Every property file, in one place.
The moment a file comes in, it becomes a case. Everything connected to it lives there, and you can always see where it stands.
A property due-diligence matter is not one document. It is a stack: a deed, an encumbrance certificate, revenue records, approvals, and the questions that come up along the way. Left scattered across folders and inboxes, the stack is where work gets lost and where a missed page becomes a missed finding.
The Case Dashboard keeps the whole stack together. Each client file is one case, carrying the client, the file reference, the lender, every document you have uploaded, and every report you have run on it.
You can see at a glance where each case is, fresh in, being worked, or ready after review. Open a case and you pick up exactly where the last reviewer left off, so handing work between people costs nothing and nothing gets re-read.
- A home page for every property file
- Status at a glance, new, being checked, ready
- Every document, report and note on one case
- Resume exactly where you or a colleague stopped
- Client, file reference and lender on every case
- Nothing scattered across folders or emails
See it on your own cases.
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