SmartPeer for conveyancers

The referrals you already make

Conveyancers and licensed conveyancers act on every purchase, sale and remortgage in the country — cash buyers, auction purchases and probate sales included. Completion day creates new joint owners, new debt and new dependants at one address; almost none of them leave with an updated will or a protection review.

The check-list you already run is one line short. Adding a tracked, consented introduction to vetted advice and estate-planning firms turns a file-closing formality into a service your clients need — and a disclosed income line your firm has been leaving on the table.

Four referral moments you saw this month

Exchange to completion

The week your client takes on the largest debt of their life is the week their old will became dangerous and their cover became inadequate. They're already on the phone to you.

Tenants in common

Unequal deposits, second marriages, friends buying together — the ownership structures you draft only work with wills that match. Most never get written.

The proceeds seller

Downsizers and estate sales complete with six figures in cleared funds. Where that money goes next deserves better than a bank branch cross-sell.

The probate purchase

Executors selling estate property are surrounded by financial decisions — and are the clients most recently reminded what a missing will costs.

How SmartPeer works for your profession

Whether you answer to the SRA or the CLC, the rules on referral income centre on disclosure and the client's interest — and SmartPeer generates the disclosure letter for every referral automatically. Introductions are consent-based, tracked from handover to completion, and your commission statement reconciles every period. No fees; SmartPeer earns only when a referral completes.

What your firm gets

Vetted destinations for financial advice and estate planning — no sourcing, no vetting burden
Client consent captured online before any contact — GDPR built in, not bolted on
A disclosure letter generated automatically for every referral, on your letterhead
Live tracking from introduction to completion — no more black-hole referrals
A commission statement that reconciles: every introduction, every payment, every period
No fees, ever — SmartPeer earns a share only when your referral completes