Journey to Growth and Efficiency with Realtime Conveyancer

In the heart of Northbridge, Western Australia, WA Settlement Services has carved a niche for itself as a boutique conveyancing agency known for its personalised approach and dedication to client satisfaction. Owner Tracey Vermaak has been steadily growing the business over the past eight years, and technology has been an integral part of that growth.

Technology: Expanding Options for Client Connection

Tracey embraces technology not as a substitute for personal interaction, but as a means to broaden her service offerings. 

“Technology is definitely very important. It gives us more options. I love to see clients, and I love that personal aspect, but sometimes people are too busy,” Tracey says. “So it’s nice to be able to say, ‘Hey, we can do everything via Docusign’, ‘We can do your VOI via Scantek’. It is definitely really good to have options.” This flexible approach allows her to cater to clients who prefer traditional methods, while also offering the convenience of digital tools like Docusign and Scantek.

Embracing a New Era of Conveyancing

Tracey’s decision to switch to Realtime Conveyancer was spurred by a demonstration that showcased its modern features and user-friendly design. While acknowledging the initial adjustment period, she emphasises that “things have definitely started coming right, and we’re seeing all the benefits and efficiencies that Realtime has to offer.” The Realtime team’s comprehensive support and knowledge have been instrumental in this smooth transition.

Financial Efficiency and PEXA Integration

Among the features that have made a significant difference in Tracey’s business, the financial tools stand out. “I like the balance sheet and the financial side,” she says, highlighting the platform’s auto-balancing capabilities, particularly when acting for two parties. This, combined with the seamless integration with PEXA, has streamlined her financial processes.

A Bright Future 

With Realtime Conveyancer as her partner, Tracey is optimistic about the future of WA Settlement Services. She envisions opening a second office, mentoring a trainee, and transitioning to a paperless or semi-paperless office – all goals that align with the efficiencies she’s been able to achieve with Realtime. 

A Recommendation from Experience

Tracey’s advice for other conveyancers considering Realtime Conveyancer is enthusiastic and straightforward:

“I would definitely recommend other business owners make the switch to Realtime! It’s much more modern. It works really well. All of our queries and suggestions are always taken on board. The team is amazing, and I would definitely recommend it, for sure!”