Get clients onboarded in hours not weeks!Get clients onboarded in hours not weeks!
Centralise all case details and client information seamlessly with our intuitive platform. Enjoy comprehensive views of transactions, status updates, important documents, and communications - all in one place.
Our Know Your Client feature simplifies information gathering for conveyancers and estate agents. Simply step-by-step conditional logic forms gather client information along with supporting evidence uploads.
Handle all client types including Sellers, Buyers, Remortgagers, Attorneys, Deputies, Executors, Trustees, Officers, Company Directors and Representatives.
Clients can provide all property details from the outset through smart conditional questioning backed up by integrations.
Accurate property address verification to ensure all property details are correct from the start of the transaction.
Discover other ProConvey features that complement Know Your Case and Client
Integrated digital ID and AML checks from top providers.
Automated letters with eSign for sales, purchase and remortgage.
Simple and secure SOF verification or integrated advanced checks.
SDLT/LTT, Gifted Deposit, Tenure declarations and more.
Gather all evidence in no time with doc and image upload or take pictures on mobile.
Streamline your conveyancing process with digital tools and automation.
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