Start on the
Right Foot
After appointment, simply direct clients to complete their onboarding with Conveyancing Concierge. Say goodbye to delays and missing details—get accurate, essential info upfront to start their settlement smoothly.
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Intuitive
Onboarding
Conveyancing Concierge’s intuitive onboarding guides clients through a series of questions only relevant to their circumstances, using smart logic to skip the rest. Capture essential details quickly with a user-friendly experience clients love.
Smart Data Capture
Gather accurate client details upfront. No missing information, and no back-and-forth.
Automated Client Onboarding
Clients complete intuitive digital forms, ensuring all required details are captured from the start.
Conditional Logic
Clients only see relevant questions, reducing errors and confusion and improving the client experience.
Auto Generated Declarations
Generate ready-to-sign declarations.
Risk Management
Protect sensitive client information from email vulnerabilities and ensure compliance.
Eliminate Email Risks
Keep client data off email and within an encrypted environment.
Early Risk Detection
Get automated conveyancing alerts on high-risk scenarios before they cause delays.
Fraud & Scam Protection
Prevent identity theft and property fraud by keeping personal data out of easy reach.
Automated Declaration
Save time with automated processes, so you can focus on settlements, not admin.
Instant Document Creation
Generate tailored client instructions, ready-to-sign forms, and compliance documents.
Pre-Filled Client Declaration
Auto-populate forms with client responses, eliminating manual data entry.
Secure Client Data
Conveyancers are alerted to new submissions then proceed to access their portal to securely upload sensitive documents without relying on email. All files are safely stored and ready for download to your chosen operating system
Real-Time Alerts
Stay ahead with real-time alerts that flag critical details from the start—such as foreign buyers, overseas clients, or related parties. As your extra set of eyes, Conveyancing Concierge supports you during busy periods or when training new staff. Our automation helps reduce risks, prevent costly delays, and ensure critical details are covered.
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Insights & Analytics
Conveyancing Concierge provides valuable insights into your client base, from demographic data and catchment areas to transaction types and average onboarding times. With this data at your fingertips, you can make informed decisions and refine your services & marketing strategies accordingly.
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Custom Client Checklists
Once onboarding is complete, Conveyancing Concierge generates a tailored checklist for each set of clients, outlining what’s needed to move the process forward smoothly and efficiently. This is not only communicated throughout the onboarding process but can also downloaded and sent to the client by their appointed conveyancer.
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