ULS eConveyancer lets you request conveyancing quotes from multiple solicitors, instruct a solicitor and track the conveyancing order, all from within a mortgage case in Smartr365. The case information is sent to the solicitor for you, so there is no re-typing.
Before You Start
Firm registration: your firm must be registered with ULS eConveyancer. A System Admin registers the firm in Settings > eConveyancer Registration by completing the eConveyancer Business Details (primary contact, firm address, FCA Number and Mortgage Club or Network) and clicking Save.
Product: conveyancing is available on mortgage cases. You cannot instruct conveyancing on a product that is Not Proceeding With or Completed.
Once your firm is registered, the eConveyancer Registration page confirms that the company is registered to eConveyancer.
Opening Conveyancing in a Case
You can open conveyancing in either of these ways:
Click Conveyancing on the toolbar at the top of the case. This opens the conveyancing page with the Create New Quote, Quotes and Order Tracking tabs.
On the case Summary page, click Get a Quote on the eConveyancer card. The card is hidden if the case is Not Proceeding With, at Contracts Exchanged or Completed, or if your firm is not registered with eConveyancer.
Get a Quote opens the Conveyancing Quote window. To get a quote straight away, choose the Title, Tenure and Constituent Country (and the Purchase Price for a purchase), then click Quote now. To add more details first, click Add more data and quote, which opens the Create New Quote tab described below.
Requesting a Quote
Open the Create New Quote tab.
Select the Quote Type and the Constituent Country (England, Wales, Scotland or Northern Ireland).
Complete the property and transaction details that appear, such as Tenure.
Scroll to the bottom and click Create Quote.
If more case information is needed, Smartr365 shows the errors in a Field Errors panel on the right-hand side. Click an error to go to the field where the information is needed, enter it and click Save. Then click Back to Conveyancing in the panel and create the quote again.
Comparing Quotes
After you create a quote, the list of service providers opens. You can return to it later from the Quotes tab, which lists your quote requests: click View Quotes on a request to see its providers again, or Remove to delete the request. For each service provider you can see the distance to the property, the rating from other customers, the fees, the disbursements and the total fees. You can sort the list by any of these columns.
The rating is shown as a percentage. If it has a slash next to it, the number after the slash is how many people have reviewed that service provider. For example, 100%/1 is the best rating, but from only one review.
On the right of each quote you can:
More Info: view the details of the quote.
Save Document: save the quote into the Document Store so it can be shared with your client on the client portal.
Instruct: instruct that service provider.
Sharing a saved quote with your client
Once the quote has been saved, go to the Document Store and turn on Visible or Acknowledgement? for the document. When the document is visible, your client can see it on the client portal; if you turned on acknowledgement, your client will need to click accept on it.
The saved quote is named after its quote reference. To give it a more user-friendly name, click the three dots on the right-hand side of the document, choose Edit, change the File Name and click Save.
Instructing a Solicitor
In the list of service providers (opened after you create a quote, or from View Quotes on the Quotes tab), click Instruct next to your preferred quote.
Check the instruction details. Selecting a Case Handler and adding Notes for the solicitor are optional. If the quote is for a limited company, Company Name is required.
Click Instruct. The instruction and the case information are sent to the solicitor via ULS.
Tracking Orders
Once a solicitor is instructed, open the Order Tracking tab to see the order. Updates from ULS are shown as the order progresses.
Troubleshooting Common Errors
An error when creating a quote
This usually means some case information is missing. Use the error panel on the right to go to each missing field, and check:
Purchase price or current property value is entered on the mortgage.
The client's title, name, phone number and current address are complete.
The Quote Type matches the mortgage product (for example, a remortgage quote type for a remortgage).
Conveyancing is not available on any case
Ask your System Admin to check that your firm is registered in Settings > eConveyancer Registration.
If the problem affects one case only, check that the product is not Not Proceeding With or Completed, and check the case information listed above.
The error continues after you have completed all the fields
Contact support with your Case ID and a screenshot of the error message. This helps us investigate quickly.