The simplest way to run conveyancing cases.
Every transaction, every party, every stage — in one shared workspace. HomeFlo breaks conveyancing into clear steps and moves documents and updates between solicitor, buyer, seller and the other side automatically.
Everything moves. In one place.
Stop chasing emails. HomeFlo keeps every stage, document and party in sync.
Stage-by-stage workflow
Every transaction maps to the 15 standard conveyancing stages. Your team and clients always know exactly what's next.
Shared information, fewer emails
Documents, forms and updates are shared with buyers, sellers and the other side in one place — no more endless email chains.
Built for regulated firms
Secure, role-based access and audit-ready records designed for regulated conveyancing practices.
Fifteen stages. Four phases. Zero guesswork.
From instruction and onboarding through searches, enquiries, exchange and Land Registry — every step is tracked and visible to every party.
Instruction
File opened, ID & AML checks, Memorandum of Sale issued.
- 1Preparing to Buy / Sell
- 2Offer Accepted & Memorandum of Sale
Due Diligence
Contract pack, title review, searches, mortgage, survey and enquiries.
- 3Contract Pack
- 4Title & Legal Review
- 5Conveyancing Searches
- 6Mortgage Application & Offer
- 7Survey
- 8Raising & Answering Enquiries
Pre-Exchange
Mortgage conditions met, report on title issued, contracts signed.
- 9Mortgage Conditions Met
- 10Report on Title
- 11Signing Contracts & Deeds
Exchange & Completion
Exchange, pre-completion checks, completion day and post-completion filings.
- 12Exchange of Contracts
- 13Between Exchange & Completion
- 14Completion Day
- 15Post-Completion
Ready to move cases faster?
Set up your first case in minutes. Invite your team, your clients and the other side.