Client onboarding on autopilot
Streamline the home selling process with automated onboarding and contract ready packs for conveyancing.
Awards
STARTUP SERVICE PROVIDER OF THE YEAR

HIGHLY COMMENDED

Partners, clients and integrations




Why ProConvey?

Invite clients and onboard automatically
- Automatically generate and issue onboarding letters for eSigning
- Receive secure digital payment on account
- Complete full, secure ID and AML verification checks
- Verify property addresses with HMLR integration



Fact-find with ease
- Intuitively gather all owner and parties details and documents
- Automatically receive and verify all transaction information
- Clients upload or scan relevant supporting evidence
- Verify property addresses with HMLR integration

Verify and onboard all parties securely
- Automatically issue letters for attorneys, executors and deputies
- Instant signing with HMLR Legally-binding eSignatures
- ID, AML and SOF checks
- Invite giftors, verify ID and SOF and eSign gifted deposit declarations

Test drive with 10 cases for FREE
- Transparent, fixed case pricing. No catches.
- No setup fees. Ever.
- Personalised onboarding.
- Get started in 20 minutes.





Test drive with 10 cases for FREE
- Transparent, fixed case pricing. No catches.
- No setup fees. Ever.
- Personalised onboarding.
- Get started in 20 minutes.



Guided support through TA forms
- Intuitive guided support to complete both the TA6 and TA10
- TA7 or TA9 forms automatically enabled where applicable
- Open AI and ML conversational client support bot
- TA forms eSigned instantly with HMLR compliant eSignatures

Additional enquiry forms
- Conservatory enquiries
- Porch enquiries
- Driveway / hardstand enquiries
- Solar panels (leased and owned)
- Sewage treatment plant
- Septic tank
- Tenancy (Sitting and vacant)



Get a completed, error-free pack ready for review - FAST
- Legally-binding eSigned onboarding letters from all parties
- Instant payment on account into your bank account
- Automated ID, AML and SOF checks for all parties
- TA forms completed and eSigned by all parties
- Additional pre-emptive enquiry forms
- All supporting evidence uploaded
Frequently asked questions
Yes, very. Our system has been designed to make setup simple and fast – you can start using ProConvey in just 20 minutes. Simply create an account, setup your branch, customise your settings and then deploy ProConvey’s powerful range of features to quickly onboard your clients and enjoy a seamless client experience and contract ready packs.
Yes, definitely. Test drive with 50% off for your first month. We encourage you to try ProConvey with either 1 or all your team, with no commitment, for a week, a month, or a year it’s up to you. Test out all of ProConvey’s features and see for yourself how easy the client onboarding and conveyancing process can be. When your happy, just continue to use ProConvey.
We’re fully verified and integrated with secure world class payment processing, enabling us to offer secure payment with debit card and bank transfer and for payment on account we route the funds directly to your bank account. With ProConvey, your payments are always guaranteed to remain safe, encrypted and compliant, while sensitive customer data stays private.
No, you can easily customise your settings. ProConvey lets you choose exactly what features to deploy for your clients. If you don’t want the automated onboarding letters feature, or eSigning for example, you can simply leave these options out – and either stick to your current solution, or do it manually. Proconvey is completely customisable.
You’re only billed for what you use so ProConvey is responsive with you. Pricing is on a per case basis with the addition of ID checks and sometimes, if you want enhanced features, source of funds checks for each party. ProConvey is designed for small firms to large muti-branch organisations. Simply put, if you don’t use ProConvey to onboard your clients, you’re not charged at all. you are billed at the end of each month for the cases you have added in the previous month.
Yes, of course. There are no long-term contracts, no subscriptions and certainly no catches. If you didnt want to continue using ProConvey you can simply stop using it.