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What is TransActioner?
Streamline the management of your real estate documents, signatures, and transactions effortlessly with a contemporary interface.
Enhance efficiency by utilizing current State Forms that auto-fill, along with the ability to create templates and employ digital signatures. You can easily send forms out for digital signatures while benefiting from automatic tracking and reporting features. Additionally, these forms dynamically update according to the specific details of each transaction.
Clients gain access to their own Client Portal, where they can view all necessary forms, sign documents, and check a timeline of upcoming actions at their convenience.
The system also generates a calendar with important deadlines, and with a simple click, you can share documents with other agents, title companies, or escrow. This setup includes support for Assistants and Transaction Coordinators, ensuring a smooth workflow for all parties involved.
What is Prolegis?
Prolegis provides a suite of legal technology solutions that enable Canadian law firms to manage residential real estate transactions, estate planning matters, and mortgage-related workflows more efficiently. The cloud-native platform centralizes matter information, document creation, task assignments, and client communications within an accessible online environment. Its Convey application supports legal teams throughout the residential conveyancing process, including file intake, purchase and sale transactions, refinancing, closing activities, and final reporting. Automated document generation allows firms to create transaction paperwork using configurable templates and previously entered matter information. Built-in checklists and workflow management tools help staff monitor deadlines, assign responsibilities, generate documents, and track outstanding requirements. Prolegis Estate Plan provides dedicated capabilities for preparing wills, enduring powers of attorney, personal directives, and related estate planning documentation. The Settlement solution facilitates private mortgage transactions by connecting lenders, borrowers, lawyers, brokers, and fund administrators through a shared information hub. For property protection, TitleProtect offers automated monitoring of Alberta land titles and notifications concerning potentially fraudulent or adverse ownership claims. The company also provides automated document registration reviews, integrations with title insurers and legal service providers, and emerging AI capabilities for extracting contract information and identifying potential documentation errors. Through its combination of specialized legal applications, secure Canadian data hosting, automated workflows, and customer support services, Prolegis helps law firms reduce administrative workloads, improve transaction accuracy, and provide more efficient legal services.
Media
No images available
Integrations Supported
Clio
Prolegis DRR Submission Review
Prolegis Estate Plan
Prolegis | Convey
TitleProtect
API Availability
API Availability
Pricing Information
$19/month
Special annual rate: $199/year. Discounts for teams, offices, and brokerages.
Free Trial Offered?
Pricing Information
Pricing not provided
Supported Platforms
SaaS
Supported Platforms
SaaS
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Online Training
Company Facts
Organization Name
TransActioner
Date Founded
2023
Company Location
United States
Company Website
transactioner.com
Company Facts
Organization Name
Prolegis Solutions
Date Founded
2018
Company Location
Canada
Company Website
www.prolegis.ca
Categories and Features
Real Estate Transaction Management
Contract Management
Document Templates
Electronic Signature
Categories and Features
AI Legal
Not specified
Estate Planning
Not specified
Legal
Not specified
Legal Document Management
Not specified
Real Estate
Not specified
Real Estate Transaction Management
Not specified