Mortgage Brokers
& Estate Agents
A Conveyancing Partner Built for Volume.
Stay informed on your clients’ conveyancing transactions with live progress updates, clear milestones and one simple view of every Meridian matter.
No subscription. No portal fee. No need to create an account until you have a client with Meridian.
Better visibility. Less chasing.
what makes us different
One screen. All matters.
One Dashboard.
Manage your entire clientele portfolio through one secure online portal. Track each sale, purchase and refinance in real time, with clear milestones, instant updates and full visibility across every unit.
Real-time updates
Be notified & see when important stages of the transaction have been completed.
24/7 access
Check progress when it suits you — without waiting for an email or return call.
Weekly Progress Reviews
Stay informed through scheduled portfolio calls and clear progress updates. We review outstanding matters, agree priorities and keep every transaction moving towards completion.
Know when your client is moving towards drawdown.
Your mortgage process and the legal process are closely connected.
With Meridian, you can follow the key legal milestones relevant to your client's transaction and better anticipate when your involvement is required.
See when key stages progress
- Loan documentation received
- Contracts signed
- Outstanding requirements identified
- Drawdown documentation progressing
- Funds requested
- Closing
Instead of repeatedly asking for a legal update, you can see the progression of the transaction and coordinate your next step accordingly.
No more unanswered emails. Track 24/7.
For
Mortgage
Brokers
Know when it's time to prepare for closing.
Once a property goes sale agreed, you still have a transaction to manage.
Meridian helps you see how the legal process is progressing so you can keep buyers and sellers informed and prepare for the practical stages of closing.
See when key stages progress
- Contracts issued
- Pre-Contract Enquiries Completed
- Contracts signed
- Closing arrangements
- Final inspection
- Closing & keys
Know when a transaction is approaching closing so your team can coordinate final inspections, purchasers, vendors and key handovers at the right time.
No more unanswered emails. Track 24/7.
For
Estate
Agents
Our numbers don't lie
Why Partner With Us
Complete transparency
Clear milestones and progress visibility throughout the transaction.
Real Solicitors
We're solicitors using technology to make conveyancing clearer, more transparent and easier for everyone involved.
Real-Time Updates
Receive instant notifications when there is a note, any progress made on file, and key milestones are reached.
40+ years of experience
A modern conveyancing experience backed by decades of legal experience.
Brokers & Agents
Frequently Asked Questions
Do I need to create an account now?
No.
You can request our Partner Brochure without creating an account. Once your first client instructs Meridian, we’ll invite you to activate your complimentary Partner Portal account.
Does it cost anything to become a Meridian Partner?
No. Meridian Partner Portal access is free of charge for eligible partners.
There is no subscription or portal fee.
How do I refer a client to Meridian?
Simply introduce your client to Meridian using our referral form. We’ll then contact them directly and guide them through the instruction process.
What can I see in the Partner Portal?
Depending on your access to the relevant matter, the portal can show information such as:
- Current transaction stage
- Key conveyancing milestones
- Progress updates
- Relevant next steps
- Multiple active Meridian transactions from one dashboard
Will my client still deal directly with their solicitor?
Yes.
Meridian is solicitor-led. Your client deals directly with the legal team handling their conveyancing rather than having their matter managed through a non-solicitor case manager.
Can your portal be used by multiple members of our team?
Yes. Our portal is designed to provide clear visibility across your transactions, enabling authorised stakeholders to track progress, review milestones and access key updates in one central location.
Can I track more than one client?
Yes. Your Partner Dashboard is designed to give you visibility over multiple active Meridian transactions from one place.
Can I see the portal before referring a client?
Yes. Request the Meridian Partner Brochure for a visual walkthrough of the Partner Portal, including the dashboard, transaction tracking and key milestones.