There’s somewhat of a trend in recent years, where at the beginning of the new year, people pick a ‘word’ that they’ll base their year on. Usually, it’s something upbeat or motivating. For conveyancing in 2024, though, that word has got to be BUSY. Everybody we speak to is busy. Busy with files. Busy being understaffed and overworked. Busy, busy, busy. A good problem to have, yes. But for many, too busy to even think about transitioning to a new software platform. It feels like a daunting, if not downright impossible, process. Yet, amidst all the chaos of managing files, correspondence, and appointments, there is a solution that will streamline your processes, boost your efficiency, and ultimately transform the way you work.
Valerie Bellerose, the licensee of Bellerose Property Conveyancing, knows this struggle all too well. In her own words, she shares her journey of transitioning to Realtime Conveyancer – a decision that initially seemed daunting but ultimately proved to be a game-changer for her business.
“I always knew that there had to be something new and better than the previous program that I was using,” Valerie recalls. “And as a settlement agent, I was very set in my ways and decided that I had to step outside the box if I wanted things to be different.”
For Valerie, stepping outside the box was critical. Like many conveyancers, her boutique business is built on referrals, and she prides herself on offering bespoke, highly personalised service to her clients. Embracing change was not just about improving efficiency for her; it was about maintaining, and even surpassing, the already high standards of service that her clients and referral partners have come to expect.
What caught Valerie’s attention about Realtime Conveyancer was its innovative approach to streamlining processes, especially its Auto Finance tab. This feature, she says, is the most valuable part of the system. “The new system’s ways of receipting, balancing files, payments… The Auto Finance tab is probably the thing that I like most about the system because it saves a lot of time.”
For Valerie, time is of the essence, especially as a self-employed business owner with personal commitments scattered throughout the day. With Realtime Conveyancer, she found the flexibility to manage her workload efficiently, even while attending personal appointments. “Because I work for myself, I need to go to personal appointments during the day. And I use my phone to email clients, check on certain things happening on my files, and it never stops. Using Realtime has made that possible.”
One of the standout features of Realtime Conveyancer for Valerie was its ease of use and the comprehensive support provided by the Realtime team. Despite initial reservations, Valerie found the transition process to be seamless, thanks to the intuitive nature of the platform and the dedicated assistance she received. “Learning the system was really easy. Very seamless because it’s been simplified. The ladies, Katelyn, Nicole, and Alannah were fantastic. They never made me feel like I was silly for asking questions, because I felt they were all relevant to what I was doing.”
Reflecting on her experience, Valerie offers a word of encouragement to fellow conveyancers who may be hesitant to make the switch: “I’d say just do it. There’s never an easy time or the best time. It’s always daunting. Everything’s always daunting. I would just do it and see how it rolls. There’s so much support out there, even from other conveyancers that are using the system.”
Like many conveyancers, Valerie felt too busy to embrace change, even though she knew this was what was needed for her business. But by taking the leap and transitioning to Realtime Conveyancer, she could work at a new level of efficiency and productivity, offering unparalleled support to her buyers and sellers. This is a decision she has never regretted. As she aptly puts it, “The only regret you’ll have is not doing it.”
So, find an hour in your day and take the first step you know that your business needs. Book a demo with us now!
