ProConvey Logo
Mortgage broker software

Software enabling
mortgage brokers

ProConvey is your all-in-one solution for conveyancing software. Making transactions easier for both mortgage brokers and clients with features like quote calculators, panel management, and referral networks.

Get started

Create an account in minutes and add your panel of conveyancers

With ProConvey, you get a secure, encrypted portal for your entire team. Set up your account in minutes, build your panel of conveyancers to create quotes for clients and send referrals, track conversions and case progress, and stay fully compliant and privacy-protected throughout.

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Free account, quote for conveyancers and send referrals
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Invite conveyancers to be on your panel to create instant quotes
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No more waiting for conveyancers to get back to you
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Instant digital conveyancing onboarding for your clients
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Keep track of client progress with status updates
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Slash transaction completions times by up to 50%
Setup in 15 minutes

Setup in 15 minutes

Register and setup on your own or have a ProConvey team member guide you through setup.

Branded online portal

Branded online portal

Make ProConvey your own with a portal designed to give you a leading edge on your own URL.

Add your team and set your panel members

Add your team and set your panel members

Create your panel of conveyancers and request access to their quote calculator for instant quotes and referrals.

Secure portal with best in class 2FA and encryption

Secure portal with best in class 2FA and encryption

SOC 2 type 2 certified and CCPA compliant sign in and 2FA via Microsoft or Google.

Mortgage broker referring clients for conveyancing software showing client referral network and management system
Client portal icon for conveyancing software and client management systems

Streamline client referrals and quote generation

Connect with trusted conveyancing firms and generate instant quotes for your clients with automated referral management.

  • Panel management

    Build and manage your network of trusted conveyancing firms who can assign you custom quote calculators to create quotes for your clients.

  • Instant quote generation

  • Seamless client referrals

  • Referral conversions and progress

Digital onboarding conveyancing software interface showing KYC forms and Law Society TA forms completion system
Digital onboarding icon for conveyancing software and client management systems

Take control and speed up transactions

Provide your clients with professional, branded streamlined quote experiences from your trusted network and speed up transactions with built-in useful features.

  • Branded quote experience

    Send professional, branded conveyancing quotes instantly and take control of the process for a seamless client experience.

  • Real-time notifications

  • ID, AML and Source of funds checks

  • Order upfront searches

  • Put clients in the driving seat

Quote and refer for all case types

Our Quote Calculators generate precise estimates based on the law firms set fees, supplements, disbursements, and additional costs. Set up in minutes and start sending branded, tailored estimates for clients to accept within the hour.

  • Sale

    Sale

    For standard residential sales.

  • Purchase

    Purchase

    For standard residential purchases.

  • Remortgage

    Remortgage

    For refinancing properties.

  • Transfer of Equity

    Transfer of Equity

    For property ownership changes.

  • Related features

    Discover other ProConvey features that work great for mortgage brokers

    Quote Calculators

    Quote Calculators

    Custom quote calculators for conveyancing.

    Learn about Quote Calculators
    ID and AML Checks

    ID and AML Checks

    Integrated digital ID and AML checks from top providers.

    Learn about ID and AML Checks
    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
    Auction Houses

    Auction Houses

    Accelerate post-auction conveyancing with digital workflows.

    Learn about Auction Houses
    Take control

    Quote and refer clients for conveyancing

    Generate conveyancing quotes for your clients and refer them straight to your panel of conveyancing firms. Set your referral fees to add them to each quote automatically.

    1

    Create a panel of firms you know and work with

    Generate quotes for trusted firms your have relationships with. Choose who you would like to refer clients to on a case by case basis.

    ProConvey conveyancing software streamlined onboarding interface showing client setup and transaction preparation tools
    2

    Quote for individual firms on custom pricing scales

    Work with firms to create custom pricing for referred work, set your referral fees with the firm and exclusively create and send quotes to clients on their behalf.

    Conveyancing software automated compliance dashboard showing regulatory checks and compliance management for law firms
    3

    Compare quotes from local and national firms

    Coming soon

    View conveyancing estimates from multiple firms and refer clients. Clients can accept or decline directly from the email or webpage.

    Conveyancing software efficiency dashboard showing time and cost savings for legal professionals and law firms