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The agentic AI platform for
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76 specialist AI agents that read, reason, act, and run the complete property transaction — from title investigations, searches, enquiries, source of funds, exchange, completion, HMLR registration, and more. Every task executed by AI. Every decision approved by you.

Live · Seventy-six AI agents running across four products
One transaction · Five views tap any role to switch the dashboard
app.clearpathtransact.app · Hartwell & Associates Solicitors
LIVE · Tue 13 May · 14:51
SW Sarah Whitfield Partner
Mission control · Hartwell & Associates
Good morning, Sarah
47 matters in flight · 6 need your attention today · 3 completing this week
Active matters
47
across all stages
Awaiting your review
6
decisions queued
Completing this week
3
scheduled · funded
Avg time to exchange
24d
industry: 89 days
6 awaiting your decision
1 risk & fraud alert · 2 search flags · SDLT ready · 2 completions today
Review all →
Live matters
Live AI agent activity
Calendar
Reports
All matters 47
⚠ Review 6
Completing 3
My matters 14
Archive
Matter
Property & client
Progress
Status
Agents
CP-021
Flat 4 Harbour View, Brighton
Ahmed & Priya Malik · £425,000
△ Flood flag
7 active
CP-018
12 Greenway Close, Bristol
Sarah Chen · £285,000
2 inadequate
4 active
CP-014
3 Orchard Lane, Oxford
Raj & Priya Patel · £580,000
Funds in
6 active
CP-019
23 Rosewood Close, Bath
Daniel Foster · £465,000
⚠ Payment paused
6 active
CP-016
11 Castle Mews, York
Aisha & Imran Khan · £390,000
Today 14:00
6 active
Showing 5 of 47 active matters · View all →
Stage
Event
Time
RISK
Risk & Fraud Agent ⚠ · CP-019 Rosewood · bank account change detected pre-completion · payment paused · client verification triggered
14:51
TITLE
Title Investigation AI · CP-021 Flat 4 Harbour View · HMLR title parsed · 2 covenants flagged for partner review
14:47
SURVEY
Survey Coordination Agent · CP-021 Flat 4 Harbour View · RICS Level 2 surveyor booked for Thursday 10am · client payment approval pending via portal
14:35
AML
Source of Funds AI · Hartwell Holdings · 12mo Open Banking analysed · MLRO rationale drafted, awaiting one-click approval
14:32
SEARCH
Search Analysis AI · CP-021 Flat 4 Harbour View · Zone 2 flood flag · disclosure note & insurance estimate drafted ⚠
14:21
LENDER
Lender Conditions Agent · Halifax offer (Malik) · 4 conditions extracted, all tracked to completion
14:08
ENQ
Enquiries Agent · CP-018 Greenway Close · seller's solicitor reply parsed · 3 follow-up enquiries drafted
13:55
COMPLETION
Completion Day Agent · CP-011 14 Pinewood Avenue, Sheffield · funds choreographed via PEXA · SDLT filed · HMLR registration submitted
13:30
This week · 13–19 May 8 events · 2 exchanges · 3 completions
TUE 13 MAY
14:00
Survey review — Malik CP-021
Flat 4 Harbour View · Search Analysis AI flood-zone briefing
REVIEW
16:30
MLRO sign-off — Hartwell Holdings CP-024
Risk Rationale Writer pack ready · one-click approval
AML
WED 14 MAY
10:00
Enquiries call — Greenway CP-018
With seller's solicitor · Enquiries Agent brief sent
CALL
THU 15 MAY
14:00
Completion — Castle Mews CP-016
Khan · Completion Day Agent choreographing PEXA, SDLT, HMLR
COMPLETION
Recent reports · April 2026 Auto-generated · ICO · CLC · SRA · FCA-ready
PERF
Monthly performance · April 2026
47 matters closed · 28-day avg time to exchange · 100% AML pass rate
28davg
View →
AML
AML & SAR monthly · April 2026
47 matters AML-reviewed · 0 reportable · MLRO signed · regulator-ready
0SARs
View →
RISK
Live risk register
6 matters flagged · 2 high (flood, sanctions) · 4 medium · auto-updated by Perpetual KYC
6flagged
View →
AI
Agent productivity · April 2026
32 AI agents · 12,847 events · est. 1,243 hrs saved across the firm
1,243hrs
View →
SDLT
SDLT & HMLR filings · April 2026
41 SDLT filed · 41 HMLR submitted · 100% on time · Completion Day Agent
100%on time
View →
CP-021 · LEASEHOLD PURCHASE Day 12
Flat 4 Harbour View
Brighton BN1 2AB · Ahmed & Priya Malik
£425,000 Halifax 118yr lease CRA: Low MRA: Med Client funds: £85k Lender Handbook ✓
Transaction progress 3 / 8 stages
Instr
Onbrd
Pre-C
Lender
Exch
Compl
Post-C
HMLR
Live sync · OneAdvanced · 2-way 2.3s ago
IN ← matter · client · fee earner
OUT → title report · enquiries · CDD pack
Agents working this matter
IDcomplete ✓
Identity & Verification Agent · biometric + sanctions + PEPs cleared
AMLcomplete ✓
Source of Funds AI · 12mo OB verified · rationale signed
RISKcomplete ✓
Risk Rationale Writer · CRA: Low · MRA: Medium · MLRO signed
TITLEcomplete ✓
Title Investigation AI · register parsed · 2 issues raised
SEARCHACTIVE ⚠
Search Analysis AI · Zone 2 flood flag · disclosure drafted
LENDERtracking
Lender Conditions Agent · Halifax offer · 4 conditions
ENQqueued
Enquiries Agent · awaiting seller's pack
7
Agents active
0
Re-keying
6
Awaiting review
65
vs industry (d)
BILLING
£42,180
MTD · 47 matters · avg £897 · auto-invoiced
USERS
12 fee-earners · 4 partners
SSO · role-based access · CLC + SRA compliant
AUDIT & AI GOVERNANCE
12,847 events
ISO 27001 · ICO · CLC + SRA · COLP + COFA evidenced · CQS accredited
INTEGRATIONS
OneAdvanced + ClearPath OS
CMS-connected · HMLR · PEXA · Open Banking · 12 lenders · all green
app.clearpathestate.app · Bond Properties
LIVE · Tue 13 May · 14:51
MB Marcus Bell Director
Mission control · Bond Properties
Good morning, Marcus
47 listings live · 5 need your decision today · 4 exchanging this week
Listings live
47
12 new this month
Awaiting your decision
5
vendor + offers
Exchanging this week
4
scheduled · funded
Avg listing to exchange
42d
industry: 142 days
5 awaiting your decision
1 chain risk · 2 vendor approvals · 2 offers to counter
Review all →
Live listings
Live AI agent activity
Calendar
Reports
All listings 47
⚠ Chain risk 4
Under offer 12
My listings 11
Sold
Listing
Property & vendor
Progress
Status
Agents
BP-021
Flat 4 Harbour View, Brighton
Vendor: Mrs Helen Carter · £425,000 sold STC
In conveyancing
10 active
BP-018
Riverview House, Hove
Vendor: Patel family · £685,000
3 offers
4 active
BP-014
Top Floor, Marine Court, Hove
Vendor: Robert Lee · £325,000 sold STC
⚠ Chain at risk
5 active
BP-019
2 Cliftonville Terrace, Brighton
Vendor: Sara Mitchell · £575,000
8 viewings booked
3 active
BP-016
14 King's Mews, Lewes
Vendor: Hartwell Family Trust · £1,200,000
Exchange Friday
6 active
Showing 5 of 47 active listings · View all →
Stage
Event
Time
CHAIN
Chain Visibility AI ⚠ · BP-014 Marine Court · upstream buyer's lender pulled · alternative route initiated · vendor briefed
14:51
PROG
Sales Progression Agent · BP-019 Cliftonville · solicitor silence flagged · 9 days · chaser email auto-sent to Mitchell & Co
14:47
ID
ID Verification Agent · BP-021 Harbour View · the Maliks · electronic IDV + biometric pass · sanctions clean
14:32
OFFER
Offer Management Agent · BP-021 Harbour View · MoS confirmed · Hartwell & Co instructed · sale progressing
14:21
VENDOR
Vendor Onboarding Agent · BP-027 The Old Mill, Lewes · listing prepped · HMLR title pulled · Material Information Parts A/B/C compiled · marketing brief sent for approval
14:08
CONV
Conveyancer Liaison Agent · BP-021 · weekly check-in confirmed with Hartwell & Co · CP-021 progressing on track for Day 24
13:55
MRA
Matter Risk Assessment Agent · BP-018 Riverview · MRA auto-generated for accepted offer · Low · ready for sign-off
13:30
This week · 13–19 May 14 events · 23 viewings · 4 exchanges
TUE 13 MAY
11:00
Viewing — Riverview House BP-018
Hove · Patel family vendor · 2nd viewing for Mr Chen
VIEW
14:00
Offer review call — Riverview BP-018
3 offers received · Offer Management Agent has pre-ranked
OFFER
16:30
Valuation appt — 14 Park Crescent, Hove
New instruction · Vendor Onboarding Agent prepped pack
VAL
WED 14 MAY
10:30
Chain risk call — Marine Court BP-014
Upstream lender pulled · Chain Visibility AI brief prepared
URGENT
FRI 16 MAY
11:00
Exchange — King's Mews BP-016
Hartwell Family Trust · £1.2M · Sales Progression Agent monitoring
EXCHANGE
Showing 5 of 14 events this week · View full calendar →
Recent reports · April 2026 Auto-generated · vendor + buyer ready
PIPE
Pipeline value · April 2026
£18.4M in flight · 12 under offer · 4 exchanging this week
£18.4Mlive
View →
CHAIN
Chain monitor · live
4 chains at risk · 2 saved by AI intervention · 0 fall-throughs YTD
0fail YTD
View →
PERF
Listings performance · April 2026
47 active · avg 42d to exchange · 92% asking achieved
42davg
View →
CONV
Conversion rates · Q1 2026
38% lead-to-offer · 84% offer-to-exchange · industry: 18% / 64%
84%offer-ex
View →
MKT
Marketing effectiveness · April 2026
1,247 enquiries · 304 qualified · 26d avg on market
26don market
View →
BP-021 · LEASEHOLD SALE Day 23
Flat 4 Harbour View
Brighton BN1 2AB · Sold to: Ahmed & Priya Malik
£425,000 Sold STC Halifax confirmed Chain: Clear KYC: Pass MRA: Low
Sale progress 5 / 8 stages
List
Mkt
View
Offer
STC
Conv
Exch
Compl
Live sync · Reapit · 2-way 1.8s ago
IN ← listings · vendors · applicants
OUT → matched buyers · viewing slots · MoS pack
Agents working this listing
IDcomplete ✓
ID Verification · Carter (vendor) + Maliks (buyer) · biometric pass
SOFcomplete ✓
Source of Funds · Halifax-confirmed deposit · savings traced
MRAcomplete ✓
Matter Risk Assessment · MRA: Low · auto-signed Day 2
VENDORcomplete ✓
Vendor Onboarding · Material Info Parts A/B/C compiled · marketing live · Day 1
MATCHcomplete ✓
Applicant Matching · 23 matched · 8 viewings booked
VIEWcomplete ✓
Viewing Coordination · 8 completed · 3 offers received
OFFERcomplete ✓
Offer Management · £425k accepted · MoS confirmed
PROGACTIVE
Sales Progression · chasing Hartwell & Co · weekly
CHAINtracking
Chain Visibility · downstream complete · upstream verified
CONVtracking
Conveyancer Liaison · syncing with CP-021 at Hartwell
10
Agents active
0
Manual chases
5
Open negotiations
100
vs industry (d)
COMMISSION
£284,600
MTD · 8 completions · avg £35,575 · 4 due Friday
TEAM
8 negotiators · 2 directors
SSO · role-based access · cross-branch visibility
AUDIT & ANTI-FRAUD
14,523 events
Vendor + buyer KYC · NTSEAT + TPO compliant · CPRs evidenced · HMRC + ICO ready
INTEGRATIONS
Reapit + ClearPath OS
CRM-connected · Rightmove · Zoopla · OnTheMarket · cross-firm sync
app.clearpathlend.app · Foundry Mortgages
LIVE · Tue 13 May · 14:51
OB Olivia Bennett Senior Broker
Mission control · Foundry Mortgages
Good morning, Olivia
47 cases in flight · 6 need your decision today · 4 completing this week
Cases in flight
47
£4.8M pipeline value
Awaiting your decision
6
DIPs + suitability
Completing this week
4
drawdown ready
Avg fact-find to offer
18d
industry: 42 days
6 awaiting your decision
3 DIP comparisons · 2 suitability sign-offs · 1 lender escalation
Review all →
Live cases
Live AI agent activity
Calendar
Reports
All cases 47
⚠ Underwriting 8
Offers received 7
My cases 18
Completed
Case
Property & client
Progress
Status
Agents
BRK-021
Flat 4 Harbour View, Brighton
The Maliks · £340k loan · Halifax 5yr fix · 4.29%
Offer received
10 active
BRK-018
Riverview House, Hove
Patel family · £548k loan · 3 DIPs received
3 DIPs comparing
5 active
BRK-014
Marine Court buyer · alt lender
£240k loan · Skipton 4.39% · vulnerable customer flag
⚠ Underwriting
6 active
BRK-019
2 Cliftonville Terrace, Brighton
Sara Mitchell · £460k loan · Nationwide submitted
Application submitted
5 active
BRK-016
14 King's Mews, Lewes
Hartwell Family Trust · £960k loan · 60% LTV
Completion Friday
8 active
Showing 5 of 47 active cases · View all →
Stage
Event
Time
LIAISE
Lender Liaison Agent · BRK-021 Halifax · underwriter callback resolved · offer pack sent to clients via ClearPath app · funds release authorised for Day 24 completion
14:51
SUIT
Suitability & Consumer Duty Agent · BRK-021 · letter drafting · vulnerable customer assessment cleared · ready for your sign-off
14:47
DIP
DIP Orchestration Agent · BRK-018 Patel · 3 DIPs returned (Barclays 4.21% · NatWest 4.34% · Nationwide 4.38%) · ranked by total cost
14:32
MATCH
Lender Matching Agent ⚠ · BRK-014 · main lender pulled · Skipton at 4.39% sourced as alternative · client briefed
14:21
APP
Application Submission Agent · BRK-019 Mitchell · 47-page application auto-filled · submitted to Nationwide · reference received
14:08
SUIT
Suitability & Consumer Duty Agent · BRK-019 Mitchell · ESIS + IDD pack generated · MCOB 5 pre-sale disclosure complete · sent to client via Iress
14:00
SOF
Source of Funds Agent · BRK-021 Malik deposit · £85k gift from parents · gift letter verified · trail complete
13:55
SOL
Solicitor Liaison Agent · BRK-021 · synced with Hartwell & Co CP-021 · drawdown ready for Day 24 completion
13:30
This week · 13–19 May 11 events · 4 completions · 3 client meetings
TUE 13 MAY
11:00
Halifax underwriter callback BRK-021
Malik mortgage · final query before completion · Lender Liaison Agent has brief ready
LENDER
14:00
Patel DIP review call BRK-018
3 DIPs to compare · Barclays leads on total cost · DIP Orchestration Agent ranked
DECIDE
16:30
New client onboarding — Bell & Co Trust
First-time buyer · Client Onboarding Agent pre-captured fact-find
CLIENT
WED 14 MAY
10:30
Skipton underwriter call BRK-014
Vulnerable customer protocol · enhanced suitability evidence prepared
URGENT
FRI 16 MAY
11:00
Completion drawdown BRK-016
Hartwell Trust · £960k · Solicitor Liaison Agent coordinating funds release
DRAWDOWN
Showing 5 of 11 events this week · View full calendar →
Recent reports · April 2026 Auto-generated · FCA + Consumer Duty ready
PIPE
Pipeline value · April 2026
£4.8M live · 18 DIPs in flight · 7 offers received this week
£4.8Mlive
View →
CONV
DIP-to-offer conversion · Q1 2026
84% conversion · industry: 67% · 17 points above benchmark
84%DIP-offer
View →
PERF
Fact-find to offer · April 2026
Avg 18d (industry 42d) · 57% faster · 0 lender escalations YTD
18davg
View →
CDUTY
Consumer Duty · live
100% compliance · 247 suitability letters YTD · 0 misuse flags · 12 vulnerable customer EDD
100%comply
View →
PROC
Procuration fees · April 2026
£18,400 MTD · 14 completions · avg £1,314 · 4 due Friday
£18.4kMTD
View →
BRK-021 · RESIDENTIAL MORTGAGE Day 14
The Maliks · Halifax
Flat 4 Harbour View · Purchase £425,000 · 80% LTV
£340,000 Halifax 5yr fix 4.29% Offer received KYC: Pass MRA: Low Suitability: Cleared
Mortgage progress 7 / 8 stages
Fact
Aff
Match
DIP
App
Under
Offer
Compl
Live sync · Iress · 2-way 1.4s ago
IN ← cases · DIPs · applications
OUT → lender submissions · suitability letters · solicitor packs
Agents working this case
IDcomplete ✓
ID Verification · Maliks · biometric pass · sanctions clean
ONBOARDcomplete ✓
Client Onboarding · fact-find captured · Day 1
AFFcomplete ✓
Affordability · £340k max confirmed · LTV 80% stress-tested
MATCHcomplete ✓
Lender Matching · 4 qualified · Halifax selected · best 5yr rate
DIPcomplete ✓
DIP Orchestration · Halifax DIP issued Day 4
APPcomplete ✓
Application Submission · 47-page form auto-filled · submitted Day 5
LIAISEcomplete ✓
Lender Liaison · 3 underwriter queries · offer issued Day 12
SOFcomplete ✓
Source of Funds · £85k gift letter verified · trail complete
SUITACTIVE
Suitability · Consumer Duty · ESIS + IDD pack · MRA: Low · awaiting sign-off
SOLtracking
Solicitor Liaison · synced with Hartwell CP-021 · drawdown Day 24
10
Agents active
0
Manual chases
6
Open decisions
24
days saved vs ind
PROC FEES
£18,400
MTD · 14 completions · avg £1,314 · 4 due Friday
TEAM
5 brokers · 1 senior
SSO · role-based access · supervisor sign-off enforced
AUDIT & CONSUMER DUTY
8,247 events
FCA + MCOB trail · Consumer Duty evidenced · ICO-ready
INTEGRATIONS
Iress + ClearPath OS
CRM-connected · 90+ lender APIs · Knowledge Bank · Twenty7tec · cross-firm sync
app.clearpathcomply.app · Hartwell & Associates Solicitors
LIVE · Tue 13 May · 14:51
JK James Kowalski MLRO
Mission control · Hartwell & Associates · Compliance
Good morning, James
18 awaiting your sign-off · 1 sanctions hit today · 4 EDD packs in flight
Awaiting your sign-off
18
CDD + EDD + SARs
High-risk in flight
4
EDD packs · 2 sanctions
SARs filed YTD
7
100% within deadline
Avg sign-off time
47m
industry: hours
18 awaiting your sign-off
9 CDD packs · 4 EDD packs · 3 high-risk approvals · 2 SAR drafts
Review all →
Sign-off queue
Live AI agent activity
Calendar
Reports
All sign-offs 18
⚠ High-risk 4
EDD packs 4
CDD packs 9
SAR drafts 2
Matter
Client & pack
CDD/EDD progress
Status
Agents
CP-019
Margaret Foster · SAR draft
Unusual deposit pattern · TrueLayer flagged · NCA deadline 17:00
⚠ Your sign-off
8 active
CP-024
Petrov Holdings Ltd · EDD pack
OFSI sanctions match · ComplyAdvantage flagged · investigation
⚠ Sanctions hit
6 active
CP-013
Hartwell Holdings · EDD pack
Corporate entity · 4 UBOs verified · Companies House confirmed
16:30 sign-off
7 active
CP-018
Wei Chen · CDD pack
First-time buyer · ID + PEPs + SoF clear · low risk
Quick review
5 active
CP-027
Elena Mendez · CDD pack
Vendor onboarding · ID Shufti pass · sanctions clear
Quick review
5 active
Showing 5 of 18 in sign-off queue · View all →
Stage
Event
Time
SANC
Sanctions Screening Agent ⚠ · CP-024 Petrov Holdings · ComplyAdvantage match on OFSI list · escalated to your queue for investigation
14:51
PKYC
Perpetual KYC Agent · CP-021 the Maliks · monthly review complete · no new sanctions · no adverse media · monitoring continues
14:47
SOF
Source of Funds Agent · CP-019 Foster · TrueLayer Open Banking · 12-month history pulled · unusual £35k deposit pattern detected
14:32
SAR
SAR Drafting Agent · CP-019 Foster · draft SAR generated for NCA · awaiting your sign-off · 17:00 filing deadline
14:21
SIGN
Risk Rationale Writer · CP-021 the Maliks · CRA Low · MRA Med · MLRO signed by you · 11:34 this morning
11:34
UBO
Beneficial Ownership Agent · CP-013 Hartwell Holdings · 4 UBOs identified · all verified via Companies House · EDD pack ready
13:55
POL
Policy & Procedures Agent · SRA Standards 2.0 amendment detected · firm AML policy update drafted · awaiting your sign-off
13:30
This week · 13–19 May 9 events · 2 deadlines · 1 regulator call
TUE 13 MAY
16:30
Hartwell Holdings MLRO sign-off CP-013
EDD pack ready · 4 UBOs verified · Beneficial Ownership Agent has briefed
DECIDE
17:00
SAR filing deadline · NCA CP-019
Foster · SAR Drafting Agent has full pack · your sign-off required
URGENT
WED 14 MAY
10:00
MLRO Annual Report draft session
78% complete · Policy Agent has prepared sections · due 30 Jun
ANNUAL
THU 15 MAY
14:00
SRA AML thematic review prep
Quarterly check-in · audit trail + FRA + SARs all current
REGULATOR
30 JUN
PII renewal · Law Society panel
Annual professional indemnity · COFA tracker has all forms ready
PII
Showing 5 of 9 events this week · View full calendar →
Regulatory reports · live + auto-generated SRA · Law Society · NCA · ICO ready
FRA
Firm-wide Risk Assessment · annual
MLR 2017 Reg 18 · last reviewed Q1 2026 · next due Jan 2027 · auto-flagged for regulator changes
current
View →
MLRO
Annual MLRO Report · in draft
78% complete · Policy Agent has assembled sections · due 30 Jun 2026
78%complete
View →
SAR
SAR Register · live
7 SARs filed YTD · 100% within deadline · last filed 22 Apr · 1 in draft (CP-019)
7YTD
View →
SCRN
Sanctions & PEPs Screening Log
2,847 screened YTD via ComplyAdvantage · 1 hit investigated · 1 active (CP-024)
1active
View →
TRAIN
AML Staff Training Records
12/14 fee-earners current · 2 renewals due Thu · SRA-aligned curriculum · Law Society LSAG guidance
12/14current
View →
CP-021 · CLIENT MATTER MLRO-monitored
The Maliks · Ahmed & Priya
Flat 4 Harbour View · Brighton · £425,000 purchase
£425,000 ID: Verified · Shufti PEPs: Clear · CompAdv Sanctions: Clear SoF: TrueLayer SoW: Documented MRA: Med MLRO: Signed
CDD/EDD lifecycle 7 / 8 stages
Onbrd
ID
Addr
Scrn
SoF
SoW
MRA
Monitor
Live sync · OneAdvanced + ClearPath OS 2.1s ago
IN ← matters · clients · risk events · screening hits
OUT → sign-offs · SARs · audit trail · perpetual KYC alerts
Agents working this client
IDcomplete ✓
ID Verification · Shufti Pro · biometric + passport · pass
ADRcomplete ✓
Address Match · UK postcode + electoral roll · 3yr history verified
PEPScomplete ✓
PEPs Screening · ComplyAdvantage · global watchlists · clear
SANCcomplete ✓
Sanctions · OFSI + UN + OFAC · ComplyAdvantage · clear
MEDIAcomplete ✓
Adverse Media · 30-day window · no flags
SOFcomplete ✓
Source of Funds · TrueLayer Open Banking · £85k gift verified
SOWcomplete ✓
Source of Wealth · parents' wealth profile documented
UBON/A
Beneficial Ownership · individual clients · not applicable
RISKcomplete ✓
Risk Rationale Writer · CRA Low · MRA Med · narrative drafted
SIGNsigned ✓
MLRO Sign-off · you · 11:34 today
PKYCACTIVE
Perpetual KYC · monthly review · last 12 Apr · monitoring continues
POLtracking
Policy & Procedures · SRA Standards + LSAG · firm-wide
12
Agents complete
0
Manual review hr
47m
Sign-off time
100%
Compliance
MLRO ACTIVITY
47 sign-offs MTD
7 SARs YTD · avg 47 min · 0 missed deadlines · 100% within NCA window
TEAM
12 fee-earners · 4 partners
SSO · COLP + COFA + MLRO = me · role-based access
AUDIT & SRA
18,247 events
ISO 27001 · ICO · SRA + CLC + Law Society · 7yr retention · LSAG-aligned
INTEGRATIONS
OneAdvanced + ClearPath OS
CMS-connected · KYC: Shufti Pro · Screening: ComplyAdvantage · SoF: TrueLayer · UBO: Companies House
clients.hartwell-associates.app · Your purchase
SIGNED IN · Tue 13 May · 14:51
AM Ahmed Malik Buyer
Your purchase · Hartwell & Associates
Hi Ahmed — your purchase is on track.
Target completion: Friday 30 May. You're on Day 12 of 24. Two quick things need your approval today — both under 2 minutes, in the ClearPath app or right here on this portal.
Property · CP-021 · Leasehold purchase
Flat 4 Harbour View
Brighton BN1 2AB · 118-year lease · Halifax mortgage
£425,000
SW
Sarah Whitfield
Partner · Hartwell & Associates
2 quick things for you
Each takes under 2 minutes
Sign your Halifax mortgage offer
Issued yesterday · 5-year fixed at 4.29% · £340,000 · standard terms, no flags
Due Friday 16 May · 3 days left
Approve your survey payment
£695 · RICS Level 2 HomeBuyer Report · surveyor visits Thursday 10am · Open Banking
Approve by Wed to confirm Thursday visit
Your purchase journey
Day 12 of 24 · Stage 4 of 6
Started
Verified
Mortgage
Investigating
Exchange
Completion
Days in
12
Days to go
12
Done by you
6 ✓
To do (you)
2
What's happening this week 3 in progress
Property searches
Local authority · drainage · environmental · expected back Thursday
Thu
Surveyor's visit
Sarah booked it for Thursday 10am — no action needed from you
Thu 10am
Mortgage offer review
Halifax issued the formal offer yesterday — Sarah is working through the conditions
In progress
What you've done so far 6 complete
Accepted your quote
£1,847 total conveyancing fees · clear breakdown signed and stored
Day 1
Verified your identity
Passport + selfie via secure mobile check · biometric match confirmed
Day 1
Confirmed your source of funds
£85,000 deposit traced · gift letter from your parents on file · bank statements linked
Day 3
Signed the engagement letter
Terms of business · scope of work · agreed fees · all stored in your documents
Day 1
Paid your initial fee
£547 paid by Open Banking · covers searches and disbursements
Day 1
Risk & AML checks completed
All compliance checks cleared · matter approved to proceed
Day 4
What's next Sarah is handling all of this
Pre-contract enquiries with the seller's solicitor
Sarah is drafting the questions now — typical reply window is 5–7 days
Days 13–18
Final searches and survey report back
Searches expected Thursday · survey report typically 2–3 working days after the visit
Days 15–17
Exchange of contracts
You'll need to confirm the date and pay the balance of your deposit — Sarah will guide you
Target Day 22
Completion — keys to your new home
Funds transfer in the morning · Sarah confirms · you collect keys from the estate agent
Fri 30 May
Messages from Sarah 3 recent
SW
Sarah Whitfield Today · 14:08
Hi Ahmed, your mortgage offer came through from Halifax this morning. The terms look standard — I'll work through the conditions this evening and flag anything that needs your attention by tomorrow. Nothing for you to do right now.
SW
Sarah Whitfield Yesterday · 16:30
Quick one — the surveyor is booked for Thursday at 10am. The seller's agent has the keys, so no need for you to attend. I'll forward the report as soon as it's in.
SW
Sarah Whitfield Fri 9 May · 11:15
Hi Ahmed — AML and risk checks all cleared today. We're officially under way. I'll be back in touch when the searches start landing next week.
Your documents 4 stored · secure
Engagement letter & terms of business
Signed 1 May 2026 · PDF
View →
Conveyancing quote
Accepted 1 May 2026 · £1,847 total · PDF
View →
Mortgage offer · Halifax
Received 12 May 2026 · £340,000 · 5-year fixed at 4.29%
View →
Draft contract pack
Arriving from the seller's solicitor later this week
Pending
Payments 1 paid · 1 held in client account · 3 due at completion
£547
Initial fee + searches
Paid by Open Banking on Day 1
£85,000
Your deposit
Held safely in Hartwell's regulated client account · SRA-protected
Held ✓
£339,000
Halifax mortgage
Drawdown on completion day · arranged · no action needed
On Day 24
£21,250
Stamp Duty Land Tax
Sarah files this with HMRC · paid from completion funds
On Day 24
£1,300
Final conveyancing balance
Settled from completion funds · invoice issued by Hartwell
On Day 24
Total purchase cost £447,097 All on track ✓
76
Specialist
AI agents
4
Products on
one platform
<90s
End-to-end
decision speed
100%
Cited & auditable
every decision
One OS · Four products · 76 specialist AI agents

Four products.
One operating system. Run by AI.
Approved by you.

Each runs one side of the UK property transaction — conveyancing, agency, broking, compliance. Underneath sits one OS: 76 specialist AI agents, one canonical record, one audit trail. When your counterparties run on ClearPath too, the whole chain connects end-to-end.

Trusted across UK property — from law firms to estate agents and mortgage brokers
Connells Group
Premier Property Lawyers
MAB
Savills
Taylor Rose MW
L&C Mortgages
Foxtons
O'Neill Patient
John Charcol
Knight Frank
Setfords
Habito
The ClearPath OS · The AI engine

Built like a frontier model.
Trained for UK property work.

Pre-trained on UK property law, fine-tuned for 76 specialist tasks, validated by practising UK professionals, and deployed with constitutional principles. Every claim cited. Every decision logged. Every reasoning step preserved. Built from line one for regulated work — not a workflow tool with AI bolted on.

50M+ UK regulation tokens pre-trained
76 Specialist AI agents fine-tuned
100% Decisions cited and grounded
Continuous learning from outcomes
How every AI agent is built · The training pipeline
01 · CORPUS
UK property training data
UK property law · HMLR Land Registry · FCA Handbook · MCOB · Consumer Duty · SRA Standards · LSAG guidance · 40M+ titles · every CMS data model.
02 · PRE-TRAINING
Frontier foundation model
Long-context understanding. Multi-step chain-of-thought reasoning. Tool use. Retrieval-augmented generation grounded in UK regulation.
03 · FINE-TUNING
76 specialist heads
Each agent a task-specific specialist. Title Investigation, Source of Funds, Sanctions Screening, SAR Drafting — and 72 more. Own training set, own evals, own confidence model.
04 · RLHF
Reinforcement learning from UK pros
Practising UK conveyancers, MLROs, FCA-authorised brokers and estate agency principals review outputs. Every correction trains the next iteration.
05 · DEPLOYMENT
Constitutional principles
Citation grounding on every claim. Human approval on material decisions. Audit-grade log on every reasoning step. Outcomes feed the next training cycle.
Continuous learning · Every outcome feeds the next training cycle
What we fix · UK property today

Every chain starts blind.
179 days to buy. 1 in 3 fall through. £1 billion lost a year.

You already live this. 17+ stakeholders per transaction. No shared system between estate agent, broker, lender, conveyancer and compliance team. The chain runs on phones, emails and PDFs while the industry shrinks beneath the workload — and the regulators have run out of patience. ClearPath is the platform that runs the work — so your firm doesn't have to.

179

Days from listing to completion. The slowest property market in the developed world.

Only 29% of UK transactions complete within 12 weeks. 17+ stakeholders per chain. No shared system between estate agent, lender, and conveyancer. Every handover loses time.

Speed
UK target: 28 days
Source: HMLR, ONS
29.8%

Of UK transactions collapse before completion.

Up from 16% in 2022 — nearly doubled in two years. 296,204 transactions failed in 2025. Every fall-through means weeks of work, lost fees, and a broken chain that cascades through five other transactions.

Failure
2022: 16% · 2025: 29.8%
Source: TwentyEA, Rightmove
£1.01B

Direct cost of failed UK transactions in 2025 alone.

£3,456 wasted per buyer. The UK government's "Project 28" reform targets £255M annual savings. Property fraud value is up 200%+ since 2017. Average loss per conveyancing fraud: £82,000.

Cost & fraud
£82k average fraud loss
Source: HM Treasury, MoJ
£4.2B
Lost broker fees a year — applications that never complete
£150M+
UK regulator fines issued in 2025 — and FCA has only just started
−9%
UK conveyancing workforce shrinkage since 2021 — fewer people, more files
£312k
Average annual cost of manual re-keying per multi-product firm
The generational shift

Every firm in UK property is at Gen 2.
Gen 3 just arrived.

Three generations of property technology in thirty years. The first replaced paper. The second helped you go faster. The third runs the work — and only one platform is built that way from line one.

GEN 1
1990s–2010s · Software
CRMs and CMS replaced paper.
Reapit, Alto, LEAP, Actionstep, broker CRMs. Faster than paper. But every workflow still ran in a human head. Every decision still required a manual hand.
The platform layer · before AI
GEN 2
2022–2025 · AI helpers
Chatbots and copilots suggested answers.
ChatGPT plugins, Copilot summaries, search-improved CMS. AI helped faster. But brokers, conveyancers, estate agents and compliance teams still decided everything — and still typed it all back in.
Where most of UK property is today
GEN 3 · NOW
2026 · Agentic AI
Specialist AI agents execute the work.
ClearPath AI agents perceive, decide, act and report — across every stage of every transaction. Your firm approves the outcome. Seventy-six specialist AI agents across four products. End to end. Live now.
Where ClearPath is
This is agentic AI. It runs the work — you approve the outcome.
How a ClearPath agent works

Perceive. Decide. Act. Report.

Every ClearPath agent runs the same four-stage cycle on every task. Not a chatbot. Not autocomplete. Not a black box. A specialist AI agent that perceives the situation, decides what to do, acts on it through your existing systems, and reports back with full audit-grade rationale.

01 · PERCEIVE
Reads the situation.
Pulls structured data from your CMS, documents, Open Banking, HMLR, Companies House, registries, sanctions feeds, the property chain and the live regulatory landscape. Builds context on every party, every document, every signal.
Multi-modal · 50+ data sources
02 · DECIDE
Reasons the right call.
Frontier reasoning models (Claude Opus 4.7) decompose the decision against UK regulatory rules, firm policy, Consumer Duty, AML thresholds, lender criteria, conveyancing protocol. Cites every source. Flags every uncertainty.
Cited · grounded · regulatory-aware
03 · ACT
Executes the work.
Drafts the document, sends the email, files the search, submits to the lender, raises the enquiry, syncs the record, schedules the call, releases the payment. Through your existing systems. With your firm's brand voice and policy. Your team approves the outcome.
Function calling · tool use · MCP
04 · REPORT
Writes the audit.
Every decision logged with full reasoning, source citations, model version, timestamp, and approving human. Regulator-ready. ICO-grade. ISO 27001 + ISO 42001 controls. Searchable across every matter, every product, every year.
Immutable · cited · regulator-ready
Loop runs in < 90 seconds · 100% cited · your firm approves the outcome
The platform · architecture

The infrastructure beneath UK property.

Four AI products at the top. One canonical record beneath them. The agentic OS in the middle. And every UK property system plugged in around the edges — never replaced. This is what an operating system for an industry actually looks like.

Tier 1 · AI products
PRODUCT 1 · THE SPINE
Transact
Conveyancing · the spine
THE SPINE
PRODUCT 2 · STAKEHOLDER
Estate
Sales progression · agency
CHAIN-AWARE
PRODUCT 3 · STAKEHOLDER
Lend
Mortgage · broker + lender
200+ LENDERS
PRODUCT 4 · HORIZONTAL
Comply
Compliance · KYC · risk
HORIZONTAL
↓   ↓   ↓   ↓
Tier 2 · Connected Data Layer
One canonical record per UK property transaction
Property
Parties
Compliance
Mortgage
Title
Completion
↓   ↓   ↓   ↓
Tier 3 · Platform services
SHARED
Identity & SSO
SHARED
Audit & AI Governance
SHARED
Agent Orchestration
SHARED
Admin & Billing
↓   ↓   ↓   ↓
Tier 4 · Integration hub
NPTN PEXA HMLR Open Banking Companies House LEAP / ATI Reapit / Alto Lender APIs Shufti / Onfido ComplyAdvantage
The four products · inside each one

Each one runs one side of the chain.

Four standalone products — each one a market-leading platform in its own right. Run any one. Run all four. When you run all four, you operate the entire chain on a single canonical record, with one audit trail and zero re-keying between stakeholders.

32 specialist AI agents · the spine of the chain
Transact

AI agents that run UK conveyancing — end to end.

  • Instruction → AML → searches → enquiries → contract → exchange → completion → HMLR
  • PEXA settlement on Bank of England rails · NPTN-connected · HMLR DRS
  • Sits above your CMS — never replaces it
22 specialist AI agents · single branch to chain operator
Estate

AI agents that run UK estate agency — end to end.

  • Vendor onboarding · material info compiler · applicant matching · offer management
  • Chain visibility AI — proactive fall-through prevention across every stakeholder
  • Hands off cleanly to Transact and Comply when the offer is accepted
10 specialist AI agents · broker, network and lender
Lend

AI agents that run UK mortgage origination — end to end.

  • Multi-lender DIP in minutes · 200+ lender criteria · live rate cards
  • Open Banking affordability · 12-month transactional verification · Consumer-Duty suitability AI
  • Clean offer hand-off into Transact — no re-keying, no broken chain
12 specialist AI agents · the compliance layer underneath
Comply

AI agents that run AML, KYC and risk — end to end.

  • ID verification · PEPs & sanctions · KYB & beneficial ownership · perpetual KYC
  • Source of Funds AI · Risk Rationale Writer · SAR drafting — MLRO sign-off in 47 minutes
  • Runs underneath every regulated UK firm — property, finance, legal, accountancy
The AI agents · seventy-six specialists

Every task. Every stage.
A specialist AI agent for each.

Seventy-six purpose-built AI agents across four products. Not one generic assistant. Each agent is pre-trained on UK regulation, the relevant CMS data model, and the firm's policy — and each one runs the same Perceive · Decide · Act · Report cycle. Browse the headline agents per product below.

01 · CORE
Identity & Verification Agent
Biometric ID, AML, sanctions and PEP screening across every UK regulated sector. UK DIATF certified. Source-of-funds verification through Open Banking and HMRC. One verification, every ClearPath product.
Pre-trained on FCA + HMRC + AMLA + JMLSG
02 · CORE
Source of Funds AI
Reads 12 months of transactional data via Open Banking. Verifies, categorises and traces source of funds. Drafts the SoF rationale and EDD pack. £14.2M+ screened per active firm per month.
Open Banking · HMRC API · Companies House
03 · CORE
Risk Rationale Writer
Authors the audit-grade risk rationale on every client. Cites every signal, scores every factor against firm-wide policy. Regulator-ready. MLRO approves with one click. Replaces the 90-minute manual write-up.
ICO-grade · cited · firm-policy aware
04 · CORE
Perpetual KYC Agent
Monitors every client continuously — sanctions list updates, OFSI bulletins, Companies House filings, news signals, transactional anomalies. Drafts SAR when triggered. Never sleeps.
Continuous · cross-product · auto-SAR
01 · CORE
Vendor Onboarding Agent
Conducts the listing intake. Captures property facts, runs HMLR title check, drafts the marketing brief, sends Terms of Business, syncs to your CRM. From listing call to live in hours, not days.
HMLR · Land Registry · CRM auto-sync
02 · CORE
Chain Visibility AI
Reads every chain in real time — up-chain, down-chain, every solicitor, every lender. Flags fall-through risk before it happens. The first agent that sees the chain, not just shows it.
Predictive · cross-firm · real-time
03 · CORE
Applicant Matching Agent
Continuously matches buyers to listings. Not in batches — as criteria, listings and circumstances change. Auto-books viewings, drafts the property suggestion email in your brand voice.
Continuous · personalised · branded
04 · CORE
Sales Progression Agent
Chases solicitors, brokers, surveyors and lenders. Knows what stage every matter is at. Drafts the chaser, raises the call, escalates the silent solicitor. Saves the chain when humans are asleep.
24/7 · proactive · chain-aware
01 · CORE
Affordability Agent
Real-time affordability via Open Banking. Reads 12 months of transactions. Calculates true income, committed expenditure, lifestyle costs. Passes BoE 1% stress test before submission.
Open Banking · BoE stress · 12mo verified
02 · CORE
DIP Orchestration Agent
Generates a Decision in Principle in minutes. Multi-lender criteria matching across a 200+ lender panel. Live affordability rules, live LTV bands, live rate sheets. Every lender, in parallel.
200+ lenders · live criteria · parallel
03 · CORE
Suitability Agent
Consumer Duty-compliant suitability assessment. Reasons across applicant goals, term, repayment type, fees, exit strategy. Audit-grade rationale, every time. Defensible to the FCA.
Consumer Duty · cited · FCA-defensible
04 · CORE
Lender Matching Agent
Matches the applicant to the optimal lender from the 200+ panel. Live criteria, live rates, live retention deals. Ranks by total client outcome — not by lender preference.
Outcome-ranked · live rates · agnostic
01 · CORE
Title Investigation Agent
Reads HMLR title registers and plans in seconds. Identifies covenants, easements, restrictions, charges. Drafts the title report. Flags every issue before exchange — not after.
HMLR DRS · OS1/OS2 · charge analysis
02 · CORE
Search Analysis Agent
Reads local authority, drainage, environmental and chancel searches. Cross-references with title and flags every adverse signal — flood zones, restrictive covenants, planning history.
SearchFlow · InfoTrack · OnGeo · flood
03 · CORE
Lender Conditions Agent
Reads the mortgage offer the moment it arrives. Extracts every condition. Tracks each one to completion. Drafts the response. Releases title work the second AML clears.
Offer parser · condition tracker · auto-sync
04 · CORE
Completion Day Agent
Choreographs completion. Coordinates funds via PEXA on Bank of England rails. Files SDLT. Drafts the completion statement. Submits HMLR registration. Closes the matter.
PEXA · SDLT · HMLR DRS · file close
Showing 16 of 76 AI agents · the full roster on each product site. Book a demo to see them work on a live matter.
One transaction · all four products · zero re-keying

One canonical record. Eleven AI agents. Twenty-eight days.

What "end to end on one platform" actually means. Follow a real transaction — Ahmed & Priya Malik buying Flat 4 Harbour View in Brighton — as it moves through Estate, Compliance, Mortgage and Conveyancing in twenty-eight days. No re-keying. No manual handoff. One canonical record from instruction to HMLR registration.

FEATURED MATTER · CROSS-PRODUCT
Flat 4 Harbour View, Brighton
CP-021 · Ahmed & Priya Malik · £425,000 · first-time buyers
28d
Listing
to HMLR
11
Specialist
agents
4
Products
connected
Day 1Listing
ESTATE Listing intake & Maliks qualified
Bond Properties lists the flat. Vendor Onboarding Agent captures property facts, pulls HMLR title, drafts marketing brief. The Maliks register interest. Lead Qualification Agent runs initial fact-find on income, deposit, target completion. Matter created. Canonical record opens.
Time14 minutes
SourcesHMLR · CRM
Re-keying0 events
Day 2AML
COMPLY ESTATE AML cleared end to end
From Estate, the matter pings Identity & Verification Agent. Biometric ID, sanctions, PEP screening. Source of Funds AI reads 12 months of Maliks' transactions via Open Banking. Risk Rationale Writer drafts the audit pack. MLRO approves with one click. Estate is updated automatically — agents see "AML green".
Time22 minutes
SourcesOB · HMRC · OFSI · Shufti
Re-keying0 events
Day 4DIP
ESTATE LEND Multi-lender DIP issued
Offer accepted at £425,000. Affordability Agent reads Open Banking — verified income £8,420/m, passes BoE 1% stress test by £147/m. DIP Orchestration Agent ranks 47 lenders in parallel. Suitability Agent drafts the Consumer-Duty rationale. Santander 5-year fix at 4.39%. DIP issued in 9 minutes.
Time9 minutes
Panel47 lenders ranked
Re-keying0 events
Day 7Instruction
LEND TRANSACT Solicitor instructed · title released
Full application submitted. Submission Agent packages to Santander direct — no portal hopping. Conveyancer instructed; Title Investigation Agent reads HMLR title in seconds, drafts the title report. Lender Conditions Agent parses the offer the moment it arrives. AML data already there — Comply's record syncs automatically. Nothing re-collected. Nothing re-asked.
Time3 hours
SourcesHMLR · Santander API
Re-keying0 events
Day 14Searches
TRANSACT Searches read · flood flag drafted
Search Analysis Agent reads local authority, drainage, environmental, chancel. Cross-references with title. Flags Zone 2 flood signal on the property. Client Comms Agent drafts the disclosure note for the Maliks and an insurance estimate; Sales Progression Agent proactively notifies the Bond Properties agency. Chain stays informed before anything escalates.
Time18 minutes
SourcesSearchFlow · OnGeo
Re-keying0 events
Day 22Exchange
TRANSACT Enquiries cleared · exchange complete
Enquiries Agent drafts and tracks every enquiry raised; Lender Conditions Agent confirms all 4 conditions met. Deposit clears via PEXA. Contracts exchanged. Day 22 — three weeks ahead of the UK average. The Maliks get a notification in their banking app, not a phone call.
Time6 hours total
SettlementPEXA · BoE rails
Re-keying0 events
Day 28Completion
TRANSACT COMPLY Completion choreographed · HMLR filed · matter closed
Completion Day Agent choreographs funds, files SDLT, drafts the completion statement. HMLR Registration Agent submits the application through DRS. Perpetual KYC Agent picks up the matter for ongoing monitoring. Bond Properties gets a notification. The Maliks get the keys. The chain is closed.
Time3 hours
FiledSDLT · HMLR DRS
Audit events247 logged
Twenty-eight days. Industry average is 179. One canonical record across four products. Eleven specialist AI agents. Zero re-keying. Every decision cited and audit-logged.
0 re-keying 0 manual handoffs 11 AI agents 1 record
Why ClearPath · why now

The infrastructure went live. The rules reset. The agents arrived.

UK property infrastructure went live. Regulators reset the rules. AI agents crossed the line — all in the same eighteen months. ClearPath is built for the convergence.

01 · The infrastructure

NPTN, PEXA and HMLR are live.

NPTN now reaches 95%+ of UK conveyancing. PEXA UK is live with NatWest. HMLR Digital Registration Service is operational. The rails for an agent-driven property market exist — and ClearPath was built directly on top of them.

02 · The regulators

FCA and AMLA have reset the rules.

FCA replaced SRA as the single AML supervisor. Manual onboarding, manual rationale, manual monitoring — no longer viable at scale. Every regulated firm in UK property needs an audit-grade, AI-native answer. ClearPath is that answer.

03 · The AI agents

Agentic AI runs regulated work.

Frontier reasoning models, multi-agent orchestration, persistent memory and tool use have crossed the threshold for production regulated work. ClearPath is built around agentic AI from line one — not bolted onto a workflow tool.

The team

25 years building this market. Now we're rebuilding it.

The team behind ClearPath has spent 25+ years building UK regulated technology — from financial services compliance in the early 2000s, through digital onboarding and conveyancing platforms in the 2010s, to the agentic AI generation that follows. We have built and operated the systems used by every major UK conveyancing firm, estate agency network and high-street lender.

ClearPath is the platform fix the industry has needed for a decade. We have lived inside it. We are now rebuilding it.

"For 25 years this industry has tried to fix itself with point solutions. ClearPath is the platform fix. Built once. Owned for a generation."
25+ yrs
UK regulated tech leadership
1,500+
UK firms onboarded across prior ventures
UK
Born and built for UK regulation
Compliance · Conveyancing · Estate · Lending
Every side of the chain shipped
Plugs in · never replaces

Built to layer. Never to replace.

The hardest sale in B2B software is "rip and replace." ClearPath never asks you to. Your CMS, your CRM, your case management — they all stay. ClearPath adds the AI layer on top, two-way and real-time. Matter data flows up. AI decisions flow back. Every action audited.

LIVE · THE AI LAYER · ClearPath OS
76 AI agents read, reason, act on top of your stack.
Four products. One canonical record. Reasoning across every transaction.
Transact · 32 AI agents Estate · 22 AI agents Lend · 10 AI agents Comply · 12 AI agents
Down · AI decisions · cited drafts · audit events · agent hand-offs · status updates
2-WAY · REAL-TIME · REST + GRAPHQL · WEBHOOKS · SSO · OAUTH 2.0 · ICO-GRADE AUDIT
Up · Matter data · client records · documents · transaction state · firm policy
YOUR EXISTING STACK · SYSTEM OF RECORD
Your CMS, your CRM, your case management — untouched.
No migration. No rip-and-replace. No re-keying. Your data, your relationships, your investment — all protected.
LEAP Actionstep Clio iManage Reapit Alto Twenty7tec Salesforce FSC
Integrations · the rails we run on

Connected to every system UK property runs on.

ClearPath plugs into the existing infrastructure of UK property — settlement networks, registries, banking rails, case management, identity, lender APIs. Your firm, your data, your relationships. Now with seventy-six AI agents doing the work on top.

Property infrastructure
NPTN PEXA UK HMLR Digital · DRS HM Land Registry SDLT Geodesys
95%+ UK CONVEYANCING COVERAGE
Identity & compliance
Shufti Pro Onfido ComplyAdvantage SmartSearch Companies House OFSI · sanctions HMRC API
UK DIATF · ICO REGISTERED
Banking & payments
Open Banking · TrueLayer Open Banking · Plaid Stripe GoCardless Bank of England · CHAPS PEXA · BoE rails
FCA · PSD2 · OPEN BANKING UK
Lenders & panels
200+ lender panel Halifax / Santander / NatWest HSBC / Barclays / Lloyds Coventry · Skipton · Nationwide Twenty7tec MAB · Pisces · Knowledge Bank
200+ LENDER PANEL · LIVE RATES
Case management & CRM
LEAP Actionstep Clio iManage Work NetDocuments SOS Connect Osprey · ProClaim · Insight Legal Reapit · Alto · Jupix Salesforce FSC · Dynamics 365 · Mambu
SITS ABOVE · NEVER REPLACES
Searches & documents
SearchFlow InfoTrack Dye & Durham OnGeo Index Property Information Land Insight · X-Press Legal
100% UK SEARCH COVERAGE
Security & AI governance

Built for the standards UK regulated firms have to meet.

ClearPath is engineered to the highest assurance standards from day one — the same level that Lloyds, NatWest, and the UK's largest law firms expect from any system that touches client data.

  • UK data residency · EU/UK only processing
  • Zero training of AI models on customer data
  • Every decision cited, auditable, regulator-visible
  • SAML SSO, audit logs, IP allow-listing, KMS-managed encryption
  • Aligned with FCA, SRA, AMLA and HMLR requirements
ISO 27001
Information security
Internationally recognised standard for information security management.
ISO 42001
AI governance
The first international AI management system standard. Governs how we build and run AI.
SOC 2 Type II
Trust services
Continuous controls audit covering security, availability and confidentiality.
UK GDPR
Data protection
Full UK GDPR compliance. UK-resident processing. DPA-aligned record-keeping.
FCA-aligned
Regulatory operating model
Operating controls aligned with FCA SYSC, SRA and AMLA expectations for regulated firms.
UK Data Residency
Sovereign by design
All data stored and processed in UK regions. No US transfer for primary processing.
Pricing · four products · one platform

Per firm. Per matter. Per outcome.

Each product priced on a per-firm or per-user subscription, with a per-matter or per-transaction event fee. Bundle two or more products for a 25% platform discount. Volume tiers and white-label available.

PRODUCT 01 · GREEN
AI for Conveyancers
Per user / month
+ per transaction event fee
Instruction → HMLR · PEXA · NPTN · sits above your CMS · CLC + SRA regulated
Pays for itself in weeks Talk to sales →
PRODUCT 02 · CORAL
AI for Estate Agents
Per branch / month
+ per completion event fee
Sales progression · chain visibility · vendor + buyer comms · branch to chain operator
Pays for itself in weeks Talk to sales →
PRODUCT 03 · GOLD
AI for Mortgage Brokers
Per user / month
+ per submitted application
DIP orchestration · Open Banking affordability · 200+ lender panel · Consumer Duty defensible
Pays for itself in weeks Talk to sales →
PRODUCT 04 · NAVY
AI Compliance Platform
Per firm / month
+ per matter or per transaction
AML · KYC · KYB · sanctions · SoF · MLRO workflow · 200 eSign + ePayments
The compliance layer beneath every product Talk to sales →

Multi-product, multi-office and enterprise pricing on request. Run two or more products together — get the bundle discount and the network effect. All plans include SSO, audit-graded logs, ISO 27001 / ISO 42001 / SOC 2 controls, and dedicated onboarding.

The agentic era · live now

Conveyancing,
finally agentic.

Four products. Seventy-six specialist AI agents. One connected platform. Every stakeholder, every stage, every workflow — end to end. See it run.

The agentic AI platform for UK property · built for conveyancers, estate agents and mortgage brokers