How conveyancers are using due diligence to attract estate agents leads

Smart conveyancers are making themselves indispensable to estate agents by doing their due diligence for them.

Until now, estate agents and conveyancers have acted independently, duplicating each other’s checks at different stages of the sales process. That’s all changing now thanks to a new one-stop-shop that allows them to carry out agents’ checks for them.

In fact, conveyancers are increasingly using Checkboard as a lead generation tool by encouraging agents to come to them earlier in the sales process and letting them use their due diligence tools for free.

This is a new dynamic between the two industries, and brings greater certainty of income to everyone involved. Agents no longer risk wasted expenses if deals fall through, while built-in insurance for conveyancers protects them in that event. Conveyancers can claim directly from Checkboard if this happens.

Rigorous financial checks don’t have to be expensive, and technological wizardry means that Checkboard is 62% cheaper than traditional alternatives.

If that sounds good, Checkboard is offering up to £10,000 worth of free checks to conveyancers who want to try it for a month. There’s no catch. Just get in touch at to claim your credits.

Checkboard uses technology and data to make the process fast, secure and simple.

Within 15 minutes, Checkboard can check a customer’s identity, address, proof of funds, credit history, run the appropriate anti-money laundering (AML) checks, and discover the ultimate owner of any property.

You can create and store combinations of checks for every scenario, then invite applicants to start the verification process by email or text.

Track the progress of applications through every stage and, once checks are complete, get a comprehensive report on each applicant that tells you everything you need to know.

You can give buyers and vendors peace of mind too. All the data Checkboard pulls in from the likes of LexisNexis and Equifax also underpins the insurance buyers and sellers can purchase to protect themselves from gazumping and gazundering.

Checkboard offer simple pricing plans based on how many checks your business carries out each month, with a Professional tier of membership costing as little as £30 a month.

Buying or selling a house shouldn’t be stressful, and that goes for conveyancers too.

Email us now at for a free trial.

This article was submitted to be published by Checkboard. The views expressed in this article are those of the submitter and not those of Today’s Conveyancer.

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