Total peace of mind for your firm.
From RICS conflict checks to Professional Indemnity safeguards, Surventrix is designed to support you through every step of the compliance process.
Book a Compliance ReviewCompany set-up & Safeguards.
Input your ‘Regulated by’ status during setup to ensure every quotation is mapped correctly. This guarantees your clients are notified exactly who sent the quotation and when, maintaining total transparency.
Critically, Surventrix acts as your digital gatekeeper. No reports can be sent to a client if your Professional Indemnity (PI) cover has expired. Our system monitors your dates and notifies you well in advance, protecting you from claims of incorrect or faulty advice.
Audit and Peer Review
Typically, a surveyor's remit includes inspecting buildings, defect analysis, valuations, and making associated recommendations. Because every surveyor in your firm carries unique qualifications, precision is paramount.
The Offices function in Surventrix enables you to intelligently ‘assign’ the right surveyor to the right instruction. This streamlines project delivery and provides a robust sign-off feature for total quality control.
Essential for admin teams when planning across different geographical locations and managing office hubs.
Complete Case Accountability.
Surventrix automatically logs every interaction, edit, and delivery. A transparent audit trail that ensures your firm remains compliant, accurate, and fully verifiable.
Case Logs
Surventrix creates an automated log entry for each change made to a client instruction, displaying them in a user-friendly format within the footer of every project.
With this live information, you and your colleagues can verify exactly when a change was created, edited, or sent—and crucially, by whom.
This provides vital support for your firm's audit, quality control, training, and regulatory compliance.
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Conflict Check
RICS members and regulated firms are encouraged to have robust procedures to deal with conflicts of interest. Our conflict checker provides instant guidance on whether you have visited a specific property address before.
For those new to Surventrix, we provide a legacy data upload service, integrating your historical records into the system on your behalf to ensure no previous instruction is overlooked.
Identifying and managing conflicts is an RICS obligation. Failing to implement effective controls can lead to enforcement action or professional negligence claims. Surventrix ensures your systems are refined and legally compliant.
Surveyors Declaration Process
From the start of the instruction to handover and secure storage, Surventrix ensures all instructions have clearly defined identification, affiliates, and a legally compliant sign-off process.
We automate the inclusion of your Terms and Conditions, ensuring liability is managed and that you and your customers are protected at every stage of the journey.
This refined approach supports our clients' goals in sustainable surveying, making Surventrix more relevant than ever for modern surveyors and admin teams.
Sign-Off
Verified