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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
RCM's Virtual Deal Rooms offer a secure online platform for commercial real estate professionals to manage acquisitions, dispositions, asset portfolios, and fundraising, ensuring that sensitive information is shared and stored safely. With the ability to distribute confidential documents seamlessly within your organization and across professional networks, users can access these files anytime and from any device, all while being assured of robust security measures that keep their data compliant and fully auditable with bank-grade protection. Since its inception in 1999, Real Capital Markets has established itself as the premier provider of virtual data room solutions for a wide range of stakeholders in the commercial real estate sector, including owners, brokers, lenders, equity partners, servicers, asset managers, attorneys, and title companies. RCM’s VDRs not only ensure vigilant document protection but also cater to various applications within the commercial real estate domain, making it an essential tool for professionals in the industry. As the global marketplace for buying and selling commercial real estate, Real Capital Markets continues to innovate and enhance the ways in which businesses manage their transactions.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
Clio
No
CosmoLex
No
PCLaw
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)
No
Online Support
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Prolegis Solutions
Founded
2018
Country
Canada
Website
www.prolegis.ca/convey
Vendor Details
Company Name
RealCapitalMarkets.com
Website
www.rcm1.com/buy/virtual-deal-rooms/
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
Virtual Data Room
Anonymity Management
No
Audit Trail
Yes
Collaboration
No
Data Protection
No
Data Storage Management
No
Document Tagging
Yes
Due Diligence Management
Yes
Procurement Management
No
Project Management
No
Role-Based Permissions
No
Secure Preview
No
