Key property related documents in investment finance transactions

Published by a LexisNexis Property expert
Practice notes

Key property related documents in investment finance transactions

Published by a LexisNexis Property expert

Practice notes
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This Practice Note sets out the key property related documents and information used or reviewed by real estate lawyers in an Investment finance Transaction along with details of who prepares and reviews the documents and the purpose of each document. It does not contain detailed explanations of how to draft or review the documents. See Practice Note: Guide to drafting or reviewing a certificate of title.

Title documentation

The borrower's solicitor will put together the title information for the funder's solicitor to review. This may take one of four forms:

Title Pack

The borrower's solicitor may provide the funder's solicitor with a standard title pack including official copies for the property (or the root of title if it is unregistered), title plan, relevant title documents, replies to CPSEs addressed to the funder, any head lease, occupational leases, relevant licences and any other relevant documents. In addition, the funder’s solicitor will often expect the borrower’s solicitor to have carried out all appropriate up to date searches and for the search results to be included in the title pack

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Jurisdiction(s):
United Kingdom
Key definition:
document definition
What does document mean?

This word has a specific meaning within the cpr. Under CPR 31.4 it is defined as 'anything in which information of any description is stored'.

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