Sales Packs

Req 36 and Req 37 packs that start mostly answered.

Pre-populated from live OMC records and your agency's standard replies, with only the genuinely case-specific items left for you.

QuorumHQ Sales Packs workspace showing Req 36 requests, progress and review status
  1. 1Request
  2. 2Auto-populate
  3. 3Review
  4. 4Documents
  5. 5Issue

Req 36 (MUD) and Req 37 (non-MUD)

The right question set for the property, so you are never editing the wrong template.

Agency and OMC defaults

Standard replies held at agency level and overridden per OMC where the answer genuinely differs.

Learned and default replies

The answers your agency always gives are reused rather than retyped for every sale.

Auto-population from live records

  • Unit and current owner detail
  • Service charge position
  • Governance and company detail

Dependency logic

Follow-up questions appear only when the preceding answer requires them, so the pack stays as short as it should be.

Needs Review workflow

Anything stale, missing or case-specific is flagged, so nothing is issued unchecked.

Supporting document requirements

Required attachments tracked with their status against each reply.

Structured replies board

  • The whole pack on one board
  • Progress at a glance
  • Reviewer sign-off

Issue and audit trail

  • Fee request and status
  • Issue to the requesting solicitor
  • Record of what was answered and when

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