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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.
Description
Experience the future of real estate transaction management software designed for the next generation. Automate your operations with our intuitive, efficient, and secure platform that revolutionizes the way you conduct business. Thanks to the innovative application of blockchain technology, wire fraud is eliminated, ensuring peace of mind for all involved. Maximize efficiency by facilitating communication with all stakeholders in one centralized location, complete with seamless integration to DocuSign for effortless document handling. Empower your decision-making process with comprehensive insights through 360° business visibility and consolidated reporting. Our dedicated team is available around the clock for onboarding and customer support, ensuring you’re never left in the lurch. Discover why visionary brokerages are choosing our transaction management software to enhance their growth and streamline their operations. Join the movement towards a more secure and efficient real estate industry.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
Clio
Yes
CosmoLex
Yes
Docusign
No
PCLaw
Yes
Prolegis
Yes
Soluno
Yes
Integrations
Clio
No
CosmoLex
No
Docusign
Yes
PCLaw
No
Prolegis
No
Soluno
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
Pricing Details
No price information available.
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)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Prolegis Solutions
Founded
2018
Country
Canada
Website
www.prolegis.ca/convey
Vendor Details
Company Name
Propy
Founded
2017
Country
United States
Website
propy.com
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
Product Features
Real Estate Transaction Management
Accounting
No
Appointment Scheduling
No
CRM
Yes
Commission Management
Yes
Contract Management
Yes
Critical Date Alerts
No
Document Templates
No
Electronic Signature
Yes
File Sharing
Yes
Task Management
Yes
Transaction Review
Yes
