This article describes the integrations available for conveyancing within Unity® Practice Management.
In this webinar we will go through the integration between Unity® Practice Management and Unity® Search, and demonstrate the efficiencies and cost savings that can be applied as a result.
This webinar is also your chance to experience a live demonstration of our latest additions to Unity® Practice Management, Conveyancing Searches.
Experience first-hand how effortless it is to create a conveyancing search from within Unity® PMS and follow the complete customer journey from start to finish, as demonstrated in this live session, hosted by our PMS Product Manager, Chris Shingler and Director, Account Management, Joe Rapoport.
If you are unable to attend this session don’t worry, full training materials and a copy of the webinar recording will be provided.
Monday 15th June, 11.00am
Unity® Search conveyancer reports are now integrated within Unity® Practice Management
The features available are:
- Property address are displayed within the case
- New fields are available like property number, property description, property price and exchange dates.
- Add the property details when creating a new case
- Ability to check the status of an order via our practice wide overview page
- Create a Disbursement for the value of the search order
- Save the Search result PDF's to document management and record time automatically
See the video below for more detail