Agent walkthrough

Watch one stop and wait for you.

Seven steps through a conveyancing intake, from the referral landing in a shared inbox to the audit log at the end. You advance every step, and at step five nothing moves until you release it. That pause is the product.

Illustrative example

Every name, address and date below is invented.

The workflow, the checks and the approval gate are exactly how a deployed intake agent behaves. The firm, the vendors, the property and the timestamps are constructed so the walkthrough has something concrete to run on.

Steps six and seven stay locked until you release the draft at step five.

Step 1 of 7 . Work arrives

A referral lands in the shared inbox.

Nobody has read it yet. This is where most intake delay is created: the work exists, and it is waiting for a person to have a free half hour.

Referral: 14 Mercer Street, Geelong VIC

From: Priya Naidu, Harper & Lane Property
To: conveyancing@ (shared inbox)
Reply to: priya@harperandlane.example
Received: Tuesday 09:04

Morning, we have a signed contract on 14 Mercer Street, Geelong VIC. Vendors are J. and M. Okafor.

Settlement is 60 days from the date of contract. Contract of sale and the section 32 are attached.

The Okafors are contactable on the mobile in the contract and would like to hear from someone today if that is possible. Can you take it from here?

Thanks, Priya

On an ordinary morning this sits unread until someone opens the inbox. The agent is watching the inbox, so it starts here.