CONVEYANCING REIMAGINED
Client Intake Made for Conveyancers
Our integrated solution makes the client intake simpler for your team and seamless for every new client.
Harness the power of fully integrated intake & conveyancing
Onboard clients with fewer clicks, less effort, and greater accuracy.
Our all-in-one workflow uses built-in intake to automatically populate your matters with client information, streamlining your entire process from start to finish.
Key Features
Start instantly with pre-built intake forms, or custom-build one using our robust question bank.
Intelligent forms adapt to each matter's context, automatically assigning clients and tailoring questions by role (e.g., corporate, trustee) and matter type (sale, purchase, refi).
Get answers when you need them. Closer client intake forms allows your clients to submit responses multiple times and encourages them to provide details when they get them.
Email forms directly to clients from within the Closer platform using our Outlook email integration.
For status updates, jump to the Intake Inbox in Closer. Review and import client responses to your matter in seconds.
Conveniently see response statuses, updates, and history, and view all responses from one central place in your matter.
Streamlined client intake in 3 easy steps
Create Your Form
Start with a pre-built template and easily make it your own by adding or removing questions. When it's ready, send it to your clients instantly from within Closer.
Review & Sync Details
View submitted client responses and sync key details to your matter in a single click. As new information is submitted, continue to sync updates from the same dynamic form as many times as you need.
Recover Fees
Effortlessly recover every fee. Our system automatically adds the cost as a disbursement directly to the statement of adjustments.
FAQs
Yes, our forms automatically include your firm's logo to ensure a professional and seamless experience for your clients.
Yes. Once you create a form that works for your practice, you can save it as a custom template. This allows you to reuse it whenever you need with a single click.
From your matter, just navigate to the Clients page and select "Send Request." You'll then choose your form, select which clients to send it to, and send it instantly—all without leaving Closer.
Your client will receive an email with a secure link. Clicking the link opens a simple, easy-to-use web form. They do not need to download any software or create an account. The form is mobile-friendly, so they can complete it on their phone, tablet, or computer.
After a client submits their form, you can review their answers and instantly sync all key details into the correct fields in your matter.
Yes. You have full control. The system will show you the client's submitted answers, and you can review them for accuracy before choosing to sync the data into the matter.
You will see the new submission and can choose to sync the updated information, overwriting the previous data to ensure your file is always current.
Yes, as Sync has been designed specifically for Closer, an active account is required to enjoy the many benefits of the integration.
No, Closer customers can receive digital mortgage instructions free of charge through Sync.
When you enroll to Sync, we'll provide you with clear instructions on how to move your mortgage processing over to Sync.
Simply contact the Assyst Real Estate team online here (https://login.assystrealestate.com/onboarding) to re-enroll. There is no need to contact lenders individually.
Although the initial launch of Sync will be focused primarily on processing new instructions, we expect to release support for requesting payout statements in the near future.
Sync can digitize and processes mortgages for RBC, BMO, CIBC, Simplii, National Bank, Libro, Meridian, Alterna, Nesto, and Motus
While Sync will solely support Assyst-based lenders upon initial launch, we do plan to add support for additional lenders in the near future.
After receipt by our team, your mortgage instructions will be transformed to a digital payload in the back end of Sync. For added quality assurance, our mortgage and subject matter experts will confirm the accuracy of your mortgage documents before sending them to your inbox. This entire process takes about 15 minutes.
We have 100+ published lender forms available within Sync, which will be autofilled based on data within your file.
Yes, both lawyers & clerks can use Sync to upload mortgage instructions and complete lender forms. Lawyers must complete the onboarding steps (under profile settings > integrations) to setup their connection with Sync.
FAQs
Do I need to be a Closer customer to use Sync?
Yes, as Sync has been designed specifically for Closer, an active account is required to enjoy the many benefits of the integration.
Is there a cost to receive mortgage instructions through Sync?
No, Closer customers can receive digital mortgage instructions free of charge through Sync.
If I currently receive instructions through another service provider, how do I transition to Sync?
When you enroll to Sync, we'll provide you with clear instructions on how to move your mortgage processing over to Sync.
If I want to switch back to Assyst, do I have to call lenders to let them know?
Simply contact the Assyst Real Estate team online here (https://login.assystrealestate.com/onboarding) to re-enroll. There is no need to contact lenders individually.
Can I request payout statements through Sync?
Although the initial launch of Sync will be focused primarily on processing new instructions, we expect to release support for requesting payout statements in the future.
Which lenders are compatible with Sync?
Sync can digitize and processes mortgages for RBC, BMO, CIBC, Simplii, National Bank, Libro, Meridian, Alterna, Nesto, and Motus
Am I able to forward instructions from non-Assyst lenders to be digitized through Sync?
Sync fully supports all Assyst lenders and is continually growing to include more lenders.
Why is there a 15-minute processing time to see instructions in my mortgage inbox?
After receipt by our team, your mortgage instructions will be transformed to a digital payload in the back end of Sync. For added quality assurance, our mortgage and subject matter experts will confirm the accuracy of your mortgage documents before sending them to your inbox. This entire process takes about 15 minutes.
How many mortgage lender forms are available in Sync?
We have 100+ published lender forms available within Sync, which will be autofilled based on data within your file.
Can both lawyers and clerks use Sync?
Yes, both lawyers & clerks can use Sync to upload mortgage instructions and complete lender forms. Lawyers must complete the onboarding steps (under profile settings > integrations) to setup their connection with Sync.