Access a concise overview, including property insights, key case details, owner and party status, charges, agent, buyer and solicitor contact information, plus edit key details and issue invites as needed.
Case and property snapshot
Find the high-level information you need in record time.
Case overview and easy access to information
Easily see price, status and tenure and review mortgages and charges details
View all parties and their onboarding progress with additional easy edit and invite features
Beautifully designed property reports for clients and solicitors help with property insights
Manage party details and invites
Identify clients easily and view summarised snapshots, issue invites, ID checks and source of funds checks with the click of a button.
See key parties contact details at a glance
Easily amend as updates happen and issue automatic invites
Evaluate client inputs to check for errors in real-time
Add new parties, link cases and manage clients easily
Sales, purchase and remortgage overview
See your whole case in an overview PDF summarising all details about the case.
Property details, estate agents and legal representation
Legal capacity, buyers, sellers and their individual representation
Mortgages, savings, loans, outstanding charges and giftors and related transactions
SDLT declaration and any further details
Special offer
Test drive with 20 cases for FREE
No long-term contracts. No subscriptions. No catches.
No long-term contracts. No subscriptions. No catches.
