“A gamechanger”: How Arrow Conveyancing enhanced the client experience
Published
What does working with Thirdfort and Redbrick give Arrow Conveyancing?
Improved Onboarding
Onboarding times have significantly reduced, with clients able to complete compliance checks on the same day.
Efficiency & Cost Savings
Manual tasks have been halved, freeing staff time and cutting admin overheads.
Accuracy & Organisation
Reports are easier to interpret and automatically stored, reducing errors and improving turnaround times.
Client Experience
Clients feel more confident using open banking and mobile uploads, leading to better satisfaction and trust.
Gamechanger. We’ve completely automated our AML and client onboarding—saving hours, improving accuracy and enhancing the client experience.”
Megan Fisher Operations Manager, Arrow Conveyancing
About Arrow Conveyancing
Arrow Conveyancing are a family-run business that specialise exclusively in conveyancing, delivering services to the highest of standards.
The challenges of a slow anti-money laundering process
Their previous anti-money laundering (AML) process was largely manual and time-consuming. Clients often misunderstood instructions or submitted unclear ID documents, leading to delays and increased admin. The reports they were getting from a previous supplier were also difficult to interpret and limited if clients couldn’t provide more detail. They needed a more efficient, user-friendly solution that met HMLR Safe Harbour standards.
Time for the team to focus on providing the best service to clients
Integrating Thirdfort with Redbrick Solutions has benefited the firm's conveyancing process from start to finish. Using Thirdfort has removed the manual aspect of their AML checks, allowing clients to complete everything via the secure mobile app. Invitations are sent to clients through the milestones in their Redbrick case management system, meaning the team can focus on other tasks instead of manually downloading and uploading clients’ ID documents and proof of address evidence. The Thirdfort app allows clients to upload everything themselves, and any queries are handled by the Thirdfort consumer support team. Once the check is complete, the results import into Redbrick, removing a manual step the team needed to complete previously.
| Before | After |
|---|---|
| Manual processes | Streamlined onboarding and automated workflows |
| Inefficient communication | Improved client experience |
| Hard-to-interpret AML reports wasting time | Time and cost savings |
About Redbrick and Thirdfort
Redbrick conveyancing case management software has been specifically designed to be user-friendly, featuring an intuitive interface familiar to all conveyancers. They have specialised in conveyancing for over 20 years and have won multiple awards, so you can have peace of mind knowing that you have a trusted partner by your side.
They deliver all of the functionality and integrations you would expect, including HM Land Registry e-DRS with digital AP1s, a secure document portal, electronic signatures, two-way Outlook integration and SDLT.
Our integration with Redbrick Solutions makes it easy for you to get the information you need. Instead of struggling with paperwork, clients can complete ID verification and Source of Funds in Thirdfort’s app in minutes, and the reports are instantly available on the Redbrick case management platform. No phone calls, printers, or parking, just one simple user journey.
Subscribe to our newsletter
Subscribe to our monthly newsletter for recaps and recordings of our webinars, invitations for upcoming events and curated industry news. We’ll also send our guide to Digital ID Verification as a welcome gift.
Our Privacy Policy sets out how the personal data collected from you will be processed by us.
