As clients’ demands become more complex, conveyancers need to offer a smarter, faster alternative to their competitors.
Homey is one such firm operating at the forefront of the profession.
To find out how Homey has used Checkboard to power its lightning-fast approach to conveyancing, we recently spoke to its founder and CEO Say Vivekanantham.
The challenge
Conveyancers like Homey are obliged to perform a series of compliance checks for each client, including ID and address verification, AML checks, and source of funds checks.
But Homey’s ethos is “lightning-fast transactions”, so it needed a technology partner that could help it remain ultra-fast and highly efficient. “We need things to happen at lightning speed – and that’s the same thing we expect from our partners as well,” said Say.
It also wanted its own white-label app under the Homey branding, rather than a one-size-fits-all solution that didn’t meet its specific requirements. “We wanted something that was unique to us, something that says “Homey”, so clients don’t get confused and we keep everything within the Homey umbrella.”
The results
Partnering with Checkboard means Homey can perform all its checks under its own brand with its own white-label app underpinned by Checkboard’s fast, seamless, and accurate client due diligence software.
By connecting to Checkboard’s API, the app could be seamlessly integrated with Homey’s system, allowing it to automatically pull reports from one to the other.
Now, Homey can perform checks quickly and seamlessly. It’s simple:
- A client completes a check on the Homey app
- Homey’s solicitors and agents have immediate access to the data
- They can instantly download it as an up-to-date, accurate report
“The process and the flow is really fast,” said Say. The solicitors are really appreciative when they can quickly pull through accurate reports.”
Homey’s onboarding team works closely with Checkboard’s support team to solve problems and eliminate friction. “We like reaching out to Checkboard and solving problems for our clients. There have been certain instances where the client forgets to press the submit button or something like that – and Checkboard really pulls through.”
The future
Although Checkboard can work seamlessly as an off-the-shelf solution, the success of its partnership with Homey has been underpinned by its adaptability and flexibility. For Homey, that meant:
- fast, efficient AML checks
- clear, auditable reports
- world-class customer support
- everything under the Homey branding.
That’s why Homey wants to continue working with Checkboard in the future.
“We’re getting more people, more agents, and more law firms to sign up, and that means more and more ID checks. We’re only looking to grow, and we’re looking to grow with Checkboard as our partner,” said Say.
Interested in Homey’s story? Read the full case study.
This article was submitted by Checkboard as part of their advertising agreement with Today’s Conveyancer. The views expressed in this article are those of the submitter and not those of Today’s Conveyancer.
