Upgrade the client conveyancing experience

ProConvey’s intuitive interface and intelligent software reduces conveyancing time by up to 50% - and your costs by up to 70%. Built in, pre-emptive seller enquiries and guided smart forms let you give clients the most comprehensive conveyancing pack on the market. Reduce human error, anticipate potential complications and slash customer enquiries by up to 80%, saving your personnel’s valuable time.

Save time (and paper) with automatic onboarding letters

Generate branded onboarding letters on autopilot, then send out and collect secure eSignatures forall parties involved. Reduce postage costs and time spent on admin, plus decrease carbon emissionsand waste by reducing your paper and transport usage.

Features
  • Easily upload pre-existing letter templates
  • Auto generate client care letters and compliant-ready terms and conditions
  • Create and issue letters to all parties - on autopilot
  • Custom brand communication with your company letterhead designs
  • Offer instant signing with HMLR legally-binding eSignature
Benefits
Save time spent creating letters for each client

lower carbon emissions and wastage

Automate client onboarding letters

for all stakeholders in the transaction

Reduce waste and inefficiency

save on printing, logistics, and postage costs

Reduce client onboarding time

from weeks to hours!

Instant digital payment on account

ProConvey lets you set your fee and receive secure payment on account directly into your bank.Know when you’ve been paid and automate the whole payment process, so clients can movestraight onto the next steps.

Features
  • Offer 100% secure digital payments to your clients
  • Receive instant payouts to your company account and get alerts when payments are made
  • Take online debit or credit card payments
  • Provide comprehensive, risk-based KYC and AML checks for individuals and businesses
Benefits
Receive payments instantly deposited

direct to your bank account

Get automatic alerts

know when funds have been received in your bank account

Save human resources

no more time wasted verifying funds received

Streamline, speed up and automate your onboarding

drastically reduce client bottlenecks

Prevent fraud

secure verification, plus advanced payment processing and encryption

Automated Verification and Anti-Fraud checks

Compliance has never been easier with ProConvey’s fast, simple verification for your customers. Useour built in ID verification powered by YoTi, or, connect to your current ID provider. (Coming soon)

Features
  • Offer instant ID verification with KYC and AML checks
  • Transfer data faster with NFC chip read capabilities
  • Prevent fraud with NIST-Level 2 anti-spoofing liveness technologies
  • Prevent fraud with NIST-Level 2 anti-spoofing liveness technologies
  • Verify with advanced biometric face match technology
  • Mobile application for on the go verification
  • Option to use your current ID provider (Thirdfort, etc…)
Benefits
Verify automatically

with automated ID, KYC and AML checks and secure client verification

No hassle compliance

meet the HM Land Registry's Digital ID compliance standard

Speed up processing time

process ID, AML and Source of Funds instantly - and all at once

Free up staff

win back time spent perfor-ming routine client due diligence

Protect customer data and privacy

full ISO/IEC 27001 and SOC2 certification

Quickly receive client information

Give customers a head start and gather owner, stakeholder, property, mortgage, transactioninformation and supporting documentation with ProConvey’s bitesize, user-friendly steps.

Features
  • Perform property address verification with the HM Land Registry address database
  • Swiftly gather property, owner and stakeholder information
  • Receive estate agent, mortgages and related transactions data
  • Get full buyer details, selling price, conveyancer details and more
  • Provide easy document upload for marriage certs, power of attorney etc…
  • Access the sales overview page/PDF for each case
Benefits
Impress your clients

with streamline, simplified transaction data gathering

Accurately collect all data

get property, stakeholder, transaction information and more

Collate necessary supporting evidence

stay fully compliant and reduce error

Improve accuracy

guide clients through forms with intuitive, bitesize questions

Automatically preempt queries

save time and prevent client support phone calls

Upfront case specific pre-emptive enquiries

ProConvey intelligently generates additional enquiry forms based on the information provided in theTA form questions. Now you can reduce client enquiries later down the line and significantly speedup the whole transaction.

Features
  • Conservatory forms
  • Porch forms
  • Driveway / hardstand forms
  • Solar panels (leased and owned)
  • Sewage treatment plant forms
  • Septic tank forms
  • Tenancy forms (Sitting and vacant)
Benefits
Automate the collection of additional information

speed up all your transactions

Pre-empt buyer enquiries

issue relevant additional forms and reduce your workload

Save staff resources

save time answering the same standard enquiries on every case

Reduce the chances of missed information

create fully comprehensive conveyancing packs

Improve the likelihood of a properly completed transaction

markedly decrease inefficiency

Digitise signing with legally-binding Smart eSignatures

Quickly collect legally-binding encrypted eSignatures for onboarding letters and TA forms, whileensuring full adherence to HMLR guidance.

Features
  • Legally-binding eSignature option for all documents and parties
  • Offer and receive automated reminders
  • Fully transparent audit trail
  • Accurate geolocation data
  • 100% security - all documents and sensitive data securely encrypted
Benefits
Ensure agreements are legally binding

get cryptographic proof a document was signed

Slash waste

by eliminating paper-based processes, printing, logistics and postage costs

Guaranteed compliance

with HMLR, eIDAS, ESIGN act and the UETA Act

Provide 100% client security

encrypted documents with SOC2 compliance

Speed up the conveyancing process

80% of eSignatures are completed within 1 day

Simple document upload and retrieval

Help clients provide supporting evidence with fast, secure document uploads - ProConvey’s APIintegration enables smart document retrieval at the click of a button.

Features
  • Full support for document uploads - includes PDF, word, excel, jpeg and more
  • Smart document retrieval including Title Deeds, Build regulations and more (coming soon)
  • Speedily find EPC, Gas Safe, FENSA, council documents and Environmental, Water &Drainage and Local Search Reports
  • Secure storage built in as part of the client conveyancing pack
  • Simply locate and retrieve client information with our smart filing system
Benefits
Automate and save time

automatically collect all information and documents from clients

Remove bottlenecks

prevent missing supporting evidence with easy upload and navigation

Speed up the process of collating evidence

fast document retrieval with integrated APIs

Improve accuracy

see what documents are required or missing in a complete sale pack

Smart tailored question flows

ProConvey provides far more than just digital forms, enabling you to support your clients withengaging, bitesize online questionnaires based on smart logic flows. Only show them what they needto answer and remove all the fluff, saving time and streamlining the information gathering process.

Features
  • Conditional logic algorithms for swift, accurate question and information gathering
  • Secure and fast document uploads
  • Smart document retrieval- quick search to locate title deeds, building regs, EPC’s and more(coming soon)
  • Output PDFs in the correct format, so they’re ready for immediate eSigning by all parties
  • Intelligent software provides built-in client support and guidance for each question
  • Secure storage integrated as part of the conveyancing pack
Benefits
Guide clients

with intelligent, engaging logic-flow based questions

Reduce human error

smart software ensures that all relevant questions are answered

Support your clients

provide automatic further information to help them answerquestions

Remove bottlenecks

effortlessly automate the collection of missing supporting evidence

Secure app to connect clients on the go

The ProConvey iOS and Android mobile app is compatible with all devices for identity verification, soyou can connect clients on the move. Verify your customers securely no matter where they are withseamlessly integrated AML and Source of Funds checks, for the ultimate in speed and convenience.

Features
  • Quick download and installation with QR code scan
  • Seamless integration - unique application ID links to the clients account automatically
  • Full compatibility with all IOS and Android mobile phones
  • 100% security - verifications and checks encrypted and stored on the web application
Benefits
Verify anyone, anywhere

carry out ID, AML and source of funds checks in 5 minutes

Automate the verification process

perform ID, AML and SOF checks on autopilot

Prevent fraud and shield client privacy

watertight encryption for security you can count on

Offer transparency with upfront search (Coming soon)

ProConvey lets you offer upfront searches including Environmental, Water, Drainage and LocalAuthority, so sellers can speed up the transaction. Swiftly perform property searches for buyers atany time - all at the click of a button.

Features
  • Regulated / Official searches - with accurate, up-to-date results
  • Drainage & Water searches & reports
  • Mining/Mineral Extraction searches & reports
  • Environmental, Energy & Infrastructure searches & reports
  • Automatically add regulated / official search reports to your conveyancing client packs
Benefits
Give buyers the opportunity to stay informed

complete transactions in record time

Offer pre-completed searches

plus give clients the choice to purchase now

Speed up the sale

fast, instant payments processed securely in ProConvey

Help sellers provide transparency

claim the costs back from the buyers side later on

Contract ready conveyancing packs

Create a fully compliant onboarding and contract ready conveyancing pack for every client -automatically. Effortlessly add in supporting documents and pre-emptive enquiries ready todownload, then process it all in neatly organised folders to give your clients an upgraded experience

Features
  • Automatically generated sales overview document to summarise each case
  • Documents auto-organised into folders with standardised file names
  • Client data separated for simple auditing and compliance checks
  • Easily override or re-upload documents
  • Download one document or all documents, in neatly organised files
  • Easily view any outstanding supporting documents with quick file upload
  • Additional documents folder for EDGE cases or other supporting documents
Benefits
Search that saves you time

quickly find and review relevant documents

Automatically organise

standardised document naming and filing in a clear folder structure

Smarter storage

client data separated for simplified filing, auditing and compliance checks

Ready-to-download conveyancing packs

send straight to the buyers’ solicitor

Smart search and case summary view

Identify clients easily and view summarised snapshots of each case with ProConvey’s intuitivesearch. Access a concise overview, including charges, sale details, owner and stakeholder completionstatus, agent, buyer and solicitor contact information, plus edit key details and issue invites asneeded.

Features
  • Swift, intelligent search
  • See sale price, status and tenure and review mortgages and charges details
  • View all parties and their progress with editing and invite features
  • Access key parties contact details
Benefits
Smart, quick locate function

find the high-level information you need in record time

Edit key case details

easily amend as updates happen and issue automatic invites

Stay informed

get control over processing onboarding and ID checks

Smart Review

evaluate client inputs to check for errors in real time

Adjust team member access rights

Easily add in new conveyancers and support staff, including paralegals, assistants and otherpersonnel and finetune their different access rights.

Features
  • Assign different access rights to conveyancing pack information and tasks
  • Assign a conveyancer to the case, processed by your paralegal
  • Assign cases to different team members- then set the appropriate restrictions
Benefits
Offer personalised service

assign clients a conveyancer and let your team manage them

No hassle compliance

restrict settings for more junior team members

Collaborate on cases easier

seamlessly share workloads, so you progress cases at speed

Free up staff

win back time spent perfor-ming routine client due diligence

Protect customer data and privacy

full ISO/IEC 27001 and SOC2 certification

Easy customised branding

Brand ProConvey communication with your company graphics to make sure your professional imageis consistent. Our software makes it easy to add in your bio details and upload your pre-madetemplates and logos, to add to communication and letterheads.

Features
  • Quickly upload your business logo
  • Add in your company profile image and bio
  • Professional looking, branded email communications for invites and reminders to clients
  • Easily add your branding to letterheads and onboarding letters
Benefits
Stay on brand

keep a strong, consistent brand voice, so clients resonate and connect

Ensure continuity

in all your client communications and messaging

Present a professional image

effortlessly brand your communications within the software