Searches and compliance checks are manual, time-consuming tasks where conveyancers identify required searches, place orders with multiple providers, monitor receipt, and verify compliance against checklists.
Automation analyzes transaction details to determine required searches, monitors receipt automatically, and verifies each search response against compliance requirements in real time. Gaps are flagged immediately, turnaround time drops, and duplicate orders are eliminated.
The full workflow, from trigger to completion.
Automation monitors for new transaction records or emails containing transaction details. The trigger extracts property address, client name, and transaction type.
The automation reviews the transaction type and property location against a compliance matrix to determine which searches are required. the automation cross-references local authority rules and standard conveyancing practice.
The automation logs into each search provider portal or sends a structured order request via email, placing all required searches in a single batch. Order confirmation is logged automatically.
The automation polls search provider portals and monitors email for incoming search responses. When a search arrives, it is automatically downloaded and logged with a timestamp.
The automation reviews each received search response and cross-checks it against the compliance checklist. the automation flags any missing items, inconsistencies, or items requiring clarification.
The automation checks whether all required compliance items are present and verified. If yes, the process moves to notification. If no, a manual review step is triggered.
If gaps are detected, the automation sends a structured email to the search provider or client requesting missing information. This step is flagged for human review.
Once all compliance items are verified, the automation updates the transaction record, logs the completion status, and sends a notification to the conveyancer and team.
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