Collect: Homey fetches the official records, then asks the seller.
AI-collated upfront information
AI-collated upfront information
The property file, ready before the offer.
What it is
One pack for every property, started at listing.
Homey collects the records, asks the seller only what it cannot find, and AI helps check the lot. Your team sees what is missing. Your clients see what happens next.
How it works
Four steps, listing to a clear list of what matters.
Organise: one record, every item showing where it came from and when.
Review: AI compares the record with a written set of conveyancing checks and raises the findings.
Share: each person sees the findings that are theirs to act on.
Official records, at listing
Ownership and title, energy rating, council tax band, flood risk, radon and ground hazards, broadband and mobile coverage, and planning history. Each marked with its source.
The seller's list
One invitation, the whole list.
Most answers arrive filled in from records. The seller confirms and adds the rest.
Details, identity and the signed agreement sit beside the property questions.
Each task shows roughly how long it takes.
Your branch sees what is outstanding without phoning.
Details buyers need
Answers ready before the offer.
Material information completed in the pack, next to the official data.
Part-filled from records, so the seller mostly confirms.
Shown on the listing.
Each answer names its source: an official record or the seller.
Identity and funds
Collected in the same journey.
Homey collects identity documents and bank-sourced funds information in the same journey. Your firm's qualified person reviews the results and stays responsible for the decision.
Agreements
Sign the agency agreement online.
Track the agreement from sent to signed.
Work waits at this step until it is signed.
A copy is filed with the property.
Legal forms
The standard property forms, done at listing.
The seller completes the standard Law Society property forms (the TA6 property information form, the TA10 fittings and contents form and, for leasehold, the TA7) inside the pack. Each reply is credited to the person who gave it, with the date.
Searches
Started as the property goes live.
Ordered at listing, so results are known early.
Results return to the property record.
AI compares them with the seller's answers and points out any mismatch. The conveyancer reviews it. AI suggests, people decide.
Findings and next steps
The few things that matter, each with a next step.
Missing items: named, with the person to ask.
Issues: rated by seriousness, with the reason and the source.
By role: the seller, agent, buyer and conveyancer each see the action that is theirs.
Suggested enquiry: for the buyer's lawyer, evidence attached, to edit before sending.
Gaps: if the record can't answer something, the pack tells you and says what is needed.
Choosing a conveyancer
The seller picks a firm inside the pack.
Your preferred firms, listed beside the seller's own if they have one.
The chosen firm joins the same record.
Views for each role
Agents: is this property ready, and what still needs attention.
Buyers: the findings that matter before they commit.
Conveyancers: findings saved on the file, the supporting documents and a trail of what was decided, through their case management system or opened directly.
Fees and referrals
You decide what clients pay.
One charge for the office, or adjusted for a single sale.
Clients pay in the app, then the sale moves on.
Record any referral arrangement you have with a firm. Disclose it to the client as the rules require.
Back in your CRM
What Homey collects returns to your property record.
Client details filled in for you.
Checks, certificates and title documents arrive as received.
Your listing's property information stays up to date.
Security and control
Your clients' data stays in the UK and EU.
Stored in the UK and EU, with AI processing in the EU.
A conveyancer approves anything that leaves the file. Nothing is sent until a person approves it.
Each party sees only its own transactions.
Each finding shows its source and version.
Data is encrypted when it moves and when it is stored.
Your clients
Clients see the full picture.
What is known about their property, what still needs attention and what comes next. Where an issue needs legal advice, the conveyancer receives the supporting papers.
Your move
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