We understand the pressures and how time-consuming setting a file can be.
So with File lite, we have made it even more simple for you. We get the basics set up then you can do the rest.
Input client data in the Case Management System
Check details are correct
Draft client care letters
Add memo of Sale to The Case management System
Or add a Grant of Lease to Case Management System
Update you with the File reference Details
Carry out GOOSE check
Carry Out initial Risk assessment
Online ID check
Obtain Office copies save them to the Case management system
If after we have set the file Lite file up and you would like us to continue just get in touch with the team and we be happy to continue at the normal file set up rate.
We do require a Memo of Sale or a Grant of Lease to be able to set up a file lite.