Transforming ID checks for Simplify, the UK’s leading independent conveyancing group, with a scalable digital platform
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Simplify, the UK’s leading independent conveyancing and property services group, needed to replace their manual and fragmented identity verification process with a scalable, centralised digital platform. Pragmatiq partnered with them to build a tailored solution using Microsoft Dynamics 365 and Azure, improving efficiency, accuracy, and visibility for estate agents, clients, and internal teams involved in conveyancing ID checks.
Background & Challenges
Background
Simplify performs government-mandated ID checks for buyers and sellers involved in the UK property conveyancing process. Acting as an intermediary between estate agents and clients, Simplify ensures that identity verification complies with legal requirements and helps prevent fraud.
Challenges
- Manual, fragmented process: Estate agents and Simplify managed cases using disconnected tools such as spreadsheets, phone calls, and messages, resulting in inefficient workflows and higher risk of error.
- Lack of a single system for managing processes: With multiple disconnected systems in use, managing ID checks was inefficient and prone to delays, making it harder to track progress and coordinate tasks effectively.
- Poor client experience: Clients were often manually asked multiple times for documents because requests were generic and not personalised to their circumstances, leading to delays.
- Outdated systems: Without a modern, centralised digital platform, Simplify risked falling behind in an increasingly technology-driven industry.
- Limited visibility for stakeholders: Clients and introducers (estate agents) had little insight into case progress, causing frustration and increased administrative effort for internal teams.
The Solution & Implementation
The Solution
Pragmatiq developed a scalable, centralised platform leveraging Microsoft Dynamics 365 and Azure. This was underpinned by tailored portals, APIs, and automated workflows to streamline the identity verification process and improve the experience for all users.
Key elements of the solution included:
- Introducer portal and API access: Estate agents can submit transactions through an API or log into a dedicated introducer portal to raise cases and view real-time updates.
- Client portal with guided workflows: Clients access a secure portal to register, agree to terms, and complete dynamic questionnaires that tailor document requests based on individual circumstances.
- Integration with Mitek for ID verification: Clients complete biometric and document checks via the Mitek platform, with results feeding directly into Dynamics 365 for internal review.
- Dynamics 365 app for internal teams: A dedicated app allows sales and ID teams to manage the full end-to-end process, from validating client information and interacting with the Land Registry to recording payment status and progressing cases.
- Automated workflows and notifications: Real-time updates and task assignments support efficiency and transparency. Introducers are automatically notified when ID checks are complete and cases can proceed.
The Outcomes
- Faster case progression: Accurate, personalised document requests and automated workflows reduce delays, enabling cases to move through the process more quickly.
- Improved stakeholder visibility: Real-time tracking via introducer and client portals provides transparency, reducing frustration and administrative effort.
- Greater operational efficiency: Centralising data in Dynamics 365 and replacing manual, disconnected processes with automated workflows reduces errors and duplicated effort.
- Enhanced user experience: Guided workflows and tailored communications improve satisfaction for clients and estate agents alike.
- A scalable foundation for the future: The flexible nature of the platform supports future automation and integrations, helping Simplify stay competitive.
Contact us today to book a free discovery call and learn more about our solutions and technology.
