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I have a situation where H is the registered proprietor of PPR residence and are refinancing. Bank require a spousal transfer to have both H&W on title.
Do I open workspace for the H as proprietor on title then link it with incoming proprietor and acting both parties?
You need a Workspace with a transfer from H to H&W, with the bank invited as both the MOT and IM. Create your Workspace in the role of Proprietor on Title then follow the instructions for a part tenancy transfer.