Smart Compliance Guides

  Mover Protection Refund Guidelines With the benefits of Mover Protection, if your house sale or purchase fails for reasons beyond your control, you may be eligible for a refund of certain costs incurred. Mover Protection only covers the first property named on your...

  Document Submission for Clients Opting Out of Credas As an Estate Agent, you may come across clients who opt out of using Credas for their identity verification process. In such cases, it is essential to know which documents are required to establish their identity...

  How to certify documents We recommend getting a ‘rubber stamp’ made to save time and prevent queries. Each document must be signed and dated by the certifier, and must include the following: • The certifier’s full name • The certifier’s occupation,...

  Helpful tips & guidance How you can help speed up the process Please put notes on the lead you pass If you have customer documents then mention that in the lead notes but do NOT send to Lifetime Legal, Smart Compliance yet Make sure your customers are expecting...