Client Onboarding Software for Property Professionals

Trusted to onboard clients by property professionals

Clear next steps. Fewer delays.

Run client onboarding checks seamlessly on one platform. Reduced ID and verification time to less than one working day – often just minutes.

Rely on checks that don’t hold things up

Run AML/KYC and verification as a guided digital flow, so matters move without extra steps or paper chasing.

Stay audit-ready without extra admin

Automatically build a secure audit trail for every matter. Capture evidence on the go and keep a full history of your checks and outcomes in one safe place.

Build client confidence

Our streamlined process keeps things moving, giving your clients a straightforward, transparent experience that fits their schedule.

Built to simplify property onboarding

Conveyancing client onboarding – Verify identity, run screening, and collect key information quickly – without office visits or manual document handling.
AML and source of funds for purchases and sales – Gather and review financial evidence efficiently, including open banking options where appropriate
Right to rent checks for lettings – Complete checks digitally and securely store supporting evidence.
Remote and overseas clients – Onboard clients wherever they are, with the same clear process and standard of assurance.
Repeat onboarding – Onboard once, save and re-use verified information forever with Wallet.