Conveyancing Workflows with Partner for Windows.

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Lean Software is developing Sale, Purchase, Remortgage and Transfer of Equity workflows, initially with Braddon & Snow.

Lean Software maintains the system Copyright, in order to possibly help other firms.

The development is based on Lean's Generic Awaiting Item Logic, and is designed to deliver several important aspects:

  • Partner integrated OCR Scanning Post Room Solution - automatically detecting and filing documents
  • Tracking of all documents / Awaiting Items required throughout the Workflow
  • Automatic Item chasing
  • Automatic Completion Statements
  • Management Reports
  • Perfect Portal Integration

With firms working together with Lean Software we aim cut your significant costs relating to building a Conveyancing system within Partner for Windows.

Documentation is being constructed / in progress :

  • Discuss with Lean