Imagine a platform that allows clients, agents and lawyers to complete conveyancing in one place…
Effortless Onboarding
Empower Clients To Onboard, Efficiently and Transparently
TASK
STATUS
DOCUMENTS
Transaction Form
Completed
1 Document
Property Information (TA6)
In Progress
2 Documents
Leasehold Information (TA7)
Ready for approval
2 Documents
Fittings and Contents (TA10)
Not Started
ID Verification
Not Started
Client Care Letter
Not Started
Sales memo
Not Started
Searches
Not Started
5 Documents downloaded
Efficient Document Collection
Clients complete ID, TA Forms, CCL, TOB, Payments and more with complete transparency for all parties.
Jason Santiago
Estate Agent
13:22
John is is worried about discrepancies in the property’s boundary descriptions. Can we clarify this?
Tuesday, April 23rd
Susan Lewis
Solicitor
9:07
I’m reviewing the title deeds now. John, do you have any historical documents that might help?
John Stevens
Legal Owner
9:34
Yes, I’ll upload the documents a now for everyone to access.
2 Documents
Unified Communication
Clients, lawyers and agents communicate in one place saving everyone time and prevent miscommunication.
Simplified Conveyancing Referral, Quoting, Instruction and Case Management
Streamline Operations,
Increase Revenue
30
20
10
0
Sep
22
Oct
22
Nov
22
Dec
22
Jan
23
Feb
23
Mar
23
Apr
23
May
23
Jan
23
Jul
23
Aug
23
Sep
23
REFERRED DATE / AGE
21 Dec, 2023
20 Days
21 Dec, 2023
20 Days
21 Dec, 2023
20 Days
OUTCOME
Left voicemail
Callback request
Callback request
FOLLOW UP DATE
21 Dec, 2023
4 Days
19 Dec, 2023
1 Day
24 Dec, 2023
10 Days
NAME
Justin Wu
Patrick Barando
Jermaine Bantuwa
TYPE
Purchase
Sale
Remortgage
Live
890
On hold
5
Fallen through
200
All
12,208
Take Control Of Your Case Pipeline
Track and manage all your tasks and documents with precision and ease.
Earnings
This month
£1,200.00
2.2%
MoM
Earnings
All time
£7,800.00
Referrals
MTD
32
2.2%
MoM
Earnings
Last month
£960.00
2.2%
MoM
Refer And Earn Fees More Easily
Earn immediate vouchers and referral fees and put an end to chasing incentives and invoices.
Enhance Client Experience
Give your referrers, colleagues and clients the experience they deserve and allow them to love your service.
22 Mangrove Road
London, United Kingdom
Sale
Freehold
£450,000
My Property Log
My Quote
Change to another property