HelixConcerns
Your Role
Mortgage Advisor
Progressor / Admin
Management
Other
Prefer Not To Say
What would be your main concern with offering early search ordering to clients?
Client pricing or perceived value
Compliance, regulation or search quality
Extra admin for me
Clients being confused
When in the journey this should be introduced
How this would be explained to clients
Effect existing solicitor relationships
Whether solicitors will accept searches
Other
At what point do you think this would be best introduced to clients?
Decision in Principle stage
Mortgage application stage
Once the client has had an offer accepted
After the client has chosen a solicitor
Only once the solicitor has confirmed they are happy to use the searches
Unsure
What would you want clarified before recommending this to a client?
What would make you feel comfortable trialling this on live cases?
What would be most useful to you day-to-day?
Clear client wording to send at application stage
A simple step-by-step workflow
Visibility of local search ETAs
Confirmation when a client submits an order
Confirmation when searches are ordered
Confirmation when searches are completed
A copy of completed searches for Helix records
A solicitor-facing explanation of the search pack
A short FAQ for advisers
Other
Any other comments or questions you would like covered on the Teams session?
Thank you for submitting the form. I look forward to discussing your feedback on the Teams call.
Oops, there was an error sending your message.
Please try again later.
Download Brochure
Share by:
