Process

V1  
Ref
Customer   Estate Agent  
Timing (Ref) Timing (Ref)
1 SUBMIT Application
2 Opens Credentials Page for customer to enter their name and password (Customer Credentials) and name of estate agent handling sale with email address (Agent Credentials) 1
3 SUBMITS at Credentials Page
4 Datasource Valuation 3
5 Sent Application Confirmation email with URN 3
6 URN opens Your Home Page (valuations, offers of finance, timings, Offer Documents and Drawdown Documents)
7 SUBMIT Application 2
8 Sent Agent – Fee email
9 SUBMIT at Agent – Fee Confirmation Page
10 Sent Agent – Fee Re-confirmation email   8
11 SUBMIT at Fee Re-confirmation
12 Sent Agent – URN email 10
13 URN opens Your Management Page for each property
14 Pays Administration Fee
15 End of “Cooling off period”
16 Drawdown Notice
17 Revised Drawdown Date
Panel Managers and Contractors 
18 Sent Panel Managers – RICS Alert email 15
19 Sent Contractor – Drawdown Date email 16
20 Sent Contractor – Job Notification email 17

See: Timings