Conveyancing for Actionstep
Used by hundreds of firms, the Conveyancing Konekta for Actionstep is your one stop shop for managing your conveyancing transaction within Actionstep.
Konekta Conveyancing supports Sale, Purchase and OTP transaction types in the one Matter Type for Queensland, New South Wales, Victoria and ACT.
The Conveyancing add-on includes:
- Workflow steps
- Automatic Tasks to help you manage your conveyancing transaction Data fields to record all details of your transaction
- Matter Participant types
- Automated Templates & Forms
- Settlement Calculator
- Stamp Duty Calculator (QLD only)
- Global X Integration
You can also integrate the 'Email to SMS' Konekta with your conveyancing add on to provide seamless communication to your clients, brokers and real estate agents involved in the transaction. Click here to learn more about the 'Email to SMS ' Konekta
Complete workflow to manage every stage of your transaction.
Fully customisable so you can add additional tasks, steps or automation as you require
Keep on top of your matters and know exactly where you up to and what you need to do next
All your parties involved in the transaction in one spot! Record everything from the property address to the Otherside, to Council and through to the tenant.
Actionstep will then automatically link all the matters for a given contact so that you can track which Agents and Brokers are providing you work.
With the inbuilt settlement calculator you can quickly and simply add the required adjustments, Payees and product a PDF statement for settlement.
Add unlimited Adjustments and adjust as paid or unpaid.
Handy Outlook templates that will pre-populate your Cheque directions for the bank and also the Other side.
Templates & Forms
The Conveyancing add-on is jammed packed with Templates and Forms. These are installed by State/Territory and are automatically updated by Konekta.
Click here to view a list of all the forms and templates currently available.
Data Fields & Workflow
All the hard work has been done for you with no further setup required within Actionstep.
The Conveyancing Konekta for Actionstep includes over 100 different data points to capture every part of your conveyancing transaction.
These range from Key Dates such as 'Contract Date', 'Building & Pest Date', 'Settlement Date' etc to every possible detail about the property you are transacting such as Lot Number, Title Reference, Safety Switch Installed, to a Pool certificate.
All of these data fields form part of the automation to generate the documents and forms including in the Conveyancing add-on.
Smart Integrations for the Conveyancer
The Conveyancing add-on also provides 'smart' connections to important integrations.
These integrations merge your matter data from Conveyancing Matter and auto populate (pre-fill) the integrated system saving your valuable time and effort whilst increasing accuracy.
Over 90 fields from your conveyancing matter in Actionstep are pushed to InfoTrack or Globalx X to make your ordering process more accurate and efficient. No more need to 'double entry' data to order InfoTrack or GlobalX searches.
Once your order has been fulfilled by InfoTrack or GlobalX the Search result as a PDF file and the disbursement charge is automatically added to your matter within Actionstep.
Our latest integration providing the ability to create PEXA workspaces directly from your Conveyancing Matter in Actionstep.
With a couple clicks your Matter data will be verified by Konekta to be accurate for creating a PEXA workspace then submitted to PEXA for the creation of the PEXA Workspace. Click here to learn more.
If you have a suggestion on new integration or perhaps a way to improve our current integrations please visit our feedback site at https://support.konekta.com.au/
(please create a free account to post your feedback.)