Author: Realtime Conveyancer

Media Releases

What it looks like to get started with Realtime Conveyancer

Posted on by Realtime Conveyancer

Making the switch to Realtime Conveyancer is an exciting time for your business! Embracing efficiency and the latest in conveyancing technology is a wise choice, but what does that actual onboarding process look like? Our onboarding process has been designed to make the transition as seamless as possible, integrating with your existing operations. 

From the get-go, our goal is to make the transition smooth and stress-free for you. Put aside your preconceptions about the complexity of adopting a new system. Our team will be with you every step of the way, ensuring you feel confident and empowered using the platform. 

So, here’s a breakdown of what getting started with Realtime Conveyancer looks like…

Step 1: Your Personalised Demo

We’ll come to you! One of our Realtime Conveyancer team members will visit your office to give you a demonstration of the platform and show how it can be tailored to your needs. Booking a demo is simple: visit our website, enter your details, and schedule a time. This initial demo takes up to an hour and gives you firsthand insight into the features and tools that will benefit your office the most.

We know that each conveyancing firm is different and that what you value or need in your business may not be the same as what the conveyancer down the road values or needs. As part of our demo, we’ll get you to give us a bit of insight into you, your business and your goals so that we can tailor the demo to highlight the tools and features that will be of most benefit to you.

Step 2: Application and Setup

Like what you see? If the demo captures your interest (we’re sure it will 😉), applying for Realtime Conveyancer is easy. You can apply in just five minutes via the simple Client Application Form on our website. 

Once we receive your application, together with the names and email addresses of the user accounts you need set up, we’ll get your account up and running. Within 24 hours of your application, Realtime will have your team’s access set up, ensuring a quick transition phase.

Step 3: Activation Session

Once your account is set up, we’ll book your activation session. This takes place at your office, with a Realtime team member coming out to walk you through your setup. This is a hands-on meeting where we’ll navigate the system together, customise your settings, and walk through the initial steps of using the platform. Some of the things we’ll cover in this session include:

  • Setting up team access and permissions
  • Your agency’s financial settings
  • Ensuring your email and document templates are working
  • Checking that you’re comfortable with your standard workflows
  • Connecting your account with our integration partners, like Microsoft 365, Livesign, Movinghub and more
  • Show you where to find help and get support

This session typically lasts between 1-2 hours, with additional behind-the-scenes work from us beforehand to import your templates, adjust your workflow and get things working in accordance with your unique office procedures. 

Step 4: Kickoff Training

Now that Realtime is customised for you and your business, the next step is our Kickoff Training session.  This is a pivotal moment in your transition to Realtime Conveyancer, designed to empower you and your team with the knowledge and skills needed to get started quickly. This in-depth, two-hour training session covers all the essentials – entering matters, preparing documents, managing emails, and exploring the system’s key functionalities. 

This training session gives your team a solid foundation for efficient and effective use of the software.

We strongly encourage dedicating uninterrupted time for this training. We know that this can be easier said than done in the world of conveyancing, but making time for this training is making time for your team’s growth and success, ensuring you fully leverage Realtime Conveyancer’s potential from the outset. We have found that firms who have prioritised this session have significantly faster uptake and more effectively utilise all of the features that Realtime has to offer.

Step 5: Ongoing Support

You’re off and running! We know that, as with any new process or system, there is an initial learning curve for you and your team. And so, we ensure that you have access to ongoing support from our team. Your dedicated account contact will check in with you regularly, and they’re always available by phone or email during business hours to help you out. 

Additionally, the platform includes an AI Helper, Ruby, who is available 24/7 to answer your questions and guide you in locating and using specific features and tools.

Transition Timeframe

The transition from demo to active use of Realtime Conveyancer can be as quick as 2-4 weeks, depending on your team’s engagement and readiness to make the switch. We’re committed to facilitating a seamless transition, offering support and guidance every step of the way.

Making the switch to Realtime Conveyancer is the best decision you’ll make for your conveyancing business. With our clear, step-by-step onboarding process, personalised support, and training sessions, we’re dedicated to ensuring that your business can leverage the full potential of digital conveyancing with ease. 

And before you know it, you’ll be like so many of our wonderful clients – working 50% faster while being 100% happier! Get started today!

DOWNLOAD PDF DOCUMENT HERE
Client Spotlight

Client Spotlight on… KDD Conveyancing Services

Posted on by Realtime Conveyancer

Over the last 15 years or so, the demands on conveyancers have changed quite dramatically. Consumer expectations have evolved, regulatory obligations have increased, and many conveyancers we speak to are unsure of how to transition their business into this modern conveyancing landscape. One firm that has done this, though, is WA’s KDD Conveyancing Services.

KDD Conveyancing Services is one of Western Australia’s largest conveyancing firms, and over the last 10 years, they’ve not only embraced cutting-edge technology but have also set new industry standards for modern conveyancing practices. In this Client Spotlight, we take a look at KDD’s journey of transformation, including their commitment to innovation, their journey to paperless operations how flexible working arrangements are now commonplace in their business, all made possible by their partnership with Realtime Conveyancer.

Leading the way from the beginning of eConveyancing

KDD, having recently celebrated its 20th year in operations, has a long history of being at the forefront of technological advancements in the conveyancing industry. Take their commitment to embracing econveyancing in their business – back in December 2016, having settled a mere 100 settlements, KDD was Australia’s top transfer transactor on PEXA. Less than eight years later, they’ve now settled thousands.

Grace Boyle, KDD’s Licensee & General Manager, reflects on this milestone, saying, “We’ve always believed that embracing technology is essential for the future of conveyancing. It’s about providing better, more efficient services to our clients.”

Settling properties from Broome to the Nullabor and beyond

One of the standout stories of KDD’s digital embrace is that of Maddison Westlake, one of their longest-serving team members. Joining the KDD team in 2016 as their receptionist, Maddi built up a wealth of knowledge and genuine connections with many of KDD’s clients and referral partners. 

When she made the decision to travel around Australia with her partner in 2023, Grace realised that she was too good an asset for KDD to lose and was able to create a remote working role for Maddi.

This role has allowed Maddi to work remotely for KDD from some of North West WA’s most picturesque locations, and now as she travels across the Nullabor into South Australia.

Becoming paperless in a paper-heavy industry

KDD Conveyancing Services made the decision to become a paperless office back in 2017, driven by a vision to enhance efficiency and minimise their environmental footprint. In what is traditionally a very paper-heavy industry, KDD proudly stands today as one of the industry leaders, with operations that are almost entirely paperless. 

This transformation has not only streamlined their processes and saved the business money but has also contributed to a more sustainable and eco-friendly approach to conveyancing. Grace says, “Our transition to a paperless office is more than just modernisation. It’s a testament to our commitment to innovation and efficiency in conveyancing, and future-proofing our business.”

Supporting their team with flexible working arrangements

In addition to the flexibility offered to Maddi in her role whilst travelling, KDD Conveyancing Services also identified the need for increased flexibility for the rest of the Ellenbrook-based team. A considerable number of the team now work in hybrid office/remote roles, demonstrating just how easily modern technology can redefine work arrangements.  

Grace says that these arrangements offer her team a greater work-life balance but also that time has proven that this has not come at the cost of productivity. In fact, KDD’s conveyancers consistently settle an above-industry-average number of properties, thanks to the efficiencies and automations offered by Realtime Conveyancer’s Transaction Management Software.  

“Our team’s ability to work remotely and efficiently has been pivotal in achieving our goals. It’s about redefining traditional boundaries in conveyancing.”, says Grace.

A modern conveyancing experience for today’s clients

KDD’s commitment to innovation also extends to their clients by offering the Pathway to Settlement app to all buyers, sellers and real estate agents. This app by Realtime Conveyancer empowers KDD’s clients to track their property settlements 24/7 from their smartphones and securely share their account details with the KDD team. This not only reduces the risk of cyber-attacks but also enhances customer satisfaction and bolsters the firm’s reputation as a modern, tech-savvy conveyancer.

Navigating digital transformation and embracing innovation

Realtime Conveyancer’s CEO and Founder, Kylie Dillon, is undeniably proud of the team at KDD, stating, “KDD Conveyancing Services exemplifies what forward-thinking conveyancing firms can achieve with the right technology partner. We’re proud to partner with them in their mission to support their staff in modern work practices and to continue to deliver exceptional customer experiences to WA homebuyers and sellers.”

KDD Conveyancing Services has laid a sturdy foundation for the future of conveyancing by making strategic choices in their tech stack, including Realtime Conveyancer. This deliberate approach has enabled them to drive changes that extend beyond their settlement processes. With a focus on paperless operations, flexible work arrangements, and delivering exceptional client experiences, KDD is well-positioned to enter the era of modern conveyancing. To find out more about how the team at KDD Conveyancing Services is embracing digital change, visit their website.

Ready to make the leap into modern conveyancing like KDD have? Book a personalised demo of Realtime Conveyancer and transform your operations!

Education

Six Reasons to Upgrade Your Conveyancing Tech Stack

Posted on by Realtime Conveyancer

It is easy to stick to the familiar and continue doing things the way we’ve always done them. But as consumer expectations evolve and cyber concerns loom larger than ever, at the back of every conveyancing business owner’s mind is the thought, ‘How do I keep up, keep my business secure and stay competitive?”. Change can be daunting, and the thought of upgrading our tech stack may seem like an overwhelming task. However, upgrading your conveyancing technology is not only beneficial but essential for the growth and success of your business. 

Think of your tech stack as all of the technologies used in your office and how they work together and interact to support you in running your business and delivering your services to your clients. Over time, you might find that you have different accounts and software used for different things but that they don’t really talk to each other, and in fact, some may not even be relevant to you any longer. So, here are our top six reasons why reviewing and upgrading your tech stack is the smartest move you’ll make for your conveyancing business.

1. Efficiency Gains & Time Savings

Efficiency is key in the modern conveyancing process. By upgrading your tech stack, you can streamline operations, reduce manual tasks, and significantly improve efficiency. Advanced technology solutions automate repetitive tasks, such as document generation and data entry, freeing up valuable time for your team to focus on higher-value activities and client interactions. This not only boosts productivity but also enhances job satisfaction among your staff.

In speaking with conveyancers who have harnessed efficiencies in their businesses, it seems they have two choices when it comes to what to do with the extra time they get back in their day. Many use this additional time to achieve a greater work/life balance, freeing them up to work fewer hours and spend time with their families. Others have chosen to take on additional work, increasing their revenue and growing their business whilst still working the same number of hours as they would have previously.

2. Enhanced Client Experience

The modern homeowner expects a seamless, transparent transaction. By upgrading your tech stack, you can meet the expectations of today’s consumers by providing easy access to information and streamlined communication channels. Advances in conveyancing software facilitate smoother transactions, faster response times, and improved communication with clients, enhancing their overall experience. 

In almost all other areas of their lives, consumers can obtain real-time updates from their smartphones. These capabilities are now possible in conveyancing with consumer apps like Pathway to Settlement. These apps empower clients to track the status of their settlement 24/7 and securely exchange documents and bank account details, leading to increased client satisfaction and loyalty.

3. Remote Work Capabilities

The rise of remote work has transformed the conveyancing industry, particularly following the COVID-19 pandemic. Traditional conveyancing software does not allow for the flexibility needed to work remotely with ease, especially if you’re out and about on the road. By upgrading your tech stack with cloud-based software and digital tools, you can empower your team to work from anywhere, increasing flexibility and resilience in your business operations. 

Remote work has also been shown to reduce workplace stress, improve mental well-being, and enhance productivity, creating a more supportive and adaptable work environment for your staff. In fact, according to Randstad’s 2023 Workmonitor Report, 74.6% of Australian workers believe that flexibility in terms of location is important to them.

4. Competitive Advantage

Conveyancing is a highly regulated industry, and as such, there is not much room to differentiate your services in terms of the legal process that must be followed. So instead, conveyancing businesses need to look for alternative ways to stand out from the crowd. One way to do so is by leveraging the latest technology.

Modern tech solutions like Pathway to Settlement enable you to offer innovative services and unique experiences to clients and real estate agents, such as real-time transaction tracking and secure document sharing. By adapting to changing market trends and client expectations of transparency and immediacy, you can position your business as a leader in the industry, attracting new clients and retaining existing ones.

5. Data Security

Cybercrime is a very real threat to the conveyancing industry, with new scams being uncovered all the time, like these recent ones in WA. Given the massive amounts of personal data received from clients over the course of a transaction, protecting this sensitive information is paramount. By upgrading your tech stack with advanced software, you can be confident that you’re operating with the latest, robust security features to minimise the risk of data breaches and cyberattacks. 

Aside from the legal obligation to keep client data secure, implementing stringent security measures also enhances your client’s trust and confidence in your business, fostering long-term relationships and loyalty. Traditional communication methods such as email are no longer secure, and it is important that business owners follow best practices to reduce the risk of falling victim to a property scam to them and their clients.

6. Staff Retention and Wellbeing

We’ve talked a lot about the benefits to clients and the benefits to your business, but investing in technology has also been shown to have a positive impact on your team’s retention and well-being. By providing your staff with the tools and support they need to succeed, you create a supportive and empowering work environment. 

Modern tech facilitates collaboration, even when working remotely or across different branch locations. Easy, open communication, improved efficiency, and reduced manual tasks allow your team to focus on client interactions and higher-value aspects of their job, leading to increased job satisfaction, reduced stress and improved overall well-being.

So, what are you waiting for?

Upgrading your tech stack is essential for modern conveyancing businesses to stay competitive, meet changing client expectations, and support your team’s success. Conveyancers are blessed to have a myriad of tools and solutions available to them to tailor to their unique business needs. However you decide to do it, embracing modern technology will allow you to streamline operations, enhance your client experiences, and ultimately future-proof your business for continued growth and success.

If you’re looking to streamline your conveyancing workflows and leverage industry-leading integrations, to save you time and money, reach out to us today to book a demo of the Realtime Conveyancer platform. 

About Realtime

Meet Nicole King, Customer Success

Posted on by Realtime Conveyancer

Conveyancers spend their days juggling competing priorities and deadlines, so having the right tools and support can make all the difference. Nicole King is one of our passionate team members who understands firsthand the challenges faced by conveyancers. Nicole is a licensed conveyancer with a wealth of experience, and she’s here to champion your success.

Before she joined the Realtime Conveyancer, Nicole served as the Licensee of a large WA conveyancing firm in Perth’s north-east. Under her leadership, the agency was not only an early adopter of eConveyancing, embracing digital transformation, but also consistently ranked among the top transactors in Western Australia. 

In her role as a Customer Success expert, Nicole is focused on empowering conveyancers, and she’s committed to ensuring that your experience with Realtime Conveyancer is nothing short of exceptional. In her own words, Nicole shares, “We just want to empower the conveyancers, give them time back in their day and get Realtime to be a really great experience for them.” 

Realtime Conveyancer is designed to streamline your day-to-day tasks and processes, ultimately enabling you to work more efficiently. “It is a really stressful, hard job that conveyancers do,” Nicole acknowledges. “So we want to be able to give them a bit of flexibility, a bit of time back in their day, some time to actually advise their clients and deal with their clients, by using technology as a tool to give them that time back.”

Embracing technology can seem overwhelming, especially given that the conveyancing industry has been subjected to a plethora of changes in recent years. Nicole reassures, “It [change] doesn’t have to be a scary thing. It can actually help you bring efficiencies into your office, and technology, I guess, is the tool to help you bring your business forward.”

With Realtime Conveyancer’s cloud-based technology, conveyancers regain control over their time. Nicole highlights, “With Realtime, the technology gives them those efficiencies back into their day because it is cloud-based. You can use it anywhere, anytime, any device. That’s what people need.”

Nicole’s personal experience as a licensed conveyancer allows her to uniquely connect with the challenges of the modern conveyancer. Her true reward though is seeing the impact of Realtime Conveyancer’s technology on your experience. “I love seeing the excitement on the customer’s face when they learn something new,” she shares. “I guess it’s making a really hard job a little bit more fun and exciting. That’s really good and a really lovely feeling to have.”

At Realtime Conveyancer, we don’t just provide you with a piece of software. We’re here to work with you and support you every step of the way. If you’re ready to embrace technology and transform your conveyancing experience, we invite you to connect with one of our friendly team and discover how Realtime Conveyancer can empower you.

Client Spotlight

Client Spotlight on… Jackie & Marcus Liley, Personalised Settlements

Posted on by Realtime Conveyancer

In our first edition for 2024 of our Client Spotlight series, we’d like to introduce you to Jackie and Marcus Liley, the couple behind Personalised Settlements. Jackie and Marcus have been servicing the inner northern suburbs of Perth since Jackie founded the business in 1995. Since then, Marcus has joined her, and together, they have settled thousands of properties for WA home buyers and sellers. Personalised Settlements prides itself on being fiercely independent, with no financial affiliations with real estate agents, banks or finance brokers.

Since coming on board Realtime Conveyancer in 2023, they’ve been reaping the benefits of our innovative, cloud-based solution, implementing digital signing and paperless processes into their BAU. We chatted to Jackie and Marcus recently about business ownership, technology and efficiency in their business…

What inspired you to start your own conveyancing business?

Prior to establishing Personalised Settlements, I (Jackie) was working for one of the larger agencies in Perth. It was owned by a number of real estate agencies, who exerted too much control/influence over the settlement process. I opened my business so I could provide a more personalised service & focus exclusively on the client’s needs (not the agent’s).

What role does technology play in your business, and how does it enhance your service offerings?

Technology has a huge impact on the service we provide to our clients. Years ago, we posted all correspondence/documents to clients & urgent contact was by phone. Realtime’s integration with MS Outlook makes daily communication with all involved parties so much quicker & easier, and clients can respond at their leisure. Realtime also makes it easier for clients to sign documents via DocuSign.

In addition to making life easier for clients, the increased efficiency gives us more time to complete manual tasks. Realtime’s Task List is also a valuable workflow & quality control tool – only the other day, I thought to myself, “I can’t remember the last time we missed something in someone’s settlement.”

Can you share any unique strategies or approaches you’ve implemented to streamline processes and improve efficiency in your business?

We live by the KISS principle. The settlement process is overwhelming for many clients – contract/loan/mortgage documents, forms required by government departments, Duty & Tax implications – the list goes on. We try to simplify the process as much as possible. There is no point in giving clients a 25-page booklet regarding the settlement process – we just provide what they need when they need it.

How has the Realtime Conveyancer platform benefited you and your business?

Realtime gave us the flexibility to attend a wedding in Margaret River last Friday. As long as we can get access to WIFI or can hotspot to a phone, we can log in and settle from any location!

It is an honour to have Jackie and Marcus as part of the Realtime Conveyancer family, especially because we know that they conducted significant due diligence before deciding to make the switch to our software. Their open, collaborative and supportive natures resonate deeply with the core values of Realtime Conveyancer. Their commitment to these principles is evident in the way they generously share their knowledge and insights with industry peers, contributing significantly to the advancement of our entire field.

To learn more about Jackie, Marcus and Personalised Settlements, visit their website.

Media Releases

A Guide to Realtime Conveyancer Data Use 

Posted on by Realtime Conveyancer

At Realtime Conveyancer, we are committed to best practices around data security and have clear policies around how we collect, use and protect the data in our system. We’re happy to share these in detail below and encourage all conveyancers to use these guidelines as benchmarks for ALL your technology and service providers.  

  1. What data privacy regulations does Realtime Conveyancer meet? 

Companies, including proptech businesses like Realtime Conveyancer, that collect, use, disclose, transfer or otherwise handle personal information must ensure we at all times comply with the applicable privacy laws, including the Australian Privacy Act 1988 and the Privacy Act Review 2023. As holders of data, we must also comply with the Australian Government’s Notifiable Data Breaches (NDB) scheme.

  1. What type of data can I expect Realtime Conveyancer to collect from me?

As a client of Realtime Conveyancer, we will collect the name, email address, phone number and postal address of the conveyancing practices that do business with us and the authorised person within the business to make decisions about your account. We may also  collect financial information such as your bank or credit card details in connection with payment with our services and the contact details of those members of your team who need to use Realtime Conveyancer. In addition, it is important to us that our users are licensed conveyancers, so we may also ask to see, or have you verify that you are licensed. 

  1. How will the personal data that is collected from me be used by Realtime?

We use your personal information to verify your identity, provide products and services, and process requests, enquiries, complaints or applications. We may also use the data within our systems to conduct website and system administration tasks such as technical support. It is also often used for delivering news or promotional information and conducting market research surveys. You may also be on our marketing database, which means we have collected your name, company and email address and will send you information from time to time about our news, products and services. You can opt out of marketing communications by clicking the unsubscribe link in the emails at any time. 

  1. Does Realtime have access to my own client data?

At Realtime Conveyancer, we do have the ability to access the data that conveyancers input into our system. This access is strictly limited to support purposes – for instance when a customer reports an issue that needs to be resolved, the access allows us to see what has occurred and fix the issue. 

To ensure the privacy and security of your data, only selected members of our support team are granted this access. We have stringent policies in place that restrict data access, ensuring that it is only accessed as necessary to address specific customer issues. 

Our commitment is to maintain the confidentiality and integrity of your data, and we do not claim any ownership or additional rights to the data you entrust to our system. 

It’s our default stance to support data portability, allowing you to easily retrieve your data if you decide to end our services.

It is also wise to implement access controls and user permissions within your own business to limit data access to only those members of Realtime Conveyancer – or any other technology provider –  who need it to provide the service. Ie: don’t give open-ended access to everyone. 

You should ensure that every technology business you work with supports data portability so that you can retrieve your data from their platform if you decide to discontinue their services. At Realtime Conveyancer this is our default position. 

If you have any concerns about how your data is managed, we encourage you to consult with legal counsel or a privacy expert to review the terms and conditions of your agreement for peace of mind.

  1. How can I be sure that the data I provide is secure and confidential?

At Realtime Conveyancer, ensuring the security and confidentiality of your data is a critical priority. We employ a robust suite of security measures powered by the sophisticated infrastructure of Microsoft Azure. Azure’s security encompasses a comprehensive set of compliance certifications and built-in security controls designed to protect against a wide array of cyber threats.

Access to our databases is secured using Cloudflare, which provides an additional layer of security including DDoS attack mitigation, secure DNS services, and traffic filtering and monitoring to further safeguard your data.

On the endpoint side, our team utilizes Sophos Intercept X, a next-generation anti-virus solution, to prevent, detect, and respond to advanced cyber threats. This advanced endpoint security software offers multiple features, such as ransomware protection, deep learning technology, exploit prevention, and more, to provide robust security for devices used by our team.

Combined, these security measures form a strong defense against potential cyber threats, ensuring that your data remains secure and confidential when entrusted to Realtime Conveyancer.

  1. What if my data is stored in the cloud?

At Realtime, we ensure your data is securely stored in the cloud with Microsoft Azure, primarily in the Australia East (Sydney) datacentre, with secondary backups in the Australia Southeast (Melbourne) datacentre. While we previously mentioned an Australian-owned hosting provider with various certifications, it’s important to clarify that our current data storage and backup solutions are exclusively managed through Microsoft Azure. Azure’s infrastructure provides robust security measures, including ISO:9001, ISO:27001, SOC 1 Type II, SOC 2 Type II certifications, and more. This ensures that your data is not only secure but also compliant with data residency regulations.

  1. Will my data be encrypted?

Yes. At Realtime Conveyancer, we ensure that your data is encrypted during transmission and while at rest. We use Transport Layer Security (TLS) to secure data as it travels between your devices and our services, protecting against eavesdropping, tampering, and message forgery. Once your data arrives at Realtime services, it is further protected with Advanced Encryption Standard (AES) encryption, which is a widely adopted and trusted cipher, used globally and by the US government to protect classified information.

  1. Will Realtime Conveyancer use my data for analytics or profiling activities?

Like most proptechs and conveyancing technology providers, Realtime reserves the right to collect, aggregate, monitor and use usage data to improve the functionality, performance and further development of the service we provide. But this does not include any of your client data. This means that we use the data in our system that shows us how you and your team are using the Realtime Conveyancer platform to constantly improve what we do. But we do not look at your individual client names, addresses or individual records. 

  1. Will I be able to access, correct or request deletion of my data from Realtime Conveyancer?

At Realtime Conveyancer we have an easily accessible process for you to correct, update or request deletion of your data from our platform. There is also a complaints process. This information is included in the company’s Privacy Policy and published on our website. 

  1. What do I need to know about data retention and deletion?

At Realtime Conveyancer we have clear policies on how we handle the storage, retention and deletion of data we collect and process. In addition, our Data Retention and Deletion Policy complies with Australian data privacy regulations including the Privacy Act 1988, the Privacy Act Review 2023 and the Notifiable Data Breaches (NDB) scheme. 

Retention periods for each category of data collected is specified and determined based on legal requirements, business needs and the purposes for which it was collected. Different types of data have different retention periods.

The procedures for securely deleting data are outlined, including information on how it is securely erased from databases, backups and other storage systems. The destruction methods comply with relevant regulations.

  1. Is it standard for a proptech like Realtime Conveyancer to share my data with third parties?

Many technology providers to the conveyancing industry, including Realtime, typically provide information to third parties such as: service providers including data processing and data warehousing services; courts; anyone authorised by the individual who has supplied the data; public authorities; providers of information services; providers of customer relationship management database services and marketing database services. Ensure you have been made aware of how your information may be shared.

If your data is disclosed or transferred outside of Australia, the technology provider you use should ensure it takes reasonable steps to ensure that your privacy continues to be protected in a manner consistent with Australian law.

  1. What happens if there is a data breach that may affect my information?

Realtime Conveyancer relies on Microsoft Azure’s robust security infrastructure to safeguard your data against breaches. Azure employs a comprehensive suite of security technologies and practices to prevent unauthorized access and detect potential threats. In the unlikely event of a data breach, Realtime Conveyancer is committed to adhering to industry standards and best practices. 

A data breach occurs when personal information is lost or subjected to unauthorised access or disclosure. This includes when a customer’s personal information is lost or stolen, a database is hacked or personal information is mistakenly given to the wrong person.

Under the Australian Government Notifiable Data Breaches (NDB) scheme, any organisation covered by the Privacy Act 1988 must notify affected individuals and the Office of the Australian Information Commissioner when a data breach is likely to result in serious harm to an individual whose personal information is involved. Notification must include recommendations about the steps a customer should take in response to the data breach. Realtime Conveyancer is committed to adhering to this scheme.

Media Releases

Realtime Conveyancer – Live in South Australia for Seamless Property Transactions

Posted on by Realtime Conveyancer

In case you missed our news? We’re thrilled to announce that Realtime Conveyancer officially went live in South Australia late in 2023! This exciting development marks a significant milestone in our journey to revolutionise the property settlement industry for conveyancers. 

As we embark on this new chapter, we want to take a moment to share what sets us apart as your premier conveyancing software partner and introduce you to our dedicated team (who you quite likely already know) on the ground in SA.

So, what makes Realtime Conveyancer the best choice for South Australian conveyancers?

At Realtime Conveyancer, our mission goes beyond providing cutting-edge conveyancing technology. 

We have a deep connection and genuine care for this industry. 

Every single person on our team is committed to your success. From our founder, Kylie Dillon, to our teams on the ground in SA & WA to our developers. We are all so genuinely passionate about empowering conveyancers just like you with the tools and support they need to thrive in today’s fast-paced property market. 

Our industry-leading features include:

  • Deep integration with PEXA, from opening workspaces and accepting invitations to uploading your financials straight from Realtime to your workspace.
  • Our unique Auto-Finance feature allows conveyancers to balance and re-balance their matters in seconds, making last-minute changes on the morning of settlement simple and stress-free.
  • Workflow automations allow you to spend less time catching up on where a matter is at and more time building relationships with your clients.

But what does this mean for your business?

  • Human-Centric Approach: We understand that conveyancing is not just about transactions; it’s about people. Our human-centric approach means we deeply care about your well-being and success. We’re here to support you every step of the way, making your journey smoother and less stressful.
  • Seamless Technology: Our platform is designed with you in mind, combining intuitive features, automation and market-leading integrations with PEXA, Stewart Title, Movinghub and more. In short, Realtime Conveyancer empowers you to settle more transactions in less time, reducing stress and increasing efficiency.
  • Proven Success: We’ve already seen hundreds of transactions successfully processed in South Australia using our platform (not to mention the tens of thousands of transactions that have also been settled in WA). Our clients tell us that our technology has made them happier, less stressed, and more productive. It’s not just about software; it’s about bringing the joy back into your conveyancing experience.
  • Local Expertise: With our dedicated South Australian team who have extensive hands-on industry experience, you can trust that our platform is finely tuned to meet the specific needs of the SA market. We understand the intricacies of South Australian property transactions and are here to support you every step of the way.

Let’s introduce you to our South Australian team

As part of our commitment to provide exceptional service to the South Australian conveyancing community, our SA team is comprised of Market Development Executives Jess Kolb & Renee Thomas, Chief Technology Officer Sunil Sanganbatte and eight members of our development team. Sunil is looking forward to meeting with Realtime’s users directly to hear their feedback and thoughts on the platform.

Jess Kolb has a wealth of experience, having worked in conveyancing and adjacent industries since 2007. Prior to joining Realtime Conveyancer, Jess held key roles at PEXA & Land Services SA. Jess is known for her exceptional kindness and genuine care for your success. From your first contact with Jess right the way through to your 1000th transaction and beyond, she’ll be there offering tailored support to ensure your transition to Realtime is seamless.

Renee Thomas is a seasoned professional with 18 years of experience in the conveyancing industry. Over the course of her career, Renee has spent 12 years as a Registered Conveyancer, working with various firms across South Australia. Renee’s unwavering dedication and extensive experience in conveyancing reflect her commitment to ensuring your journey with Realtime is marked by personalised service and a seamless transition that caters to the distinct requirements of your firm.

Welcome to the Realtime Conveyancer community, South Australia! We’re excited to be your partner on the journey to building a more efficient, less stressful conveyancing business. To see the platform in action, including amazing features like workflow automation, our unique Auto-Finance feature & integrations with industry-leading partners, you can book a personalised demo with our South Australian team.

For more information, visit our website.

Education

How to Engage Your Team in the Transition to a Paperless Office

Posted on by Realtime Conveyancer

The shift toward paperless offices in the conveyancing industry has become a necessity, driven by the need for greater efficiency, security, and sustainability. However, the success of this transition depends heavily on your team’s willingness and ability to adapt to these changes. 

We know that human beings are hardwired to resist change.  So naturally, you might find that you’re up against some opposition when introducing new processes or procedures into your office.

Remember that this resistance does not come from a place of defiance. Instead, it is often fear of the unknown, the ‘comfortableness’ of the norm (no matter how clunky or time-consuming that is) or even anxiety around what these changes might mean for your team’s jobs and workload.

So, if you’re considering taking steps to transition your business to a paperless office, here are some strategies to help bring your team along on that journey:

1. Communicate your vision for a paperless office.

Before introducing any changes, it’s essential to articulate a clear vision of why transitioning to a paperless office is beneficial. Understanding the bigger picture will help your team to recognise why the changes you’re introducing are so important (and also, ‘whats in it for them’).

Highlight how it will streamline workflows, reduce errors, enhance security, and contribute to a more sustainable workplace. Ensure your team understands that this transition isn’t about replacing them with technology but about making their jobs more manageable and more enjoyable. 

2. Involve your team from day one.

Include your team members in the decision-making process right from the beginning. You can do this in various ways, such as asking for their input on what digital tools and software to implement, how to implement certain changes and weighing up the pros and cons for different solutions. 

When your employees feel that they’re being listened to and that their opinions are valued, they’re more likely to embrace the changes wholeheartedly.

It’s important to note that if this collaborative process isn’t something that they’ve been involved in before, they may be apprehensive to contribute at first. Continue to ask for their feedback and encourage them to share their views. It won’t happen overnight, but your persistence will pay off. 

3. Provide adequate training.

Transitioning to a paperless office often means adopting new software and tools. Ensure that your team receives thorough training to build their confidence in using these tools effectively. It is likely that one-off training will not be sufficient, particularly if they’re learning whilst simultaneously managing a portfolio of properties.

Offer ongoing, regular training sessions and resources, including opportunities to provide feedback and ask questions. If you have the resources to do so, you might consider temporarily lightening their workload while they get a handle on the new systems and processes.

4. Highlight the benefits (for the business and them).

Emphasise the advantages of the transition. Paperless offices lead to reduced clutter, faster document retrieval, and improved accessibility to information, allowing your team to work more efficiently. Moreover, going paperless often results in cost savings, which can translate into better job security and potential salary increases.

Ensure your team is aware of both the benefits to the business as well as for themselves. You’ll have a far more difficult time trying to implement a change that only benefits your business compared to implementing one that also benefits your team.

5. Start small. It’s not a race to be a paperless office.

Begin the transition by digitising specific processes rather than overhauling the entire conveyancing process at once. For example, digitise your matter checklist (by using your workflow within Realtime Conveyancer) but retain the paper checklist for a period of time until your team is confident with the digital method. 

This gradual approach allows your team to adapt without feeling overwhelmed. It also offers the opportunity to gather feedback and make necessary changes based on what’s working and what’s not.

6. Foster a learning culture.

Encourage a culture of continuous learning within your organisation. Invest in your team and provide regular opportunities for them to attend workshops, webinars, or conferences. Empower them to seek out professional development opportunities that align with areas they feel they need assistance.

This investment in their professional development can boost their confidence when navigating the transition to a new digital working environment.

7. Offer support and resources.

Not everyone is going to pick things up at the same speed. Recognise that some team members may be more tech-savvy than others. 

Ensure that additional support and resources, such as training and software assistance, are readily available and that they know how to access them to address their concerns and questions promptly.

8. Create digital champions.

Identify those employees who are more ‘tech-savvy’. Empower them to become digital champions within your organisation. Often, you’ll find that your team will be more inclined to turn to each other for support rather than management, and these digital champions can serve as mentors for staff to lean on. 

9. Monitor progress, and don’t forget to celebrate successes!

Regularly assess the progress of the transition using both quantitative and qualitative measures. Consider things like time spent working on matters, employee and client satisfaction and cost reduction. 

It is also just as important (if not more) to celebrate achievements along the way. Acknowledging milestones and recognising the efforts of your team can boost morale and maintain their enthusiasm for the changes.

10. Be patient and genuinely encourage feedback.

Transitioning to a paperless office can be challenging, and it’s essential to be patient with your team as they adapt. They will take longer to complete tasks in the beginning as they get used to the new processes. Give them time to learn and adapt before making any more changes.

Encourage open and honest feedback to address any concerns promptly and make necessary improvements.

11. Lead by example.

As a leader, it’s vital to lead by example. Embrace the changes yourself and show your team that you are committed to the paperless transition. Share your challenges and openly communicate the steps that you take personally to overcome these challenges and embrace the changes.

Your enthusiasm and willingness to learn can inspire your team to follow suit.

Education

It is time for conveyancers to stop pretending about how they feel

Posted on by Realtime Conveyancer

Realtime Conveyancer had the honour of co-hosting Mitch Wallis, founder of Heart on My Sleeve, at the recent AICWA CPC Breakfast, where he presented his heartfelt keynote, ‘Pretending is Painful’ 

His presentation took the whole room on a journey from laughter to tears and back again in a way none of us expected. Of course, nothing can entirely summarise the incredible message Mitch delivered on the day, but we know there were a lot of people who couldn’t make it, so we’ve shared his key takeaways.

  1. Courage
    Drop the brave face and go toward the hard part. 
  2. Coherence
    Make sense of your life by understanding your ‘why’.
  3. Cognition
    Change the story you tell yourself. You are not your situation
  4. Connection
    Seek first to understand when someone wants to talk to you about their mental health. Don’t try to solve the problem. 
  5. Chemistry
    Treat your body well because it always keeps the score. 
  6. Calm
    Learn what to care about so you can find some inner peace. 
  7. Control
    Manufacture stability through a routine.
  8. Crappy TV
    Don’t be embarrassed to have something that you do – simply because it brings you joy. 
  9. Celestial
    Try tapping into something bigger than yourself
  10.  Calling
    Service is purpose. Help others to help yourself. 

To hear more from Mitch himself, check out his podcast 👉 https://www.mitchwallis.com/podcast

Media Releases

Realtime upgrades our Movinghub integration

Posted on by Realtime Conveyancer

Moving house is really hard work. Getting quotes for movers, turning utilities on and off, cleaning your old residence – it is stressful and after having gotten through settlement, your clients probably deserve a break!

As conveyancers, we’re in a unique position to help our clients have a much easier experience moving out of their existing residence and into their new home through the Realtime Conveyancer integration with Movinghub. 

Movinghub is an incredible company that takes care of all the things a client needs to move house. This includes connections, moving services, maintenance – the list is extensive.

The Realtime integration with Movinghub lets conveyanncers white label their app letting you wow your clients with a fabulously helpful service while also earning new revenue. 

“All technology should save you time and money, but our goal at Realtime is to help our clients expand and grow their conveyancing practices and bring in new revenue,” said Realtime CEO and founder, Kylie Dillon.

“We are really excited about our updated integration with MovingHhub. It’s made it easier for conveyancers and their teams to use, provides more useful information to Movinghub which supports a better client experience, and supports a valuable new income stream for conveyancers.

Every referral to Movinghub that results in a connection or service pays a referral fee. You can decide how you receive your referral fees – as a payment to your business, to individual team members, or even refund it back to your clients if you wish.  

Unlike most other connection services, Movinghub makes moving into a new home simple, convenient and carefree for your clients helping to arrange, not just the usual utility services, but also moving quotes, cleaning, maintenance, solar, insurance and even finance. They have more than 20,000 suppliers and provide preferential pricing. Best of all, their service is absolutely free to your clients, and you receive a referral fee with every successful connection. 

The new updates make it easy for conveyancers to help both buyers and sellers move into their new homes with less stress by including extra fields to identify the services clients will need. 

This includes identifying if your client is a property buyer or seller – which indicates if they will be turning utilities on or off, the addresses that the client is moving to and from and the moving date. 

Conveyancers can also include additional information to help Movinghub deliver a more personalised service, or include conversations you’ve had with the client that Movinghub should know about. 

You can access the Movinghub form through the Integrations page within any Matter.

If you haven’t set up your Movinghub account yet, email sam.turner@movinghub.com. Once activated, navigate inside Realtime Conveyancer to your Organisation Settings and enter your Movinghub Partner Code. You’ll then be able to start sending invites to your clients and 

If you’re not comfortable referring your clients to a third party, you can whitelabel Movinghub with your own brand, so it looks like the connection service is part of your business at no cost. Movinghub have a sophisticated white label service that allows you to decide your customer experience, curate the services offered and add advanced features. Find out more about their whitelabel option here.

Loading

Submitting form...
Please do not reload this page