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!
