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.
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