This is a quick training session on the new process for the login of the seller solicitors bank details by the robots Vincenzo and Maria. So as you know the previous process was that the replies to requisitions were received and mail phrased in and as part of the process the bank details were checked by yourselves. It's now going to be that the process is taken out for the bank details as the process is going to now be done by the robots and what will happen is the replies to acquisitions will be mail phrased in and an email will be sent to the robots Maria and Vincenzo to ask them to go on to the lender exchange portal check the account checker and pull the successful result back into the case history.
under the mail phrase I7. That will then ensure that the completion checklist is then selected to show that the bank details have been successfully checked and the seller solicitor's bank details are fine and to complete that process. Now there will be occasions where the seller solicitor's bank details are not successfully checked for different reasons. And when that happens, as you can see on this file that I've got up, I've recently had the request through to look at this.
So the email will go to the fee earner. It currently comes to me, but it will be going to the fee earner to advise that there has been an error. And it provides a screenshot, which also puts on the case history that you can see there to explain that an error has occurred.
And can we rectify the details in Proclaim so that the robot. can then go on to to do the re-request so i've got the email for this particular file in front of me and this is how the email set up so it again it says that the robots tried to check the seller solicitors bank details in lender exchange but an error has required occurred and the request has been unsuccessful it shows what the um robots check so the seller solicitors name postcode sort code and account number and it also to help you out shows in Proclaim on the seller solicitor screen what information is provided to the robots to allow them to carry out that check. Just for further help it also attaches the replies to requisitions so that you've got the bank details all in one place as well so that you can check what's going on. So my first point of call is I will open up the screen print just to see if I can find out quite easily how the robots have checked it and what's gone wrong so you can see that they've matched the law firm so they will have also matched the postcode and it's gone wrong with the sort code so i will then have a look at the email and look at the replies to requisitions and see why that could have gone wrong if they do match so on this one the sort code is 20 20 70 20 20 70. and the account number is 83123049 83123049 so on this one the bank details have matched but it's because the dots have been added in the sort code and they've been pulled through so when the robot has checked it you can see from the screen print that it's put the dots in instead of the full sort code So all we need to do in that case is go into the seller solicitor screen and just needed to amend it to remove the dots from the sort code.
Now, it's OK if it does have dashes. I don't know why, but if it does look like that and that's how you save it, it will still carry it out successfully. But it doesn't like the dots or any sort of other. type of in between.
In terms of other errors that can happen with the sort code, it can be that the it's not recognised as zero as an eight or an eight as a zero, so it can be that just when the AI is reading the seller solicitor's bank details from the replies to requisitions, it hasn't pulled it through properly. So all you need to do is update the screen. Save it, leave the file and then the robot does check hourly for the seller solicitor's bank check.
So it will then go on to. recheck and it will pull the successful result through as i7 and then you can continue as normal. I'll just give you another example just to assist where it's a name difference.
So on this one, this is one that I received last Monday. And when I open the screen print, it's not recognised the seller solicitor's name. So I just need to find out why that is. So I'll go into the file and as you can see they're called sequence home conveyancing and the postcode now just from being a conveyancer I know that that postcode looks like it's Premier Property Lawyers and that's the overall umbrella.
company so it looks like it potentially needs to be changed for that reason but the first thing that I would do is I'd have a look for the CLC or the SRA check that would have been carried out when the memo came in again you just need to type in to see what has been revealed for the check so it is Premier Property Lawyers that have been checked and that is the correct postcode so you can see it's been an admin error when looking at the data entry for the seller solicitors details just to double check that we can have a look at the memo which if you stop filtering it's usually straight away near the checks because that's when it's carried out and you can see that the name is Premier Property Lawyers but the memo has pulled it through a Sequest home loans as the name and Premier Property Lawyers as the address so I suspect that that's how it's been placed into the file so again you just need to go to the seller solicitor screen I have already done this and amended it but I can try and show you what it was before so So, yeah, you can see it was attached by the automation as Sequest Home Loans. I've gone in. and I've just amended the seller solicitor's details.
The postcode is correct for it now. And then what I would just do is double check the sort code and account number against the replies to requisitions, just to make sure that once that error has been resolved, if there was an error with the bank details, it wouldn't happen that you get a second email. Then that would go on to be processed and the result would come back as I-7. So there are the differences.
if you If the seller solicitors haven't been entered into Proclaim previously with that address, then it might be that you can update the seller solicitors bank details yourself. In that case, you can send an email to admin team at avrelo.co.uk and one of the admin team will be able to pick that up, fix it for you. And again, that will then prompt the robot to re-request and bring through the successful result. There will be times where the seller solicitors aren't on lender exchange at all.
And in that circumstance, I understand that you already have AV reload guidance in place in terms of checking the seller solicitors are a valid firm and getting confirmation from James that you can proceed with the transaction. All you'll need to do then is mail phrase in the result as I7. being the confirmation from James and any other instructions that you have such as the bank details into the case history and that will again update the completion checklist to confirm that this bank details have been checked successfully.
The emails will be starting to come from you to you in the in the near future but I am here if you want to ask me any questions thank you.