The Prospective Client status is used for potential vendors and buyers when using our Conveyancing Module and associated services.
This status allows you to obtain conveyancing quotes without requiring the client to complete their Anti-Money Laundering (AML) checks.
If the client decides to proceed, you can convert them into an active client by removing their Prospective Client status. Once updated, the relevant AML checks can be requested.
How to Change a Client's Status
- Navigate to Property Audit.
- Click Manage Client.
- Select View More Details.
- Click Update Details.
- Untick the Prospective Client checkbox.
- Click Save Changes to confirm the update.
The client will now be treated as an active client, allowing you to proceed with the relevant services and request their AML checks.