Billing & Financial Management
Outsource your billing process to us.Let us handle your conveyancing bills
From sending out quotations to post completion, we do it all!.
You can outsource your client financials to us. We deal with bills, completion statements, shortfalls and surpluses calculated using either your or our systems to ensure as early as possible and on completion a client knows how much money they need to pay or will be receiving on completion.
We recommend carrying out an initial completion statement at the point of title check so that your client has no unexpected surprises, followed by a pre-exchange completion statement, by which point you / we should be in possession of all required financial information.
We can also offer additional services such as reconciling client funds with transactions to ensure accurate amounts are held. We are also able to deal with post completion balances – see our other links for more details.
More services
Conveyancing
OSOI provides a comprehensive conveyancing and legal support services tailored for the UK market, encompassing detailed title checks, mortgage and search reports, post-completion activities, and... read more
Search Ordering & Reporting
We simplify the process of ordering searches, providing comprehensive search reports compiling data from local, drainage, environmental, mining and other relevant searches. We also conduct... read more
Balances & archiving
Our team ensures financial balances are meticulously managed, and essential documents are securely archived for your future reference and regulatory compliance requirements.
Title Checking
Ensure peace of mind with all-inclusive Title Check services. OSOI’s experienced team provides a comprehensive Title Report, advising on the property’s rights, covenants, and benefits.... read more
Onboarding Client & Due Diligence
Our meticulous onboarding and due diligence services minimise risk and enhance compliance. We can assist with Know Your Customer (KYC), customer identification (CIP) and Anti-Money... read more
Back office ledger & financial
Our back office ledger and financial services keep your financial matters in order. We handle ledger management, financial reporting, and related tasks, allowing you to... read more