Billing & Financial Management
Outsource your billing process to us.Let us handle your conveyancing bills
From sending out quotations to post completion, we do it all!.
You can outsource your client financials to us. We deal with bills, completion statements, shortfalls and surpluses calculated using either your or our systems to ensure as early as possible and on completion a client knows how much money they need to pay or will be receiving on completion.
We recommend carrying out an initial completion statement at the point of title check so that your client has no unexpected surprises, followed by a pre-exchange completion statement, by which point you / we should be in possession of all required financial information.
We can also offer additional services such as reconciling client funds with transactions to ensure accurate amounts are held. We are also able to deal with post completion balances – see our other links for more details.
More services
Onboarding Client & Due Diligence
Our meticulous onboarding and due diligence services minimise risk and enhance compliance. We can assist with Know Your Customer (KYC), customer identification (CIP) and Anti-Money... read more
Title Checking
Ensure peace of mind with all-inclusive Title Check services. OSOI’s experienced team provides a comprehensive Title Report, advising on the property’s rights, covenants, and benefits.... read more
Administrative & secretarial services
Our dedicated administrative and secretarial support team ensures your legal operations run smoothly. From appointment scheduling to document ingestion and preparation, we can handle it... read more
Non-Conveyancing Services
Beyond conveyancing, we offer a wide range of other services. We can help with business process, ISO accreditation, automation and software development as well as... read more
Sales Contract Pack
At OSOI, we recognize the significance of a thorough Sales Contract Pack in the property sales process. That’s why we place a high priority on... read more
Balances & archiving
Our team ensures financial balances are meticulously managed, and essential documents are securely archived for your future reference and regulatory compliance requirements.