Designed for Modern Estate Agencies
OnBoardNow helps estate agents collect everything needed before a property is marketed.
Estate Agents
Manage buyer and seller onboarding with structured flows that collect verified identity, proof of funds and supporting documentation before the transaction progresses.
- Client Care Letter
- Client Identity Verification, AML & KYC
- Proof of Address
- Proof of Ownership
- Property Information
- Property Questionnaires
- Supporting Documents
- Client Declarations
- Electronic Signatures
Every Flow
What every onboarding flow includes
Guided, structured and connected journeys to help you, help your clients.
Guided Step-by-Step Journey
Clients are taken through a clear, structured process — answering questions, uploading documents and completing checks in the right order, with nothing missed.
Identity Verification via App
Where required, clients verify their identity securely using the OnBoardNow mobile app — integrated directly into the flow, not a separate process.
Structured Data Returns
All information, documents and check results are organised and returned in a clear, usable format — ready to use immediately or delivered into your case management system.
Pre-built or Bespoke workflows
Choose from pre-built flows or work with us to build a flow tailored to your specific process and requirements.
Why Estate Agents Choose OnBoardNow
Estate agents need to get properties marketed as quickly as possible but ensure compliance requirements are completed.
OnBoardNow helps agencies collect identity verification, AML information, proof of ownership, property information, supporting documents and electronic signatures through one structured workflow.
The result is faster property onboarding, fewer delays, reduced administration, secure client document collection, a complete audit trail and a mobile-first client experience that integrates with your existing systems.
OnBoardNow gives estate agents everything they need to get sellers market-ready faster.
One
Connected process — not multiple tools
Secure
ID capture via mobile camera
Compliant
Designed for regulated sector requirements
FAQ
FREQUENTLY ASKED QUESTIONS
OnBoardNow collects client information, verifies identity, performs AML checks and gathers supporting documents before a transaction begins.
Yes. Vendors can complete property information forms, upload documents and electronically sign declarations.
Yes. Buyers can complete identity verification, proof of address checks and AML screening entirely online.
Yes. Buyers can upload bank statements, mortgage agreements and supporting financial evidence securely.
Yes. Multiple parties can complete information and sign documents independently within the same transaction.
Yes. Automatic reminders and follow-up requests can be sent until the required information is received.
Yes. Workflows can be created for solicitors, mortgage brokers, surveyors and other referral partners.
Yes. Agencies can build bespoke workflows for sales, lettings, landlords and buyers.
No. The entire onboarding process can be completed remotely using a mobile phone or computer.