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
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
Post Completion including SDLT, Registration, Closing
We handle all post-completion tasks, including Stamp Duty Land Tax (SDLT), property registration, and closing procedures, ensuring a seamless client experience.
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
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
Back office ledger & financial
Our back office ledger and financial services keep your financial matters in order. We handle ledger management, financial reporting, and related tasks, allowing you to... read more
Search Ordering & Reporting
We simplify the process of ordering searches, providing comprehensive search reports compiling data from local, drainage, environmental, mining and other relevant searches. We also conduct... read more