Conveyancing Manager is designed specifically for busy practitioners that automatically generates contracts and conveyancing documents, providing them a means to make their operating processes faster, flexible, and more secure. Users are also provided regular reminders when critical due dates are pending – reducing the possibility of missing any part of the workflow process.
Key Benefits of Conveyancing Manager includes:
- Automatic generation of contracts, forms (transfer documents, mortgage discharge documents and revenue office forms) and letters involved in the settlement process.
- A cumulative database enables client details to automatically prepopulate documents, letters or emails, avoiding unnecessary rekeying.
- Creation of highly customised workflow templates for all transaction types, saving precious time during the actual transaction phase.
- Integrated with Dye & Durham’s online information search system, Search Manager, allowing users to quickly and easily conduct property searches and order property certificates online.
- A library of forms and basic precedents enables conveyancers to create and code all documents and letters.
- An adjustments’ calculator prepares the necessary adjustments for council, water and other rates and charges.
- A settlement instruction tool allows users to track documents, cheques and other items needed to be collected or handed over at settlement. It also determines the relevant fees, charges and stamp duty required, ensuring absolute accuracy.
- A built-in disaster recovery functionality with cloud back-up for documentation and programs, ensuring nothing is lost and conveyancers can be up and running within an hour of their computer failing.