Title Insurance Integrations
Eliminate manual data entry, prevent costly errors, and ensure unparalleled protection for every real estate transaction. Prolegis Convey is engineered with deep, bi-directional integrations to Canada's leading title insurance providers, transforming a complex process into a simple, automated step within your conveyancing workflow.
The Power of Deep Integration
This is not a simple link—it's a powerful data connection designed to save you time and mitigate risk:
Intelligent Data Retrieval & Document Access
The Prolegis platform acts as the central hub for your entire matter. Our integration ensures all necessary information flows instantly and accurately:
Automated Information Pull: Prolegis instantly pulls all relevant matter data (property details, party names, mortgage information) directly from your file and populates the title insurer's system, eliminating double-entry and ensuring accuracy.
Key Document Retrieval: Policy commitments, policy documents, and related forms are automatically retrieved and securely stored back within your corresponding Prolegis matter file as soon as they are available.
Portal Connectivity: Gain instant access to the insurer's online portal and view policy status or key details directly from your Prolegis matter, keeping all your critical information consolidated and easily accessible.
Automated Financial Accuracy
Simplify your accounting and compliance process with built-in financial automation:
Trust Ledger Automation: Once the title insurance is ordered, the full cost of the policy is automatically calculated and added to the appropriate Trust Ledger within your Prolegis matter. Say goodbye to manually entering disbursements and ensure billing accuracy every time.