Another piece of paper hits the dustbin!

Gone are the days of wet signing, scanning, posting and storing Direct Debit mandates…

Paperless Direct Debits are now available in our legal document drafting software, Countrywide Legacy. Your clients can now complete a Direct Debit mandate electronically which can be sent to the Advisor/Company automatically, all at the touch of a button.

So, how does it help you and your business?

• Save time and money – No need to print, scan or post! Paperless Direct Debits can be completed, confirmed, and sent at the touch of a button, reducing your company’s administrative costs and saving you time.
• Manages the entire system – No need to chase payments or paperwork. The software tracks all payments and collection dates, even informing you if a payment bounces.
• Increased sales – Clients can complete their Direct Debit forms during the instruction taking process electronically, meaning no delays in setting up and the collections process can begin earlier as you don’t need to wait for a client to complete and send a paper Direct Debit instruction.
• Securely stored and audit trail – Paperless mandates and all client interactions will be stored on Countrywide’s Legacy secure server, reducing the risk of personal information ending up in the wrong hands. In contrast to paper, electronic direct debits can never be lost, misplaced or have missing information.
• Better client satisfaction – electronic Direct Debits are much more convenient for your clients, speeding up and simplifying the process. Additionally, utilising this system will ensure you look professional and that your clients will perceive your company as a modern estate planning business.

All without the need for a single piece of paper!!

And there's more...

For those of you already utilising Countrywide Legacy's Professional Bundle, Electronic Direct Debits will be included FOR FREE!

If you would like to learn more about Countrywide Legacy and the Professional Bundle, please click here or contact us today!

[email protected]

www.countrywidelegacy.co.uk