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New Build Purchase Workflow

A replete and extensive workflow designed for the purchase of New Build properties from Developers.

Intelliworks Conveyancing

Time pressure. First time buyers. Incentives. Help to Buy. Acting in the purchase of a new build property from a Developer can be challenging!

Our New Build purchase workflow will help address these challenges. Written by experts experienced in the purchase of New Build properties.

Intelliworks New Build Purchase workflow delivers an automated, fully comprehensive and dynamically responsive workflow solution and precedents library for purchases of new build residential freehold and leasehold properties.

Intelliworks New Build Purchase takes you through the full life cycle of the transaction with a complete set of tasks compliant with the Law Society Conveyancing Protocol; from inception, right through to the registration of the client’s title at the HM Land Registry and file closing procedures.

How to purchase Intelliworks Conveyancing

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Legal library included

Includes the legal library

Access to the full suite of forms, documents and letters at the click of a button.
Compliant

Compliant

Best practice compliance is integrated into every aspect of Intelliworks.
Seemless integration

Seamless integration

Integrated with HM Land Registry, HMRC, UK Finance Mortgage Lenders' Handbook and more!
No new IT or hardware required

No new IT or hardware to buy

No server for you to support and maintain if you opt for our managed cloud service.

How Intelliworks Conveyancing will transform the way you work

Extensive Legal Library
Intelliworks New Build Purchase facilitates an extensive library of fully editable precedents and legal forms, ensuring that every aspect of the transaction is quickly and reliably delivered with specialist content drafted by our in-house team of expert conveyancing professionals.
Automatically updated
The content and workflow processes are fully managed and regularly updated in line with any changes to legislation, case law and legal practice. Whether it’s a landmark judgement on lawyers’ liability in the unfortunate event of a fraudulent transaction, a change to the land tax regime and rates, or amendment to the Standard Conditions of Sale, we can update the workflow and documents quickly, so you don’t have to.
Guided Data Capture
Guided data capture ensuring seamless and quick production and population of legal forms and correspondence with the clients, other side’s conveyancer and other relevant parties. Data capture and full mortgage report to client
Integrated
Integrated property searches ordering process, which delivers search results directly into the case (additional fees apply)
Time-saving
Individual pre-drafted client reports and advice on all the common property searches. Official Copies and contract pack information processing
UK Finance Lenders’ Handbook
Live access to the UK Finance Lenders’ Handbook supporting easy referral and compliance with the lender’s requirements at a click of a button. The workflow displays relevant paragraphs tailored to the lender and specific workflow points.
Content Rich & Data Specific
Content rich and data specific process for client report on contract and title, including part-exchange, leasehold covenants and shared ownership content
Completion Statement Wizard
Comprehensive purchase bill and completion statement wizard ensuring no fee or disbursement will be forgotten. Landlord and management company post-completion procedures
Land Tax Tailored Content & Rates
Land tax tailored content and rates (Stamp Duty Land Tax and Land Transaction Tax). Automated preparation and submission of the SDLT return to HM Revenue & Customs and documents
Automated Submission
Automated submission of registration application to the HM Land Registry

What people are saying about Intelliworks

  • “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.”

    Michael Lane, Partner, Gisby Harrison LLP

  • “Their mix of comprehensive in-house conveyancing practice knowledge and development expertise, and the client-focused and user-friendly product made them a winner.”

    Chris Harding, Director of IT & Facilities, Thrings Solicitors

  • “We have been able to quadruple our capacity, realign our resources to maximise profitability and still maintain our quality and customer service standards.”

    Geoff Hall, Head of Residential Conveyancing, Gordon Brown Law Firm LLP

  • “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.”

    Hamish Mason, Practice Manager, Dee & Griffin Solicitors

  • “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.”

    John Turner, Head of Residential Property, Key Conveyancing

  • “I can now produce the estate accounts at the click of a button and my team can answer client queries instantly on the phone, improving our responsiveness and customer service. Quite frankly I couldn’t imagine going back to my previous way of working.”

    Jane Miller, Probate Manager, Crellins Carter Solicitors
View all Case Studies

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