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27th Feb 2023

Posted
Updated
ByRosie Jacobs

PROPERTY TEAM MEETING OUTCOMES

  • Prioritizing emailing over to Imran in regards to billing.
  • Kallidus training – online compliance training.
  • If you are receiving CQS training – please send through certificates once completed to Rosie and cc’ing Karthika.
  • SDLT reports to Fahad – soon as you complete, please make sure you email over Fahad.
  • ICL – lots of improvements – making sure you’re filling out as much information as possible and being proactive on the sheet.
  • Complaints – 43 out of 75 have been resolved since January.
  • Refunds – bare minimum now with only 6 queries.
  • Hoowla access – hopefully in the afternoon access will be given.
  • Make sure sending through all relevant documents to the Post Completion Team – making sure documents are signed by clients resulting in less delays.
  • Imran – will be sending a billing report on a monthly basis – making sure staff are looking at the outstanding balances and making sure you’re addressing it – should be 0 balancing.

BILLING:

When we are opening a file in TR we issue a client care letter. Training has already been provided. Please make sure you familiarise yourself with the TR client care letter, providing key information regarding billing.

TR client care letter provides 89 pages providing a lot of information. When a matter is opened in TR the key document is the client care letter. As you work through Task Flow to identify that certain things have appeared through the transaction – it will link to the client care letter, giving additional information to the client.

There’s the initial section about the instructions including payments – with how much it will cost. The estimate provided which is given out which is usually on residential generated through Perfect Portal.

Terms and Conditions of business provide a lot of information about issues that may occur on a transaction and the additional bills that staff member can deliver during the course of the transaction. Staff members working within the legal process need to familiarise yourself with the client care letter giving headings and may enable you to deal with additional billing. Whereby, you may be able to charge extra for – which is in the client care letter. With any additional billing, as long as you have advised the client, we should be able to charge.

There are lots of appendices which go into legal explanations – by using this as a reference it is there to protect us and enable to do the additional billing, should we end up completing the additional work which is key.

Please see attached with the PowerPoint providing more information, which is also in the Intrinna Property Team.

Management Comments:

Rosie: New Starters – Sanduni within Conveyancing Team and Shamil within Post Completions

Geeves: Billing completed – bills to be completed by the end of the month – chasing for outstanding amounts – files have enough funds, if not please chase clients

Druvi: ICL – Duplicate files – group created with Munsir monitoring it – please read instructions by this Friday if you can get through most of them would be highly appreciated

SEE IT, FIX IT,RAISE IT:

Week of 27th February 2023 is Karthika – for completing a lot of intricate work with regards to the payroll and being very proactive with constantly being ahead of the game. Please congratulate when you have the chance!