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Client Portal and Online ID Verification Help

Online ID Verification

It’s a legal requirement when we act on behalf of our clients that we verify their identity to comply with Anti-Money Laundering regulations. We use an online ID verification system called ‘Credas’. Credas gives our clients the flexibility to complete the ID verification request when it is convenient to them, and not only when the office is open. The process for verifying your ID is quick and simple. It requires you to upload and provide three forms of ID. One of these forms of ID must be a valid passport or photo driving license, we then will require two further forms of address ID. For example, you could use the following three items to confirm your identity.

  • Passport for photo ID
  • Driving License
  • Utility bill (dated within the last 3 months)

I’ve received an ID verification request, what do I do now?

If you’ve received an ID verification request from us you will need to either use the mobile app, which is the preferred method, or use the web app portal. You will receive a link to both in the email that was sent to you.
Please take a look at the guide at the link below to assist you through the ID verification journey.

Download Credas ID verification journey guide

You can also use the following links below to download the Credas app.
Apple App Store for iPhones
Google Play Store for Android

I can’t find any emails from Buss Murton Law related to ID verification, but I’m expecting one

Our emails will come from noreply@bussmurton.co.uk. You may find these are filtered into spam/junk so please do check these folders just in case. If you still haven’t received anything, please contact us on 01892 510 222.

Client Portal

Our client portal allows our clients to accept conveyancing quotes and complete many of our client onboarding tasks online 24/7, providing ease and convenience. There is no need to print off paperwork and post or deliver to our office. Clients are provided with a web platform where they can complete forms such as our client questionnaire and property information forms digitally and then can be e-signed once they have been checked by our team.

We have put together a video walkthrough guide for the portal below to help guide and assist you. Additionally, we have provided some FAQs below the video.

FAQs

I can’t find any emails from Buss Murton Law related to the portal

Our emails will come from noreply@bussmurton.co.uk. You may find these are filtered into spam/junk so please do check these folders just in case. If you still haven’t received anything, please contact us on 01892 510 222.

How do I get back to the client portal?

You can return to our client portal at any point by clicking on the ‘Client Login’ link at the top of our website.

We are jointly instructing the firm, but only one of us has received emails

Due to the nature of the portal, login details are only provided to one client when more than one client is instructing us. This is to ensure that there are no duplications on the forms that we require clients to complete. Rest assure, the forms will contain fields for both, or more, clients details where required and won’t be missed.

I’ve been asked to E-Sign documents, but there is no task or link in the portal

The e-signature solution used in the client portal is via a third party service called Yoti. As all parties in the matter will need to sign documents the request for e-signature is sent via email instead so that all parties have access to the link to sign.