New feature!
Intoducing Correspondence
Estate administration generates a huge volume of letters. With our new Correspondence feature, you can create them in seconds using templates or build them from scratch.
Dynamic fields pull the right account details, financial institution names and addresses directly from Exizent, so every letter is accurate, consistent and ready to send.
Generate professional letters in seconds.
SAVE TIME, REDUCE ERRORS AND MAXIMISE YOUR TEAM'S EFFICIENCY
Smarter correspondence, less admin
Produce letters your way - start with a template for speed or build from scratch for full control - Dynamic fields - pull case information, account details and institution names automatically
- Trusted addresses - use the Estatesearch Group Institution Bereavement Address Database for consistency
- One place to manage - download, share and store letters within the case file
See Correspondence in action
Book a demo to discover how Correspondence saves time, reduces errors and improves consistency.
We will walk you through generating letters, using dynamic fields and ensuring every detail is accurate with trusted address data.