Uncertain about offering equity release advice? Not any more.
Our Equity Release workflow will help you prepare a written report particular to the product, advising on the risks and rewards. It focuses you to ensure that the client is not under duress; to check that the client has sufficient mental capacity and is properly advised upon the nature of a lifetime mortgage – without straying into financial advice.
Intelliworks was designed by lawyers who understand real practice, so it’s built to be the product working practitioners need. All the features and expertise you require but flexible and easy to use, Intelliworks can make your firm more efficient with minimal training and no disruption.
Watch the video below to see our workflow in action.
Automatically updated with the latest changes in law, legislation, and best practice
Integrated systems, instantly accessible documents, full audit trails
Dedicated Account Managers, legally qualified Trainers, and a proactive and friendly Helpdesk
ISO9001 and ISO27001 accredited. Members of the Institute of Customer Service and the Legal Software Suppliers Association
How Intelliworks Conveyancing will transform your workflow
What people are saying about Ochresoft
“It was a huge relief to find a ready-to-go system with a comprehensive workflow, well-authored library and regular content updates, all there in one tidy package.”
“We have been able to quadruple our capacity, realign our resources to maximise profitability and still maintain our quality and customer service standards.”
“It’s difficult to overstate the impact not just of the Intelliworks software, but also of Ochresoft as a business partner. We are now lean, efficient and competitive. We’ve taken customer service to a new level too, and we’ve achieved a 45% increase in conveyancing gross profit with the same team.”
“Compliance reports enable us to monitor risks and exceptions effectively, whilst our consistently high quality output and 24/7 online tracking facility are helping to secure new relationships with local agents.”