Course curriculum

  • 1

    Untitled chapter

    • Welcome

    • Course and Trainer Introduction - Companies what do I do? Covers the steps and checks required when dealing with companies in conveyancing - management companies, developers, purchasers, sellers and remortgages

    • How to use this course

  • 2

    Module 1 - What do you need to know about companies?

    • Due Diligence requirements

    • A few common questions about companies

    • Company Formulation - what you need to know - Memorandum, Articles and who our client is?

    • Companies House - a guide to the website and where to find what you need

    • Limited by guarantee or shares - what's the difference and what does it mean?

    • Written Resolution and Board Minutes - why are they needed and what are they?

    • Problems that can arise

  • 3

    Module 2 - Dealing with companies

    • Mortgages and Personal Guarantees - what they are and why they are required

    • Ltd company mortgage conditions - outlining the differences and running through an example

    • Execution of documents - what clauses do you use?

    • WInding up searches - what they are, why are they required and how to do them

    • Registration at Companies House

Get started today

On your journey into discovering the checks required when dealing with companies in conveyancing

What is covered?

Companies - what do I do? Explores and examines what you need to know as a residential conveyancer about companies. You will learn what you need to know and why, together with what to look out for, to include company searches, Companies House information, practical examples of the additional lender documents required through to charge registration and deadlines.

  • A comprehensive step by step guide to working through the additional documentation and requirements when dealing with companies in conveyancing transactions

  • Detailed explanations of how to find the required information, how to interpret it and why it's required

  • A worked example of dealing with the additional mortgage conditions when your client is a company

  • Analysis of a real life example of each document with what to look for, why and guidance if something is wrong

  • Covers if your client is a company, you are buying from a company, management companies and developers

How do I complete the course?

  • A self study course delivered via our online training academy with prerecorded video's

  • Binge watch or take your time watching a lesson or module at a time when you choose

  • Available 24/7 with 1 years access to the course

  • Each video ranges from 10 mins to 25 minutes in length

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.

Who is the course suitable for?

All conveyancers who deal with:

  • New build developers

  • Management companies

  • Buying on behalf of companies

  • Buying from companies

  • Whether you are new to these areas or are seeking a refresh

  • To increase knowledge in this area

What You'll Learn

  • Step by Step Guide

    A process for working through the company information you are required to check: * saving time * duplication * without reviewing the same documents *confidently

  • Real life examples

    Videos guide you through what to check, where and why. Learning from some of the experiences and lessons we've had along the way.

  • Experience

    Experience is usually gained by either assisting on cases involving companies or delving into the unknown which can be overwhelming given lenders requirements when dealing with company mortgages. Learn from my 19 years as a property solicitor and avoid the pitfalls. Get ahead of the game and gain years of experience in a few hours!

  • You can have the course open and watch the videos as you work through a case step by step. You have access for 365 days.

  • Increase profitability

    Having the confidence, a process and this step-by-step guide will increase your profitability and limit liability when dealing with companies.


  • How is the course delivered?

    It is delivered via an online training platform. You will be sent a link enabling you to log in using your phone or computer, anywhere you have internet. 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?

    You can dip in and out as and when you want and in whatever order. Or you can work through it in one go it's totally up to you.

  • How long is the course?

    It is currently 2.5 hours worth of content however this may change from time to time as more is added or tweaked.

  • 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.