ProConvey

CRM und Lead-Management für Immobilien

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ProConvey offers a thorough cloud-based conveyancing software solution tailored for legal professionals, streamlining the entire conveyancing process from onboarding to compliance.

Features such as automated ID checks, HMLR compliant eSignatures, and a user-friendly branded portal, ProConvey enhances efficiency and reduces administrative burdens for conveyancers.

ProConvey kann gefunden werden in Real Estate CRM & Lead Management Kategorien.

Die Produkte, die ProConvey am ähnlichsten sind, sind:

RentEase Verifiziertes Profil Befördert → Tromp, Konopelski and Barton Max Verifiziertes Profil Befördert → ConveyIT → InfoTrack → LEAP Conveyancer →

Screenshots

Details

ProConvey Hauptfunktionen

• AI
  Use artificial intelligence to help streamline processes.
• KYC
  Know Your Customer checks to verify client identities.
• Quotes
  Provide clients with quotes for your services quickly.
• Searches
  Conduct property searches easily within the software.
• Referrals
  Manage client referrals smoothly.
• Annual Plan
  A yearly plan that offers discounts for long-term use.
• Indemnities
  Handle indemnity insurance needs within the software.
• Mobile ready
  Access the software on your phone, tablet, or computer.
• Team support
  Train your new team members with our support.
• Quarterly Plan
  A plan for firms that want to use the software without a long-term commitment.
• Get 1 week free
  Try the software for free for one week.
• Get setup today
  No fees to start, and you can create an account in minutes.
• Customer support
  Get help through live chat and email from the support team.
• Evidence uploads
  Clients can upload necessary documents directly to the portal.
• Full team access
  Allow all team members to use the software.
• Reduce enquiries
  Cut down on common questions by gathering information upfront.
• Setup in minutes
  Start using the software quickly with an easy setup.
• Volume discounts
  Get discounts based on the number of cases you handle.
• 1 week FREE trial
  Try all features for free for one week.
• ID and AML checks
  Verify client identities and check for anti-money laundering compliance.
• Upfront enquiries
  Collect important information from clients at the start to save time later.
• Onboarding letters
  Automatically create letters to welcome new clients.
• Payment on account
  Manage client payments easily before the final transaction.
• Multi-step TA forms
  Use forms that guide you through the conveyancing process step by step.
• Save time and money
  Reduce administrative costs and save time with efficient processes.
• Branded online portal
  Customize the portal with your firm's branding.
• Contract and transfer
  Manage contracts and property transfers efficiently.
• Reports and overviews
  Generate reports to get a clear view of your cases.
• Flexible pricing model
  Choose a pricing plan that fits your firm's size and needs.
• Source of funds checks
  Ensure that clients' funds come from legitimate sources.
• Custom URL for your firm
  Get a unique web address for your firm’s portal.
• Premium client experience
  Clients can easily access and manage their onboarding.
• HMLR compliant eSignatures
  Use legally-binding electronic signatures that meet legal standards.
• 2FA via Microsoft or Google
  Use two-factor authentication for extra security.
• Realtime client chat support
  Provide instant chat support for clients.
• All-in-one conveyancing portal
  It combines all the tools you need for conveyancing in one place.
• Onboarding complete within hours
  Finish onboarding clients quickly.
• Cloud-based conveyancing software
  This software is available online, so you can access it from anywhere.
• Client login to your branded portal
  Clients can log in to a portal that looks like your firm.
• Guided step by step tasks set by you
  Create tasks for clients to follow during the process.
• Add your entire team with permissions
  Invite your team and set their access levels.
• Single or multiple branches in one account
  Manage multiple office locations from one account.
• SOC 2 type 2 certified and CCPA compliant sign in
  The software meets high security and privacy standards.

ProConvey Vorteile

• Guided tasks
  Clients get step-by-step instructions, making it easier for them to complete their tasks.
• Mobile ready
  You can access ProConvey on your phone or tablet, making it convenient for busy professionals.
• Custom branding
  You can personalize the portal with your firm's branding, giving a professional look.
• Fast onboarding
  Clients can complete onboarding in hours, speeding up the process.
• Reduce enquiries
  Upfront questions help cut down on common queries, saving time for everyone.
• All-in-one portal
  Everything you need is in one place, so you don't have to switch between different tools.
• Compliance checks
  ID, AML, and source of funds checks are built-in, helping you stay compliant easily.
• Cloud-based access
  You can use ProConvey from anywhere, making it easy to work on the go.
• Team collaboration
  You can add your whole team and set permissions, making it easy to work together.
• Automated onboarding
  Onboarding letters and tasks are done automatically, saving you time and effort.

Wer sollte ProConvey verwenden?

• Law Firms
  Law firms can stay compliant easily with automated checks and onboarding letters, reducing their workload.
• Paralegals
  Paralegals can access all necessary documents and information quickly, making their work easier.
• Conveyancers
  Conveyancers can save time and money by using ProConvey to manage all their tasks in one place.
• Administrators
  Administrators can quickly set up accounts and manage multiple branches without hassle.
• Business Development Directors
  Business Development Directors can improve client experiences and streamline processes for better results.
• Clients (Sellers, Buyers, etc.)
  Clients can enjoy a smooth onboarding process and get instant access to their information.

Abzeichen

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