Estate Agents
Conveyancing Portal
By sending your legal instructions to your panel of solicitors using the Conveyancing Portal, you can benefit from the seamless integration we have with over 50 of the UK's largest law firms.
The Conveyancing Portal can accept instructions in a wide variety of formats including typing the data into a web form, CSV files and XML interfaces. Once the instruction has been received, it will be allocated to a solicitor, according to your business rules and then sent directly into the conveyancer's cases management system to allow them to commence work.
As the matter progresses, regular updates are automatically returned to you when key milestones in the process are reached. In addition to these updates, automated emails confirm exchange and completion dates as these are agreed.
The system is backed up with accurate management information and telephone support.
Energy Performance Certificates
XIT2's EPC platform allows you to instruct a DEA to complete an energy assessment on a property. You have control of the DEAs on your panel and can control the allocation of work by volume and postcode area.
The EPC system can accept instructions in a wide variety of formats including typing the data into a web form, CSV files and XML interfaces. Online case tracking allows you to follow the progress of your instructions. The platform also facilitates all of the billing requirements, so you will receive a single invoice from XIT2, who will then make payments to the DEAs via our online self-billing system. The is all complimented with full management reporting, a telephone support team and a comprehensive suite of panel management tools.
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