conveyancing-referral-coordination

Referral & Coordination — Conveyancing

Refer home buyers, sellers and lenders onward and coordinate with other professionals and services. The deliverable is a referral pack and a coordination log with responses tracked. This skill is written for a conveyancer working with home buyers, sellers and lenders in a conveyancing firm.

When to use

• You are a conveyancer preparing, delivering or reviewing this part of your work in a conveyancing firm.
• You need a defensible, repeatable approach that produces a referral pack and a coordination log with responses tracked.
• A colleague, auditor or client asks how this was done and what evidence supports it.

Key Concepts

Term	Meaning
Exchange	when a property sale becomes legally binding
Title	the legal evidence of property ownership
Stamp duty	a tax payable on property purchases in many jurisdictions

Workflow

1. Step 1 - Confirm the referral is appropriate: what home buyers, sellers and lenders need that sits outside the conveyancer scope in a conveyancing firm
2. Step 2 - Prepare the referral from contracts — relevant history, current status, the specific question being asked
3. Step 3 - With consent, send the referral and log who received it and when; chase non-responses on a set schedule
4. Step 4 - Share incoming findings back into the main record so the plan and exchange-to-completion times stay joined up
5. Step 5 - Close the loop with home buyers, sellers and lenders: explain what happens next, who owns it, and what to do if things worsen — mindful of missed exchange deadlines

Profession-Specific Components

Component	Details for Conveyancing
Core documentation	contracts; search results; title reports; mortgage documents
Core tools & equipment	case management systems; land registry portals; search providers; banking platforms
People involved	home buyers, sellers and lenders; the conveyancer; colleagues and other services in a conveyancing firm
Primary record	contracts — keep it current, dated and attributable

Output Format

Context: [Situation in a conveyancing firm] | Objective: [What this must achieve] | Audience: [home buyers, sellers and lenders and other stakeholders]

The finished output is a referral pack and a coordination log with responses tracked, structured as:

1. Summary of position and evidence
2. Detail, following the workflow above
3. Decisions, actions, owners and dates
4. Review point and escalation route

Action Plan

1. Immediate: Confirm scope, consent and the evidence available in contracts.
2. Short-term: Complete the workflow steps and record outcomes against exchange-to-completion times.
3. Medium-term: Review results, close actions, and update local procedures in a conveyancing firm.

Success Metrics

Metric	Target	Method
exchange-to-completion times	Agree a local target and track the trend	Measured from contracts and reviewed on a set cycle
file progression speed	Agree a local target and track the trend	Measured from contracts and reviewed on a set cycle
client update ratings	Agree a local target and track the trend	Measured from contracts and reviewed on a set cycle
fall-through rates	Agree a local target and track the trend	Measured from contracts and reviewed on a set cycle

Guardrails & Quality Checks

• Never let this happen: missed exchange deadlines.
• Never let this happen: title defects overlooked.
• Never let this happen: fraud attempts undetected.
• Work only within the competence and authority of a conveyancer; escalate or refer anything beyond it.
• Record facts and observations, not speculation, and keep records confidential to a conveyancing firm's rules.
• Verify names, dates, figures and measurements twice before anything is issued or signed off.
• Use only real, verified information from the case in hand — never invent results, credentials or evidence.

Example (illustrative)

A conveyancer in a conveyancing firm applies this workflow for home buyers, sellers and lenders: they open contracts, work through the five steps using case management systems, and close by recording the outcome against exchange-to-completion times and agreeing the next review date. (Illustrative example only — replace with the real details of the case in hand.)