Surface 06 · Client App13 screens · iOS + Android
13 native moments threaded across Hanna's sale + purchase. The AI isn't a chatbot bolted on — it's the substrate. Every chat reply is drafted by ClearPath AI and approved by Sarah Whitfield. Every document is prepared by ClearPath AI and approved by the responsible human. Every interaction is logged on the cryptographic audit chain.
Identity verification
Step 1 of 2 · BiometricLook at your phone · we'll do a quick face scan.
Looking for your face…
Identity verification
Step 1 ✓ Face scan completeHold your phone to the back of your passport · we'll read the chip.
Reading chip…
D18 · UK Digital ID
Full name
BROOKE, Hanna Marie
Date of birth
14 · 03 · 1981
Nationality
British
Issued
15 · 05 · 2026
Expires
14 · 05 · 2031
Shared with · 3 firms
Source of funds
Share your account info via Open Banking · read-only · revoke anytime.
FCA Regulated · Open Banking
Standard CMA9 connection
Choose your bank
Barclays
Current + savings
Halifax
Connecting…
HSBC
Tap to connect
Lloyds
Tap to connect
NatWest
Tap to connect
Santander
Tap to connect
Read-only · 90 days · revoke anytime
Tue · 18 May
Your move to 12 Lansdowne is on track.
Transaction progress
3 of 6 stages
Chain on track
3 items need you
Legal · Whitfield Law LLP
Sign 3 CPSE enquiry replies
Sarah Whitfield · 2h ago
Finance · Crayton Finance
Confirm Halifax £1m letter
Mike Crayton · 5h ago
Property · Mendelson Estates
Accept £1.68m cash offer
Aaron Mendelson · 1h ago
Onboarding & tasks
Everything Whitfield Law needs from you, across your sale and purchase. Forms prepared by ClearPath AI · checked by Sarah.
Needs you now · 4
Sign 3 CPSE enquiry replies
Confirm Halifax £1m mortgage offer
Accept Mr Patel's £1.68m cash offer
Pay £450 legal disbursements
Completed · 4
TA6 Property Information Form
TA10 Fittings & Contents Form
Identity & AML verification
Source of funds · Open Banking
Sale + Purchase chain
Sarah Whitfield
Whitfield Law LLP · Conveyancer · both sides
10 documents · 3 firms
CPSE enquiry replies
todaySarah Whitfield · Whitfield Law LLP
⚑ Awaiting your signatureHalifax suitability letter
todayMike Crayton · Crayton Finance
⚑ AwaitingOffer letter · Mr Patel
todayAaron Mendelson · Mendelson Estates
⚑ AwaitingClient Risk Assessment
15 MayWhitfield Law LLP · approved internally
✓ SignedSign exchange contracts
Whitfield Law LLP · Legal
Contract of Sale · 14 Westbourne Park Mews
Prepared by ClearPath AI · approved by Sarah Whitfield
Confirm with Face ID
Pay legal disbursements
to Whitfield Law LLP
Searches · Land Registry · admin · all itemised
9:41
Tuesday, 18 May
Sarah Whitfield · 3 replies for you
Prepared by ClearPath AI · approved · ready to sign
Halifax £1m mortgage offer is ready
Mike Crayton · Crayton Finance · suitability letter attached
3 offers received on 14 Westbourne
Aaron Mendelson · top £1.68m · cash · ready to accept