please enter the Lender name

Lender Address:

Street Address Address Line 2 City State / Province / Region Postcode

Mortgage account number/roll number

If you have more than one mortgage/charge on the property please let us have the name of who holds the additional mortgage/charge and any account numbers we may need to help us redeem this?

PURCHASE SECTION.

Are you a first time buyer?

Yes

Are you using the Help to Buy Scheme?

Yes

Are you using a Lifetime Isa (LISA) or ISA?

Yes

Occupiers

Will there be anyone other than the above people living at the property who are over 17?

Yes

Please list their names, age and relationship below

Full Names

Age

Relationship

ABOUT YOUR PURCHASE

Property Type

House

Flat

Maisonette

Full Address and Postcode of Property to be Purchased

Street Address Address Line 2 City State / Province / Region Postcode

Is the purchase via an estate agent of a private purchase?

Via an Estate Agent

Its a Private Purchase

Name of Seller(s)

Please provide the Name and contact details of the Solicitor acting for the seller

What’s the agreed purchase Price?

Estate Agents Tel No.

please include the area code

Who is the Estate Agent for the Property you are Purchasing

JOINT TENANTS OR TENANTS IN COMMON.

When property is purchased in joint names, it can be legally owned by the purchasers as JOINT TENANTS or as TENANTS IN COMMON.

If owned as JOINT TENANTS then, on the death of one of the owners, the share of the deceased is transferred automatically to the survivor or survivors. This would usually apply in the case of husband and wife so that the survivor of them would own the whole of the property without the necessity for any other documents or transfer. Even if you wrote a Will, the property would still pass to the survivor.

If the property is owned as TENANTS IN COMMON then, on the death of one of the parties, there is no automatic transfer to the survivor or survivors. The share of the deceased would pass by their Will or under the antiquated intestacy laws.

Some of the reasons people buy as Tenants in Common.

Second relationships
Family members buying a house together (e.g. brothers)
Friends buying a house together
Properties over £325,000
Unmarried couples
Children from previous relationships
Where one has put in more money than the other

Please answer the question below to choose which you prefer. If you want further help with this, please book an appointment with our STEP lawyer, Michele Henderson. Michele can advise you on this point (please note, a small charge applies).

If there is more than one purchaser, how do you want to hold the property?

Joint Tenants

Tenants in Common

If you are buying as tenants in common it is vital that you make a Will to protect your estate. Would you like our partner firm, Family Matters, to contact you for a free no obligation chat to see what your Will requirements are?

Yes Please

No Thanks

ABOUT YOUR PURCHASE CONTINUED

Please state the amount of money you are contributing to your purchase (excluding any mortgage)

This is the amount of the deposit eg. 10% or if you are a cash purchaser then the full amount you are buying the property for.

Where is the money you are contributing held

In whose name is the money held?

Are you getting a mortgage?

Yes

Who is your lender?

Amount of Loan:

Please let us have the name of your mortgage broker or your contact at lender?

Please provide us with the Telephone number of your mortgage broker or contact at lender?

please include the area code

Please confirm if you are happy for us speak to them about your transaction:

Yes

Will you occupy the whole of the property?

By this we mean no-one else other than you will be occupying the property eg letting part of the property out

Yes

If you will not be occupying the whole of the property, please explain why not:

Are you aware of any changes/alterations to the property you are buying?

Yes

Are you borrowing money from any person for this purchase (e.g. a family member)

Yes

Please state their name and relationship to you.

Home Move Date

Are there any dates you cannot move?

Have any timescales been imposed on how quickly the transaction needs to complete?

(e.g. by an auction or developer)

We can in some situations offer a priority service. Please confirm if you wish to discuss this:

Please note additional fees apply.

Yes Please

No Thanks

CONFIRMATION SHEET

Please tick all that apply:

1) You confirm you are happy for us to contact any lender(s) on your behalf.

Yes

2) You consent to us acting on both sides of the transaction if appropriate

Yes

3) You confirm that we can submit the SDLT return on your behalf

Yes

4) You confirm that we can update the Estate Agent (if applicable)

Yes

5) You give us full authority to deal with your current lender (if any)

Yes

If no to any of the above. Please contact us to explain why you are not happy for us to do so as not doing may cause a delay in your transaction?

RETURN OF MONIES

We need your bank details to return sale proceeds or any other monies on the account (e.g. cashback on a purchase)

Name on Account

First Last

Address of bank:

Street Address Address Line 2 City State / Province / Region Postcode

Account Number

Sort Code

Do have any other questions or comments about the transaction?

Signature

Date

DD slash MM slash YYYY

Based on your answers we now need you to upload or send us any supporting documents you have

You told us your property is unregistered

We need you to send us the original deeds by secure post to our office address

Please upload your marriage certificate or change of name deed

a certified copy will suffice

Max. file size: 64 MB.

You told us the property is leasehold. Please upload the most recent rent reciept.

Max. file size: 64 MB.

if you do not have one please obtain one and upload it.

You told us the property is subject to a rentcharge, please upload the most recent reciept.

Max. file size: 64 MB.

if you do not have one please obtain one and upload it.

Please upload and FENSA and electrical certificates for the conservatory

Max. file size: 64 MB.

Please upload the Grant of Probate

Max. file size: 64 MB.

Please provide the signed Power of Attorney POA

Max. file size: 64 MB.