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Ready to transform your conveyancing process?

Conveyancing referrals

Expand your business network with our Referrals feature. Cultivate relationships with estate agents and other referrers, manage referral processes efficiently, and track performance—all while increasing your firm's visibility in the property market. Accept Fast Track Sale referrals with all legal work completed upfront.

Conveyancing referrals network illustration showing estate agent referring clients for conveyancing
Conveyancing calculator thought bubble representing quote calculators for referrers
ID checks thought bubble
Estate agent referring conveyancing clients to conveyancer

Create a panel and connect your network

Stop the back-and-forth of traditional referrals where referrers email conveyancers for quotes to be sent to clients, conveyancers pick up emails when they can. The 'My Panel' feature puts everyone in control with instant quoting and referral to law firms, real-time notifications, and seamless progession from referral to case kick off.

  • Panel connections that work

    Estate agents, mortgage brokers, and auction houses get their own ProConvey account to connect to a conveyancer panel, or vice versa. No more waiting for quotes or wondering if referrals were received - everything is instant and trackable for both the referrer and the conveyancer.

  • Accurate quoting from their account

  • Instant control for referrers

Real-time referral notifications and client instruction process

Benefits for everyone in the transaction

This system benefits conveyancers, estate agents, mortgage brokers, and auction houses equally. Faster transactions mean referrers get paid earlier, clients get better service, and conveyancers convert more referrals with less manual work.

  • Conveyancer benefits

    Conveyancers receive real-time notifications when quotes are sent, convert referrals to cases instantly, and begin digital onboarding immediately. No more manual back-and-forth or missed opportunities.

  • Referrer benefits

  • Client benefits

Advanced features for case progression and compliance

Advanced features and case progression

Take control of transaction speed with upfront search ordering, ensure CLC compliance with integrated eSignatures, and keep everyone informed with automatic progress tracking and referral fee notifications.

  • Upfront search ordering

    Referrers can order searches upfront or have clients pay for searches in the system to progress cases immediately. This puts clients and referrers in control and dramatically reduces transaction times.

  • Compliance and tracking

  • Complete transparency

Conveyancing client completing digital onboarding process on tablet

One-click digital onboarding for conveyancing clients

Transform referral conversions with instant digital onboarding. When clients accept quotes, they're immediately directed to complete KYC, The Law Society TA forms, and other compliance requirements—converting referrals to active cases in minutes, not days.

  • Speed of conversion

    The moment clients accept a quote from referrers, they're taken straight into digital onboarding. No delays, no manual follow-ups—just instant progression from quote acceptance to case commencement with all compliance requirements captured immediately.

  • Onboarding and case progression for referrers

  • Simplicity for conveyancers

Coming soon

Qualified referrals from ProConvey

Receive pre-approved client referrals directly into your ProConvey account from our network of referrers. This is currently in beta testing and will be rolled out soon.

Conveyancing referrals from panel showing client referrals delivered through ProConvey network

Accept referrals

Keep your business ticking over with client referrals delivered to you through the ProConvey network.

Conveyancing portal interface showing referral management and client processing within ProConvey

Referral management

Quickly see your referred clients and process them within ProConvey.

Estate agent showing clients property for referral to conveyancer representing network of referrers

Network of referrers

ProConvey as a network of referrers from mortgage brokers to online quote comparison sites.

Related features

Discover other features that work great with this one

Quote Calculators

Quote Calculators

Custom quote calculators for conveyancing.

Learn about Quote Calculators
Onboarding Letters

Onboarding Letters

Automated letters with eSign for sales, purchase and remortgage.

Learn about Onboarding Letters
Conveyancers

Conveyancers

Streamline your conveyancing process with digital tools and automation.

Learn about Conveyancers
Estate Agents

Estate Agents

Enhance client experience with integrated conveyancing solutions.

Learn about Estate Agents
Mortgage Brokers

Mortgage Brokers

Connect seamlessly with conveyancing services for your clients.

Learn about Mortgage Brokers
Auction Houses

Auction Houses

Accelerate post-auction conveyancing with digital workflows.

Learn about Auction Houses

Ready to get started?

Unlock new opportunities with referrals

Discover how our Referrals feature can enhance your business and drive growth today.

Conveyancing onboarding software client using ProConvey