Conveyancing firms: problems we solve
27 problems conveyancing firms bring us, each with the cause, what it costs and what we build to fix it.
Conveyancing firms problems
27 articlesWhy Are Our Conveyancing Files Waiting on Searches Nobody Has Chased?
Conveyancing searches get ordered late and chased from memory, so files stall. How we automate search ordering, tracking and results filing for conveyancers.
How Do We Stop Estate Agents and Sales Progressors Ringing Us for Updates All Day?
Estate agents and sales progressors ring conveyancers for updates on every chain. How we build milestone updates to agents from your case management data.
Why Does Getting Source of Funds Evidence From Buyers Take So Long?
Buyers send source of funds evidence in pieces, with gaps and gifted deposits unexplained. How we build conveyancing funds checklists, uploads and reviews.
How Do We Make Sure Every SDLT Return Is Filed in Time After Completion?
SDLT returns get left until the last day because completion is busy and data is retyped. How we build conveyancing SDLT tracking, checks and prompts.
Why Do Our Post-Completion Registrations Keep Coming Back With Requisitions?
HM Land Registry requisitions pile up when applications go in with missing documents. How we build conveyancing pre-submission checks and requisition tracking.
Why Are We Still Building Completion Statements by Hand and Finding Errors on the Day?
Completion statements built in Excel pick up wrong figures and missing items. How we build conveyancing completion statements from your file data with checks.
How Do We Stop a Mortgage Offer Expiring or a Lender Condition Being Missed Before Completion?
Mortgage offer expiry dates and special conditions get missed on busy files. How we build conveyancing offer checks, condition lists and expiry alerts.
How Do We Keep Track of Which Enquiries Have Been Answered on Each Purchase?
Pre-contract enquiries and replies get lost across long email threads. How we build a conveyancing enquiries log that tracks each question to a full answer.
Why Do Sellers Keep Sending Back Property Information Forms With Gaps and Missing Documents?
Sellers return property information and fittings forms with gaps, holding up the contract pack. How we build guided online forms for conveyancing firms.
How Do We Stop Leasehold Sales Waiting Weeks for the Managing Agent's Pack?
Leasehold sales stall waiting on management packs from managing agents and freeholders. How we build conveyancing tracking for requests, fees and replies.
Why Do So Many of Our Conveyancing Quotes Never Turn Into Instructions?
Conveyancing quotes go out and nobody follows up, so buyers and sellers instruct elsewhere. How we build quote tracking, follow-ups and instruction packs.
How Do We Keep Track of Which Agents and Brokers Refer Our Conveyancing Work and What We Owe Them?
Referral fees owed to estate agents and brokers are tracked in spreadsheets and paid late. How we build conveyancing introducer tracking and statements.
How Do We Stop Completion Day Turning Into a Scramble Over Which Money Has Arrived?
On completion day, case handlers and accounts chase which funds arrived and which can go out. How we build a conveyancing completion day board from live data.
How Can We Check Client and Seller's Solicitor Bank Details More Reliably Before Sending Money?
Bank detail checks before completion rely on a phone call and a note on the file. How we build conveyancing bank detail verification steps and a clear record.
Why Does Agreeing an Exchange and Completion Date Across the Chain Take So Many Calls?
Agreeing exchange and completion dates across a chain takes endless calls between firms and clients. How we build conveyancing readiness and date coordination.
Why Are We Still Retyping Every Estate Agent's Memorandum of Sale to Open a File?
Opening a conveyancing file means retyping the estate agent's memorandum of sale. How we build extraction of sale details into your case management system.
How Do We Keep On Top of Developer Deadlines on Our New Build Purchase Files?
New build purchases come with developer exchange deadlines and long-stop dates that are easy to miss. How we build conveyancing tracking for new build files.
How Do We Handle a Rising Volume of Remortgage Files Without Hiring for Every Spike?
Remortgage files are simple but numerous, and each still takes manual steps. How we automate the routine parts of conveyancing remortgage work for review.
Why Are Some Case Handlers Drowning While Others Have Room, and How Do We Allocate Files Fairly?
New conveyancing files are allocated by habit, leaving some case handlers overloaded. How we build caseload allocation based on live workload and file mix.
Why Do So Many Transfer and Mortgage Deeds Come Back From Clients Signed Incorrectly?
Deeds come back unsigned, undated or wrongly witnessed and have to go out again. How we build conveyancing signing packs with guidance and return checks.
How Do We Stop Shared Ownership Files Stalling While We Wait for the Housing Association?
Shared ownership sales and staircasing wait on housing association approvals and forms. How we build conveyancing tracking of landlord steps and deadlines.
How Do We Make Sure Every Post-Completion Notice to Landlords and Management Companies Is Served?
After completion, notices of transfer and charge to landlords and management companies get forgotten. How we build conveyancing tracking for every notice.
How Do We Prepare for Lender Panel and Quality Scheme Audits Without a Week of File Checking?
Conveyancing file audits for lender panels and quality schemes mean days of manual checks. How we build ongoing file checks with evidence ready when needed.
Why Do We Do Weeks of Work on Sales That Fall Through and Never Bill for Any of It?
When a sale or purchase falls through, the abortive work often goes unbilled. How we build conveyancing abort tracking, fee checks and billing prompts.
How Do We Stop Chasing Lenders for Redemption Statements and Retyping the Figures?
Redemption statements from sellers' lenders get chased by phone, expire and are retyped. How we build conveyancing requests, tracking and figure capture.
How Do We Make Sure the Certificate of Title Goes to the Lender in Time for Completion Funds?
Mortgage funds arrive late when the certificate of title goes in too close to completion. How we build conveyancing funds request deadlines per lender.
How Do We Get Sellers to Find Their Building Regs, FENSA and Gas Certificates Before the Buyer Asks?
Missing building regulations, window and gas certificates cause late enquiries on sales. How we build conveyancing document requests for sellers at instruction.