Home screen of your online tracker system Updates or notes for your attention are placed at the top in red. This will also inform you of the document turnaround time in days. Here you will have your tiles to look further at your cases. An explanation of what each of these are for is at the bottom of each tile. Your contact details are on the right hand side. Please ensure you check these are correct and add any if they are missing. This section will have crosses next to anything you have not completed. If you see crosses please contact the new entrants team! Please add your bank details here in order for us to pay your commission

Let’s look in more detail at how you can view your cases online Click this to view your order summaries and confirm them. (see slides for further instructions). Click this to view any documents you have on hold. (see slide 7 -8). View and search for your orders and clients using this link. (see slides ). This section will show you any cases where we are awaiting payment from you/the client. Any recent software updates can be found here. This is where you find your price list and information on payments and commissions. (see slides for further instructions).

1. Order summaries Once you click on this… You will see … Once you click on this… You will see …

1. Order summaries (cont) Once you have submitted an order the software will produce an order summary for you to check and confirm. This is important so you can check spellings, names, relationships, addresses etc. Remember if you have made an error on the software file then the error will follow through on the documents. This is your way of checking and amending any mistakes if necessary. Click this box to view order summaries for previous cases you have submitted where you have made amendments to the original order summary.

Once you click on this… You will see… Once you click on this… You will see… 1. Order summaries (cont)

1.Order summaries (cont) – Order summaries awaiting confirmation Box 1 – Check products ordered here. Box 2 – Check commission due Box 3 – View your order summary as a PDF. This can be saved and ed to your client to check. Box 4 – Confirm instructions and spellings. You can also make amendments in this section.

2. Documents on hold Once you click on this… You will see… Once you click on this… You will see…

2. Documents on hold (cont) There is a search facility on this screen so you can search for example by the clients surname. This will bring up any clients with that surname that are on hold. This page shows a list of all cases on hold and the reason. Here it should state the reason the case/product is on hold, and if you to click on the link to the right this allows you to the office direct.

3. Track your clients, orders and documents Once you click on this… You will see… Once you click on this… You will see…

3. Track your clients, orders and documents (cont) View a list of your clients and a google map showing you where your clients are. View what stage your orders are at in the process. Here you can view any documents which need to be returned for storage, signing or documents checking.

3. Track your clients, orders and documents (cont) Once you click on this… You will see … Once you click on this… You will see …

3. Track your clients, orders and documents (cont) - Status of orders being processed There is a search facility on this screen so you can search for example by the clients surname. This will bring up any client of yours with that surname. Below is a list of all your orders. The document status column will tell you what stage the order is at. You can also view the document process to see what is left to be completed.

4. Your price list, payments & commissions Once you click on this… You will see… Once you click on this… You will see…

View any commission payments due and historic commission payments here. 4. Your price list, payments & commissions (cont) To view storage payments or clients direct debits for storage please click here. If you need to order storage or make a payment then click here. Find Countrywide’s prices for all of our products in this section.

4. Your price list, payments & commissions (cont) Once you click on this… You will see… Once you click on this… You will see…

4. Your price list, payments & commissions (cont) Commission and Payments (cont) This box will tell you the commission that is due to you. This box will tell you the commission payments that have previously been made to you.