Transaction Management System
Conveyancing is transformed and modernised with the Realtime Conveyancer transaction management system that reduces the time, stress and friction in the work you do every day. Streamline your processes, reduce rework and work from anywhere on any device with our platform designed by experienced conveyancers.
Matters at a glance
See all the important contract information in your Matters at a glance with our intuitive and easy-to-understand design. You can quickly see workflow progress, attach documents and correspondence, easily log important tasks that still need to be done and have multiple users in a file. There are also quick ways to capture client notes so you don’t forget anything important and easy-to-action alerts.
Seamless workflows
Manage your files with ease and never miss an important deadline again. Your Matters move seamlessly from file opening, right through to settlement. Use our standard workflows and task setups that have been based on typical conveyancing behaviour, or customise them to reflect your own workflow.
Document, Email and Letter Templates
Our default template library comes as standard to take the hassle out of creating common documents, emails and letters. Customise these standard templates or create your own. Add merge fields and branding to personalise your templates within minutes.
Compliant trust account management
Realtime makes one of the most time-consuming tasks of running a conveyancing business easy to complete with just a few clicks. Our trust accounting system is fully compliant and makes balancing your trust account a breeze, no matter how many clients you have. No more panicked hunting for minor amounts and agonising over reconciling!
Speedy statement balancing
Realtime makes statement balancing super fast, helping you quickly and easily break down the sale/purchase price, deposit, fees, commission to show clients how much money they will receive or owe based on the work you carried out for them. No more last-minute panic balancing or hunting around paperwork for final amounts!
Deep PEXA integration
Realtime Conveyancer delivers lightning-fast PEXA workspaces, removing the need to jump between your software and browser, providing seamless Matter management. With Realtime’s best-in-class integration, you can upload your financials straight to PEXA in seconds to save time and reduce the risk of manual errors. You can also easily search for subscribers, send, receive and accept invitations and download the Settlement Completion Record and Settlement Statements all without leaving your Realtime matter.
