Full listing of videos for Residential Purchase. Click on the image to go to the video.
Our Residential Sale & Purchase workflow allows you to correspond with up to 4 clients individually or in groups. This video will teach you how you can quickly and easily configure your clients to meet their specific correspondence requirements.
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The Welcome Call process supports you in complying with AML requirements by helping you keep track of call outcomes. This video walks you through how to manage the process for multiple clients.
Keeping track of completed client care documents is key to a successful and smooth transaction. This video guides you through the entire process, from sending the initial documents out, chasing where necessary, and recording when they are returned.
Sending and receiving multiple enquiries, sometimes to several correspondents, can be challenging and time consuming. Here we will demonstrate how our workflow takes the pain away and helps you manage all enquiries from one screen.
In order to reduce risk and ensure AML compliance it is vital that evidence of funds, and the funds themselves, are requested and recorded at the appropriate time. Here you will learn how to perform this important task through our workflow.