Legisure brings the case, the client and the compliance record together, so the work and the evidence of it are never out of step.
Stages for mortgages, protection, purchases, sales, remortgages and sponsorship, with per-firm case references.
Link joint applicants and households, and keep AML dates, vulnerability and marketing consent on the client.
Tasks with owners and due dates, and notes that stay with the case for the next person to pick up.
Ask for exactly what you need, see what has arrived and keep every file in private storage.
Clients upload documents, complete their part of the fact find and message you, without email attachments.
Reminders on day 4, 7 and 10, then a call task on day 14. Hold them for approval or let them send automatically.
Principal, admin, adviser, case manager, compliance and read-only roles, each seeing what they need.
Postcodes.io and HM Land Registry today, with EPC, Companies House and the FCA Register being added.
Append-only record of every insert, update and deletion, including stage moves and the fields that changed.
For directly authorised firms and appointed representatives who want the advice file to build itself as the case moves.
For SRA and CLC regulated practices handling residential purchases, sales and remortgages.
For firms that help employers sponsor skilled workers, run as one more case type alongside the rest of your work.
Records that usually live in separate registers are kept with the clients and cases they relate to.
Check dates, outcomes and evidence on the client record.
DISP deadlines tracked from the day a complaint is received.
A breach register with impact and remediation.
Findings and actions recorded against the case reviewed.
Evidence across the four outcomes and a board summary.
Every model call recorded with purpose, model and outcome.
A 30-minute walkthrough with your workflow, your case types and your compliance questions. No slides.