Navigating the Conveyancing Process for First-Time Homebuyers

Introduction

Purchasing a home for the first time is an exciting milestone for clients, but as a lawyer who is responsible for guiding clients who are new to the process, it is important to manage their expectations from the outset and handle any complication surrounding the conveyancing process promptly to avoid any pitfalls and ensure the transaction goes smoothly for all parties involved.

This webinar will give you an overview on managing client expectations and the importance of client care when dealing with first time buyers, giving you guidance and some simple rules to work by that will ensure you always prioritise your client relationships and avoid complaints. As well as looking after your clients, this session will also look at how you can manage your workload and avoid overworking.

What You Will Learn

This webinar will cover the following:

• How to avoid future complaints and avoid overworking
• First time buyers appear to be coming straight from their parent’s home where they have had a lot of parental support - how can we manage their expectations?
• Source of funds
• Funding options for FTBs
• Viewers will gain a better insight into the importance of client care when dealing with first time buyers, and will be given examples of how things can go wrong and what to avoid through a fictional case study
• Tips on reporting to clients. Are ‘we’ happy and satisfied that our clients have understood what we have explained to them?
• Utilising support staff
• SDLT relief
• How are they going to own? Is a Declaration of Trust required?
• Will family team need to be involved? Private client team for wills?
• After care for clients

This webinar was recorded on 28th August 2024

You can gain access to this webinar and 1,700+ others via the MBL Webinar Subscription. Please email webinarsubscription@mblseminars.com for more details.