We understand the pressures and how time-consuming setting a file can be. With our dedicated Welcome Team, we can help by taking on the burden of all the tasks that take up your valuable time.
File Set up
Taking the card payment/ providing bank details for initial monies on account from the client.
Allocation of funds received to the file via 3E
Liaising with the Accounts Department to ensure payment credited to correct account once the file has been opened;
Setting up of the new file in MS - please provide us with as much detail as possible to ensure that this is all correctly noted in there, which will assist you as you progress the file;
Preparing and emailing the Client Care Pack to Client (detailing the accepted quotation you provide to us);
Periodic chase ups to the Client for the return of their completed Client Care pack and associated documents;
Carrying out the GOOSE Check;
Carrying out the verification of the other side Solicitor & Companies;
Online ID Checks (following receipt of the correct ID from the Clients);
Periodic chase up of Estate Agent’s Particulars;
Initial letters to the Solicitor acting for the other party to comply with CQS Requirements;
Periodic chase up of Contract Packs on purchase files;
Obtaining Official Copy Entries and documents and saving them into MS on a sale/ remortgage file;
Send the Plan and Protocol forms to the Clients on purchase files for them to peruse and request they sign and return the plan;
Send initial letter to Client requesting their Source of funds documentation on a purchase file