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Looking to simplify your real estate practice? Look no further. The Conveyancer, Canada’s #1 real estate document production and practice management program, is a full-featured solution that automates virtually all documentation required to complete purchase, sale and mortgage transactions. Enabling more than half a million transactions each year, The Conveyancer is the centerpiece of a data and services network connecting lawyers and staff to valuable information, title insurance companies, mortgage instructing platforms and other legal professionals. do real estate (simply). real estate. real simple. The Conveyancer application is simple to learn and easy to use. Keeps information secure by storing customer data locally on your computer or network Provides superior performance with our locally installed application Free comprehensive support Free upgrades and training Risk-Free 30-day trial period for new customers “I have been using The Conveyancer by Do Process for the past two years, and find it to be the most efficient and user friendly program available. I have recommended this program to my peers on many occasions, and will continue to do so without hesitation.” Noreen Gagnaux, Paralegal Becker Law Edmonton, Alberta

do real estate (simply). · 2011. 3. 4. · connecting lawyers and staff to valuable information, title insurance companies, mortgage instructing platforms and other legal professionals

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Page 1: do real estate (simply). · 2011. 3. 4. · connecting lawyers and staff to valuable information, title insurance companies, mortgage instructing platforms and other legal professionals

Looking to simplify your real estate practice? Look no further. The Conveyancer, Canada’s #1 real estate document production and practice management program, is a full-featured solution that automates virtually all documentation required to complete purchase, sale and mortgage transactions.

Enabling more than half a mill ion transactions each year, The Conveyancer is the centerpiece of a data and services network connecting lawyers and staff to valuable information, title insurance companies, mortgage instructing platforms and other legal professionals.

doreal estate

(simply).

real estate. real simple.The Conveyancer application is simple to learn and easy to use. • Keeps information secure by storing customer data locally on your computer or network • Provides superior performance with our locally installed application • Free comprehensive support • Free upgrades and training • Risk-Free 30-day trial period for new customers

“I have been using The Conveyancer by Do Process for the past two years, and find it to be the most efficient and user friendly program available. I have recommended this program to my peers on many occasions, and will continue to do so without hesitation.”

Noreen Gagnaux, Paralegal Becker Law

Edmonton, Alberta

C18 Sell sheet-conveyancer.indd 1 27/01/11 8:23 PM

Page 2: do real estate (simply). · 2011. 3. 4. · connecting lawyers and staff to valuable information, title insurance companies, mortgage instructing platforms and other legal professionals

Streamline and Simplify Your Practice

Documentation & DatabasesBoost productivity and stay connected - Enter data once and produce all of the forms and documents required for your real estate transactions. To further assist you, The Conveyancer also generates and pre-populates institutional lender forms. Keep information at your fingertips - Conveniently store and access data for fast insertion into documents or as quick reference for addresses, phone numbers and postal codes.

Requisitions & Undertakings with EaseIncrease efficiency - Draft requisitions and undertakings, and then track their status. To follow up, simply run a query of all files with outstanding undertakings, select the desired files and simply click to prepare the reminder letters to other lawyers and lenders.

Straightforward Financial StatementsAutomated financial statements - Create your Statement of Adjustments, Statement of Accounts and Trust Ledger in no time flat. The automated expertise identifies appropriate entries and performs the necessary calculations in moments.

Calendar Integration with Microsoft OutlookManage time and tasks - Record and track upcoming requisition dates, closing dates, occupancy dates and all matters pertaining to a real estate file. For your convenience you have the ability to manually or automatically synchronize your dates with Outlook from The Conveyancer.

Customization CapabilitiesMade to measure - Modify lists, reports and documentation to suit your requirements.

Connect and Communicate

Partnerships with Title Insurance & Mortgage Instructing Providers* Streamlined ordering and fulfillment - Submit your policy order and have the issued policy documents delivered directly to The Conveyancer transaction record. Integration with third party mortgage instructing platforms permits electronic delivery of lender instructions to the transaction records and allows for the pre-population of mortgage terms.

Transaction Data Exchange (TDX)Collaborate and save time - TDX functionality connects you with other Conveyancer firms you do business with, simply and securely. Share and exchange data, documentation and messages, and safely store information within the transaction record for future reference. TDX minimizes the need for printing and faxing and reduces keystrokes.

Builder ProjectsManage high-volume workflow – The Projects Module** is specifically designed for builder and developer projects. It expedites the processing of a large number of transactions simultaneously and enables electronic document delivery.

Title Search Import and ExportOntario (Teraview® software) - Import data from your title search and export documents for loading into your E-reg® software.Alberta (SPIN) - Import data then specify whether encumbrances are Permitted Registrations or “to be discharged”; in which case The Conveyancer drafts the undertaking.Manitoba (Title Search) - Import and paste your titles into The Conveyancer and it will automatically extract and import the owners’ names, legal descriptions, encumbrances and addresses for service.

PDF Conversion Easy email - Fully integrated PDF conversion is available for all transaction documents to facilitate emailing.

Operating Systems & SoftwareFlexibility and compatibility - The Conveyancer application is compatible with Microsoft operating systems and integrates easily with Microsoft Word and WordPerfect software.

www.doprocess.com

Manitoba Office T 204.451.1283 E [email protected]

Ontario Office Suite 700, 123 Front Street West Toronto, ON M5J 2M2 T 416.322.6111 Toll Free 1.866.367.7648 E [email protected]

Alberta Office T 403.671.8222 E [email protected]

Customer Support T 416.322.6111Toll free 1.866.367.7648 E [email protected]

* Providers vary by province. Ask one of our representatives for more details.** Projects Module not currently available in Manitoba.

Get started today with a no obligation 30-day trial.

It’s really that simple.

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