How to Request Conveyancing Quotes in Smartr365
Overview
You can request and manage conveyancing quotes directly from within a case in Smartr365. The conveyancing feature lets you get quotes, instruct a conveyancer, and track the progress of the order.
Getting Started
Where to find it: Open a mortgage case, then navigate to Case Services > Conveyancing.
Who can access it: Users with conveyancing permissions. Your firm must have a ULS company reference configured.
Step-by-Step Guide
Open the mortgage case.
Navigate to Case Services > Conveyancing.
Click Create New Quote to start a new conveyancing quote request.
Fill in the required property and transaction details.
Submit the quote request. Quotes will be returned from available conveyancers.
Review the quotes in the Quotes tab.
Select a quote and click Instruct to instruct that conveyancer.
Track the progress of your instructed order in the Order Tracking tab.
Tips & Best Practices
The conveyancing widget also appears on the case Summary page for quick access when the case is at an eligible status.
The conveyancing option is hidden if the case is marked as Not Proceeding With, or if the case is already at Contracts Exchanged or Completed status.
Need More Help?
If you need further assistance, contact our support team through the chat widget or email support@smartr365.com.