Signed before the seller cools off.
Send your terms of business the moment you leave the valuation. HomeSign tracks it from sent to opened to signed, chases anyone who stalls, and files the signed copy against the lead — so the gap between valuation and instruction closes the same evening, not next week.
How HomeSign works
Five steps from handshake to filed instruction.
Nothing to install for you, nothing to download for them. HomeSign lives inside your home.co.uk account and the signer's browser — that's the whole stack.
Pick or build your template
Upload your terms of business as a PDF, drop signature, initials, text and date fields onto it once in the field editor, and save it — personally, or shared across your whole branch. Editing it later creates a new locked revision; every send after that uses the new one automatically, and nothing you've already sent retroactively changes.
Choose who's signing
Pick straight from your Valuation leads — the client you just won — or your saved Clients, or add someone by hand. Send to several recipients and each gets their own copy tracked separately, or bring co-signers together on one shared document when everyone needs to see the same signed page.
Send it
Write a covering note or reuse a saved one, tap send. Each recipient gets a secure, single-use link by email — no account, no app, no password. They open it on whatever's in their hand: phone, tablet or laptop.
Watch it move
The Sent dashboard shows every envelope's status the moment it changes — pending, viewed, signed — and chases anyone who hasn't opened it after two days, then five, without you having to remember to.
It's filed the moment it's signed
The signed PDF, plus a Certificate of Completion with the full audit trail, lands against the lead automatically. Download it from the dashboard whenever you need it — or, where you've switched it on, let the after-signing automations pick up the next compliance step.
Tracked, not guessed
Every envelope, every step, in real time.
No more "did they get it?" phone calls. Status flips the second the seller opens the link, and again the second they sign.
Terms of Business
14 Elm Grove · sent to the seller
Illustrative timeline · every event shown is a real HomeSign audit action, append-only and timestamped to the second.
A typical evening
Valuation to instruction, closed before you're home.
An illustrative walk-through of the gap HomeSign is built to close — the hours between winning the instruction and actually having it signed.
18:05 · In the living room
The valuation lands
The seller's ready to instruct. Still in the room, you open your saved Terms of Business template and pick them straight from Valuation leads — no re-typing an email or a name.
18:07 · From the car
Sent before you pull off the drive
One tap. The covering note is already personalised — their name, the document, the property. No printer, no "I'll email it when I'm back at the branch."
18:34 · Signed
Filed before the kettle's on
A notification lands — signed, consented, done. The signed PDF and its Certificate of Completion are already sitting against the lead, ready for whoever picks up the instruction next.
Build it once
One template. Every instruction.
Set your terms of business template up properly once — logo, fields, wording — and every future send reuses it. Edit it and the new version rolls forward; sends already out stay exactly as they were.
Terms of Business
Revision 3 · locked
Edited once in the field editor. Every send below picked up Revision 3 automatically the moment it was saved.
14 Elm Grove
Sent 6 Jul · Revision 3
Flat 2, Preston Road
Sent 9 Jul · Revision 3
9 Vicarage Close
Sent today · Revision 3
14 Elm Grove was sent against an earlier revision of the template and stays exactly as it was signed — reusing a template never rewrites history.
The Sent dashboard
Every envelope your branch has ever sent, in one list.
Filter by status, search by name or address, and act on several envelopes at once — the same field editor and template library sit one click away.
KPIs at a glance
Sent, awaiting signature and completed this week, right at the top of the dashboard — no need to count status pills by hand.
Bulk actions
Select several envelopes and archive, void or remind in one go — unauthorised rows are skipped automatically rather than blocking the whole batch.
Per-envelope timeline
Open any envelope for its own chronological feed — sent, viewed, consented, signed — plus a one-click resend, void or download.
Not every document has a recipient
Self-sign — for the document that's just yours.
Countersigning a form, initialling a page, signing your own copy of something — self-sign stamps your signature onto a PDF entirely in the browser and downloads it straight away. There's no recipient, no envelope and no audit chain, because the file is processed on your own device and never uploaded to HomeSign's servers.
Try self-sign
Trust by design
Every signature comes with the receipts.
HomeSign was built as a legal record first and a convenience second. If a question ever comes up about a signature, the evidence is already sitting on the document.
Consent, captured
Every signer sees a consent statement before they can sign, and the exact wording and version they accepted is stored against their signature — not a generic "I agree" checkbox.
Append-only audit trail
Sent, viewed, consented, signed, completed — every event is timestamped with the signer's IP address and device, written once and never edited or deleted, by anyone.
Certificate of Completion
Appended to every signed PDF the moment it completes — signer table, the full timeline and a SHA-256 fingerprint of the document, so any later change to even a single pixel is detectable.
Secure signing links
Each signer's link is a single opaque token, expires after 30 days, and is never logged in full on a failed attempt — only the first few characters, for support tracing.
The legal basis
Legally recognised — for the documents you're actually sending.
Electronic signatures are legally recognised in England and Wales for documents like terms of business, under the Electronic Communications Act 2000 and the UK eIDAS Regulation. An electronic signature captured this way is treated as the legal equivalent of a handwritten one — and because HomeSign records the consent statement, the version the signer accepted and a full audit trail alongside it, you have the evidence to back that up if it's ever questioned.
This is general information, not legal advice. A small number of document types — a deed, or anything that must be executed in front of a witness — need a different process to a standard electronic signature. If you're not sure which category a document falls into, take your own advice before sending it through HomeSign.
One send, several jobs done
Signed and compliant, from the same tap.
Where switched on for your account, the moment the seller signs is also the moment the next compliance step starts — no separate chase, no forgotten step.
AML identity check
Reuses a previously verified identity where one exists and consumes one of your agency's existing credits — no separate booking or chase. See the AML Checks tool.
Material Information pack
A pack is created or adopted for the property, and the seller gets a signed link to fill in their own Parts A, B and C — no manual chase email to draft. See Material Information.
Land Registry Proof of Ownership
Never spends automatically — it emails you a prefilled deep-link into the ordering flow, so the title check is one click away rather than a task you have to remember. See Proof of Ownership.
All three are opt-in per template and switched on from HomeSign settings — nothing runs until a recipient has actually signed.
The old way vs HomeSign
Print, post and hope — or send, track and know.
| Capability | HomeSign | Print & post / email a PDF |
|---|---|---|
| Time to get it in front of the seller | Seconds, from the car | Back at the branch, or the post |
| Know they've received it | Status flips to "Viewed" instantly | No visibility until they call |
| Chasing an unsigned copy | Automatic, day 2 and day 5 | You have to remember to |
| Reusing the same document | Save once, send from a template | Copy, rename, re-attach each time |
| Evidence if it's ever questioned | Full audit trail + Certificate of Completion | An email in a sent folder, maybe |
| Finding the signed copy later | Filed against the lead automatically | Searching an inbox or a filing cabinet |
| Follow-on compliance steps | Can trigger automatically on signing | A separate task, if you remember |
The time saving
Where the hours actually go.
Illustrative figures for a single instruction, comparing a HomeSign send against printing, posting or manually emailing a PDF and waiting for a reply.
Who sends with HomeSign
Built for however your branch works.
The lister on the doorstep
Wins the instruction on the visit, sends the terms before leaving the road. A personal template is enough to start.
Multi-branch agencies
Set an organisation-scoped template once so every branch sends the same approved wording — no version drift between negotiators.
A buying or selling pair
Send to two recipients and each gets their own tracked copy — or bring them together as co-signers on one shared document when it needs to be the same page.
The new-instructions team
Fresh Valuation leads go straight into the recipient picker — the win-to-signed loop starts without switching screens.
Part of the toolkit
HomeSign is the closing step.
The tools below feed HomeSign a lead to send to, or pick up the moment it's signed.
Valuation Leads
Where the recipient comes from — accepted valuation requests land straight in the HomeSign recipient picker, ready to send to.
AML Checks
Can trigger automatically the moment your terms are signed, reusing a previously verified identity where one exists.
Material Information
A vendor pack invite can go out the same moment the terms complete, so Parts A, B and C start filling in without a separate chase.
Proof of Ownership
A prefilled Land Registry order link can land in your inbox the moment the seller signs — one click away, never an automatic charge.
Listings Manager
Once the terms are signed, get the property live — full media management, imports and outbound portal feeds from the same account.
Referrals
A signed instruction is the natural moment to raise conveyancing, mortgage or removals referrals with milestone tracking.
Getting started
Your first signed instruction in three steps.
HomeSign is already part of your home.co.uk agent account — there's nothing to install and nothing extra to buy.
Save your template
Upload your terms of business PDF, place the fields once, and set it as your default in Settings so it's pre-selected every time.
Send from a lead
Pick a client from Valuation leads or your Clients tab, write a note or reuse a saved one, and tap send.
Watch it from Sent
Track pending, viewed and signed on the dashboard, and download the completed PDF the moment it's ready.
FAQ
Common questions about HomeSign
Is a HomeSign signature actually legally binding?
Yes, for the documents estate agents send with HomeSign — terms of business, instruction paperwork and similar. Electronic signatures are legally recognised in England and Wales under the Electronic Communications Act 2000 and the UK eIDAS Regulation, and an electronic signature captured this way is treated as the legal equivalent of a handwritten one. Before signing, every signer is shown a consent statement and the exact wording and version they accepted is stored against their signature. This is general information, not legal advice — a small number of document types (a deed, or anything that must be signed in front of a witness) need a different process, so check with your solicitor if you're unsure which category a document falls into.
Does the seller need to create an account to sign?
No. They get a secure link by email, open it on any phone, tablet or laptop, and sign directly in the browser. There is nothing to download, register for or remember a password for.
What happens if they don't sign straight away?
The envelope sits as "pending" on your dashboard, then flips to "viewed" the moment they open the link. If it is still unsigned two days later HomeSign sends an automatic reminder, and again at five days — a signer is never chased more than once in 24 hours, and the reminders stop the instant they sign. You can also resend or void the envelope by hand at any time.
Can I reuse the same terms of business template for every instruction?
Yes. Upload the PDF once, place the signature and date fields once, and save it — personally, or shared across your whole branch. Every future send picks up your latest saved version automatically. Envelopes you have already sent stay locked to the exact layout they went out with, so editing the template later never quietly changes a document a seller has already signed.
Can more than one person sign the same document?
Yes, two ways. Send to several recipients and each gets their own copy tracked separately — useful for a buying couple who need to sign individually. Or bring co-signers together on one shared document, where each signature appears on the same PDF as it is added — useful for a joint agreement everyone needs to see fully countersigned.
What is self-sign, and how is it different from sending a document?
Self-sign is for a document you need to sign yourself — countersigning something, initialling a page — with no recipient and nothing to send. You place your signature on the PDF and download it straight from the browser. The file is processed entirely on your own device and is never uploaded to HomeSign's servers, so there is no envelope, no audit trail and no record stored against a lead.
What's kept if a dispute comes up months later?
Every step — sent, each reminder, viewed, consented, signed, completed — is written to an append-only audit log with a timestamp, IP address and device, and it can never be edited or deleted afterwards. When the envelope completes, a Certificate of Completion is generated with the full timeline and a SHA-256 fingerprint of the signed PDF, then appended to the document itself, so tampering with even a single pixel afterwards would change the fingerprint.
Where does the signed document end up?
Filed automatically against the valuation lead or contact you sent it to. You can download the signed PDF plus its Certificate of Completion from the Sent dashboard at any time, alongside a full audit timeline for that specific envelope.
What happens automatically once the terms are signed?
Where switched on for your account, signing can trigger the next compliance step without you lifting a finger: an AML identity check, a Material Information pack invite to the seller, and a Land Registry Proof of Ownership order. None of these spend your money without you — the Land Registry step lands as a prefilled link in your inbox rather than an automatic charge, and an AML check that runs automatically consumes one of your agency's existing credits.
Does HomeSign cost extra?
HomeSign is part of your home.co.uk agent account — there is no separate e-signature subscription to run alongside it. Downstream automations you choose to enable, like AML checks, use your account's existing credits in the same way as running them by hand.
Can I send documents that are not terms of business?
Yes. Any PDF can go out for signature — a variation, a disclosure form, an internal agreement. Anything you send repeatedly is worth saving as a template so the fields are already placed for next time.
More tools
Explore the rest of the estate agent toolkit
Patch
See who is likely to move before anyone else
A live map of your territory scored for likelihood to move — reductions, withdrawals, fall-throughs, stale stock and landlord stock, each with a full property dossier.
Property Reveal
Unmask the owner behind any likely mover
Pay-per-address owner reveal on hot properties — single or bulk — so your canvassing letter lands with a name on it, not "Dear Homeowner".
Canvassing Campaigns
Direct mail that lands when it matters
Branded letters to scored cohorts in your patch — printed, posted and tracked for you, with cadence sequences and auto-canvass rules that enrol newly-hot homes.
Letter Designer
Design the letter they keep
A full letter design editor with AI copy assistance and AI-generated artwork — every mailing in your brand, saved as templates your whole branch can reuse.
CRM Match
Score the database you already own
Upload your CRM contacts and match them to live market signals — see which of your past valuations and applicants are back in play, scored for likelihood to move.
AI Market Appraisal
Walk in with the valuation already done
AI valuation with comparables and an AI council that stress-tests the number — appraisal-ready before you reach the doorstep.
Valuation Leads
Homeowners asking to be valued
Inbound valuation requests from home.co.uk delivered to your branch — statuses, auto-accept, delivery rules and per-lead intelligence in one inbox.
My Market
Your market share, measured honestly
Branch-level market intelligence — share of new instructions, competitor branch ranking, demand and stock trends across your outcodes.
Scoreboard
Every letter traced to its instruction
Outreach-to-outcome attribution — which campaigns, reveals and canvass rules actually turned into valuations and instructions, and what they cost you.
Canvas
The design studio built for agents
A full design studio inside the platform — brand kit, templates, folders, sharing and AI image tools for every piece of collateral your branch produces.
Photo Studio
Every listing photo, magazine-grade
AI photo enhancement, virtual staging and automatic room sorting — phone shots in, listing photography out.
Social Studio
A week of social in one sitting
AI social assets in your brand — Instagram analysis, market-stat templates and ready-to-post creative for every listing and win.
Articles
Your local content engine
An AI article pipeline from idea to published — keyword research, outlines, drafts, freshness updates and batch series that make you the local authority.
Website Studio
A new agency website by Friday
White-label, AI-assisted agency websites with custom domains — designed, built and hosted on the platform, synced to your brand kit and stock.
Widgets
Your site, powered by portal data
Embeddable valuation and property widgets for your own website, with analytics on every visitor interaction.
Ads Manager
Local advertising, self-serve
Banner campaigns across the home.co.uk network — targeting, impression estimates, creative tools and transparent billing, run from your dashboard.
Print Shop
From design to doormat
Print your Canvas designs as physical collateral — catalogue pricing, checkout and delivery handled from the same studio you designed in.
AI Visibility
Be the answer AI gives
See how your agency shows up across AI engines — visibility checks, brand mentions, tracked prompts and traffic correlation with your Google Analytics.
Listings Manager
Your stock, one command centre
Create, edit and publish listings with full media management, version history and imports — plus outbound feeds to the major portals.
CRM Sync
Plugs into the CRM you already run
Listing sync with Apex27, Alto, Jupix, Street, Rex, Loop, Domus, Expert Agent and more — stock flows in automatically, no re-keying.
Performance Analytics
Know which photo sells the house
Per-listing analytics — photo performance, price health and live view counts across your whole stock.
AML Checks
Compliance that bills the client
Anti-money-laundering identity checks with certificates stored against the deal — and bill-the-client payment so compliance stops costing you money.
Proof of Ownership
Title checked before you list
HM Land Registry titles bought in-platform via Business Gateway — pay-as-you-go or billed to the client, stored against the property.
Material Information
Part A, B and C without the chase
Material-information disclosure packs per property, with seller invites that collect the answers for you.
Referrals
Revenue from every completion
Referrals across eight services — conveyancing, mortgages, removals, surveys and more — with milestone tracking and payouts on business you already have.
Inigo
The AI assistant that knows your patch
Ask questions over your own market, patch and stock data — streamed, grounded answers inside the platform.
One platform for the branch. Every tool included.
Join home.co.uk and get the estate-agent toolkit with your account — market intelligence, canvassing, design studio, compliance and listings tools in one place. No lock-in. Pay only for the premium tools you actually use.
Quick setup · Built for UK estate agents · Trusted UK property platform since 1995