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Conveyancing Manager

Conveyancing workflow software

Our unique, diary-based workflow solution, Conveyancing Manager, helps conveyancers and solicitors build efficiencies and scalability into their conveyancing operations and make the conveyancing process seamless, faster, flexible and more secure.
Integrating with Search Manager and Settlement Room, the software is designed specifically for busy practitioners involved in the process of conveyancing.
Conveyancing Manager allows conveyancers to track the progress of matters via diary entries and tasks and to get an instant overview of matters pending across their entire client base – what’s coming up, what’s been delayed, what needs to be prioritized and what needs to be updated or changed.
Users are also provided with regular reminders when critical due dates are pending - reducing the possibility of any part of the workflow process being missed.

Download a copy of our Conveyancing Manager brochure

Register for a demonstration of Conveyancing Manager

Key features include:

  • 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.
  • Because Conveyancing Manager has been integrated with our online information search system, Search Manager, users can quickly and easily conduct property 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.
Implementation of Conveyancing Manager

The Conveyancing Manager Implementation Services Team will ensure you have all you need to get the best from Conveyancing Manager making this process easy and painless.

You will be allocated your very own Project Manager, who will help guide you through the Pre-Implementation, Implementation and Post Implementation phases of your installation.

Download a copy of our Implementation brochure

For more information about how we can help, call our Helpdesk on 1300 730 000 or complete our contact us form and we will contact you.

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