Training Session on New Process for Seller Solicitors Bank Details
Overview
- Introduction of robots Vincenzo and Maria to handle login of seller solicitors' bank details.
- Transition from manual checking to robotic process.
- Process involves using lender exchange portal for account verification.
Old vs New Process
- Old Process: Replies to requisitions were mail phrased; bank details checked manually.
- New Process:
- Replies to acquisitions are mail phrased.
- Email sent to robots Maria and Vincenzo for checking via lender exchange portal.
- Successful results are integrated back into case history as I7.
- Updates completion checklist to indicate successful bank detail verification.
Error Handling
- Occasions when bank details are not successfully verified.
- Notification: Email sent to fee earner with error screenshot.
- Proclaim Rectification: Rectify details allowing robot to re-request verification.
Common Errors and Solutions
-
Sort Code Errors:
- Dots in sort code can lead to errors; replace with full numbers.
- AI misreading numbers (e.g., zero as eight).
- Ensure sort code and account number match requisition replies.
- Updates prompt hourly checks by robots, pulling successful results as I7.
-
Name Discrepancies:
- Example: Name mismatch due to admin error.
- Verify using CLC or SRA checks; correct in Proclaim.
- Double check sort code and account number against requisition replies to avoid additional errors.
Handling Unlisted Seller Solicitors
- If not previously in Proclaim, send details to
[email protected].
- Admin team will update details, prompting robot to re-request verification.
- Sellers not on lender exchange require confirmation and instructions from James.
- Mail phrase results as I7 to update completion checklist.
Future Steps
- Emails will transition from central check to individual receivers.
- Open for questions regarding the transition process.
Note: The session emphasized the importance of accuracy in data entry and the role of automation in streamlining verification processes.