A conveyancing panel for mortgage brokers

You are often the first professional your client speaks to about a move, and they will need a conveyancer as well as a mortgage. A quote from you, alongside your advice, is one less thing for them to find, and it keeps the case with people you know.

The quote is worked out from answers you already have: the price or the property’s value, the loan and the lender, and the kind of property. Addresses and contact details come later, once your client has accepted the quote.

However you introduce conveyancing, a few questions are worth asking of any panel.

• Who will act for your client. With us your work goes to the firm you are signed up with, so your clients deal with people you already know.
• Whether the firm acts for the lender. A lender instructs only firms on its own panel, so the lender matters from the start. Our quote asks for it up front, as fees can vary by lender.
• How the price is set out. Your client should be able to see what they are paying for. Our quotes itemise the legal fees, supplements, disbursements and VAT.
• What you can see once the case is instructed. Every case you instruct stays on your dashboard with its documents, from saved quote to completion.

When you register, we agree a tariff of charges with you that suits the work you introduce, rather than a one-size price list. From then on it is applied to every quote you run, so there is nothing to look up or re-key.

You can add your own introduction fee to a quote as you run it. A quote you save can be instructed later, or used to start a new one with the same answers if something changes.