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How Do We Make Sure Every Post-Completion Notice to Landlords and Management Companies Is Served?

After completion, notices of transfer and charge to landlords and management companies get forgotten. How we build conveyancing tracking for every notice.

Updated 3 min readBy SpiderHunts Technologies

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Quick answer — TL;DR

Post-completion notices get missed because the requirements are buried in the lease or the management pack, each notice needs a fee and a separate addressee, and receipted copies are needed later for registration. We build a notice list for each leasehold or estate file from the lease and pack, prepare the notices from templates, track fees and acknowledgements, and chase for receipted copies. The case handler still decides which notices are required.

Registration held up by a missing receipt

A leasehold purchase completed a few weeks ago. The post-completion team is preparing the registration application when they realise the lease has a restriction requiring a certificate from the management company, and nobody has served notice of the transfer or charge on them. Now the notices go out, with fees, and the application waits for the receipted copies and the certificate.

Meanwhile the lender chases for confirmation that their charge is registered.

Why notices get missed

The notice requirements are in the lease, sometimes several deeds of variation, and the management pack. They vary: some leases need notice to the landlord, some to a management company, some to both, some need a deed of covenant too. The details are read during the purchase and then need to be acted on after completion, often by a different person.

Each notice has its own fee and addressee, and a receipted copy is needed back for the file or for registration. Tracking all that across many leasehold files is left to memory and a checklist.

Post-completion itemCommon problem
Notice of transferAddressee unclear, fee not known
Notice of chargeForgotten when the lender changes
Deed of covenantNot prepared in time
Certificate for a restrictionOnly discovered at registration
Receipted copiesNot chased, so registration waits

What missed notices cost

Registration is delayed, lenders chase, and the post-completion team spends time on urgent catch-up. Buyers may not be recognised by the landlord or management company as the new owner, which causes problems with service charge demands and correspondence. Fees may have to be recovered from clients after completion, which is awkward.

File reviews also pick up missing notices, because they are easy to check after the fact.

Serving a notice late is also more work than serving it on time. The post-completion team has to reopen a file they thought was finished, contact a client who has moved in and moved on, and sometimes ask them for a fee they were not expecting. None of that is difficult, but all of it could have been avoided by a list set up while the purchase was live.

How we build post-completion notice tracking

  1. Notice list during the purchase: when the lease and management pack are reviewed, the tool proposes a list of notices, deeds and certificates from the relevant clauses and pack answers, quoting the source, for the case handler to confirm.
  2. Fees in the statement: fees for each notice are recorded so they can be included in the completion statement, not recovered later.
  3. Notices prepared: after completion, notices and covering letters are prepared from your templates with the parties, dates and fees filled in, for the post-completion team to send.
  4. Tracking receipts: each notice is tracked until the receipted copy or certificate arrives, with chasers on the intervals you set.
  5. Registration link: registration is not marked ready until any certificate required by a restriction is on file.
  6. Status for the lender: the file shows which notices are complete, which helps answer lender queries.

What post-completion looks like afterwards

The notice list is set during the purchase, so there are no surprises after completion. Fees are in the completion statement. Notices go out promptly and receipts are chased. Registration applications are not lodged without the certificates they need.

Buyers are recognised by their landlord or management company without delay.

Could this be your firm?

  • Notices of transfer and charge are sometimes forgotten.
  • Fees for notices are recovered from clients after completion.
  • Restrictions requiring a certificate are found at registration.
  • Receipted copies are not chased routinely.
  • Post-completion notices are tracked on a paper checklist.

FAQ

Frequently asked questions

The questions readers ask us after this guide.

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Does the tool read the lease for us?

It proposes notice requirements from the relevant clauses and quotes them. The case handler confirms what is required.

Can it serve notices electronically?

Where the landlord or management company accepts email or an online process, notices can be sent that way. Otherwise they are printed and posted.

Does it work for freehold estates with management companies?

Yes. Estate rentcharges and management company requirements can be tracked in the same way.

Which case management systems does it work with?

It links to matters and documents in systems with an API, which covers most current conveyancing platforms.

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