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.
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.
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?
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.
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.
Realtime Conveyancer has been live in WA for 12 months, but as we were planning our South Australian launch party, we realised that we were yet to celebrate this same milestone in WA. How remiss of us! And so became our WA ‘Better Late Than Never’ Launch Party on 30 November at the fabulous Henry’s Rooftop at The Reveley on Perth’s magnificent Elizabeth Quay.
We were joined at this event by almost 100 of our clients & WA conveyancers, integration partners and industry stakeholders. And what a night it was! The energy was electric, and many guests commented about the incredible community spirit they felt being part of the Realtime family, not only at this event but in their business in general.
Kylie Dillon, our founder & CEO, took a moment to say a few words, thanking guests for their ongoing support and reflecting on the incredible journey that had led all of us to that point. She gave a special mention to the Realtime Conveyancer team, who have worked tirelessly over the past few years to bring her vision to life and shared our heartfelt gratitude to all in attendance for being part of this special celebration.
Special thanks go to The Reveley and their wonderful team for the delicious food and drinks that continued to flow throughout the night. Our celebration was made extra-special with our pink signature cocktail and mocktail creations, ‘The Ruby’ and ‘The Realtime’.
Something that Kylie summed up beautifully in her speech was the importance of working together and collaboration over competition. Building a community is something that is at the heart of what Realtime is all about, something that far transcends the development of conveyancing software. It was so wonderful to witness some of WA’s most innovative conveyancers come together with leading industry stakeholders and build some incredible connections at this event.
After looking back on the years gone by and celebrating some incredible achievements, it’s now time to look forward to 2024 with gratitude to all of those who have supported us in our journey so far. We’re excited to continue to deliver amazing features and innovative technology for WA conveyancers.
No one likes change. It’s human nature to seek out things that are familiar and known to us. And so often, we meet change with hesitation and resistance. This hardwired instinct is our brain’s way of safeguarding us from potential risks and dangers. However, it can also hold us back from embracing new, more efficient, and innovative ways of doing things.
When it comes to conveyancing, we only have to look at the last 10-15 years to see just how much change the industry has endured. Electronic conveyancing, verification of identity, Foreign Resident Capital Gains Withholding, GST Withholding. And so the list goes on… Often (somewhat unsurprisingly), these changes were met with resistance and frustration by those impacted.
Having endured so many regulatory changes, business owners have found themselves needing more time and motivation to make impactful procedural changes to modernise their conveyancing businesses. Familiar, safe processes can be easy to accept, even if they are slow and heavily manual. However, for your business to continue to grow and thrive, a more streamlined, technology-driven approach is essential.
So, how can understanding the psychology of change help conveyancers and their staff transition to modern conveyancing practices?
First, let’s understand the brain’s resistance to change
Our brains are wired to resist change. To our brain, familiarity equals safety. In conveyancing, this means that even if your current methods are slow, error-prone, and frustrating, they still feel safe because they are known to you. On the flip side, learning something new can trigger feelings of uncertainty and potential risk.
Think about your current processes. You probably use many extra steps and workarounds to overcome the limitations of the tool or process and ensure a successful outcome.
But what if you could change your process or system to avoid the need for these safeguards?
Objections to change are entirely normal. Often, they’re rooted in our instinctual need to be in our ‘safe zone’. So, rather than bulldozing through any objections to change that your team may raise or donning a ‘like it or lump it’ attitude, you’ll achieve a far more favourable outcome if you address them with empathy and understanding.
Embrace your and your team’s worries and anxieties
Feeling worried, anxious or overwhelmed about change is entirely valid. It’s a sign that your brain is dealing with an unfamiliar situation. It’s essential to convey to your team that these emotions are normal and not insurmountable obstacles. It is OK that it may take time for everyone to adapt and feel comfortable with new processes and tools.
Open, honest and frequent communication without fear of judgement or negative repercussions is vital to ease your team’s concerns about any impending change. In all honesty, it’s pretty likely you’ll experience many of the same feelings yourself. After all, if you’ve done things the same way for many years, any change to this ‘norm’ will feel tricky at the start. You may even second-guess your decision to implement the changes at points throughout your journey.
Being kind to yourself and your team, setting reasonable milestones and reflecting regularly on your progress are essential.
Don’t forget to learn from your mistakes
Mistakes may happen. In fact, we can almost guarantee that they will, especially during the initial learning phase. Instead of viewing these mistakes as failures, consider them opportunities for improvement. Put a plan together for how you will mitigate or manage these mistakes and, most importantly, learn from them.
Again, open communication with your team is key here. They should feel confident about bringing concerns or challenges to the table to workshop solutions and receive additional training for any ‘sticky bits’.
Sharing stories with your team of how you’ve overcome challenging issues can help everyone feel more confident navigating new systems and processes.
Give yourself time, change doesn’t happen overnight
Change takes time, and it’s essential to acknowledge that things might take longer than expected while you’re in the learning phase. You cannot expect to implement a new system or procedure and get things done as quickly as before from day one.
Of course, the goal when implementing changes in your office is to be more efficient and work more effectively. So it can be disheartening when what you thought would speed things up actually seems to take longer. Be patient with yourself and your team. As you gain experience and practice, your efficiency will increase, and these processes will get faster.
Future-proof your conveyancing business
Embracing change in your conveyancing office is not just about adopting the latest new flashy tech. Change for the sake of change or because ‘everyone else is doing it’ won’t cut the mustard. It’s about looking at your business, your staff, and your clients and evolving and adapting to meet their new needs in this fast-paced, dynamic industry.
And while we’re hard-wired to resist change, recognising the benefits that the change offers, and allowing yourself and your team grace as that change is implemented will enable you to future-proof your business. They say that change is a journey, not a destination, and those who embrace change will be well-positioned to thrive in this evolving landscape that is the modern conveyancing industry.
We marked Realtime Conveyancer’s highly anticipated launch into the South Australian conveyancing market with a celebration at the trendy Adelaide venue, The Cumby. This launch event signified our firm commitment to innovation and digital transformation in South Australia and recognised the incredible support we have received from the South Australian conveyancing community.
With around 60 of our fabulous clients, board members, investors, and industry partners in attendance, many commented on the real sense of community and collaboration in the room.
Realtime Conveyancer’s founder & CEO, Kylie Dillon, thanked guests for their ongoing support and shared our heartfelt gratitude for being part of this special celebration. We believe that our success and the success of the conveyancing industry are intricately tied to the relationships we build. This event was a perfect opportunity to connect with those who have been an integral part of our journey.
And what’s a celebration without a (pink) signature cocktail? The Cumby curated ‘The Ruby’ especially for our guests as they arrived at the event. It certainly was a delicious way to start the night!
Throughout the evening, it was evident that the Realtime community is not just about conveyancing software. It’s about building meaningful connections and about collaboration over competition. We were thrilled to see so many of our wonderful clients (representing some of the finest conveyancers in South Australia) talking and laughing with industry peers and investors.
As we move forward into this exciting new chapter, we are both excited and humbled by the overwhelming support we’ve had from the South Australian conveyancing community. We’re looking forward to empowering many more conveyancers with the latest, most innovative conveyancing software to help them continue to deliver exceptional service to their clients.
In this edition of our Client Spotlight series, we’re thrilled to introduce you to Laura Halliday, Director and Founder of Halliday Property. Understanding that selling or buying a property can be an emotional and stressful time, Laura is passionate about going the extra mile for her clients. As an avid user of our Pathway to Settlement app to give her clients complete visibility over their settlement process, Laura is leading the way, providing modern, digital conveyancing services to her clients. We chatted to Laura recently about business ownership, client relations and technology…
What inspired you to start your own conveyancing business?
Ever since I started in the industry back in 2006, it was always a dream of mine to start my own conveyancing firm. We’re very lucky in our industry to have flexibility with our jobs because of PEXA. When I fell pregnant with my first daughter Ava in 2018, I felt like the timing was perfect to go out on my own because I could be a mum and have my dream job at the same time – what could be more amazing than that?
How do you maintain strong relationships with your clients and foster trust and transparency throughout the conveyancing process?
Communication! Something so simple can have such a big impact on your business and your relationships with not only your clients but real estate agents, mortgage brokers and any person who is involved in the settlement.
What role does technology play in your business, and how does it enhance your service offerings?
Technology is a great tool to have in your toolbox. There are many ways you can utilise technology, from something as simple as an SMS service to an app. For my business, I am very much pro-technology as a quick and easy way for everyone to keep the client and real estate agent updated on the progress of settlement. To do this, I utilise the amazing Pathway to Settlement app that is integrated with Realtime Conveyancer.
We’re privileged to support Laura on her journey, as she empowers her buyers and sellers with industry-leading technology, delivering on their desires for safe, transparent and simple property settlements.
At the AICWA Conference back in July, our marketing & communications officer, Katelyn sat down with Ash from the WA Proptech Hub to talk about all things innovation, proptech in WA and, of course, Realtime Conveyancer.
In this episode of Proptech TV, we talk about the catch-22 facing business owners who are actively seeking ways to make their business more efficient but feel like they’re too busy to implement those changes. Users who’ve made the switch to Realtime have told us that once they committed to making the change, they now have all this time back in their day. They’re free to do other things in their business, like networking or spending more time with their family.
We also dived into the (in our opinion, very likely) prospect of WA becoming the Proptech Capital of Australia and the importance of surrounding yourself with like-minded people who are invested in growing together.
Watch the full episode now and read the transcript below.
Sarah: So we’re still here at the AICWA Future Focus conference and I’ve found Katelyn from Realtime Conveyancer. How are you Katelyn?
Katelyn: I’m good thanks, Sarah. How are you?
Sarah: How you feeling the vibe today?
Katelyn: It’s fantastic, everyone is just so excited to be here. I’ve been to I think 5 or 6 conferences now and the vibe is next level this year.
Sarah: It is, I had to just literally drag you away from the table. So Realtime Conveyancer being around now this is what their second conference?
Katelyn: Third conference.
Sarah: That’s exciting. It’s a game changer for WA.
Katelyn: It really is. I was thinking back to our first conference and you know we hadn’t really gone live. We’d done some beta testing but now we’re well and truly in the market. The feedback that we’re getting is phenomenal and the number of people that have come up today to chat to us and say like I need to do this. Now’s the time.
Sarah: Exciting and now big interviews with the Prop Tech Hub.
Katelyn: Absolutely, I’ve made it!
Sarah: You feeling okay big TV star?
Katelyn: Feeling all good!
Sarah: Your makeup’s done, you’re looking amazing.
Katelyn: Well no I’ll just say you didn’t give me any prior warning about this.
Sarah: You look absolutely beautiful. All right well let’s not hold you back let’s go see Ash. Thanks for joining us and look forward to hearing what you’ve got to say. Thanks Katelyn.
Ash: Back again, here with Katelyn from Realtime Conveyancer. Thank you for being on the show.
Katelyn: No worries.
Ash: So, we’re at the conference – Future Focus. What does future focus mean to you?
Katelyn: Well, we are all about taking traditionally quite a paper-based process of conveyancing and digitalising it and more than that actually taking it into the future. Future-proofing conveyancing businesses so making sure that they’ve got the tools and they’re empowered to actually run their business in a modern way.
Ash: Very relevant obviously to a conveyancing association right?
Katelyn: Yes, absolutely.
Ash: Because you’re streamlining that whole process. So, what are some of the challenges facing conveyancers right now?
Katelyn: I think a lot of it is the unknown. It’s quite daunting to be faced with the prospect of turning what you do day to day up on its head and completely changing the way that you run your business. It is a hard thing to do in baby steps, I guess. What we’re what we’re getting the best feedback is the firms that do just jump in head first but it takes a lot to get to that point. To be confident to do that.
Ash: Yeah and you know Innovation I guess with the conveyancers are they adopting it you know easily and willingly or does it take you know a while to get them on board and understanding and seeing you know what the benefits are for them?
Katelyn: The benefits are very apparent to everyone that we speak to straight away. The market is so busy at the moment so what we’re finding is that it’s just having the time to actually sit down and make those changes that is the biggest challenge at the minute. But once they do make those changes they get all this time back in their day and it frees them up to do other things in their business to make it even more efficient.
Ash: So over the next 12 months you know what’s important to you guys and what are you going to be trying to achieve?
Katelyn: We really just want to empower as many businesses as we can to work in modern ways. So give them the tools help them to succeed and grow their businesses.
Ash: So a conveyancer out there that’s watching this or someone in that space how do they actually contact Realtime and begin the process?
Katelyn: Yeah so you can just jump on our website so realtimeconveyancer.com.au and you can book a demo in and Alannah or one of our team will be able to come out and show you exactly what the platform can do for your business.
Ash: So you know Alannah or one of the team members comes out you know what does a business do? Do they set up an account and then how do they really you know get involved and actually get it to work for them?
Katelyn: So, once you’ve decided that this is what you want to do in your business you can apply to join Realtime. It’s just a form that you fill out on our website. We go through all of the setup with you. We’ll even, down to things like your email signatures – we’ll import those into the program for you. We’ll set up all your Integrations with PEXA and your ID services and things like that. And then you’re good to go! We’ll take you through some initial training but what we find is most people like to sit down and have a bit of a play and come back with some questions so we guide them over a series of you know four to six weeks. Checking in continuously, to make sure that you know everything’s OK.
Ash: So over the past sort of few years it’s been a bit of a property boom lots and lots and lots of transactions and all indications are that it’s going to slow down a little bit. I guess that’s going to give conveyancers a bit of time to breathe and try these new things but how is that going to you know affect your business moving forward?
Katelyn: For us it will really give us an opportunity to cement some really cool new features. So at the moment there’s a lot of we’re spending a lot of time on innovating and um coming up with our road map, I guess for where we want to be in the next 5, 10, 15 years. But yeah we’ll just get a bit more of an opportunity to sit down hold conveyancers hands just that little bit more while in the background we can continue to work on those features.
Ash: Because you’re operating in Western Australia and South Australia?
Katelyn: Yes.
Ash: Is there plans to go to other states in territories in Australia?
Katelyn: I don’t know.
Ash: And when will that kind of you know happen? Is there sort of like a roadmap of Australia domination, International domination? So it’s not on the white board in the office?
Katelyn: Well see I work remotely so it could well be on the whiteboard.
Ash: Oh lovely but South Australia has been the second market you’ve entered and how’s that going?
Katelyn: It’s going really, really well. So one of our beta testers settled their first property on Realtime this week.
Ash: Incredible.
Katelyn: So that was a very exciting milestone for us and the feedback that we got from them was phenomenal.
Ash: Oh that’s lovely. Bringing you back to today’s conference what are you hoping to achieve from being here?
Katelyn: For us, it’s really just getting in front of WA conveyancers, seeing people that we often we only connect with once a year at these events. All of us are ex-conveyancers ourselves so you know we’ve worked side by side all of these people it’s really great just to catch up and see how everything’s going for them and if we can you know impart a little bit of um you know a few tips and tricks to make their lives a bit more efficient and give them some more time in their day then that’s a bonus.
Ash: Yeah sure so this year PropTech Hub WA declared that Perth will be the proptech capital of Australia within the next 365 days. Do you think that’s possible?
Katelyn: Absolutely!
Ash: And what would it mean to you guys to be you know in WA, operating from WA, you know with a hundred or hundreds of other innovators you know all in the same backyard and being able to learn from them?
Katelyn: I think um it’s really important to surround yourself with like minded people, We can only grow if we’re around people that want to build us up so to be around people like that constantly is only going to benefit all of us.
Ash: Agreed. Well thank you so much for being on the show, thank you very much for watching and we’ll see you next episode. Until then take care.
Embracing a paperless environment in your conveyancing office isn’t merely about technological innovation. In this modern era of conveyancing, there is a lot of talk about paperless offices and the trend towards this. For some, it may allow more flexible work practices, including remote working and work-from-home arrangements. For others, it’s the appeal of the environmental benefits. Whatever your motivation, becoming a paperless conveyancing practice brings multiple benefits to you, your team and your clients helping you to work more efficiently and more securely, including:
1. Enhanced Accessibility
In a paperless office, documents and data are accessible anytime, anywhere, and from any device with an internet connection. Using tools such as Realtime Conveyancer, you’ll have heightened accessibility. This means you can quickly retrieve critical information, respond to client enquiries more efficiently, and collaborate seamlessly with your team, even when working on the road or from home.
2. Increased Efficiency
Digital workflows and automation eliminate time-consuming manual tasks, allowing your team to focus on higher-value activities. With streamlined processes, you can choose to handle more matters simultaneously, reduce turnaround times, and deliver exceptional service that sets you apart in a competitive market.
3. Enhanced Security
Choosing the right proptech tools with robust security features protects your sensitive client information from physical threats like theft, fire, or natural disasters. Role-based access control ensures that only authorised personnel can view or edit documents, bolstering data protection.
4. Cost Savings
Transitioning to a paperless environment reduces expenses associated with printing, paper, storage space, and courier services. These cost savings can significantly impact your bottom line, increasing your business’s profitability.
5. Reduced Environmental Impact
By eliminating the need for paper, your office contributes to a greener, more sustainable future. Fewer paper resources consumed and reduced waste generation lessen your carbon footprint, demonstrating your commitment to environmental responsibility.
6. Enhanced Client Satisfaction
Consumers today can access almost anything they need straight from their smart device, and they have come to expect the same from their homeownership journey. Clients appreciate the efficiency and convenience of a paperless process. They can access their documents and monitor the progress of their transactions online, with innovative tools such as Pathway to Settlement leading to higher client satisfaction and more referrals for your business.
7. Competitive Advantage
A paperless conveyancing office sets you apart as a modern, tech-savvy business prioritising efficiency, security, and client satisfaction. This competitive advantage can attract new clients and strengthen your position in the market.
8. Business Continuity
In the event of unforeseen disruptions or emergencies, digital document storage ensures business continuity. Suppose your office suddenly becomes inaccessible, for example, due to a fire or flood. Having all of your documentation stored in the cloud digitally means your data remains safe and accessible, allowing your team to work remotely and maintain essential operations without interruption.
The journey toward a paperless conveyancing office is not merely a modern trend but a strategic move with profound benefits for your business. In an era where clients expect instant updates and streamlined services, where regulations demand heightened data protection, and where sustainability is a global priority, the decision to go paperless is not just prudent, it’s essential for the future-proofing of your business. Breaking free from the constraints of paper and adopting digital workflows allows you to optimise your operations and align with the evolving demands of the conveyancing landscape.
