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Client Onboarding Software for Estate Agents

Everything required. From the start.

An instruction is worth nothing until you can legally market the property. That means verifying the seller, satisfying your AML obligations, and getting a completed property questionnaire back — and the longer that takes, the longer the property sits doing nothing.

OnBoardNow moves all of it online. The seller completes everything from their phone, usually the same day, and you can start marketing while your competitors are still waiting for a form to come back in the post.

The competitive angle here is not subtle. In most markets, the agent who can get a property live first has a material advantage, and the constraint is almost never the photography or the copy — it is the compliance work sitting between the instruction and the listing.

See how OnBoardNow transforms estate agent client onboarding into one simple workflow.

Watch Demo – Instructed
Watch Demo – Sale Agreed

Designed for Modern Estate Agencies

OnBoardNow helps estate agents collect everything needed before a property is marketed.

Estate Agents

Residential
AML

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

→ Learn more about the OnBoardNow App

FAQ

FREQUENTLY ASKED QUESTIONS


Estate agents typically need proof of ownership, seller identity verification, property questionnaires and AML checks before marketing a property.


Yes. Property questionnaires can be sent and completed digitally through OnBoardNow.


Yes. You can set up different workflows for different transaction types so each collects the right information.


No. OnBoardNow runs online, and clients complete their steps through a secure link or the app


Look for software with identity verification, AML checks, digital property questionnaires, customisable workflows and real-time progress tracking.

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.