Conveyancing Workflows
Conveyancing Workflows
Well laid out and easy to use!
Our pre-built and customisable workflows include Residential Sale and Purchase, Refinancing, Retirement Village Occupation Rights and Commercial Property workflows.
Our document precedents are regularly updated and pre-loaded with thousands of industry contacts. Our subject matter experts maintain the system processes, tasks, precedents and documents to ensure that you remain current with changing legislative and regulatory requirements.
Step through the document wizard to quickly create auto-populated letters, faxes and emails all branded to your business standards including Te Reo greetings. Settlement statement documents are automated with a with a built in apportionment calculator.
Everything is well laid out and in one place
Add contract conditions and stages quickly and easily
Embedded regional working day calendar function ensures accuracy
Colour coded stages to keep you on track
Add new stages or new tasks within the workflow in seconds
Drag and drop tasks up-and-down stages as required
Easy to use complete or task deletion function keeps you on track
Add contact information to workflow transactions quickly and easily
I use it all the time as it integrates with all my files
I find ConveyIT great, awesome as I can't forget anything
