Client onboarding

Get every new instruction off to a flying start

Let Coadjute help you get everything ready. From AML checks and signed terms of business to material information and seller questionnaires, we bring it all together in one seamless journey, so you're ready to get the property to market. 

An estate agent high-fives a client outside an agency window full of property listings, while colleagues clap, with a tick badge marking a completed step.

Four steps, one journey

  1. Terms signed

    Your Terms of Business, with your branding and fees, signed digitally and recorded with the sale. If you choose, checks wait until they’re signed.

    A clear, orderly start

  2. Seller checked

    Fully managed seller AML: identity, ownership and authority to sell, confirmed by our specialists.

    HMRC: "verify the seller before marketing"

  3. Information gathered

    Material information sourced early, and a guided questionnaire collects the seller’s answers once.

    Material information for your listing

  4. Reviewed and ready

    The seller reviews the information, and differences from official records are flagged for you to resolve.

    You decide when it goes live

What every buyer needs to know

Material information is still compliance

Trading Standards’ guidance on material information sets out what buyers need to know about a property, from price, council tax and tenure to utilities, parking and risks such as flooding. Leaving it out can mislead buyers and break consumer protection law.

The simplest way to get it right is to gather it at instruction, check it against official records, and let the seller confirm it, alongside their AML check.

Two clients smiling at a laptop, beside a home shield and a verified tick

AML

HMRC expects the seller to be verified before the property is marketed. Coadjute completes the check.

Material information

Consumer protection law expects listings not to leave out what buyers need to know. Coadjute gathers the information early.

From instruction to market-ready, all in one place

  • Digital Terms of Business

    Send your terms with your branding and fees. The seller signs digitally, it’s recorded with the sale, and checks can wait until it’s signed.

    The agreement is in place from the very start.

  • Instruction questionnaire

    A guided questionnaire collects what you need from the seller, saving their progress as they go.

    Listing information gathered once, consistently.

  • Material information sourcing

    Property information, including tenure, planning, environmental and more, is gathered early in the instruction.

    Fewer surprises when you’re ready to market.

  • Seller review and discrepancy flags

    The seller reviews the property information, and differences from official records are highlighted.

    Questions resolved before they cause rework.

  • Property information reuse

    Information collected once is reused for listings and later documents.

    No asking the seller for the same details twice.

  • Upfront payments

    Collect agreed instruction-stage charges in one payment journey, by card, Apple Pay or Google Pay, with receipts and refunds recorded.

    A traceable payment record for every instruction.

Discover a faster, smoother way to get market-ready with confidence

Speak to an expert

Loved by buyers and sellers across the UK

From completing their checks to getting help when they need it, buyers and sellers appreciate how simple and straightforward Coadjute makes the process. But don't just take our word for it. See what our customers have to say.

  • Abbey was a total legend and helped calm me down with an urgent identity check . A million stars for service attitude and product knowledge thanks so much xxx

    Carol N - Buyer/Seller

  • I had an excellent experience working with Coadjute during the AML check process on Coadjute. He demonstrated professionalism, clear communication, and efficient handling of all requirements. His support ensured the process was completed smoothly and without delay. I highly commend his service.

    Arrosa S - Buyer/Seller

  • Initially we were unsure why we needed to do AML, until our agent explained (we just wanted to buy a house) and passed us into the capable hands of Coadjute. All seemed straight forward to use and questions were responded to quickly. Who knew AML could be so interesting! Thanks Coadjute

    Adrian L - Buyer/Seller

Some of our clients