Conveyancing Completion Pack: How to Assemble TA6, TA7, TA10, SDLT1, AP1 in the Right Order
BundleCreator's suggested order for a residential conveyancing completion pack: front matter, Land Registry docs, TA forms, searches, mortgage, SDLT, AP1, insurance. Pagination, bookmarks, OCR and file format.
Quick Answer
A residential conveyancing completion pack should be assembled in BundleCreator's suggested order: (1) front sheet with transaction summary, (2) Land Registry official copies (title and plan), (3) TA6 Property Information Form, (4) TA7 Leasehold Information Form (leasehold only), (5) TA10 Fittings and Contents Form, (6) TA13 Completion Information Form, (7) searches (Local, Drainage, Environmental, Chancel), (8) mortgage offer and acceptance, (9) SDLT5 (Stamp Duty Land Tax certificate), (10) AP1 or FR1 (Land Registry application). Each document needs a bookmarked PDF section, a hyperlinked index, and OCR so it can be searched. Use an A4 portrait layout, paginate continuously through the pack, and keep individual document sections under 25 pages where possible.
Why the order matters
A completion pack is the bundle of documents a conveyancer assembles around a property completion. It is the firm's own indexed record, and it helps the firm answer queries from the lender, the other side's conveyancer and HM Land Registry.
A pack assembled in the wrong order does not stop completion, but it slows down every read of it.
BundleCreator's suggested order
The order below is BundleCreator's suggested structure. Check the lender's requirements in the UK Finance Mortgage Lenders' Handbook (Part 1 and the lender's Part 2) before completion.
Section A — Front matter
A1. Front sheet / transaction summary — names of parties, property address, completion date, mortgage details (lender, advance, product), purchase price, deposit, balance to complete
A2. Index — hyperlinked list of every document with page references
A3. Conveyancer's certificate of title (or Certificate of Matters Arising on Title) — the formal UK Finance Certificate of Title (COT) to the lender, in the form required by the UK Finance Mortgage Lenders' Handbook
Section B — Land Registry documents
B1. Official copies of the register — the current state of the title
B2. Official copy of the title plan — the plan with the boundaries
B3. Official copies of any documents referred to in the register (for example earlier conveyances or transfers containing covenants or easements)
Section C — Property Information Forms
C1. TA6 Property Information Form (6th edition, 2025; mandatory for CQS firms on instructions from 30 March 2026) — seller's disclosures about the property
C2. TA7 Leasehold Information Form (5th edition, 2025; leasehold only) — service charge, ground rent, lease term
C3. TA10 Fittings and Contents Form — what stays, what goes
C4. TA13 Completion Information and Undertakings — final pre-completion confirmations
C5. TA8 New Home Information Form (new-build only)
C6. TA9 Commonhold Information Form (commonhold only)
Section D — Searches
D1. Local Authority Search — usually CON29 + LLC1
D2. Drainage and Water Search — typically CON29DW
D3. Environmental Search — Coal/Mining if applicable, plus general environmental
D4. Chancel Repair Indemnity (if relevant — many conveyancers use indemnity insurance rather than a search)
D5. Specialist searches — flood, radon, brine extraction, planning if needed by the property
Section E — Mortgage and finance
E1. Mortgage offer — lender's binding offer
E2. Mortgage Deed (where signed in advance)
E3. Source of funds and source of wealth evidence (anti-money-laundering)
E4. Account confirmation — buyer's deposit funds confirmed in client account
Section F — Stamp Duty Land Tax
F1. SDLT return — filed online by the conveyancer (the paper SDLT1 is for unrepresented buyers)
F2. SDLT5 certificate — HMRC's certificate that the return has been made; HM Land Registry cannot register a notifiable transaction without it (Finance Act 2003 s.79). For land in Wales, Land Transaction Tax applies instead
Section G — Land Registry application
G1. AP1 (transfer of registered land) or FR1 (first registration of unregistered land)
G2. TR1 — transfer deed (signed)
G3. DS1 (where an existing charge is discharged on paper), or confirmation of the lender's electronic discharge, END or e-DS1 (HM Land Registry Practice Guide 31)
G4. ID1, ID2, ID3 or ID5 — identity verification (for an unrepresented party: ID1 for a private individual, ID2 for a body corporate, verified by a conveyancer; ID3 where verified by a non-conveyancer professional; ID5 is the conveyancer's certificate for verification by online video call — PG67), where required
G5. Power of Attorney (if used)
Section H — Insurance and undertakings
H1. Buildings insurance confirmation
H2. Solicitor's undertakings — to lender, to other side, to estate agent
Pagination and bookmarking
The completion pack should be one PDF, paginated continuously throughout (1, 2, 3 ... not Bates per section). The PDF should have:
- Bookmarks for each Section letter and a sub-bookmark for each document
- Hyperlinked index at the front — clicking a row jumps to that document
- OCR throughout so anyone reviewing the file can keyword-search names, dates, and amounts
- Compression to keep the file size down (BundleCreator's suggested maximum: 50MB)
A4 portrait. Default zoom 100%. Searchable text.
Common assembly mistakes
| Mistake | Consequence | What to do instead |
|---|---|---|
| Mixing the TA6 with later post-exchange forms | A reader cannot find the seller's original disclosures | Keep TA6 in its dated form alongside any TA13 update |
| Adding the Mortgage Offer at the end | A reader cannot match it to the financial summary | Mortgage Offer in Section E, before SDLT |
| Including draft contract pages in the same numbering as the final | Page references mismatch with file references | Mark drafts clearly; final version only in the pack |
| Searches in random order | A reader cannot relate environmental risk to title | Local first, then Drainage, then specialist |
| AP1 lodged without the SDLT5 | HM Land Registry cannot register the transfer without it (FA 2003 s.79) | File the SDLT return first and lodge the SDLT5 with the AP1 |
| Image-only scans | Nobody can keyword-search the document | OCR every scanned page |
Special cases
New-build properties
Add TA8 New Home Information Form to Section C, before TA10. Add NHBC certificate (or other warranty) to Section H1. New-build packs typically also include a section 106 agreement (planning obligations) and a road and sewer agreement if the estate roads are to be adopted.
Leasehold properties
Add TA7 Leasehold Information Form in Section C. Add Lease (full copy) in Section B as B4. Add Management Pack from the freeholder/managing agent in Section H, including:
- Last 3 years' service charge statements
- Last 3 years' service charge accounts
- Buildings insurance schedule (often the freeholder's, not the leaseholder's)
- Section 20 consultation notices (if any major works pending)
For new long-lease grants, add the draft Lease alongside the existing lease.
First registration (FR1 instead of AP1)
If the title is unregistered, the application uses Form FR1 not AP1. The pack must include the full chain of title — original deeds back at least 15 years (the statutory minimum under section 23 of the Law of Property Act 1969, which reduced the 30-year period previously set by section 44 of the Law of Property Act 1925), though most conveyancers select a "good root of title" earlier than that. Keep deeds in chronological order in their own subsection of Section B.
Auction completions
Auction packs run on tighter timescales: completion is on the date fixed by the auction conditions in the legal pack. The pack still follows the same order but typically does not include a search package — the seller will have provided a search pack pre-auction, which the buyer's solicitor reviews against the legal pack.
Equity loans / Right-to-Buy / Shared Ownership
Add any equity loan or shared-ownership documents, or the right-to-buy notice, in Section H, after standard insurance.
Last-minute additions and chain pressure
Completion days do not always run smoothly. Common late additions:
- Re-issued TA13 if the seller's circumstances change between exchange and completion
- Top-up source-of-funds evidence if the lender queries the deposit at the final check
- Amended SDLT return if a calculation error is spotted before submission
- Chain confirmation showing the up-chain transaction has completed before the down-chain can release
Each of these should slot into the existing pagination — do not redo the page numbers. Add the new document at the end of its section with an updated date marker. The hyperlinked index should regenerate when the PDF is rebuilt; a manual index update is too error-prone on completion day.
Bookmarked OCR PDF — the format
BundleCreator produces the completion pack as:
- One PDF (no zip files of separate documents)
- Paginated continuously — page 1 to last page
- Bookmarked at section and document level
- OCR'd for keyword search
- A4 portrait (landscape pages auto-rotated)
- Default view 100%
- Under 50MB
Check the lender's requirements in the UK Finance Mortgage Lenders' Handbook (Part 1 and the lender's Part 2) before completion. BundleCreator's suggested compression settings: 200-300 dpi, lossy compression on photographs, lossless on text-heavy documents.
How BundleCreator helps with completion packs
BundleCreator's Conveyancing template orders a completion pack in the structure above. The conveyancer uploads each document; BundleCreator:
- Numbers the pages continuously
- Generates a hyperlinked index
- OCRs every page that needs it
- Adds section and document-level bookmarks
- Compresses the output to keep the file size down
- Outputs a single PDF ready to save or share
Time saved (BundleCreator's own estimate): a manual completion pack takes 60-90 minutes for a sole practitioner to assemble correctly; BundleCreator produces the same pack in around 10-15 minutes.
Frequently asked questions
Do I need to include the TR1 in the pack?
Yes. The signed Transfer Deed (TR1) is a Land Registry requirement for the AP1 application.
What about the contract — does the contract go in the pack?
The signed contract goes in the pack at completion. Pre-completion the working draft sits in correspondence; add the executed contract to the pack once contracts are exchanged.
Is there a right way to handle joint-buyer ID documents?
ID documents (passports, driving licences, utility bills used for proof of address) should be in Section E3 alongside source-of-funds. Each buyer's documents in their own sub-section. Redact data not needed by the lender — see Redacting Personal Data from TA Forms.
What if the search results are out of date at completion?
Order an updated search where needed. Add the updated search to Section D with the original; both should be bookmarked. Check the lender's requirements in the UK Finance Mortgage Lenders' Handbook (Part 1 and the lender's Part 2) before completion.
Do I need to send the AP1 with the pack?
The AP1 is lodged with HM Land Registry after completion, within the priority period of the buyer's official search (30 working days, LRR 2003 r.131). Check the UK Finance Mortgage Lenders' Handbook for anything the lender needs to see.
What about international purchasers?
For international purchasers the source-of-funds evidence is heavier. Bank statements (translated where needed), evidence of funds movement, and clear AML compliance documentation. The order of the pack does not change but Section E becomes longer.
How do I redact personal data before sharing the pack with a mortgage broker?
The broker only needs a subset — typically the financial figures, not the seller's TA6 disclosures. See Redacting Personal Data from TA Forms for the UK GDPR approach.
Further reading
- HM Land Registry — Practice Guides
- SDLT online filing
- Same-Day Completion Pack: Bookmarked, OCR'd PDFs Without the Stress
- Redacting Personal Data from TA Forms
- Conveyancing Document Tools for Sole Practitioners and Licensed Conveyancers
Related reading
Free tools mentioned in this article
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About the Author
Stevie Hayes
Legal Technology Compliance Specialist & Founder
Former Head of Data Security at Holland & Barrett, a Governance, Risk and Compliance specialist, Stevie brings over 30 years of technology expertise—including delivery for Sky, Disney, and BT—to court bundle compliance. His five years navigating the UK Family Court, both with legal representation and as a litigant in person, revealed the gap between what courts require and what tools deliver.
Areas of Expertise:
ISO 27001 Information Security • Data Security & Compliance • Practice Direction 27A • UK Family Court Procedures