The Sale and Purchase Client Questionnaire is usually the very first form a solicitor asks a client to complete once instructed, and it sets the tone for the whole transaction. It covers personal and ID details for anti-money-laundering checks, the property being sold and/or bought, any related transaction in the chain, mortgage or funding arrangements, who else is involved (estate agents, other solicitors), preferred timescales, and any special requirements or circumstances the solicitor needs to know upfront. Get it wrong or leave gaps, and it can hold up the file being opened at all — creating delays before the transaction has even properly started.

Homey makes this first step painless. Clients are guided through each section in plain, jargon-free language, with the form adapting automatically depending on whether they're selling, buying, or both — so a first-time buyer isn't asked chain or related-sale questions that don't apply to them. Details can be saved and returned to at any time, and the form flags anything left incomplete before it's sent off, so solicitors receive a clean, ready-to-use file from the outset.

To finish, clients confirm and authorise the information with a secure, built-in e-signature field directly in the app — meaning solicitors get a signed, submission-ready questionnaire without any printing, scanning, or emailing back and forth.