Give every buyer one page to check. You update it when something actually happens, and you can see what they’ve already been told.
Your clients open one link. No account, no portal login, no “have you got the letter?”.
Got a buyer asking where the searches are? Paste the email. Get a page you can send in a minute.
For conveyancers • Clients never log in • Free to try
Share one link. The buyer checks it instead of ringing the office.
Nothing goes to the buyer until you say so. No accidental “searches are in” email.
Same link from instruction to completion. They always see the latest you approved.
A simple workflow for keeping buyers informed.
Step 1
Tick off searches, enquiries, mortgage, exchange as the file moves.
Step 2
See what has changed since you last told the buyer.
Step 3
Send one update. They stop asking “any news?” because the page already says.
Conveyancers and small solicitor firms who spend the afternoon answering “any news on the searches?” It does not replace your case management system. It gives the buyer one page so they stop ringing.
A house purchase: instructed, ID, searches, enquiries, mortgage, exchange, complete. Same idea works for a sale.
No. Keep Osprey, LEAP or Perfect Portal for the file. This is the simple page you send the buyer so they can see where things stand without a login.
No. They open one link.
Yes. Nothing is sent until you say so.
Set up a purchase in a couple of minutes. Update it when something actually happens.
