Frequently Asked Questions (FAQs)

What is ProConvey, and why is my conveyancer using it?

ProConvey is an innovative platform designed to streamline the onboarding process for clients like you. Your conveyancer uses it to enhance the efficiency of gathering necessary information, completing tasks, and providing you with a smooth experience throughout your case.

How do I access ProConvey?

Once your conveyancer invites you, you'll receive an email with instructions. Simply click the provided link, create your login, and you'll be directed to the ProConvey platform.

What tasks will I need to complete?

Tasks may include signing onboarding letters, completing ID/AML checks, setting up a payment on account, filling out Getting Started Forms, reviewing and signing TA forms, and more. Each task ensures a tailored approach to your case.

How do I troubleshoot if I encounter issues?

If you need assistance, contact our support team via email or phone.

Can I provide feedback or report issues?

Absolutely! Click the feedback button within the platform at any time. Share your thoughts, report issues, or make suggestions. Your feedback is valuable to us.

What if I have questions not covered here?

If you have additional questions or concerns, reach out to our support team using the provided contact information. We're here to help!

How secure is ProConvey?

ProConvey prioritises security. We employ industry-standard encryption and security measures to protect your data throughout the onboarding process.

Can I use ProConvey on mobile devices?

Yes, ProConvey is accessible on mobile devices. You can complete tasks and access information conveniently from your smartphone or tablet.