Why this course?

  • Feel like you are winging your way through contract packs?

    By following a step-by-step method of working through a contract pack you'll know exactly what you're doing.

  • Copying what other people have told you to do but you don't know why?

    You'll build your confidence and know exactly what you should be doing and why during each stage of the process.

  • Not sure why you're raising an enquiry and when the conveyancer for the other party says no you're not sure how to react?

    Enable you to gain years of experience and know exactly how to react if challenged or what you require is refused.

  • Why this course?

    Zoe Upson has been training conveyancers for 20 years. From knowing nothing about conveyancing to experienced conveyancers, Zoe has guided them through the minefield of title investigation and more.

The first live webinar is on Wednesday 12th June

Act now to get your place reserved on this live webinar programme.

Book your seat today

What is covered?

Residential Title Investigation - the lowdown explores and examines the documents and forms in a contract pack, why they are required, what to look for, what conveyancers due diligence requirements are and reporting to the client.

  • A comprehensive step by step guide to working through a contract pack

  • Detailed explanations of each form and document, what they are, what they contain and what to look for

  • A practical guide to gain experience and confidence dealing with a contract pack

  • Forensic analysis of real life examples

  • Covering property particulars, searches, mortgages, protocol forms, transaction forms, contract, transfer and other documents.

  • Comprises of 12 live webinars - available on replay as well if you need to miss one or to have a refresh

Training is via weekly live webinars

Commencing 12th June at 2pm

  • WEEK 1 - Getting started and the tools to make that easier.

  • WEEK 2 - The Conveyancing Protocol and the forms TA6, TA10 and TA13.

  • WEEK 3 - The Registered Title - what it incorporates. Easements and covenants

  • WEEK 4 - Charges, restrictions, unilateral notices.

  • WEEK 5 - Registered plans, other documents., contracts and conditions of sale

  • WEEK 6 - Transfer TR1 Form and what is required

Bonus training

Live bonus webinars tbc

  • Searches - why they are required, what to look for and reporting requirements.

  • Planning permission and building regulations.

  • Mortgages - understanding mortgage offers and the Lenders Handbook

  • Exchange and Completion

Get your seat reserved today

ready to join the live webinars starting on 12th June

Get your seat now

How do I complete the course?

  • Delivered live via webinar which will be recorded if you want to re watch or have to miss a live

  • Grab a drink, computer and a notebook and join Zoe for a live webinar every Thursday

  • The replays are available 24/7 with 1 years access to the course

  • Each webinar is approximately and hour and Zoe will be available for questions

Who is the course suitable for?

  • Paralegals

  • Lawyers

  • Trainees

  • Legal Executives

  • Solicitors

  • Support staff

  • New to this area of conveyancing

  • To increase knowledge in this area

  • To upskill or as a refresher

Course curriculum

  • 1

    Welcome

    • Welcome

    • Introduction to the course

    • How to use this course
  • 2

    Getting started with title investigation looking at initial information from the estate agent and the toolkit to gain know, like and trust from the client

    • Getting Started with title investigation

    • Bonus video on what can you see from the sales particulars

    • Course Notes
  • 3

    Protocol Forms

    • Protocol Forms - How can these forms help and how to do enquiries

    • Webinar Notes - Protocol Forms

    • The New TA6 Advising our Clients

  • 4

    Registered Title

    • Getting around the registered title
  • 5

    Restrictions, Notices and Charges

    • Dealing with restrictions, charges and notices
  • 6

    Covenants and Easements - The Lowdown

    • Covenants and Easements - the lowdown
  • 7

    Other Title Documents

    • Other title documents
  • 8

    Contracts and Transfers - what should they contain and why?

    • Looking at contracts and transfers - what should they contain and why

    • Example TR1 wording

Your Instructor

Course Founder

Zoe Upson

Zoe Upson is a conveyancing and property law trainer who has been training support staff, Paralegals, Legal Executives, Solicitors, Conveyancers, Trainee Solicitors, Estate Agents, Property Investors and property buyers and sellers since 2001. Zoe has been the head of a training team for one of the top conveyancers and is a former Law Firm owner, department head, and Property Solicitor. Using her extensive experience, she has been supporting conveyancers and property professionals throughout their careers developing skills, increasing their confidence and providing practical training that they can use through her unique method of training. Formally an Estate Agent and Mortgage Advisor before becoming a Property Solicitor, Zoe’s professional industry experience has led to a successful career and a unique understanding of property. With property close to her heart she owns and manages a property portfolio and advises on property acquisition. Having been brought up on a building site with her parents working for a new home builder, Zoe was often found on-site helping out from an early age. Often found in a field walking her dogs whilst getting inspiration for a course, renovating her latest property acquisition or standing and supporting her daughter's football team, Zoe is passionate about property.

Social proof: testimonials

Helped show me I've been doing it right!

Karen

I’d just like to say thank you so much for the course the complete guide to new build conveyancing I thoroughly enjoyed it. Although I’m a qualified licensed conveyancer I do feel a lot of conveyancing ends up being self-taught and it’s nice to know I’ve been doing things right. It has also helped to get my head back into conveyancing after taking a year out through ill health.

Such a handy tool!

Holly

I just wanted to say how much I enjoyed the Practical Property Course! I bought it last year whilst I was furloughed to keep up my knowledge (and keep me busy), I’ve since changed jobs and am now working for a developer so had a refresher this morning ! It’s such a handy tool and I’d be interested in any others courses you do so I’ll keep my eye out!

Loved the bite sized pieces

Jo

I've just completed the Practical Property Course and found it really informative and easy to do. I loved the bite-size pieces and easily understandable breakdown of each module.

FAQ

  • How is the course delivered?

    It is delivered via live webinars during June and July. If you miss one don't worry a recording will be available within 24 hours via an online training platform. When you buy the course you'll receive a link to the platform enabling you to log in using your phone or computer, anywhere you have the internet to catch up. This means that you can learn on the go, as and when you choose.

  • Do I have to do the whole course or can I work though it in my own time?

    The live webinars will be at fixed times throughout June and July. You can dip in and out as and when you want and can listen to the recording in whatever order. Or you can work through it in one go it's totally up to you.

  • How long is the course?

    The course is made up of 6 live sessions and bonus recorded sessions along the way.

  • How long do I have access to the course for?

    A whole year (365 days), allowing you to redo any sections that you want, redo the whole thing or use it as a guide as you work through a contract pack. You will also get the benefit of any new content that is added.

  • Will new content be added?

    We always seek to improve the learning experience and if new content is added, yes, you will have immediate access to that.