An introduction to Matters

A matter is a property transaction. You could call them cases or properties, but within the InTouch system they are known as matters.

There are four main types of matters;

  • Purchase
  • Sale
  • Remortgage
  • Transfer of Equity

You can also create your own types of matters, and these are known as Matter Templates within InTouch.

Each matter template is workflow that helps you manage, and automate a complex process.

For example, you might like a workflow called 'Eastside Docs Development (Purchase)'. And this could represent a specific property development area with a specific introducer. The possibilities are almost limitless, and we can help you build your own workflows if necessary.

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