Remortgage Workflow

Time pressure. Multiple parties. Different requirements for each Lender. No problem!

Workflow software solves the problem. It can make you both more efficient and more compliant.

Intelliworks Remortgage workflow delivers an automated, fully comprehensive and dynamically responsive workflow solution and precedents library for remortgages of residential freehold and leasehold properties.

Intelliworks Remortgage takes you through the full life cycle of the transaction with a complete set of Law Society recommended tasks from inception and receipt of the new mortgage offer, right through to redemption of your client’s existing mortgage and file closing procedures.

Ochresoft was presented with the ‘Risk & Compliance Support Service of the Year’ award at the 2023 British Conveyancing Awards, recognising our commitment to service excellence within the industry.  

How to purchase Intelliworks Conveyancing

Please fill in and submit your details using our form and we’ll get back to you as soon as possible.

Includes the legal library

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

Lexcel/CQS Compliant

Best practice compliance is integrated into every aspect of Intelliworks.

Seamless integration

Integrated with HM Land Registry, HMRC, and more!

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 Library

Intelliworks Remortgage 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

Regularly 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 or applicable changes to the Lenders’ Handbook, 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, lenders 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 information processing

Enquiries Process

Enquiries process for leasehold information packs from the landlord and management company

Redemption Process

Redemption process of existing mortgage

Automated Submission

Automated submission of registration application to 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

Remortgage Workflow