A critical part of the conveyancing process, as it sets the tone for the entire transaction, our solutions equip conveyancers with all the tools they need to smoothly and confidently onboard a client using the latest technologies.
Typically, client onboarding in the residential conveyancing industry is the process of taking on a new client who requires conveyancing services for the purchase or sale of a property. The process usually involves a series of steps to establish the client’s needs, gather all relevant information and documentation, and provide them with an overview of the conveyancing process.
At Search Acumen, we have digitised this process, equipping our customers with the tools they need to seamlessly electronically onboard their clients within a matter of minutes, as opposed to weeks using traditional paper based methods.
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