Safe Harbour is an enhanced standard of identity verification imposed by HM Land Registry. It requires conveyancers to verify a client’s identity by scanning the NFC chip in their passport. It is a more reliable – and harder to spoof – method of identity verification than simply entering an individual’s passport details into a database. It helps […]
The Financial Conduct Authority is now the Single Professional Services Supervisor (SPSS) for AML compliance, taking over the job from the Solicitors Regulation Authority (SRA) as part of a government-led “blitz” on “pointless admin”. If it delivers on this promise, this move will come as a relief to firms sweating under an increasingly heavy compliance […]
Are disconnected platforms causing frustration for your different teams? If you’re using one system for onboarding and another for payments, you’re creating friction between your conveyancers and your accounts department. It means you’re spending too much time manually linking client accounts that could be better spent serving clients and growing the business. So, what’s the […]
Law and conveyancing are become increasingly digital, potentially posing problems for less tech-savvy property buyers. But in spite of that, 91.32% of Checkboard app users aged 70+ complete their onboarding. So, what is Checkboard doing differently to prevent firms leaving their older clients behind? The answer lies in identifying the sources of friction, and providing […]
AML for conveyancing is increasingly faced with a stark choice: adopt new technology or stick to tried-and-tested methods. Those that embrace AML conveyancing change are already moving faster and winning more new clients than their competitors still relying on manual processes. How AML for conveyancing is evolving Conveyancing, like many legal professions, is based on […]
Law firms and conveyancers are increasingly turning to online identity verification tools to automate workflows and make important gains in efficiency and productivity. But the wrong technology can have the opposite effect. Many platforms offer a one-size-fits-all model that may look attractive from the outside, but in reality leaves firms bogged down in irrelevant data […]
Since 2020, The Agent Site has been performing fast, accurate AML and source of funds checks for homebuyers, delivering reports to solicitors and conveyancers to help get them legally ready for completion. To find out how Checkboard has made The Agent Site faster, more streamlined, and more scalable, we spoke to Founder and CEO Fiona […]
Whether it’s by the SRA, CLC, or HMRC, there’s always an audit just around the corner. Instead of scrambling to get your reports ready at the last minute, you can win peace of mind and get your clients legally ready faster by proactively embedding compliance across your workflows. Audits don’t need to be stressful Audits […]
Homey connects solicitors and estate agents on one platform, powering lightning-fast conveyancing. It aims to make the entire conveyancing process fast and efficient, eliminating admin and automating workflows. We spoke to Homey’s CEO and founder Say Vivekanantham to find out how Checkboard’s approach to compliance checks has helped them serve their clients faster and more […]
Across the conveyancing landscape, automation is unlocking serious growth. From small practices to conveyancing giants, firms are adopting tech solution to onboard clients faster and more efficiently. But what does automation look like in practice, and what are the real benefits to this revolution? Scale efficiently with automation For many firms, growing the business simply […]
