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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Managing real estate transactions shouldn't be a source of stress or complexity. Paperless Pipeline is designed to simplify transaction management, reducing unnecessary clicks, clutter, and overall workload. This software offers an improved experience for you, your administrative staff, your agents, and your entire organization. You can view all your transactions and tasks conveniently on a single page. It also allows for the automation of reminders, tasks, and important milestones, enabling you to send emails and attachments more efficiently. Simple solutions lead to better outcomes, making the process easier for everyone involved. Regardless of your working style, enhance your real estate company’s ability to maintain schedules, improve communication, and ensure timely closings. Concentrate solely on managing transactions while personalizing checklists for your organization. Provide agents with access based on appropriate permissions, and begin your journey for free, with the ability to expand as needed. Effective transaction management highlights essential features that create significant improvements, conserve time, and support the growth and scalability of your business. With these tools at your disposal, you can transform how your team operates and collaborates.

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 
Roghnu Yes 
Soluno No 
Zapier Yes 
zipForm Plus Yes 

Integrations

Clio Yes 
CosmoLex Yes 
PCLaw Yes 
Roghnu No 
Soluno Yes 
Zapier No 
zipForm Plus No 

Pricing Details

$75 per month
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 No 
iPad App No 
Android App No 
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 Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Paperless Pipeline

Country

United States

Website

www.paperlesspipeline.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 Yes 
Contract Management Yes 
Critical Date Alerts No 
Document Templates Yes 
Electronic Signature Yes 
File Sharing No 
Task Management Yes 
Transaction Review Yes 

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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