Overview

Client onboarding done right:

All products fully white labelled in your brand, all within a single client onboarding experience. 

Digital Legal Pack - Supported by Propertymark to speed up property sales, combines your PIQ with the Law Society's TA6, TA7, TA10, HMLR title and plans.  Can be shared with buyers and conveyancers, saving your client disbursements on the back end, significantly speeding up a transaction and satisfying trading standards... plus the best looking user interface/experience out there.

ID/AML checks - For compliant client onboarding, includes address document, ID document authenticity, 3rd party identity checks, biometric validation and a full suite of AML (not just PEPs and sanctions).

Document signing - Digital signing of agency agreements (all within the same client onboarding workflow).

Conveyancing panel - Curate your own conveyancing panel to earn your own referrals from your own preferred partners.  Integrates with our Digital Legal Pack and client onboarding experience at key touch points.

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