WorkCloud Applications' Conveyancing Add-on for actionstep is a new conveyancing system that gives you incredible control over every stage of your sale, purchase and transfer transactions.
Specifically designed to work within actionstep, you will have access to a powerful range of features to streamline your conveyancing.
Record the storage of valuable items in actionstep.
Create single or multiple Safe Custody packets for a client, with the ability to track each individual item separately.
The workflow provides the ability to record the temporary removal and return of items in the safe custody add-on.
Use the inbuilt document templates or email template to help automate the storage of your client’s valuable items.
The Safe Custody Matter provides your clients with a secure online ‘Portal’ access to the items. You can also scan the Physical document (i.e. a Will/Deed) and upload the electronic copy for your client via the Actionstep Portal.
Calculate stamp duty for your property transactions. Integrates with our Conveyancing add-on for actionstep so you don't need to re-type property information, or you can use it standalone for free!Access now
Use our free date calculator to quickly determine important dates based off of your transaction start date.Access now
Calculate settlement fees for your property transactions. Integrates with our Conveyancing add-on for actionstep so you don't need to re-type property information.
WorkCloud Applications, an actionstep partner that provides applications and integrations for the actionstep Product
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