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Conveyancers can now complete property searches with tmconvey without leaving their DPS Software Case Management System.

The integration saves fee earners and support staff time on double entry as all data is automatically passed to tmconvey from DPS. From within tmconvey, accessed directly from their DPS system, conveyancers order searches against the pre-setup case and take advantage of all the mapping and alert functionality.

Once complete, documents are then automatically saved on the DPS file history, with invoices for the search automatically sent to the firm’s accounts team as an e-chit for payment.

Jo Draper, Business Process Manager at Plymouth law firm Wolferstans and one of the first users of the integration, said: “The DPS-tmconvey integration has saved a lot of time for fee earners in our Commercial Conveyancing department. Rather than having to re-enter information into tmconvey that is already held in DPS, the system does it all for us. We don’t even have to worry about adding the documents to the case file once the search has been returned as that is also done automatically.”

“Fee Earners also don’t have to bother submitting the invoice to accounts as that is also done automatically. The level of automation available to the team saves us hours each month and ensures everything is recorded accurately.”

Osman Ismail, Director at DPS Software, said: “I’m delighted to be able to offer even greater value to our clients. This year we’re focussing on growing the DPS Spitfire ecosystem to connect as many different partners with DPS Spitfire to make the lives of our users easier.”

“The whole point of a Case Management System is to reduce manual admin processes to a minimum. The addition of tmconvey to our ecosystem is an essential part of this to make our conveyancing users more efficient and productive.”

Paul Albone, the tmgroup COO comments “it was a great project to work on with the DPS team and be able to extend the integration ability we already had.  This latest implementation is the first step of an API First approach that tm have adopted to make sure that users have a choice as to which application they use to access the full suite of tmconvey services.”

To find out more about the integration please speak to your Account Manager 

Enhancement to Search Insurance (Auction) Policy 

Upcoming enhancements to CLS Search Insurance (Auction) policy which will come into effect on 29th June 2020. Please see changes outlined below and what it means for you. 

There will be the following changes:

•The product name will change from Search Insurance (Auction) to Search Auction (Validation/Delay).

•It will now allow the Insured to add the policy within the auction pack.

•Any draft policies prior to Sunday 28th June 2020 created but not converted into full policies will be removed from the platform.  New draft policies will have to be created from 29th June.

Enhancements to Chancel Insurance Policies 

We would like to make you aware of an upcoming insurer change for CLS Chancel Insurance policies which will come into effect on 1st July 2020.

Please see details below with what it means for you.

•CLS PI are now able to offer 25, 35 and a perpetuity period of insurance for Chancel Insurance policies with Aviva Insurance Limited.

•Any draft policies prior to Monday 29th June 2020 created but not converted into full policies will be removed from the platform.  New draft policies will have to be created from 1 July.

This month we are focusing on our Portfolio service 

What is it?

Our Portfolio Service provides clients with a way of efficiently managing search orders for multiple properties within a transaction.  We can handle anything from 1 to 100 or 10, 000 properties – or more! 

Our dedicated Managed Services Team will process the orders on your behalf and through Portfolio Manager you are able to view the real time progress of searches, queries and status for all properties in your portfolio.  

Did you know

Typically, this service is used for firms dealing with multiple cases in a single transaction however during recent months we have seen an increase in requests for individual cases to be managed by the team, making time for you to handle other priority work.

How does it work?

Once tmgroup have the list of properties, a quote will be prepared against required searches, once approved, the Managed Services Team will manage the search order process on your behalf.  Everything from preparing the plan, managing queries and chasing the final report is overseen by your dedicated contact in our expert team.  

Who can use the service?

The Portfolio Service can be used for both residential and commercial transactions to order full search bundles, complete a bulk order of Land Registry searches or manage plot sales on a development site.  

How can I keep track of my orders? 

In addition to regular reports from the team, you can monitor progress through Portfolio Manager that will be enabled for you in tmconvey. It provides you with a real time view of the latest status for every case. 

Is there a charge to use the service?

Yes, we charge a processing fee for the service, which varies depending on the type of portfolio undertaken.

Want to know more?  

Please contact your tmgroup account manager or contact us today. 

Reminder

Distribution List - Via Add Recipient you can have up to 5 names selected to receive search results and queries via e-mail

Refresher

Digital mapping now includes Land Registry Freehold and Leasehold data via Data Layers

Our property channel tm:tv shares useful and informative content for both legal and estate agency sector.

Make sure to follow tm:tv to keep up to date with all the new sessions we are adding all the time! 

Follow tm:tv 

Rob Hailstone and Michael Day discuss How is the property market doing four months on

23rd September 1pm

Register to attend

The property discussion - Our panel of experts Perry Power, Joe Arnold, Yanthe Richardson and Greg Cunnington are returning to tm:tv to discuss what has happened in the market in the since May

17th September 1pm

Register to attend

Climate Change and the Property Market
Coastal hazards: lost to sea

24th September 

Register to attend 

Also coming soon

• People behind the brand featuring Tom Backhouse from Terrafirma and Dan Montagnani from Groundsure 
• CLS take over tm:tv with 2 sessions looking at important Insurance issues the market is currently facing
• Climate Change and the Property Market: Subsidence
• Climate Change and the Property Market: Mining our way to a greener future

If you want to catch up on any of our previous sessions then you can view them all here – 

Click here to view previous tm:tv sessions

Landmark have advised that the following two commercial reports are being decommissioned:  

·       RiskView Commercial and

·       Sitecheck Flood.

Any customers using RiskView Commercial should order Argyll’s SiteSolutions Combined product, which comprises the market leading environmental due-diligence report for the commercial market.

Any customers using Sitecheck Flood, should order Argyll’s FloodSolutions Commercial product, which comprises the market leading flood due-diligence report for the commercial market.

In light of the recent changes to the Law Society’s flood risk practice note, it is important that flood risk analysis for commercial properties be completed by a suitably qualified consultant. Each FloodSolutions Commercial and SiteSolutions Combined report includes an opinion and interpretation of flood data from an experienced IEMA-accredited consultant, advising if a full Flood Risk Assessment is required under the National Planning Policy Framework.

Refresher – adding new users (for administrators only). In system settings, under Users you can Add New. Simple fill in the details and your new user will be added.

Reminder – Coal searches – in addition to the Coal Authority report there are now ones supplied by Terrafirma and Groundsure both approved by the Law Society.