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Ngozi Okafor
At riskIndividual investor · ngozi.o@example.com
Delivery stage
1. Welcome & kickoff2. Legal & conveyancing3. Purchase completes4. Refurbishment5. Inspection6. Council handover7. Lease live
Delivery checklist
3 open · 0 doneActivate a delivery plan
Pick a template, choose which steps apply, and add them to this client’s checklist with auto-assigned owners and due dates.
Messages
CSM & VAClient · 21 Jul 2026
Hi — quick one, how long is the council lease again?
Client Success · 21 Jul 2026
Hi Ngozi — it's a 10-year lease with the local authority. I'll drop the redacted lease in your documents shortly.
Client · 21 Jul 2026
Perfect, thank you.
KYC / AML
In progress0/4 checks verified. Click to advance a check (demo).
Documents
- Driving licencepending
- Proof of fundspending
Consents
Nothing captured yet — collected at onboarding.
Record
- Onboarded
- 30 Jun 2026
- Client success
- Client Success
- Company
- —
Outstanding
- Proof of funds
- ID verification