e-dealing workflow & checklists

e-dealing Workflow Guidance (PDF Document, 102Kb)

e-dealing Workflow Guidance - Sample Checklists

Part Two of the Workflow Guidance suggests using checklists to help your workflow processes. The checklists can help your firm ensure you have completed all of the requirements of the electronic process.

The sample checklists here are a guide only, and can be customised to fit the needs of your firm.

  • Vendor checklist - PDF Document  or  wordicon
  • Purchaser checklist - pdf16  or  wordicon
  • Mortgage checklist - PDF Document  or  wordicon
  • Discharge checklist - PDF Document  or  wordicon
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