Curriculum
- 14 Sections
- 14 Lessons
- 10 Weeks
Expand all sectionsCollapse all sections
- 1 Email Template 01 - WS sends Welcome Email to Client with Booking Link1
- 2 Email Template 02 - WS sends docs and summary of call with David1
- 3 Client returns structure forms and give property details1
- 4 Email Template 04 - WS instructs David Finney to prepare Deed of Gift1
- 5 David prepares Deed of Gift and sends to WS1
- 6 Email Template 05 - WS emails Deed of Gift to client1
- 7 Client returns signed Deed of Gift1
- 8 Email Template 06 - WS sends a copy of the signed Deed of Gift to David Finney and GL1
- 9 WS completes Solicitor Instruction Sheet1
- 10 Email Template 08 - WS gives instructions to GL to create documents1
- 11 Email Template 09 - WS informs client the legal documentation is ready and to expect instructions directly from Grindal Legal1
- 12 Email Template 10 - WS provides bank transfer instructions to client1
- 13 Email Template 11 - WS informs GL that transfers are completed and to go ahead and register the mortgage1
- 14 Email Template 12 - WS informs client that mortgage registration has taken place1
