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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

In the fast-paced realm of real estate, every moment counts and efficiency is key. Form Simplicity caters to the needs of busy real estate professionals by streamlining the transaction process while minimizing potential risks. To begin, you can create templates that save time by grouping frequently used forms, complete with pre-filled information. Inputting data into a single field ensures that it automatically updates all relevant standard fields throughout the transaction. Additionally, you can import information directly from the MLS, further enhancing convenience. The automation features of Form Simplicity significantly cut down on typing and boost overall productivity. With eSign, the electronic signature tool provided, you can swiftly obtain signatures, saving you valuable hours. As a user of Form Simplicity, you benefit from a Library of Forms that contains the latest versions of your association’s, MLS’s, or brokerage’s documents. This assurance means that the forms used in your clients’ transactions are consistently current, thereby safeguarding both you and your clients from potential risks. Ultimately, Form Simplicity empowers you to focus on what truly matters—serving your clients effectively and efficiently.

Description

Convey is a cloud-based platform designed for residential real estate conveyancing, tailored specifically for law firms in Canada. This innovative tool streamlines the entire transaction process, starting from client intake all the way to the final reporting stage, utilizing matter-specific client questionnaires, automated checklists, and structured workflow steps, all while providing real-time dashboards and a detailed closing calendar. Legal teams have the capability to create and personalize document templates, prepare necessary lender paperwork, manage and finalize PDFs, and efficiently store and search through matter files. Furthermore, the platform facilitates communication through client portals and automated emails or text messages, ensuring seamless coordination among lawyers, clients, lenders, real estate agents, and other stakeholders involved in the transaction. Convey also offers valuable resources such as links to title and registration searches, title insurance, identity verification, lender instructions, and home insurance services, along with options for exporting data or integrating with existing legal practice systems. Accessible via web browsers, Convey aims to enhance the organization and management of residential property purchases, sales, and refinancing processes, thereby improving overall efficiency for law firms. The platform's comprehensive features make it an essential tool for legal professionals navigating the complexities of real estate transactions.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

Clio No 
CosmoLex No 
PCLaw No 
RentSpree Yes 
Soluno No 

Integrations

Clio Yes 
CosmoLex Yes 
PCLaw Yes 
RentSpree No 
Soluno Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

CAD $68.50/transaction
CAD $68.50 per transaction. No fixed-term contract is required. The vendor says cancelled deals may be reused for a live deal or have the charge removed by contacting customer service; conditional matters can be created at no cost.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Form Simplicity

Country

United States

Website

www.formsimplicity.com

Vendor Details

Company Name

Prolegis Solutions

Founded

2018

Country

Canada

Website

www.prolegis.ca/convey

Product Features

Real Estate Transaction Management

Accounting No 
Appointment Scheduling No 
CRM No 
Commission Management No 
Contract Management Yes 
Critical Date Alerts No 
Document Templates No 
Electronic Signature Yes 
File Sharing Yes 
Task Management Yes 
Transaction Review No 

Product Features

Real Estate Transaction Management

Accounting No 
Appointment Scheduling No 
CRM No 
Commission Management No 
Contract Management No 
Critical Date Alerts No 
Document Templates No 
Electronic Signature No 
File Sharing No 
Task Management No 
Transaction Review No 

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