Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Unity, recognized as Canada's premier practice-specific solution for real estate professionals, delivers a secure and comprehensive conveyancing platform online. This innovative service melds the convenience of remote access with numerous time-saving features, enhancing efficiency for legal practitioners. As an all-in-one practice management tool, Unity empowers users to streamline their operations like never before. Legal experts can refine their workflows while tapping into a suite of best-in-class partner solutions from insurers, lenders, and other key industry players, all within a secure digital framework. Being web-based means that users are relieved of the burden of managing version updates, security measures, upgrades, or virus protection for Unity, allowing them to concentrate on their practice. Additionally, supplementary databases are included, featuring resources from banks, insurance brokers, solicitors, and more, further enhancing the platform's utility. This unique combination of features positions Unity as an indispensable tool for modern conveyancing.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
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
$199 per transaction
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
No
On-Premises
No
iPhone App
Yes
iPad App
No
Android App
Yes
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
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
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Prolegis Solutions
Founded
2018
Country
Canada
Website
www.prolegis.ca/convey
Vendor Details
Company Name
Dye & Durham
Founded
1989
Country
Canada
Website
www.doprocess.com/products/unity-ontario/
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 Agency
Calendar Management
Yes
Client / Property Matching
No
Client Database
No
Commission Management
No
Contact Management
No
Contract Management
No
Email Marketing
No
Flyer / Catalog Printing
No
Lead Management
No
Listing Management
No
Property Database
No
Website Management
No