Sale handover

A smoother handover keeps your sale moving

When your sale moves to the next stage, everyone needs to know what's been checked, what's been resolved and what's still outstanding. Coadjute keeps the AML compliance information together, so nothing gets lost in the handover.

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When the sale changes hands, the AML history goes with it

No searching through emails, chasing missing documents or asking customers to repeat themselves. The next person picks up the sale with the full picture. 

A handover the next team can understand

  • Structured AML report

    Every check, piece of evidence, risk decision and outcome is brought together in one clear report.

    Know what's been checked without starting again.

  • Permissioned AML sharing

    Securely share agreed AML reports and evidence with authorised professionals, including conveyancers.

    Fewer repeated requests for your customers.

     

  • Reports returned to your CRM

    Completed AML reports are filed against the transaction in your integrated CRM.

    Everything where your team needs it.

     

  • Case-linked conversations and files

    Customer messages, supporting documents and updates stay together throughout the transaction.

    No searching through emails or chasing the same information.

  • The full case history

    See every check, decision and update, including what's complete and what still needs attention.

    The next person picks up exactly where you left off.

     

  • Smoother sales progression

    A clear AML handover helps your sales progressors and conveyancers get what they need without unnecessary delays or repeated requests.

    Less back and forth. More progress towards exchange.

Discover how Coadjute keeps your sales moving

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