Fast, accurate Report on Title software. Questionnaire-driven reports built in minutes, not hours.
Quick Summary
- Questionnaire-driven Report on Title software
- Content written and maintained by practising solicitors
- Built-in e-signing for client approval
KEY BENEFITS
WHAT'S INCLUDED
Full Report Coverage
PM-ROT supports Report on Title, Report on Sale, Report on Remortgage, Report on Contract, Report on Searches, Report on Mortgage, Report on Pre-Contract Enquiries, and Combined Reports, covering the full range of conveyancing reporting needs.
PDF Output with Table of Contents
Finished reports are produced as professional PDFs with an automatically generated nested table of contents. You can also print draft versions for proofing before producing the final document.
Intelligent Questionnaire
Choose your report type and complete a dynamic questionnaire that adapts based on your answers. The report structure is built automatically, ensuring the right content is included for each matter without relying on manual assembly.
Solicitor-Written Content
All precedent content is written and maintained by qualified, practising solicitors. You can supplement this with your own firm's precedents and build your own libraries to reflect your preferred approach.
MORE DETAIL
Casera has partnered with Property Marvel to give conveyancers access to PM-ROT, a specialist Report on Title tool that transforms one of the most time-consuming steps in the conveyancing process into a fast, consistent, and compliant workflow.
Many firms still produce their Report on Title by copying and pasting from previous reports in a word processor, pulling content around to fit the new matter. This creates a compliance risk: firms end up with hundreds of slightly different versions of the same document, important details get missed, and content from one report can accidentally end up in another where it is not relevant. PM-ROT replaces this approach entirely.
PM-ROT is questionnaire-driven. You select your report type, then work through an intelligent questionnaire that reconfigures itself based on your answers. As you complete questions on the left of the screen, the report is generated in real time on the right, so you can see exactly what is being included and why. Nothing is missed that should be there, and nothing is included that should not be. The content behind the reports is written and maintained by qualified, practising solicitors who keep it current with changes in law and practice.
The tool covers Report on Title, Report on Sale, Report on Remortgage, Report on Contract, Report on Searches, Report on Mortgage, Report on Pre-Contract Enquiries, and Combined Reports. Once complete, reports are produced as a finished PDF with an automatically generated table of contents. E-signing is built in, so you can request client signatures directly from the platform without needing a separate signing tool.
PM-ROT is cloud-based, runs in any modern web browser, and integrates simply with case management systems. Through Casera, your search results feed into the reporting process, keeping everything connected and reducing the need to switch between platforms.
FAQs
Who writes the content in the reports?
All precedent content is written and maintained by qualified, practising solicitors who regularly review and update it. You can also create and manage your own precedents to supplement or replace the standard library.
Do my staff need training to use PM-ROT?
PM-ROT is designed to be intuitive with a straightforward learning curve. Help is built into the product and most users are productive quickly without formal training.
Can I use my firm's own branding on reports?
Yes. You can set your preferred font, heading sizes, colours, and page margins, and upload your own firm logo. Reports are produced with your firm's branding applied.
Does PM-ROT replace our existing Report on Title process?
Yes. PM-ROT is designed to replace copy-and-paste report writing, CMS-generated templates that fall short, and other report writing tools that may be slow or expensive. It standardises reporting across your firm, improving compliance and consistency while saving time.