Alternatives to Prolegis | Convey
Compare Prolegis | Convey alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Prolegis | Convey in 2026. Compare features, ratings, user reviews, pricing, and more from Prolegis | Convey competitors and alternatives in order to make an informed decision for your business.
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1
PayProp
Humanstate
PayProp is an automated transactional platform for real estate agents that is both easier to use and more powerful than existing solutions offered by banks and traditional software vendors. We hit upon the idea of PayProp in 2004 when confronted with the complexity, fragmentation and lack of trust surrounding payments in the residential rental market. Building on GivenGain’s processing platform, we delivered a solution that automatically and securely collects payments from tenants and seamlessly pays all property owners, third parties and agents’ commissions – directly into their bank accounts. PayProp eliminates inefficiencies in back-office operations, lowers administrative costs per transaction and applies leading technologies to automate entire process cycles. PayProp’s advanced technology enables property managers to collect and make fully reconciled payments. -
2
Top Producer CRM
Top Producer Systems
The new Top Producer CRM gives today's agents the tools they need to maintain relationships at every stage of the client life cycle. A real estate CRM needs more than just contact management, Top Producer includes features like MLS data, email, websites, text, intelligent insights, and automated marketing to keep you top of mind. Aside from dozens of integrations helping you maximize your day, Top Producer offers a library of expertly written conversion campaigns, transaction workflows, situational templates and more. Stay close to contacts with an impressive 360 view while the CRM uses social media insights to update your contact profiles with the latest photos, interests, jobs and locations. Keep viewings organized MLS Property Insights that track each client’s listings shown, viewed, interested in, or inquired on. Simplify your process with dynamic workflows - action plans for new leads to closed transaction that update as tasks complete, minds change or dates.Starting Price: $109/month/user -
3
DeedSpring
Stacker
DeedSpring is a web-based transaction coordination platform for U.S. real estate agents, transaction coordinators, and teams. It organizes each closing around its contract, parties, documents, tasks, messages, and deadlines. The software reads executed agreements to identify dates and contingencies, tracks follow-ups with lenders, title and escrow contacts, and signers, and associates incoming communications with the relevant transaction. An AI assistant can draft reminders and client updates for review, while deadline risks and outstanding items are surfaced to the team. Buyers and sellers can use a branded portal to view milestones, documents, and next steps. DeedSpring also provides shared team visibility, workflow checklists, document handling, and signing features for managing a transaction from contract through closing.Starting Price: $15/month -
4
TransActioner
TransActioner
The easiest way to manage your real estate transactions, documents, and signatures. Modern interface. Updated State Forms with auto-filling to save you time. Create templates. Digital Signatures. Send forms out for digital signatures with auto tracking and reporting. Forms automatically update using transaction information. Clients can see all their forms, sign documents, and view a calendar of next steps in their own Client Portal. Deadlines and a calendar are auto generated from forms. Share documents by simply clicking a button with the other agent, title company, escrow, lender, etc. Support for TCs and Assistants.Starting Price: $19/month -
5
AtClose
AtClose
AtClose is the next generation of digital mortgage, title and escrow solutions which enables faster closings and data-driven insights for better communication and shorter cycle time for both mortgage lending and title industries. Automate appraisal, title, and settlement processes. Simplify and efficiently organize complicated processes with automated workflows and a robust vendor management solution. Directly integrated with all major lenders and vendors in the pre and post-closing ecosystem. Improve accuracy, reduce repetition, improve vendor relations, and save time with the powerful and comprehensive software platform for the real estate industry. Business process automation for appraisal. Title & settlement processing & search automation. Post-close automation & recording automation. Underwriter management and automation vendor management & detailed reporting. Dynamic, template-based document generation system. Separate systems and portals for clients and vendors. -
6
Nekst
Nekst
Let Nekst organize your day, manage communication with clients and assist with automated followup amongst parties of a transaction. Start with a core list of tasks then easily add or edit to-dos and dates to match your transaction. Set reminders, share tasks, & organize your real estate team. Create repeatable emails and build them into your checklist. Nekst will either auto-send them at 9am or you can manually send with a single click. Create a list of steps for your own client to follow. They can use Nekst just like you do, to ensure they know what to do and when to do it. In the same way you provide feedback after a showing, we collect status updates from lenders, title reps & others automatically for you. Anyone who wants to ensure they never miss a detail again & wants to offer the best service possible to their clients. Our users range from agents to transaction coordinators to team leaders.Starting Price: $15 per month -
7
Elko
Elko
Title quotes that help your agency grow. Elko helps title agencies like you provide branded title quotes and closing estimates to capture more orders. Your fully branded title quoting portal Enable your partners to pull title quotes, put together seller net sheets, buyer estimates, and other closing estimates at any time. Title quotes from all major underwriters Easily provide live TRID-compliant title insurance policy quotes from all major title insurance underwriters. Capture and import orders into the settlement software of your choice Orders captured on your Elko portal can be easily imported into your settlement software system of choice. Fully branded experience for your real estate and lender partners to calculate accurate closing estimates for buyers and sellers. Elko integrates with all major title underwriters to provide your partners with up-to-date real time estimates and quotes. -
8
Prolegis DRR Submission Review
Prolegis Solutions
DRR Submission Review is a web-based legal document review tool for Alberta real estate lawyers and conveyancing teams. It checks Document Registration Request (DRR) packages before submission to the Alberta Land Titles Office, using AI to review related documents together and flag potential rejection issues. Checks include discrepancies in names and legal descriptions, incomplete affidavits or jurats, missing signatures or commissioner expiry dates, and inconsistencies in tenancy instructions. Users can upload PDF packages in the standalone tool or launch a review within Prolegis Convey. Results present potential issues and items to note for the legal team to assess and resolve before filing. The product focuses on registration workflows involving transfers, mortgages, caveats, and other Alberta real estate documents.Starting Price: $6.50/review -
9
Orbital
Orbital
Orbital is an AI-powered tool that enables legal and property professionals to simplify and accelerate property due diligence. It offers solutions that instantly generate client-friendly reports using AI and that can analyze title data. Orbital allows users to quickly analyze, flag, and query property documents with AI. These solutions empower users throughout the diligence process by facilitating the search, visualization, review, and reporting of property information, ultimately saving time, boosting capacity, and reducing risk exposure. Whether you are a real estate lawyer, conveyancer, surveyor, or lender, we have a solution for you. Orbital products are your second pair of eyes, helping to identify and highlight risks, so you can ensure the quality of your diligence remains uncompromised, even when you’re working against the clock. -
10
Remine
Remine
Remine is a modern real estate platform that connects agents and their clients on one digital journey. Remine brings home buyers, home sellers, real estate agents, and lenders together on a single platform defined by choice, clarity, and speed. -
11
TitleProtect
Prolegis Solutions
TitleProtect is a land-title monitoring and notification service for Alberta properties. It checks monitored titles daily for new registrations, including mortgages, liens, caveats, transfers, builders’ liens, and other activity that may affect ownership or a secured interest. Users can manage multiple titles in one account, review registrations, and track changes over time. When a new registration is identified, TitleProtect sends an email or text alert so owners and other interested parties can investigate and decide whether action is needed. It is designed for property owners, lenders, title insurers, lawyers, developers, builders, and businesses with real estate assets. Law firms can offer monitoring to clients after a transaction closes. TitleProtect provides monitoring and reporting; it does not prevent fraudulent activity or replace title insurance. Monitoring is limited to Alberta land titles. -
12
CloudCoord
Cloud Coordinator, LLC
Connect your coordinator’s Gmail and CloudCoord gets to work automatically, keeping your real estate transactions moving from contract to closing. When a contract hits the inbox, CloudCoord automatically adds it to the transaction file, reads it, extracts key dates and details, starts tracking deadlines, audits the documents for missing signatures and disclosures, and creates a transaction checklist. It prepares transaction-related emails throughout the closing process: introductions, replies, document requests, inspection coordination, deadline reminders, closing instructions, and follow-ups. Drafts use the context of the transaction and wait for your review. You approve every outgoing message before it sends. Built for agents, coordinators, and real estate teams, with review queues and transaction visibility by role. Founded by Vermont real estate agent Liam O’Reilly and serving residential real estate professionals across the United States.Starting Price: $149/month -
13
Prolegis Estate Plan
Prolegis Solutions
Estate Plan is cloud-based estate planning software for law firms and legal teams that manage will and related-document matters. Firms can collect client information through configurable questionnaires and a secure client portal, organize matter details, and use firm-specific templates to draft and edit estate-planning documents. The workflow includes team checklists, document storage, and client communications by email and text. Staff can review and adjust generated documents before producing them individually or as a package, including wills, powers of attorney, and personal directives. The software also supports amendments and version comparison, helping legal professionals coordinate intake, drafting, review, and reporting for client estate plans.Starting Price: $49/transaction -
14
LegalUp
LegalUp
Efficient Document Creation. Seamlessly create customized legal documents based on your own content. A tool for Lawyers to develop accurate documents based on the firms patterns and knowledge. By using LegalUps service you are saving 80% of time, on average, to create a legal document. Give the customer a unique value on your website. Convey innovation by using LegalUp’s platform free of charge at the beginning of your “client journey”, and allow your real expertise to come into play in the more complex tasks. Are you required to collect data from your client in order to create a document for them? Instead of collecting the data, send them a digital questionnaire guiding them in all the factual data they must provide you. LegalUp’s software transforms your complex, repetitive legal documents into automated smart wizards that intelligently incorporate your firm’s knowledge and best practices.Starting Price: $299 per month -
15
TitleCapture
TitleCapture
Your branded title company app will be the fastest, easiest to use and most accurate way for your staff and your clients to generate Title Quotes, Loan Estimate Quotes, Seller Net Sheets and more. Your branded title company app will always deliver the most precise numbers - from title insurance premiums, recording fees, transfer taxes, property tax prorations and so much more. Our quoting engine is the most customizable in the industry. It allows your quotes to be customized by virtually any parameter - from transaction types, closing location, who the client is and more. No wonder TitleCapture is the preferred quoting solution for the largest national settlement service providers. TitleCapture integrates with major title underwriters to ensure accurate, up-to-date estimates for your clients. Your web-based app platform and all estimates can be accessed and shared from any device.Starting Price: $149 per month -
16
Folio by Amitree
Amitree
Folio makes it easy to impress your clients and keep your real estate transactions on track – even when you don’t have time. With Folio, real estate agents stay on top of transactions from Gmail and it integrates seamlessly with GSuite and Microsoft 365, and Google or Outlook Calendar. Folio lives where you already work – your email – and uses AI to automatically know which emails are related to a real estate transaction. It’s quick and easy to create timelines that you can share in one click with clients and colleagues. Folio helps you keep your deals on track with transaction timelines and reminders that are integrated into your Outlook or Google Calendar. By organizing all relevant emails, documents and contacts into Smart Folders, Folio makes it easier for you to find important things. Never search for a document, email, or file again. It’s all right there!Starting Price: $29/user -
17
Title | Pipe
Title | Pipe
Title | Pipe™ is the first and only collaboration platform used to protect and enhance every real estate transaction. Title | Pipe™ is real estate transactions done the right way. 𝐓𝐢𝐭𝐥𝐞 | 𝐏𝐢𝐩𝐞™ 𝐰𝐚𝐬 𝐜𝐫𝐞𝐚𝐭𝐞𝐝 𝐭𝐨 𝐩𝐫𝐨𝐯𝐢𝐝𝐞 𝐫𝐞𝐬𝐢𝐝𝐞𝐧𝐭𝐢𝐚𝐥 𝐚𝐧𝐝 𝐜𝐨𝐦𝐦𝐞𝐫𝐜𝐢𝐚𝐥 𝐭𝐫𝐚𝐧𝐬𝐚𝐜𝐭𝐢𝐨𝐧 𝐦𝐞𝐦𝐛𝐞𝐫𝐬 𝐬𝐞𝐜𝐮𝐫𝐞 𝐭𝐫𝐚𝐧𝐬𝐩𝐚𝐫𝐞𝐧𝐜𝐲 𝐢𝐧𝐭𝐨 𝐚 𝐩𝐫𝐨𝐜𝐞𝐬𝐬 𝐭𝐡𝐚𝐭 𝐢𝐬 𝐯𝐞𝐫𝐲 𝐜𝐨𝐦𝐩𝐥𝐞𝐱. 𝐍𝐨 𝐨𝐭𝐡𝐞𝐫 𝐬𝐨𝐥𝐮𝐭𝐢𝐨𝐧 𝐚𝐥𝐥𝐞𝐯𝐢𝐚𝐭𝐞𝐬 𝐥𝐢𝐚𝐛𝐢𝐥𝐢𝐭𝐲 𝐝𝐮𝐞 𝐭𝐨 𝐰𝐢𝐫𝐞 𝐟𝐫𝐚𝐮𝐝, 𝐬𝐞𝐧𝐬𝐢𝐭𝐢𝐯𝐞 𝐢𝐧𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧 𝐥𝐞𝐚𝐤𝐬, 𝐦𝐚𝐬𝐬 𝐞𝐦𝐚𝐢𝐥, 𝐨𝐫 𝐜𝐨𝐧𝐬𝐮𝐦𝐞𝐫 𝐜𝐨𝐧𝐟𝐮𝐬𝐢𝐨𝐧 𝐰𝐡𝐢𝐥𝐞 𝐩𝐫𝐨𝐦𝐨𝐭𝐢𝐧𝐠 𝐰𝐢𝐝𝐞𝐬𝐩𝐫𝐞𝐚𝐝 𝐢𝐧𝐝𝐮𝐬𝐭𝐫𝐲 𝐩𝐚𝐫𝐭𝐢𝐜𝐢𝐩𝐚𝐧𝐭 𝐚𝐝𝐨𝐩𝐭𝐢𝐨𝐧 𝐚𝐧𝐝 𝐞𝐟𝐟𝐢𝐜𝐢𝐞𝐧𝐜𝐢𝐞𝐬. -
18
Trackxi
Trackxi
Trackxi is an AI-driven platform designed for real estate agents, teams, transaction coordinators, and brokerages. It simplifies and automates every step of the transaction process, replacing manual checklists and spreadsheets with a centralized, secure, and easy-to-use interface. Features like visual timelines, automated reminders, customizable workflows, and integrated communication ensure accurate tracking, timely updates, and enhanced accountability. Trackxi’s AI Assistant delivers instant answers, while AI-powered Sales Document Data Extraction speeds up transaction creation, reducing errors and saving time. Trusted by real estate professionals, Trackxi streamlines every transaction, ensuring efficiency, accuracy, and client satisfaction.Starting Price: $39/month -
19
Unity
Dye & Durham
Based on The Conveyancer, Canada’s #1 practice-specific solution for real estate practitioners, Unity brings comprehensive and secure conveyancing to the web. Unity combines “work-from-anywhere” convenience with a host of new timesaving features. As a fully integrated practice management platform, Unity lets you manage your practice more efficiently than ever before. Legal professionals can optimize their workflows and benefit from accessing our industry-leading partner solutions from insurers, lenders, and other industry stakeholders, directly from Unity and all within a completely secure online environment. Since it’s web-based, we take care of all version updates, security, upgrades, or virus protection for Unity. We’ll do all of that for you while you focus your valuable time on your practice. Supplementary databases provided (including banks, insurance brokers, and solicitors, among others).Starting Price: $199 per transaction -
20
Landtech
AccuTitle
Landtech provides real estate settlement and closing applications for the title escrow and financial industry. Our suite of software includes settlement applications, escrow and trust accounting, along with transaction management software. Need a cloud, browser-based option for easy remote access? Landtech Lime delivers the same great experience, but with newly added features and functions to streamline the closing process. This platform has been used by title professionals for 40+ years and is known for its robust functionality and integrations. This is our locally installed offering to conduct smooth real estate settlement and closing, title, and escrow operations. Landtech has the knowledge, expertise and technology to assist in any size title, settlement and escrow operation to be more efficient and profitable. -
21
Paperless Pipeline
Paperless Pipeline
Real estate transaction management doesn’t need to be frustrating and overly complicated. Paperless Pipeline is built for better transaction management. Less clicks, less clutter, and less work. That’s better transaction management software for you, your admins, your agents, and your company. See all your transactions & tasks on one page. Automate reminders, tasks, and milestones. Send emails and attachments in less time. Better is simple. Make the process simpler for everyone. No matter how you work, give your entire real estate company a better way to stay on schedule, streamline communication, and close on-time. Focus entirely on transaction management. Customize checklists for your company. Give agents access with the right permissions. Start for free, and scale with ease. Better transaction management focuses on the core features that make a measurable difference, save time, and allow companies to grow and scale with ease.Starting Price: $75 per month -
22
Flueid
Flueid
Use title data and insights to convert borrowers seconds after a home equity application is placed and know which opportunities can be fast-tracked to a 5-day or less closing. Use title data to understand the viable loss mitigation strategies available to you as the servicer, and your borrower, as early as the 30-day delinquency mark. Receive the report in under a minute. Think of a verification of employment or income. Flueid’s data-driven VOT solutions streamline the complete mortgage lending, title & closing, servicing & secondary markets processes. Fueled by our leading Flueid Decision platform, our VOT products make key title data and intelligence accessible during critical decision-making steps in a real estate transaction. This eliminates silos between title and closing and other workflows for a streamlined consumer experience. Our VOT products are purpose-built for every team. An easy-to-use workflow tool, they provide you with a title clearance decision.Starting Price: Free -
23
BeYat
BeYat
BeYat the Simple & Efficient real estate software. Editors of innovative solutions dedicated to real estate professionals: Transaction software, created. Innovative software, easy to use and fun. BeYat will seduce you with its playful and refined interface, its ease of use and all of its innovations that will make your real estate agency the most responsive in your neighborhood! Website creation dedicated to real estate agencies. We manufacture all types of tailor-made real estate websites or in kit, modular and dynamic! Real estate chatbot & cloud consulting. Get your agency off the ground in a minimum of time. Real estate transaction software, mobile app, website, real estate chatbot and Cloud consulting. Real estate transaction software - website creation - real estate chatbot. Innovative real estate software, easy to use. Custom creation of your agency's website. BeYat launches the first real estate chatbot in France. Transformation of your agency towards Cloud Computing tools.Starting Price: €69 per month -
24
Lone Wolf
Lone Wolf Technologies
Lone Wolf Technologies is a leading provider of cloud-based software for the real estate industry. The company delivers an end-to-end platform designed to help agents, teams, brokers, MLSs, and associations manage their entire business—from lead generation to transaction close. Lone Wolf’s product suite includes solutions for CRM and lead management, digital transactions, back-office accounting, transaction management, analytics, and website/marketing tools. Key products such as Relationships (CRM), Transactions (transaction management), Back Office (accounting and brokerage operations), and Boost (lead generation and marketing) help real estate professionals streamline workflows, stay compliant, and deliver better client experiences. By connecting every stage of the real estate lifecycle in a single ecosystem, Lone Wolf Technologies helps real estate organizations operate more efficiently, close more deals, and grow their business. -
25
Optima-CRM
OptimaSys Group Spain
CRM or Customer Relationship Management is a very broad term. Optima-CRM is the real estate software focusing on practically proven processes that allow you to take and keep control over your business and your teams. Designed for very experienced users and novices altogether. Optima-CRM covers all types of real estate & transactions. You can finally handle any transaction related to residential-commercial-industrial-land in one place, from any device at any time. Whereas other solutions stagnated, Optima-CRM is in constant evolution, integrating new functions constantly based on market changes and trends from around the globe. Our international users define where we are heading next! Our solutions are available in all the main languages so you can work in the comfort of the language you best manage. Furthermore our support team is multilingual to better assist you by phone, email, chat, tickets or in person, whenever you need us. -
26
ClosedEasy
Laejri
ClosedEasy is a web-based escrow communication and transaction-status tool for real estate agents, transaction coordinators, teams and brokerages. Its client-facing board shows milestones, deadlines, actions, document requests and appointments. Agents and coordinators can create deals from contract data or reusable templates, adjust dates, share a secure link, and send email or text updates as transactions progress. Clients can view status, upload requested documents, ask a deal-specific assistant questions, and receive reminders. Team and brokerage workspaces add multi-deal oversight, coordinator assignments, activity records, reports and branded boards. Calendar feeds reflect schedule changes, while signature documents can be added by copying ClosedEasy on supported e-signature emails. It works alongside a brokerage’s transaction or compliance system as a client-communication layer, rather than replacing that system.Starting Price: $35/user/month -
27
Real Estate Cabinet
Real Estate Cabinet
Explore why we're the simplest most cost of effective. Other real estate document systems include features that you simply don’t need. Simple real estate document storage with great real estate-specific features. Don’t pay for ridiculous features you don’t need. Now is the time to go digital and now is the time to select the most cost-effective real estate document filing solution possible. As low as $30 a month for a complete, real estate-specific document storage solution. You never pay on the number of agents or client files. Your monthly storage fee is the only fee. Broker upload, agent upload, email and share, and auditor access with ease. You can download your files at any time. Create a digital environment to maintain compliance and a workflow environment for you, your licensees, and your clients. Take a test drive with no required commitment. Dating back to 1989, the Key Companies have been providing real estate-related services to thousands of clients across the United States.Starting Price: $50 per month -
28
ZigSig
ZigSig
ZigSig is a digital real estate technology platform that streamlines and automates notary closings for escrow, title, LOS and lenders. -
29
Ochresoft Intelliworks
Ochresoft
Ochresoft’s core product, Intelliworks, is a market-leading legal case management and workflow solution designed by lawyers for lawyers that helps law firms streamline and automate complex legal work such as conveyancing, private client services, probate, wills, LPAs, and general legal matters while reducing risk and administrative burden. It combines intelligent automation with tailored workflows, complete matter tracking from client onboarding to resolution, and a rich legal content library that is automatically updated to reflect changes in law, regulation, and best practice, ensuring compliance and consistency in service delivery. Intelliworks integrates case management, document management, audit trails, and task reminders within a single platform to improve efficiency, reduce errors, and free legal teams from routine tasks. It also supports seamless integration with external systems and desktop tools to reduce data re-entry and enhance productivity. -
30
Endpoint
Endpoint Closing
We’re more than just digital closing technology. We are a team of escrow closers and tech specialists, working together to create a modern closing experience, for all parties in the real estate transaction. Easy closings so you can stay focused on your next home showing Access our robust suite of features from any of your devices to offer your clients the best home closing experience possible. Real-Time Notifications, Transaction Dashboard, Progress Tracker, In-App Messaging , E-Sign & Document Management, Dedicated Closing Team. Closing made simple for you and your clients. We’ve taken a whole new approach to escrow. By streamlining document submission and asking for key information earlier, Endpoint creates a closing that's on time and hassle-free, resulting in a truly effortless experience. Simplify your closings from start to finish. Get your time back with solutions that make your clients happy. Real-Time Notifications, Transaction Dashboard & Progress Tracker -
31
Ellipsis
Qualitech
Ellipsis is a lease management application that standardizes and streamlines the lease abstracting process and automates the administration and management of time sensitive lease data. Users include: Those involved with day-to-day management of lease data. (property managers, asset managers, lenders and leasing brokers) Those involved with the abstracting of leases associated with due diligence and the acquisition, disposition and financing of real estate. (buyers, sellers, lenders, investment brokers, consultants, lawyers and accounting firms) Those involved with the business-to-business exchange of lease data. -
32
Closinglock
Closinglock
Closinglock is a secure, all-in-one platform that modernizes and safeguards real estate closings by replacing risky email/fax workflows with encrypted, audited processes, ensuring wire transfers, payoff statements, documents, and signatures are handled safely. It helps title companies, escrow agents, lenders, and real estate law firms send and receive wire instructions through a SOC 2 Type II–certified portal with 256-bit AES encryption, preventing the business email compromise schemes that account for billions in annual losses. Beyond secure wire transfers, Closinglock offers identity verification (including ID checks and selfie-based verification), bank-account and payoff-account verification (via integrations with financial institutions), and a “Good Funds” payment tool for earnest money deposits or cash-to-close payments. -
33
Form Simplicity
Form Simplicity
In today’s busy real estate world, time is money. Form Simplicity is designed for busy real estate professionals like you to create transactions efficiently while mitigating risks. First, create time-saving templates, groups of frequently used forms, with pre-populated data. Enter data in a field once, and it will automatically populate into all the other standard fields throughout the transaction. Then, import data from the MLS. Form Simplicity’s automation tools reduce typing and increase productivity. eSign, Form Simplicity’s electronic signature solution, saves countless hours by quickly capturing signatures. As a Form Simplicity user, your Libray of Forms includes the most current versions of your association’s, MLS’s, or brokerage’s forms. With Form Simplicity, you can be confident the forms in your clients’ transactions are always up-to-date, protecting you and your clients from risk. -
34
BatchLeads
BatchService
BatchLeads is a comprehensive property intelligence platform for real estate professionals, lenders, title companies, and property service providers. It allows businesses to generate leads, manage lists, find on- and off-market deals, and engage with property owners and real estate agents. Unlike other property search tools, BatchLeads offers advanced search filters, including household demographics, mortgage information, listing data, and major life events indicating motivations to sell or acquire specific residential services. With built-in comp tools, calculators, and exportable reports, you can make offers and assess risk on the go. Click-to-dial and Direct Mail campaigns help start conversations and scale brand awareness efficiently. You can also export properties and contact information to your CRM or third-party tools through integrations and APIs. Organizations primarily use BatchLeads for lead generation, list management, data enrichment, marketing, and customer relationships.Starting Price: $77 per month -
35
Qualia
Qualia Labs
Qualia is the leading digital closing platform used by real estate professionals, lenders, and homebuyers in the United States. Processing real estate transactions for millions of consumers each year, our technology brings together users from across the real estate ecosystem to coordinate every step of the closing process through a secure shared platform. Built by a diverse team of experts from across the tech, finance, and real estate industries, Qualia combines an enterprise title and escrow production platform, nationwide vendor marketplace, and online closing room for consumers to create a secure, seamless home buying experience for all. -
36
SuperDocs
SuperDocs
SuperDocs is a cloud-based legal document and court-form automation platform for California attorneys, law firms, paralegals, and Legal Document Assistants. It helps users prepare court filings by organizing client and case information and reusing it across supported forms, reducing repeated data entry. The platform provides a library of more than 7,000 California Judicial Council, county, and federal forms, with tools for building reusable form packets and managing case documents. Online intake questionnaires collect client and matter details, while a client portal supports document review, approvals, and electronic signatures. Legal professionals can organize, search, and share cases and documents through the browser-based service. SuperDocs is intended for workflows centered on preparing and coordinating legal forms and related client documents; its listed plans include a seven-day free trial.Starting Price: $79.95/month -
37
DecisionVault
DecisionVault
DecisionVault supports client data gathering and matter tracking for Trust & Estates law firms. Clients complete an online questionnaire on a mobile device or laptop, providing details about people and assets relevant to an estate plan. They can update information and upload documents until the firm locks the matter for drafting. The firm can review each matter's contacts, assets, and answers in one place; export an asset overview to a formula-filled Excel sheet; and prepare a design sheet for attorney meetings. Integrations with WealthCounsel, Interactive Legal, Clio, MyCase, LEAP, and other tools sync selected matter data, reducing duplicate entry. Staff track matters by stage, from invitation through signing, flag missing information, and use automated reminders to follow up with clients. -
38
Report On Title
Property Marvel
Report On Title, by Property Marvel (PM-ROT), enables your firm to quickly and accurately produce the conveyancing reports below. Writing these reports is a critical, time-consuming, and difficult step in the conveyancing process. PM-ROT provides a superior way of approaching this task which will save your firm time and money, as well as improve the quality, consistency, and compliance of your reports. Choose your report type, then complete our intelligent questionnaire, which re-configures based on the choices made. The questionnaire ensures the report's structure is correct and contains all the elements required for the matter in hand. The screen is split. As questions are answered on the left, the report is generated in real-time on the right. You can add precedents to the report from our extensive pre-defined library. You can also create your precedents to supplement ours. -
39
Gavel
Gavel.io
Gavel is a legal AI and document automation platform that helps lawyers review contracts, redline agreements, and create legal documents faster. Gavel Exec supports contract review in Microsoft Word and online, allowing legal teams to generate first-pass reviews, draft clauses, add comments, and compare contract terms against market data. Gavel Workflows turns intake answers into finished Word documents and PDFs, helping firms automate document creation and reduce repetitive drafting tasks. The platform includes tools for secure client intake, conditional logic, calculations, reusable templates, and client-facing workflows. Gavel is built for legal professionals and supports practice areas such as estate planning, family law, real estate, corporate law, probate, bankruptcy, and employment law. With security features such as SOC 2 and HIPAA-compliant databases, AES-256 encryption, and a zero data retention policy, Gavel helps legal teams streamline work.Starting Price: $83 per month -
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RCM Virtual Deal Rooms
RealCapitalMarkets.com
Whether you’re managing acquisitions, dispositions, asset portfolios, or the fundraising process, RCM’s Virtual Deal Rooms provide a secure way for commercial real estate professionals to share and store sensitive information online. Easily distribute confidential documents within your firm and across professional networks anytime, anywhere, and from any device, and do it all with the confidence of knowing your information is safe, secure, compliant and fully auditable with bank-grade security. Since 1999, Real Capital Markets has been the leading provider of virtual data room solutions for commercial real estate owners, brokers, lenders, equity partners, sevicers, asset managers, attorneys, title companies and others. RCM’s VDRs provide vigilant document protection for a variety of commercial real estate applications. Real Capital Markets is the global marketplace for buying & selling commercial real estate. -
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BrightCat Data
BrightCat Data
BrightCat Data delivers Canadian property intelligence built on 12 years of continuous weekly data across all 10 provinces. The platform unifies residential listings, sold transactions, rental inventory, and commercial properties into one longitudinal dataset covering millions of properties. Five products: Listings tracks active residential inventory with lifecycle events. Sold captures transactions with ask-to-sold spreads. Rentals provides weekly rental data by city and neighbourhood. Commercial covers national commercial activity with dual-listing detection. Core ties everything together with HPI repeat-sale analytics. Access via Snowflake Marketplace, enterprise licensing, or native MCP server for AI agents. Built for insurance carriers, banks, mortgage lenders, telecom providers, direct marketers, AVM developers, and proptech teams. Use cases include pre-mover marketing, underwriting enrichment, portfolio analytics, and AI-powered property applications. -
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SoftPro
SoftPro
SoftPro is the industry leader in providing real estate closing and title insurance software solutions. With more than 14,000 customer sites and over 60,000 users nationwide, our software has been recognized by the American Business Awards every year since 2007 for winning awards in Superior Customer Service, Support and Product Development. SoftPro Banking is a platform for securely sending and receiving wire transfers from within SoftPro Select. With SoftPro Banking, users can manage wire transfers from a network of integrated banks across the U.S. All of our products have been created with you in mind: data is entered just once and carried throughout the entire SoftPro application. You can build a product suite that's best for you with a variety of modules for your specific needs. All of our products have been created with you in mind, data is entered just once and carried throughout the entire SoftPro application. You can build a product suite that's best for you. -
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econveyance
Dye & Durham Corporation
Real estate conveyancing the easy way. Dye & Durham’s conveyance application simplifies and expedites the process of buying, selling, and financing residential real estate by connecting many of the participants in the property transfer process, and offers a secure and efficient means of completing transactions online. Manage your practice Better manage tasks and keep track of daily operational activities, ensuring your resources are optimized for maximum efficiency. Manage complex transactions Easily manage calculations and transactional data such as pro forma calculations, land transfer tax, and other closing adjustments. Grow your business Leverage your client data and leading-edge technology to provide better value to your clients and to grow your book of business. Built-In due diligence Proprietary artificial intelligence technology that allows you to undertake due diligence tasks that were traditionally completed manually. -
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iEstate
Aspire Systems
Aspire Systems, an Oracle Partner has built iEstate, a SaaS (software as a service), cloud-based Real Estate Property Management Solution on the Oracle Cloud platform. It helps Property Developers, Real Estate companies and Lease Management Firms streamline business processes and manage areas like Property Sales Management, Leasing Management, Sub-contractor Management and Facility Management. It enables an excellent omnichannel customer experience and includes features like Sales, Social Engagement, Billing and Payment Automation. With the help of advanced geocoding functionalities and interactive GMAP features, iEstate has enabled a 360° Property View feature which is a long shot from our competitors. With iEstate, companies can also cater to leads that come from social and marketing platforms and can convert them into actual buyers and deals. -
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Reggora
Reggora
Reggora is a cloud-based appraisal management platform that helps mortgage lenders streamline, automate, and accelerate the residential real estate appraisal process through a unified digital workflow. It connects lenders with appraisal vendors in one efficient process within the loan origination system, enabling faster, higher-quality appraisals while reducing operational costs and manual work. It automates key steps such as ordering, scheduling, compliance checks, communication, review, delivery, and vendor payments, giving stakeholders real-time visibility into appraisal status and performance. Reggora also offers an Appraisal Marketplace that intelligently matches orders with qualified appraisers based on real-time data and performance metrics to improve turn times and quality. Deep integrations with LOS and POS systems help eliminate fragmented workflows and deliver documentation to internal and external stakeholders in near real time, improving efficiency. -
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Referent
AI Lawtech Sp. z O.O.
Referent is an AI-native practice management platform designed to help law firms automate operational work while keeping lawyers in control of critical decisions. The software uses legal AI agents to manage client intake, matter creation, task routing, email filing, document organization, calendar syncing, and CRM updates. Referent connects with tools such as Gmail, Google Calendar, Google Drive, Outlook, and Microsoft 365 to bring correspondence, meetings, and files into the right matter records. Lawyers can run their practice by voice or natural language, asking Referent to move matters forward, draft agreements, schedule meetings, and prepare client communications. The platform requires lawyer approval for important actions and keeps AI activity logged and auditable. Referent helps solo lawyers, boutique firms, and larger legal teams reduce administrative work, organize firm data, and operate with more speed, consistency, and leverage. -
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dotloop
dotloop
On average, every month, over 150 real estate brokerages and teams switch to dotloop's transaction management software. Currently supporting more than 9,000 brokerages and teams across the U.S. and Canada, dotloop touches more than 50% of all U.S. real estate transactions and has earned a near-perfect 98% Retention Rate. Not to mention a top-rated mobile app - 4.8/5 stars with over 42,000 reviews.Starting Price: $29.00/month -
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ClosingCorp
ClosingCorp
Streamline the quoting and ordering of critical settlement services needed to originate and service a loan—taking friction, cost and risk out of the process. A mortgage lender solution that integrates loan file information, transfer tax, recording data, service fees and lender business rules and requirements, all in a single, seamless process and platform. With one click, and in less than a minute, loan originators can receive actual rates and fees with enhanced logic built in – not estimates. A single web-based portal allowing anyone involved in a residential mortgage transaction to order and receive real estate services from multiple integrated vendors. Integrated data is entered once to order 6 products in less than sixty seconds significantly streamlining the ordering of critical settlement services needed to originate and/or service a loan. -
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Finance Lobby
Finance Lobby
The commercial real estate financing marketplace that connects commercial mortgage brokers to lenders to make the perfect-fit deals. As a commercial mortgage broker or lender, the faster you can connect on a deal, the faster you can close it, but today, commercial real estate financing depends on both parties spending hours working their networks but often missing the perfect connection. We’re the online marketplace that matches commercial brokers and lenders efficiently and easily. With our innovative technology, it’s nearly effortless to make perfect-fit deals. Expand your reach and tap into a virtually unlimited pool of lenders. Our CRE marketplace uses a proprietary, preference-based algorithm to intelligently bring supply and demand together, offering a smarter way to match brokers with exclusively the lenders who can make the deal happen. In other words, brokers get exactly what their client wants while lenders only see the deals they can quote, a win-win for everyone. -
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FinLocker
FinLocker
FinLocker is a transactional personal financial assistant tool that enables loans and financial transactions. With consumer consent, FinLocker captures key borrower data (e.g., assets, income, taxes, credit, real estate, credit, insurance, and more) and applies intelligent analytics such as loan product recommendations based on a consumer’s financial profile, asset and income verification, and more. Plus additional innovative features, such as preparing first-time homebuyers financially, 140+ mortgage education videos, and real estate search. A secure data and document vault. With consumer’s consent, FinLocker retrieves and aggregates data from trusted sources and applies AI for insights and recommendations. Lenders can communicate with the consumer and offer promotions, products, customized notifications or personalized recommendations. Borrowers are given unprecedented insight into and control over their data, giving them greater confidence.