Smoother Transactions: Communication for Conveyancing Professionals

Smoother Transactions: Communication for Conveyancing Professionals

Feb 23, 2024


Navigating the intricacies of the conveyancing process is crucial in every property transaction, especially considering the 440,000 homes sold in Canada in 2023. Whether you are a real estate agent, real estate lawyer, or mortgage broker, your clients trust you to ensure a stress free transaction. Effective communication with all parties involved is key to success when so many are at the table.

Communication is Key!

While your primary responsibility is to ensure the smooth progression of the transaction, so is putting your client's mind at ease. Here are some tips to enhance your communication throughout the conveyancing process:

1. Regular Client Updates

Keep your client informed at every stage. Whether there are delays or changes in the transaction, providing timely updates will reassure them and foster trust. 

2. Simple Language, No Jargon

Recognize that many clients may be navigating their first property transaction. Avoid industry jargon and use straightforward language to make the nuances of conveyancing more accessible and less overwhelming.

3. Identify the Best Communication Channels

Establish clear communication channels, such as text, phone calls, emails, or utilizing a client portal. This sets expectations and ensures clients know how to reach you or access the most up-to-date information. 

With Jora's client portal, transparency is part of every transaction. It not only offers a visual representation of the transaction progress for enhanced clarity but also acts as a centralized platform, prompting all parties about missing documents and the need for information verification.
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4. Software Efficiency

Take advantage of digital document and transaction management software to expedite real estate transactions. These systems are instrumental in automating processes, diminishing paperwork, and creating more time in your schedule. 

Jora goes beyond traditional software by seamlessly integrating AI. It proactively updates you on the transaction status, even when you're engaged with other matters, eliminating the need for continuous manual review. This ensures you stay informed about each step of the process effortlessly. 

Much of the supporting software landscape in conveyancing can make it difficult to focus on your clients. Time spent fighting with workflow, and manually jumping between transactions can make it difficult to put clients first. Our goal at Jora is to give parties involved back their most precious resource, time, and by extension allowing you to assure that the most important transaction for your clients is also an enjoyable one.

 

 


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