WHAT MOVES
to Unity from The Conveyancer
Be aware of what moves
Much of your information from The Conveyancer is automatically moved over to Unity. But it’s not an exact 1-1 move. Please note the following:
| Feature | Moved (Yes/No) | Notes |
|---|---|---|
| Existing Transactions | No | Existing transactions prior to your Unity go live date must be completed in The Conveyancer |
| Client Contacts | Yes | Each contact is moved over individually |
| Master Documents / Letterhead | Yes | All masters should be moved over as part of the transition process. If elements are missing please contact DoProcess customer support |
| Private Solicitors | No | A publicly available crowdsourced solicitor database is available in Unity |
| Mortgagee Data | Yes | Both private and institution mortgage data is migrated to Unity and remains private to your firm |
| Surveyor | No | A publicly available crowdsourced surveyor database is available in Unity |
| Real Estate Agents | Yes | Real estate agent contact data is migrated to Unity and remains private to your firm |
| Condo Corporations | Yes | Condo corporation contact data is migrated to Unity and remains private to your firm |
| Residence Associations (Alberta only) | Yes | Residence association contact data is migrated to Unity and remains private to your firm |
| Insurance Companies | No | A publicly available crowdsourced insurance company database is available in Unity |
| Jurisdictions | No | A publicly available crowdsourced jurisdiction database is available in Unity |
| Management Companies | No | A publicly available crowdsourced Management Company database is available in Unity |
| Mortgage Brokers | No | A publicly available crowdsourced Mortgage Brokers database is available in Unity |
| Real Estate Brokers | No | A publicly available crowdsourced Real Estate Brokerage database is available in Unity |
| Configurations | Yes | Existing conveyancing configurations are migrated if applicable |
| Third Party Credentials | Yes | Third party credentials for mortgage instruction, title insurance and other integrations are migrated from The Conveyancer if available. |
| Staff Profiles | Yes | Clients must however specify what profiles from The Conveyancer are to be migrated as part of the transition process |
| Billing Information | Yes | Existing credit card set up is persevered. Invoices are also available |
Your first day with Unity
On your first day using Unity you will need to do a few things to get going:
- Set up your Unity user profile
- Complete the Unity System Set-up Tasks checklist to update your workstation configurations
- Log into Unity and check your documents
- Visit the DoProcess University (available from within Unity) and complete the Introduction to Unity Program