Tasks to complete

Getting started

This guide aims to assist you in preparing for the exchange process by completing your onboarding digitally. This ensures that your property transaction is as smooth and stress-free as possible.

The faster you complete your tasks, the sooner your conveyancer can proceed with the legal work. Your conveyancer will email you to start the conveyancing process.

1. Simply accept the invitation to ProConvey and login to complete your onboarding.
2. Follow the steps and complete your onboarding tasks assigned to you by your conveyancer.
3. When complete your conveyancer will review and process the transaction.

Onboarding letters

Formalises your agreement with the law firm by signing their client care letter and terms and conditions.

ID and AML checks

Verifies your identity securely, a crucial step to comply with legal requirements and safeguard against fraud.

Payment on Account

An initial payment upfront. This amount comes off your total bill, allowing the conveyancers to cover any disbursements on your behalf.

Source of Funds

Getting Started Forms

Gathers essential case details efficiently, allowing your conveyancer to comprehensively understand and address your legal needs.

The Law Society TA Forms

Complete, review and sign required TA forms - the legal standard for obtaining property information.

Enquiry Forms

Based on your TA form answers, complete additional forms to provide upfront information.

Gifted Deposit Declaration

Ensure transparency and compliance by formally acknowledging that funds are a genuine gift.