Create Property Search Scotland Orders in CaseLoad

In this video, we demonstrate how to efficiently create PSS orders in CaseLoad. By following the steps outlined, you’ll learn how to input purchaser details, select order types, and manage case statuses. Pay attention to integrating PSS cases, adding necessary reports, and finalising orders for submission. Take note of the streamlined process and data utilisation to enhance order placement.

Amiqus Integration

In this video, we will introduce the latest Amiqus integration in CaseLoad. We will demonstrate how to perform Amiqus checks within a client record, create a client, make a request, and show you the next stages. Additionally,  we will highlight the new feature of requesting and storing documents into the file. By the end of the video, you will have a clear understanding of how to navigate Amiqus and utilise its functionalities.

First Scottish Integration

In this video, we guide you through integrating First Scottish Search Services into our system. Learn how to access, place, and manage orders efficiently. Follow the step-by-step instructions to populate data, add addresses, select property types, and manage parties for orders. Take action by saving and sending orders to First Scottish for processing.

Registres of Scotland Integration

In this video, we demonstrate how to integrate R.O.S. in CaseLoad, showcasing the process of creating a new R.O.S. case, entering title numbers, accessing case details, generating title documents, and managing events.