Offer Transfer of Equity services to your clients through our easy-to-use streamlined Intelliworks automated workflow
The Intelliworks Transfer of Equity Workflow guides the user step by step through the life cycle of a transfer of equity transaction. The process has been designed and tailored in partnership with expert conveyancers who use Intelliworks daily.
The workflow caters for the transfer of a property from a single owner into joint names or transfers into a sole name. This makes it suitable for a range of scenarios, including when adding a new partner or family member to the title deeds, removing someone’s name from the title during divorce or as part of a separation, ‘buying out’ a co-owner, or gifting a share of a property to a family member.
Smooth
Users are guided through the process of transferring equity from start to finish.
Efficient
Removes administrative burdens, allowing team members to focus on other tasks.
Secure
Risks such as insolvency or conflicts of interest will be highlighted and flagged to users to review.
Compliance
We ensure that the workflow and any documents produced adhere to the current legal requirements and best practice.
How Intelliworks Conveyancing will transform the way you work
What people are saying about Ochresoft
“My colleague found Jo very friendly and engaging, she felt at ease asking Jo questions or asking her to go over any part that she struggled with. She was very clear and patient and we would happily attend a session led by her again.”
“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.”
“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.”
“We have been able to quadruple our capacity, realign our resources to maximise profitability and still maintain our quality and customer service standards.”