TA6 form undergoes revamp to speed up instructions for conveyancers

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The Law Society’s TA6 form, the industry standard form for property information which is part of the sale contract, is being expanded to create a document which is completed by the seller upfront.

The new TA6 Part 1 will provide information needed at the early marketing stage such as compliance with building and planning applications, the supply of services, flooding and common parts shared with neighbours.

It will provide all the information buyers need to be made aware of before they put in an offer and will join together estate agents, solicitors, buyers and sellers early on in the process.

The new form, which is at the beta project stage, is being created by legal technology providers InfoTrack and PerfectPortal.

Scott Bozinis, chief executive officer at InfoTrack explained: “Collecting the key TA6 data when the property is marketed, before an offer is made, will empower estate agents to source suitably informed buyers and bring conveyancers closer to the sellers.”

The current TA6 contains all the crucial information needed at the marketing stage. However, before now, collating the data from multiple parties was only possible post offer – after a solicitor had been instructed.

The Law Society has been working with InfoTrack and Perfect Portal to identify the key early marketing questions and make them available in the TA6 Part 1.

Part 1 will be completed by the seller upfront and fed into the full TA6. It is hoped it will speed up the time taken between marketing a property and selling it.

Indeed, Jane Pritchard, chief product innovation officer at InfoTrack said: “This beta project has ambitious goals. The digital early data solution will speed up the market to sale timeline and collate the property information into a fully completed TA6 through the power of a seamless workflow.

“Within eCOS, we have created data-driven TA Protocol forms and a dynamic set of onboarding features such as verification of identity, verification of funds, client care signatures and more to facilitate collaboration and enhance the journey for all parties involved in the matter.”

The software will integrate with the estate agents CRM system, Reapit, which will allow the agents to offer the TA6 Part 1 questions to the sellers when they are adding their property details into the system.

The seller will be able to access the questions within their law firm’s mobile app to complete at a pre-instruction stage.

This will not only help the seller to market their property, but it will also help law firms build stronger instructions from the outset. It is also expected to reduce drop off rates.

Mike Leeman, managing partner at Bell Lamb & Joynson Solicitors, said: “Connecting estate agents with the TA6 Part 1 is the holy grail.

“It captures data very early in the property transaction process to bring together estate agents, solicitors, buyers and sellers in a fully automated digital journey, eliminating our need for paper, completely.”

Meanwhile, Paul Lyons, managing partner at Lyons Bowe Solicitors added: “The ability to connect all parties within a digital TA6 is ground-breaking for law firms. By making it possible to reach potential new clients at the marketing stage, transaction processes speed up and instructions arrive earlier.”