What's inside the Residential Workflow?
Over 200 legally compliant letters in MS Word.
A suite of standard Oyez forms (we can also supply in Laserforms if required).
All of our letters and documents are pre-coded to pull through relevant contact details as well as any other relevant information stored in the database.
All aspects of a Residential workflow are available including: -
- Case Inception
- Initial Welcome Call
- Care Document Management and Tracking
- Property Searches and Report
- Contract Document Management and Tracking
- Mortgage Report
- Title Review
- Title Report
- Pre-Exchange Checks
- Pre-Completion Checks
Other management facilities included are: -
- Money on Account
- Mortgage Advance
- Third Party Funds and Deposit
- Fees and Disbursements
- SDLT Calculator
- Automated Draft and Final Completion Statements
Over 200 P4W workflow steps ensuring matters move smoothly from inception through to post completion. Where appropriate, and in the majority of cases, steps have been smartly designed to always insert a new step into the agenda therefore ensuring matters don’t disappear into a ‘black hole’ and off the case worker’s radar.
Over 60 intuitive screens to guide and prompt the user as well as capture crucial data. Intelligent design has been utilised within all of our screens in order to assist in breeding user familiarity, clarity and consistency throughout the template.
Click here to view our brochure.