VERSA's panel management solution, VERSA Assure, is best in class, offering a modern, highly-configurable and soft-touch solution for conveyancers and lenders. Lenders can easily manage multi panels, including their core open panel and any number of specialist or sub-panels.
For conveyancers, it offers lighter touch and more efficient solution, making the process of joining and staying on a lender's panel far easier. For digital workflow management, VERSA solves all of interactions between a lender and conveyancer, delivering real tangible benefits for both sides, whilst providing highly valuable data reports and insights.
VERSA, a digital platform bridging the current gap are instructed, tracks the status of cases, deals with 'post offer queries', manages eCOT's and ensures that charges are registered in time. VERSA solves workflows, taking slow manual processing, making it digital and highly efficient.
VERSA Connect has been designed to streamline the post-offer queries (or PVQ's) process. It can be deployed independently of the rest of the VERSA platform with zero integration to any systems. It provides a secure communication portal with range of dynamic intelligent, features.
100% Digital & Paperless
Process
Intelligent, Milestone-Driven
Workflows
Secure Real-Time Platform
Communication
Full API System Integration for
Lenders & CMS
Systems
Data Integration with a range of
3rd parties
Digital Document Management -
eSignatures &
Automated Validation
This is our comprehensive panel management solution, featuring eight powerful modules to streamline the onboarding and oversight of multiple conveyancer panels. With highly configurable rule sets, lenders maintain full control of their panel setup, management and governance.
By leveraging multiple trusted data sources for real-time sourcing and ongoing validation, VERSA Assure enables a lowtouch, automated approach—minimising manual intervention & reducing operational burden on conveyancers & lenders.
Secure instructions & real-time updates with a Lender. CMS integration eliminates double data entry.
Centralised communications to all or select conveyancer users.
Key regulatory alerts to support ongoing compliance.
Real-time validation using multiple trusted data sources (+ automated document verification).
Highly configurable rule engine for panel criteria. Automation tools.
Secure, independent checks to confirm account ownership.
VERSA Smart Insights delivers a comprehensive suite of Power BI dashboards and reports tailored for both lenders and conveyancers.
For a lender, it provides analytics to monitor, evaluate, and optimise its panel, while for conveyancers, it offers insights to maintain their panel membership effectively and links to areas to improve their service delivery.
With intelligent data visualisation and the ability to customise reporting, VERSA Smart Insights turns complex data into clear, decision-ready intelligence.
Real-time, visually rich dashboards for all parties.
Detailed Power BI reports tailored for both lenders and law firms.
A broad suite of reports for informed compliance and risk management.
Seamless links to transaction-level scorecards.
Powers the full lifecycle of a digital mortgage case, from initial instruction through to post completion, capturing all key participants, property details and mortgage data at the outset.
Intelligent, dynamic, and often mandatory milestones drive the workflow, adapting to each transaction's specific needs.
This provides full transparency for all stakeholders and enables lenders, conveyancers, members, plus other participants to track the real-time progress of every case with confidence throughout the conveyancing journey.
Secure instructions, real-time updates and two-way secure communication with a lender with CMS integration to eliminate double data entry.
All essential participants, property and mortgage data.
The workflow is driven by milestones reflecting the real-world complexity of purchase and remortgage cases, which will drive proactive improvements.
Configurable notifications to keep parties informed as to the transaction progress and alerts for key events or actions required.
Tailored, flexible workflows for purchase/remortgage cases.
This is a first-to-market solution designed to transform how PVQs are resolved. By replacing slow, fragmented email and PDF letter exchanges with secure, real-time messaging, VERSA Connect enables faster, clearer, and more efficient communication between conveyancers and lenders.
The product prompts to ensure all necessary information is captured upfront by a conveyancer to significantly reduce the number of messages needed to resolve a query.
This minimises turnaround times, cuts operational costs, and enhances the overall experience for all parties.
VERSA Connect can be used as a standalone portal, with no requirement for a ender or CMS integration, making it fast to deploy and easy to adopt.
Secure instructions, real-time updates and two-way communication with a lender with CMS integration to eliminate double data entry.
Dynamic PVQ handling to gather all relevant data upfront.
Built-in integration to search the UKF Handbook.
Smart tools to solve PVQs and track timelines at scale.
Use as an independent portal or with full integration.
* Coming soon: Our new AI chatbot is in testing and once released will be able to resolve a significant portion of PVQs at source.
Across the industry, more than 25% of mortgage transactions currently exchange without building insurance in place, exposing both buyers and lenders to significant financial and legal risks.
VERSA Building Insurance resolves this critical gap by requiring a
suitable general insurance policy to be securely uploaded and its key terms validated for every case prior to the exchange of contracts. This proactive safeguard ensures compliance, reduces exposure, and delivers peace of mind for all parties involved.
Ensures a valid building insurance policy for every transaction.
Confirms policies meet minimum lender-defined requirements.
Data can feed into a lender's climate risk strategy and reporting.
This enables both lenders and conveyancers to securely share and manage essential documents related to new build transactions such as incentive disclosure forms, warranty certificates, and indemnity policies.
Each document can be independently validated, creating a strong anti-fraud safeguard by verifying property value and associated incentives. All documents are stored in a secure repository per case within VERSA, providing a complete and auditable record for every transaction.
Ensures critical new build documents are always obtained.
Can validate documents against lender requirements.
Enables both parties to share and have sight of key documents.
Maintains a complete, secure, and auditable record per case.
The new eCOT, together with the new eCOT Addendum, introduces an intelligent, dynamic checklist that dynamically guides conveyancers on a case-by-case basis. It makes it easy to ensure that appropriate declarations and undertakings are in full alignment with the lender requirements and mortgage offer conditions. This smart, structured approach enables panel firms to deliver a consistently thorough and high-quality service across all transactions.
The eCOT and Addendum can be automatically reviewed and approved within seconds, reducing delays and manual oversight. It also creates a strong, secure, auditable evidentiary record, strengthening protection and compliance for both the conveyancer and the lender.
Centralised control over the COT, including editing and versioning, ensuring up-to-date compliance.
Dynamic checklists tailored to each transaction, guiding the conveyancer to meet the lender's requirements.
Embedded logic generates context-specific declarations and undertakings.
Built-in digital signature for faster turnaround and enhanced security.
This gives lenders centralised control over all document templates ensuring that the correct, up-to-date versions of every form and communication are used across their panel. Documents such as the Mortgage Deed are generated dynamically using VERSA data, with secure eSigning embedded where applicable, streamlining the process for conveyancers and accelerating case progression.
For conveyancers, the platform also enables secure upload and management of all relevant case documents within the VERSA environment. Each case benefits from a dedicated, secure document repository guaranteeing visibility, accuracy, and long-term traceability for all parties involved.
Automatically populated using approved lender templates.
Ensures consistency, compliance and version control of all forms.
Enables conveyancers to upload and access case files in VERSA.
Supports eSigning for secure, legally compliant documents.
This enables conveyancers to independently verify the seller solicitor firm's bank account before funds are released. A case cannot proceed to completion, nor can funds be transferred, until the account has been validly confirmed.
This verification step is designed to reduce the risk of misdirected payments, prevent interception fraud, and support regulatory compliance in high-value property transactions.
Trusted, third-party process to verify bank accounts.
Enforces verification before case completion and funds release.
Protects against interception fraud and misdirected payments.
A significant number of mortgage charges miss the critical 30-day priority window for registration with HMLR, and many remain unregistered long after completion. This exposes lenders to serious legal and financial risks, having already released the mortgage funds. Remediating these issues manually is time-consuming and costly.
VERSA Charges delivers a dedicated workflow solution equipped with a suite of market-first tools designed to proactively ensure that charges are registered timeously. It simplifies the process for conveyancers, reduces administrative overhead, and ensures better visibility and accountability post-completion.
Full process automation for registering charges efficiently.
Intelligent countdown tools that monitor and alert users.
Seamless connectivity with HMRC for SDLT submissions.
Integration for submissions and tracking, plus registration status checks.
Tools to track and resolve HMLR requisitions.
Compatible with 3rd party systems & HMLR digital services.
This delivers a comprehensive suite of Power BI dashboards and reports that provide visibility and analytics across all VERSA transactional products and modules. It offers tailored business intelligence for both lenders and law firms, enabling them to track, assess, and optimise every stage of case processing.
With role-specific versions for each party, Smart Insights empowers users to benchmark key transaction metrics, spot trends, and proactively manage operational performance.
To monitor panel activity, TATs & overall performance.
Analytics to track cases and benchmark their service delivery.
Compare performance to peers across various key metrics.
Monitor case handling and performance visibility over time.
Actionable data to identify inefficiencies and guide optimisation.
Flexible filters for all data to extract meaningful insights.
The VERSA Academy provides comprehensive, flexible, and expert-led training and education for all users of the VERSA platform, encompassing both lenders and conveyancers. With live webinars, bite-sized video modules, practical user guides, and in-app tutorials, users can learn at their own pace or attend regular drop-in live sessions led by experienced trainers.
All content is housed in the VERSA Customer Portal, where users can register for sessions, access recordings, and explore curated learning pathways. The Academy can facilitate lenders offering their own custom training courses to their conveyancing panel ideal for CPD accreditation, compliance refreshers, or process-specific guidance.
Expert-led, topic-specific training sessions, with Q&A and practical demos.
Professionally produced short videos on VERSA products & best practices.
User-friendly PDFs and reference sheets to support day-to-day usage.
For real-time support, walkthroughs, or deeper dives into user-submitted topics.
Contextual learning prompts and walkthroughs within the platform itself.
Lenders can publish their own content and run training via the Academy.
Structured learning journeys to build user knowledge and earn certifications.
If your question is not available in our FAQ section, please feel free to reach out to us through the contact page.
Ask A QuestionVERSA is a next-generation digital platform designed to streamline and automate the entire mortgage and conveyancing journey in the UK from mortgage offer through to post-completion. It's built for mortgage lenders, conveyancers and various other stakeholders involved in residential property transactions—delivering a fully digital, transparent and efficient digital workflow process.
Unlike traditional systems that primarily focus on one aspect (such as panel management), VERSA offers a fully integrated platform covering both panel and digital workflow management. This includes real-time data verification, automated workflows, secure digital communication and world-class analytics, plus unique solutions to solve the larger challenges of a clear visible workflow, post-offer queries, e-signatures, COT's, insurance and unregistered charges.
Yes, e4 is a member the Open Property Data Association (or "OPDA"), the UK's independent industry body for companies revolutionising the property industry through data collaboration. More information can be found on the OPDA's website.
VERSA includes twelve core products, which are featured above. Our VERSA Assure products cover panel management, whilst the rest of the products focus on digital workflow management for every case or transaction.
VERSA recognises that many law firms already use CMS across their firm and other providers such as search providers. One of the core principles in building VERSA is to create an open platform, whereby VERSA can integrate with all value-add, complementary products and partners. Once the platform is complete and fully operational, VERSA will offer API's to all other existing software systems that it makes sense to integrate with, from a conveyancer's perspective, including any of the main CMS providers. Our API's will enable them to directly or indirectly (potentially through a partner) integrate with the VERSA platform. We recognise that law firms would want VERSA needs to update their CMS system, to ensure they remain in sync and to avoid any double capture of data. We are already in discussions with a key partner to make this happen.
Yes—VERSA is a cloud-native platform built with enterprise-grade security, compliance, and data privacy in mind. It supports secure authentication, encrypted data storage, and is aligned with requirements from industry bodies such as the Solicitors Regulation Authority, CLC and CILEX.