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What is Prolegis | Convey?

Convey is a cloud-centric solution specifically crafted for residential real estate conveyancing, aimed at law firms across Canada. This cutting-edge platform simplifies the transaction journey, commencing from client onboarding and culminating in the final reporting phase, employing customized client questionnaires, automated task lists, and organized workflow processes, all complemented by real-time dashboards and a thorough closing calendar. Legal professionals can craft and modify document templates, handle essential lender documents, manage and finalize PDFs, as well as effectively store and search through case files. Additionally, the platform enhances communication through client portals and automated notifications via email or text, ensuring smooth collaboration among attorneys, clients, lenders, real estate agents, and other transaction participants. Convey also provides essential resources, including links to title and registration inquiries, title insurance, identity verification, lender directives, and home insurance options, along with capabilities for data exporting or integration with current legal software systems. Accessible through standard web browsers, Convey seeks to improve the organization and management of residential property transactions, including purchases, sales, and refinancing, thus boosting overall operational efficiency for law firms. With its extensive features, Convey stands out as an indispensable resource for legal practitioners tackling the intricate challenges of real estate dealings, ultimately transforming the way they operate in this multifaceted field.

What is BrightDoor?

Brightdoor CRM is an innovative customer relationship management platform tailored specifically for the real estate sector, designed to simplify homebuyer registration and sales by replacing manual notecards with modern digital registration and lead capture techniques. This platform aggregates customer interactions and behavioral insights into a streamlined and accessible CRM database, enhancing user experience with interactive touchscreen storytelling features in welcome centers and model homes. It provides a tailored CRM solution crafted for real estate professionals, sidestepping the complications often found in generic enterprise systems. Among its features is the “Passport” digital registration tool, which uses QR codes for seamless sign-ins and effectively gathers information from potential buyers. Additionally, it offers captivating touchscreen storytelling software that works well with both iPads and larger displays, delivering essential community information to home shoppers. A self-service backend facilitates effortless management of content, media, and customer records for teams. Brightdoor CRM further enhances its functionality by integrating smoothly with other CRM systems like HubSpot and Salesforce, allowing sales and marketing teams to track interactions, refine follow-up strategies, and quickly adjust inventory and pricing as necessary. This comprehensive strategy not only enriches the user experience but also boosts operational effectiveness in real estate transactions, ultimately leading to better customer engagement. Moreover, the platform's ability to adapt and scale with changing market dynamics makes it an invaluable tool for real estate professionals.

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Media

Integrations Supported

Clio
CosmoLex
PCLaw
Soluno

Integrations Supported

Cecilian Residential OS
HubSpot CRM
Salesforce

API Availability

API Availability

Pricing Information

CAD $68.50/transaction
CAD $68.50 per transaction. No fixed-term contract is required. The vendor says cancelled deals may be reused for a live deal or have the charge removed by contacting customer service; conditional matters can be created at no cost.

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

Not specified

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Prolegis Solutions

Date Founded

2018

Company Location

Canada

Company Website

www.prolegis.ca/convey

Company Facts

Organization Name

Cecilian Partners

Date Founded

2019

Company Location

United States

Company Website

www.cecilianpartners.com/products/brightdoor-crm

Categories and Features

Categories and Features

Real Estate CRM

Not specified

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