Our File Opening Services Include...

 Quote generation  

Provide us with your preferred fee structures and information about the potential client and we will prepare an estimate of fees for your approval to be sent to the client.  

  Quote Conversion 

 We'll follow up the quote enquiry by email and telephone to build the relationship with the potential client and convert the quote.    

 Initial Call 

 We'll carry out an initial telephone call for an informal chat with your client to gather details of the transaction, the client and their personal circumstances as they might relate to the transaction and create that initial relationship between us and the client and assist in effective file opening.
 

 File Opening  

You provide us with the clients information and we'll open the file in MS, carry out conflict checks, risk assessments, and prepare and send initial documentation to the client with an introduction to you for return of initial instructions 

 Pre-Client Service

 We will carry out an Initial Call with your client and open the file in MS and complete the usual file opening process, as well as following up with the client and any other relevant parties until all initial documents and payment on account are in, the file has been made Live and the DCP has been received or is ready to be drafted.

 
 Compliance Check

  At any stage of your matter you can ask us to help you check you are up to date with your due diligence. We'll review ID checks,conflict checks and lawyer checks and carry out an up to date risk assessment on your file. We'll check your taskflow is up to date and that any pre-completion searches have been recorded in MS and any relevant lender portals.