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