Conveyancing & Verification
Conveyancing, identity verification (GBG, Yoti), and credit checks (Experian)
19 articles
How to do Conveyancing with ULS
How to Use ULS eConveyancer for ConveyancingComplete guide for using ULS eConveyancer to request conveyancing quotes, instruct solicitors, and track orders in Smartr365.
How to Use GBG ID3 Global for Identity VerificationGuide to setting up GBG ID3 Global credentials and running identity verification checks on clients in Smartr365.
How to Use Yoti for Digital Identity VerificationGuide to using Yoti digital identity verification in Smartr365, including subscription management, starting verification sessions, and viewing results.
How to Use Experian Credit Reports and Open BankingGuide to requesting client consent, running Experian credit reports, using open banking data, and reviewing data differences in Smartr365.
How to add credentials for GBG ID3
How can I do a GBG ID check for business protection?
How to verify identity with GBG
Where are Experian Credit Reports located?
How to invite a client to Experian
Where can I request Experian Bank Statements from?
Experian Client Guide
How does a client use Experian?
How to Use YotiYoti is a secure digital identity verification tool that helps advisers and clients confirm identity quickly and safely. This guide explains how to use Yoti within Smart365.
Yoti Identity Verification Subscription
Yoti Identity Verification