Conveyance Assist Pro — Case Dashboard

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Total Cases

🔵

Active Cases

✓

Completed

✉️

Pending Emails

Cases

Ref	Client	Stage	Adviser	Solicitor	Offer Date	Target	Status	Actions
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My Profile

Name

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Phone

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Role

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Email Signature

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User Management

Name	Email	Role	Status
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📄

Drop Memorandum of Sale here

or click to browse — PDF, JPG, PNG

Coming soon: Auto-extraction of client name, solicitor, lender, purchase price, and property details from Memorandum of Sale documents using AI document parsing.

Client Details

Client Name

Client Email

Client Phone

Property Details

Address Line 1

Address Line 2

City

Postcode

Purchase Price

Tenure

Chain Status

New Build (if applicable)

Developer Name

Plot Number

Build Stage

Solicitor Details

Solicitor Name

Solicitor Phone

Solicitor Email

Solicitor Ref

Estate Agent Details

EA Company

EA Contact Name

EA Email

EA Phone

Mortgage & Adviser

Reference

Lender

Adviser

Offer Date

Target Completion Date

Case Settings

Stage

Notes & Proc Fee

🔒 Estate Agent Feedback Consent

Does the client consent to Willowbrook Mortgages sharing case progress updates with the estate agent? This includes milestone updates (e.g. searches complete, exchange date). The client will receive email confirmation of their consent and can withdraw it at any time.

Yes — consent given No — not given