ProConvey

Nekustamā īpašuma klientu attiecību pārvaldība un potenciālo klientu pārvaldība

Iegūt verifikāciju un atjaunināt profilu Pieprasītie profili tiek parādīti meklēšanas rezultātu augšdaļā. Verificējieties tūlīt, tas aizņem tikai pāris minūtes. Apmeklējiet Ziņojums

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 var atrast šeit Real Estate CRM & Lead Management kategorijas.

Vislīdzīgākie produkti ProConvey ir:

RentEase Verificēts profils Paaugstināts → ConveyIT → InfoTrack → LEAP Conveyancer → Collaborative Conveyancing →

Ekrānuzņēmumi

Sīkāka informācija

ProConvey Galvenās funkcijas

• 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 Ieguvumi

• 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.

Kam vajadzētu lietot ProConvey?

• 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.

Nozīmītes

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Kopijas nozīmīte

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