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80% of clients eSign within 2 hours

Onboarding letters

Effortlessly create automated dynamic onboarding letters for conveyancing clients. Generate letters dynamically populated for each new client with one-click and built-in legally-binding eSignatures and streamline client onboarding. Included in Fast Track Sale packages for upfront seller onboarding.

Conveyancer creating onboarding letters
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Conveyancer creating client onboarding letters for property transaction in ProConvey software interface
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Create onboarding letters in minutes

Our conveyancing onboarding letters are simple to set up, can be live in minutes and are completely tailored to your firm. With just a few clicks, streamline your client onboarding process with professional, automated letters.

  • Completely customisable

    Add your firm's branding, and add templates for sales, purchases and remortgages. Choose your dynamic fields to auto populate letters for each client.

  • Automated eSignatures

  • Simple to setup

  • Email or SMS invites

  • Compliance covered

Onboarding letters for all case types

Our onboarding letters are tailored for different conveyancing case types, ensuring relevant information and compliance requirements are covered from the start.

  • Sale letters

    Sale letters

    Comprehensive onboarding for property sales.

  • Purchase letters

    Purchase letters

    Detailed onboarding for property purchases.

  • Remortgage letters

    Remortgage letters

    Streamlined onboarding for remortgage cases.

  • Terms and Conditions

    Terms and Conditions

    Stay compliant with your firm's terms and conditions.

  • Additional documents

    Additional documents

    Include additional documents for your clients.

  • Client quotes

    Client quotes

    Stay compliant with automated quote eSigning.

  • Quick showcase

    Onboarding letters in action

    See how easy it is to setup and send branded onboarding letters to clients with digital eSigning and dynamic fields. Watch clients receive, review, and eSign documents within minutes.

    ProConvey onboarding letters demonstration showing client receiving and eSigning documents
    Client eSigning conveyancing onboarding letters on iPad using ProConvey software
    Mobile ready icon

    Digital professional client experience

    Provide your clients with a modern, digital onboarding experience that sets the right expectations and builds confidence from day one.

    98%
    Time saved preparing and sending documents.
    £'s
    Saved in postage and admin costs.
    • Mobile optimised

      eSigning is fully responsive and optimised for mobile devices, ensuring clients can complete the process anywhere, anytime.

    • Progress tracking

    • Dynamic population

    • Automated reminders

    • No more copy and paste

    Client eSigning conveyancing document on phone using ProConvey software
    Legally binding eSignatures icon

    HMLR legally-binding eSignatures

    Eliminate the need for wet-ink signatures with our compliant eSignature solution, ensuring secure, legally binding document signing every time.

    80%
    Of clients eSign within 2 hours.
    100%
    Compliance covered everytime.
    • Automated eSigning

      Generate new documents for eSignature automatically. Create and issue letters to be signed to all clients - on autopilot

    • Save time and money

    • Legally admissible

    Related features

    Discover other ProConvey features that work seamlessly with onboarding letters

    ID and AML Checks

    ID and AML Checks

    Integrated digital ID and AML checks from top providers.

    Learn about ID and AML Checks
    Source of Funds Checks

    Source of Funds Checks

    Simple and secure SOF verification or integrated advanced checks.

    Learn about Source of Funds Checks
    Quote Calculators

    Quote Calculators

    Custom quote calculators for conveyancing.

    Learn about Quote Calculators
    Payment on Account

    Payment on Account

    Accept payments instantly with stripe or bank transfer.

    Learn about Payment on Account
    Compliance Declarations

    Compliance Declarations

    SDLT/LTT, Gifted Deposit, Tenure declarations and more.

    Learn about Compliance Declarations
    Legally binding eSignatures

    Legally binding eSignatures

    85% of recipients eSign within 2 hours. Save time and money.

    Learn about Legally binding eSignatures
    Evidence Uploads

    Evidence Uploads

    Gather all evidence in no time with doc and image upload or take pictures on mobile.

    Learn about Evidence Uploads
    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
    Auction Houses

    Auction Houses

    Accelerate post-auction conveyancing with digital workflows.

    Learn about Auction Houses

    Ready to get started?

    Streamline your client onboarding

    Join law firms using digital onboarding letters to improve client experience and reduce administrative overhead.

    Conveyancer on phone booking a demo with ProConvey conveyancing software