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Interview Property MNEMONIC - Coggle Diagram
Interview Property MNEMONIC
Introduction
Always ask client how they would like to be addressed
Ensure you say "Good afternoon", "Further to my discussion with the partner, I am aware that you had discussed seeking further clarification on the following points of XYZ... Please do let me know if you would like further prioritisation with any of the points mentioned.
ECONOMICS
Estate Agent (S)
Contact Details
Occupation
Name of Client
Other party's name, contact
Mortgagee
Capacity of Client
Surveyors Appointed
Property
Details
COW FART
Commerical or Residential
Occupy or Let Out (B)
Whole or Part Sale
Freehold or Leasehold
Address of Property
Registered of Unregistered
Title Deeds or Register
Details of Transaction
DAD PC
Deposit Agreed
Agreed Special Terms
Date of Completion
Price Agreed
Chattels or Fittings (B)
A chattel is excluded when calculating SDLT... Thus, obtain this figure from client
Finance
Details of Financing
How (Source, Mortgage) etc.
Related sale/purchase
Issues/Concerns
BIO COLA
Burderns/Mortgage/Covenant
Inspected by B (B)
Occupying Persons
Contamination? Any Hints (B)
Owns another property (B)
Location anything unusual (B)
Alteration (previous or intention) (B)
Lease Details
PC AND TV
Parties? Landlord and Tenant (existing, outgoing, incoming)
Consent Required e.g. for assignment
Assignment Deed? Copy to review
Notices required e.g to pay future rent
Terms of Lease? Copy to review?
Vacant possession expected
Ending/Opposing renewal of Lease
BERN
B- Business Tenant - Security of Tenure
E- Expressly reserved rights in lease e.g. forteiture
R- Reasons (grounds) for ending?
N- Notices sent?
Landlord Consent for Assignment
FART
Fees required for consent
Any AGA required? Expresses. Reasonable?
Reason? Required in lease?
Time? Any delay in giving consent? Reason
Ending
TRIPLE C OSCAR
Confirm instruction
Conflict Check
Client Care Letter (engagement/costs)
Obtain required consents/permissions
Searches (B) & inquiries
Contact other party's solicitor
Advice (send detailed advice)
Review documents