Client
Onboarding on Autopilot.

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Future-proof the conveyancing process - with one-click data collection, secure ID verification and contract ready packs.

ProConvey App Dashboard

Partners, clients and integrations

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Reclaim
valuable time

Our swift service lets you onboard clients in hours, not weeks - so you achieve more, in less time.

Go completely
digital

Eliminate human error and paperwork, plus free up personnel with our handy, contract ready packs.

Upgrade the
client experience

Provide optimal conveyancing with seamless service, inbuilt guidance and clear customer support.

Get all necessary
information

All the data you need in one hit - zero missing signatures, input errors, or incorrect information.

Cut costs

Automate repetitive manual admin tasks, save on paper and postage, plus reduce costs by up to 50% per case.

Improve contract
pack quality

Slash client enquiries by 80% with comprehensive conveyancing packs that cover everything and pre-empt further queries.

Stay legally compliant

Quickly issue automated onboarding letters, ID and AML checks, as well as HMLR compliant legally-binding eSignatures.

Go completely
digital

Eliminate human error and paperwork, plus free up personnel with our handy, contract ready packs.

Upgrade the
client experience

Provide optimal conveyancing with seamless service, inbuilt guidance and clear customer support.

Reclaim valuable time

Our swift service lets you onboard clients in hours, not weeks - so you achieve more, in less time.

Stay legally compliant

Quickly issue automated onboarding letters, ID and AML checks, as well as HMLR compliant legally-binding eSignatures.

Cut costs

Automate repetitive manual admin tasks, save on paper and postage, plus reduce costs by up to 50% per case.

Improve contract
pack quality

Slash client enquiries by 80% with comprehensive conveyancing packs that cover everything and pre-empt further queries.

Get all necessary
information

All the data you need in one hit - zero missing signatures, input errors, or incorrect information.

Much more than just
digital forms

ProConvey automates the entire onboarding and data gathering process for conveyancers, offering an
end to end, seamless experience for clients. Save money and personnel time and give clients the support they need to onboard automatically - error-free.

Much more than just
digital forms

ProConvey automates the entire onboarding and data gathering process for conveyancers, offering an
end to end, seamless experience for clients. Save money and personnel time and give clients the support they need to onboard automatically - error-free.

Invite your client
and onboard them automatically

Simply enter your client information and with one click, sit back while ProConvey does the leg work.

  • Automatically generate and issue onboarding letters

  • Onboarding letters ready for eSigning with HMLR Legally-binding eSignatures

  • Receive digital payments on account

  • Complete full, secure ID and AML verification checks

Fact-find with ease

Swiftly collect property, owner, buyer, stakeholder and transaction information for each case.

  • Let clients input all owner and stakeholder details

  • Gather and verify all needed transaction information

  • Make it easy for customers to upload relevant supporting evidence

Verify stakeholders securely

Quickly verify all parties and invite them to complete onboarding with one click.

  • Automatically issue stakeholder onboarding letters for executors, attorneys and giftors

  • Instant digitised signing with HMLR Legally-binding eSignatures

  • Comprehensive stakeholder ID and AML checks

Guide clients through TA forms

Our user-friendly, bitesize questions guide clients to correctly fill out TA forms and provide the supporting evidence.

  • Intuitive steered support enables clients to complete the TA6 and TA10

  • TA7 or TA9 forms automatically enabled where applicable

  • All parties can e-sign TA forms instantly with HMLR compliant eSignatures

  • Instant digitised signing with HMLR Legally-binding eSignatures

Auto-generated extra questions to support the sale

ProConvey’s smart software automatically issues all relevant additional enquiry forms based on the client’s information, to reduce buyer enquiries and speed up the transaction.

  • Conservatory enquiries

  • Porch enquiries

  • Driveway / hardstand enquiries

  • Solar panels (leased and owned)

  • Sewage treatment plant

  • Septic tank

  • Tenancy (Sitting and vacant)

Collect completed onboarding and contract packs - FAST

Swiftly receive your client’s complete, compliant onboarding information and contract ready, eSigned conveyancing pack.

  • Receive legally-binding eSigned onboarding letters

  • Instantly receive payment on account

  • Automatically carry out comprehensive ID and AML checks for all parties

  • Automate the completion of TA forms and offer eSigning for all parties

  • Generate additional enquiry forms and receive supporting evidence

  • Get a completed, error-free pack ready for reviewing and sending to the buyer’s solicitor

What people says

Introductory offer

ProConvey fuses seamlessly with your business workflow and can be easily tailored to your requirements - so there’s no need to change your existing processes or software.

Experience all of the benefits of ProConvey commitment-free -  join and test with 1, or all of your conveyancing team! For a limited time, we’re offering you 50% off your first month, so you can try us out and see how much we’ve simplified the client onboarding process.

  1. No setup fees or complicated subscriptions

  2. Try all of ProConvey’s features out for 1 month

  3. Add in as many team members as you like

  4. Keep your existing processes

  5. No commitment and no locked-in, lengthy contracts

  6. Reduce unnecessary expense - pay only for what you use

Onboarding.
Minus the hassle.

ProConvey automates the onboarding and information gathering process for conveyancers whilst
providing an end to end seamless experience for clients. Give your clients the tools and the support to
onboard themselves correctly.

Sellers

ProConvey provides a seamless experience for clients selling their property, so you can effortlessly ensure their packs are compliant and contract ready. Our streamlined process has been created with all ages in mind, automatically steering each party throughstage of the onboarding process.

ProConvey intelligently automates:

  • Onboarding letters for all parties
  • ID and AML checks for all parties
  • Payment on account
  • Transaction information gathering
  • Upfront property searches (coming soon)
  • Protocol forms (TA6, TA10, TA7, TA9)
  • Supporting evidence gathering
  • Pre-emptive enquiries
  • HMLR Legally-binding eSignatures

Buyers

ProConvey’s extensive feature suite helps you make onboarding as easy as possible for your property purchasing clients. Our intuitive software simplifies the entire buying process for all age groups, guiding customers through onboarding and the data gathering required to ensure they’re contract ready in record time.

ProConvey intelligently automates:

  • Onboarding letters for all parties
  • ID, AML and SOF checks for all parties
  • Payment on account
  • Transaction information gathering
  • Supporting evidence gathering
  • Giftors and gifted deposit declaration
  • HMLR Legally-binding eSignatures

Remortgagers

ProConvey’s allows you to accurately gather all information and process your clients remortgage on autopilot. Our intuitive software simplifies the entire process of onboarding and data gathering for all age groups, to ensure all parties documentation is ready in record time.

ProConvey intelligently automates:

  • Onboarding letters for all parties
  • ID, AML and SOF checks for all parties
  • Payment on account
  • Transaction information gathering
  • Supporting evidence gathering
  • Giftors and gifted deposit declaration
  • HMLR Legally-binding eSignatures

Frequently asked
questions

How easy is it to start ProConvey?
Can I try out ProConvey?
Are Proconvey payments secure?
Do I need to use all the features in ProConvey?

Ebenezer Ola

Partner, Solicitor

“We have been looking at solutions in the market and the ProConvey product addresses the need to digitise the conveyancing process and provide the relevant security measures.”

Danielle Harris

Residential Legal Executive

“ProConvey addresses an age-old problem of clients not providing correct information upfront. The platform will alleviate a huge administrative burden and leave conveyancers and solicitors free to work on any legality issues.”

Kevin Parker

Director, Mortgage Consultant

“I am often asked by clients whether there is anything they need to get ready for their solicitors, I will be directing them to use ProConvey once the product goes live.”

Nick Hawkins

Residential Conveyancer

“We have talked about the need for digitisation for years but nobody has provided a real solution, the sector is crying out for this.”

Max Puleston

Residential Conveyancer

“We are always looking to improve security. This solution will be the best on the market and we are looking forward to testing and supporting ProConvey.”