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Terms of business

Agreed first.  Compliant on day one

Coadjute enables estate agents to present, collect and record signed Terms of Business digitally within the platform as the first step in the AML workflow, speeding onboarding and ensuring clear, recorded consent from the start.

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whitegates
HaymanJoyce
Morris_Marhsall
Ellis_co
Breckon_Breckon
CR_Cook
Belvoir
Hunters
Thenorfolkagents
Seymours
Rettie
Martin_co
whitegates
HaymanJoyce
Morris_Marhsall
Ellis_co
Breckon_Breckon
CR_Cook
Belvoir
Hunters
Thenorfolkagents
Seymours
Rettie
Martin_co
Designed for complete clarity

Built into the AML workflow

Terms of Business can be embedded as a hard control within Coadjute. When this option is chosen:

  • AML cannot proceed until Terms are signed

  • No need for emailing, printing or chasing
  • There is no ambiguity around instruction or consent

Every compliance check is carried out under a valid, recorded agreement.

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Designed for all

The workflow supports everyone involved in onboarding.

One process. One standard. Across the business. 

Property

Estate agents

Initiate deals and onboarding with confidence that Terms are issued, signed and recorded automatically.
Sell

Sellers

Complete onboarding digitally through a clear, guided journey.
Members

Coadjute service team

Monitor completion and ensure onboarding meets service and compliance standards.

Settings

Platform administrators

Manage templates, updates and digital signature workflows centrally.

Take the next step, get started today

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securely signed. fully evidenced

Fully digital. Fully traceable

Terms of Business are signed digitally and stored as part of the compliance record. The platform captures signatures, records the date, time and signer, and links the signed Terms directly to the transaction.

All activity is maintained within a secure, time-stamped audit trail.

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See what your peers are saying

UK property firms who have made the switch

With Coadjute I really never had to worry. We saved so much time from not having to chase, or trawl through emails, all the information we ever needed was just there. We will definitely continue using Coadjute and I would recommend encouraging others to use it too 100%.

Paul Stripp - Paul Stripp Estate Agents

At first we were sceptical about how our clients would to a digital solution and charges. We were happily surprised that both buyers and sellers (and ourselves) found it easy and quick to use. All our clients pass through the process without delay or questioning the value.

Christie Jones, Sales Negotiator, Hunters - Sutton Coldfield

Since we switched to Coadjute the whole AML process has improved beyond our expectations. Can’t speak highly enough of the team and the efficiency within the company.

Mark Pesci - Fine and Country