CALM Managed Service – Disbursement Ordering

CALM provide a very straightforward managed service, freeing up your team members to concentrate on legal work whilst we manage ordering, checking and delivery of vital documents required in every sale or purchase transaction.

Choose from the following options:

ID Checks – automated ordering and delivery of ID checks on every party involved in a transaction (including additional parties required for Proof of Funds).

Search Packs – automated ordering and delivery of searches for all purchase transactions.

Proof of Funds – form ensures the correct Proof of Funds are supplied. Client is guided through questions which informs them the documents they are required to submit dependent on the source of their funds.

TA Forms – online forms to reduce duplication and speed up supply of required TA/Protocol forms.

All of the above can be provided as a white label solution for any referrer you are working with. Contact us today on [email protected] to find out how we can assist your business growth.