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HIGHLIGHTS

OFFERING

  • Real-time notifications. Allowing both conveyancers and clients to stay informed about the latest bond developments.
  • Customisable dashboards. Access an overview of all current instructions, with alerts for lodgement readiness and SLA compliance, tailored to support efficient bond management.
  • Streamlined client communication. Use direct messaging to facilitate signatures, share updates, and enhance client engagement, all within the app's secure environment.
  • Multi-user accessibility. Extend access to third parties, such as estate agents and developers, at no additional charge, ensuring seamless collaboration across the board.

BENEFITS

  • Push notifications are sent on all major registration events, alerting the conveyancer to the next available action
  • A dashboard provides an overview of all current instructions and alerts the conveyancer of any matters that are ready for lodgement or out of SLA
  • All generated documentation is available directly in BondTracker, enabling the conveyancer to review and share a document with third parties. This includes the pro-forma and final accounts
  • Signed documents are also available in BondTracker once submitted to StorDoc
  • Conveyancers can direct-message clients to arrange for signatures or simply to provide extra feedback on the progress of the instruction
  • BondTracker has a once-off, per matter cost, which is disbursable to the client
  • Any other third party can use BondTracker at no additional charge. This includes, but is not limited to, estate agents and developers, and any party that may be added as a correspondent in the bond

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