In this video, we cover the basics of adding your firm's details to the Tracker, adding users as well as how to edit system emails and templates.

In this video, we demonstrate the full digital client onboarding functionality within the Conveyance Tracker. This allows you to onboard clients from anywhere in the country without the need for any paper, in just a few clicks.

In this video, we demonstrate how to set up your email signature within Conveyance Tracker.

In this video, we demonstrate how to set up a file as either being fixed fee or per hour and the financial implications of each.

In this video, we demonstrate how to dictate in real time throughout the Tracker. This functionality is a substantial time and cost save for solicitors.

In this video, we demonstrate how the bird's eye view functionality enables solicitors, and their team, to view all files simultaneously, at a high level and the level of progression of each. This is an invaluable tool in busy conveyancing departments to ensure that all files are progressing promptly.

In this video, we show how to use timesheets to track the hours and costs incurred on each file. This data in turn facilitates gross profit analysis & protection at the file and firm level.

In this video, we show how you can set up custom categories for your files to organise all of your files as per your office's specific preferences.

In this video, we demonstrate how to set a location for archived files as well as a destruction date.

In this brief video, we demonstrate how to close files that are not proceeding i.e. where a purchaser or a vendor decides not to proceed with the transaction before it even commenced.

In this video, we cover the onboarding of a purchaser including reviewing their questionnaire, having a video call with them to verify identity and assessing the source of finance for the purchase.

In this video, we demonstrate the pre-contract query module. Solicitors can quickly draw on their library of queries to add queries at the click of a button. Once finalised, they can be sent to the vendor's solicitor in seconds with a pre-populated email template.

In this video, we demonstrate how we use artificial intelligence to scan and understand complex title documents. The query generator then recommends suggested pre-contract queries for the solicitor's attention.

In this video, we demonstrate how the Tracker can be used to prepare to close a sale for a purchaser. Requesting & receiving the contract deposit, drawing down funds from the lending institution, obtaining a deed of confirmation from grantors in relation to waiving independent legal advice & liaising with the surveyor are all covered.

In this video, we demonstrate how to request closing funds from your client, draft the deed of transfer and prepare your list of closing documents. On closing day, we show how to send your closing searches and close the sale. Once the sale is closed, we demonstrate how to discharge your fee plus outstanding outlays.

In this video, we demonstrate how to quickly process your post closing administration. This includes filing your stamp duty return, the Form 17, preparing your certificate of title, a final undertaking review and ultimately archiving the file.

In this video, we show how the Tracker can assist in organising the gathering of documentation and information from the vendor in advance of the receipt of a sales advice note. The goal is to be ready to issue contracts the moment the SAN arrives.

In this video, we show how to review the information uploaded by the vendor to the Tracker. Once completed we proceed to answer requisitions on title and draft the contract to share with the purchaser's solicitor.

In this video, we show how Conveyance Tracker assists solicitors to reply to requisitions quickly by drawing on pre-populated precedent replies.

In this video, we demonstrate how to draft contracts, including the preparation of the documents schedule as well as how to set up an automated email to follow up with purchasing solicitors if they are tardy in raising pre-contract queries.

In this video, we demonstrate how to execute contracts fully digitally without the need for paper or the transacting parties to attend their respective solicitors' offices, thereby saving substantial time for all involved.

In this video, we demonstrate how Conveyance Tracker enables the vendor's solicitor to endorse their replies on closing searches without having to print them. This is a nice time saver on closing day.

In this video, we reply to pre-contract queries, deal with apportionment and bring a sales file to a completion, including undertaking release before archiving the file.