Features
Designed to make your life simpler Prolegis|Real Estate is about protection from errors or omissions, easier handling and coordination of work load with a real-time overview of the progress of your firm's real estate files, ultimately facilitating a better client experience. Are you ready to find out how much simpler life can be?
Let us simplify your day-today.
Progress Dashboard
Track the progress of a matter at three levels: per deal, user and entire firm. Set follow-up reminders on important steps of your deal. Add progress steps unique to your firm. Assign individual steps within a deal to another user within your firm. Receive notifications on steps that may be late.
Mortgage Production
Use our pre-created mortgage templates from many major lenders or create your own intelligent templates using pdf mortgage documents. Instantly populate the templates with information from the deal. Reuse the templates on future deals; the system remembers forms and the placement of information within those forms. Dramatically reduce the time spent completing lender documents!
Client Portal
Keep clients automatically informed as you populate the file and add documents. Clients can download important documents, receive instructions and other relevant updates and reminders. Firm and lawyer contact information, directions and appointment reminders. Effortlessly increase your client satisfaction and likelihood of client referrals.
Document Automation
Create customizable documents with the click of a button. In tandem with the Progress Dashboard, create all important letters from included precedents that automatically include all deal information. Coming Soon: Create your own templates.
Statement of Adjustments / Disbursements
Enter the purchase price, upload/enter tax information and other adjustments to automatically create a Statement of Adjustments. Enter additional disbursements to automatically create a Statement of Disbursements.
Upload Titles / Tax Certificates
Directly upload the registered documents, system automatically obtains all required information from the certificates.
Firm Insights
View a snapshot of the health of your real estate practice, frequent realtors, number and location of deals, and more. Graphically view the breakdown of deals per type per month, fees; compare by month or year. View the deal flow and trends.
Calendar / Tasks
Organize closing dates, deadlines and Progress Dashboard follow-up items in one place. Be alerted when a Progress Dashboard item is due.
Single Entry
Enter information once and it is applied in all relevant places. Upload documents to automatically input the information into the system, ready for your review.
Instant Email / Fax / SMS
Send and track email securely and directly from the system. Attach documents to your email. Third parties reply directly to you. Send faxes directly from the software. Have SMS conversations in the program without disclosing personal phone numbers.
Document Storage
Store all of your documents safely in the system. Duplicate and modify them as needed, according to your and your clients needs.
Conditional Agreements
Keep track of conditions on deals in progress. Coming Soon: Automatically create Offer of Purchase and Waiver of Conditions.
