The Intermediary – November 2025 - Flipbook - Page 49
RESIDENTIAL
Opinion
What operations
teams can learn
from conveyancers
M
ortgage lenders
and conveyancers
may be working
on the same
transaction, but
too oen it feels
like they’re running on parallel tracks.
Lenders measure pipelines, risk and
turnaround times; conveyancers
track milestones, client updates
and compliance.
Both are aiming for the same finish
line: a safe, timely completion. Yet
the way they get there can oen differ.
The opportunity lies in learning
from each other’s strengths, and
using technology to bring those
approaches together.
Conveyancers excel at treating
each case as a journey with clear
markers. This end-to-end view
ensures accountability, consistency
and progress through defined stages.
Conveyancers can benefit from
applying the same model, integrating
PVQ handling, certificate of title
checks and charge registration into
a single digital workflow that keeps
everyone on track.
Lenders, on the other hand, bring
a level of operational discipline that
could strengthen legal workflows.
Dashboards, KPIs and MI are second
nature for operations teams. Applying
these tools to conveyancing can help
law firms benchmark their own
performance, manage capacity and
show service quality more effectively
to customers and lenders. Both sides
already demonstrate excellence in
their own domains; the challenge is
to carry those strengths across into
a more complete, streamlined and
transparent homebuying journey.
Shared visibility
Real-time visibility is the foundation
that turns these complementary
strengths into a seamless process.
With a single source of truth, lenders
and conveyancers no longer need to
rely on ad hoc updates or duplicated
requests. Instead, both see the
same information and signposts,
outstanding tasks, timelines and case
status all at the same time.
This isn’t about one side checking
up on the other, it’s about creating
consistency and certainty.
Queries are resolved faster,
bolenecks surface sooner, and
brokers and clients gain confidence
that the transaction is moving.
Aer all, the best practices of both
professions only reach their full
potential when everyone works from
the same information.
Collaborative approach
The industry has already shown it
can adapt. Lenders have embraced
digital origination, especially in
regard to front-end processing
and conveyancers have built basic
workflows into their everyday
practice.
The next step is to combine these
strengths in the post-offer stage,
historically the most broken and
fragmented part of the journey.
ANDREW VAUGHAN
is head of customer
management at e4 Strategic UK
That’s where platforms like VERSA
are making a real difference. Built
in the UK with expert input from
lenders and conveyancers, it unites
panel management, digital workflows
management, milestone tracking,
intelligent PVQ handling and charge
registration in one place.
For lenders, it means visibility like
they’ve never seen before, measurable
cost savings, improved compliance
and reduced work to oversee their
panel firms. For conveyancers, it
means easier communication, guided
workflows, faster responses and easier
workloads. For clients, it means a legal
journey and move that feels joined up
rather than fragmented.
Mortgage operations and
conveyancers already have all the
ingredients of a seamless process. By
bringing the best of both approaches
onto shared, digital-first workflows,
they can finally work in sync.
Faster, safer completions aren’t
about replacing existing ways of
working, they’re about combining the
strengths that already exist and adding
to them. ●
