How It Works

The TC workflow. Running automatically.

One survey captures everything. The Queue surfaces what needs your attention each morning. Everything else — showings, e-signatures, deadlines, co-op communications — runs without you.

Phase 01

The Survey

One form. All data captured.

Fill out one survey. The rest maps itself.

At your listing appointment, or at the buyer consultation — before anything is signed or scheduled — you complete a single Conveyance survey. That survey captures the property address, all party information, key dates, and agent/client preferences.

That data maps forward automatically. It populates document templates, pre-fills contact fields for every party in the transaction, and seeds the transaction timeline. You never enter the same information twice.

Listing survey captures

  • Property address + MLS data
  • Seller name, email, phone
  • Escrow officer
  • Preferred closing date
  • Listing price and terms
  • Agent preferences

Buyer survey captures

  • Buyer name, email, phone
  • Pre-approval status + lender
  • Target price range and area
  • Preferred showing availability
  • Buyer agent info
  • Timeline and flexibility
Phase 02

The Queue

Review and approve. Click Send.

Your morning brief. Every action drafted. Every response ready.

Each morning, Conveyance surfaces a prioritized list of actions across all your active transactions — sorted by urgency. Status updates to sellers. Check-in messages to buyers. Deadline reminders to co-op agents. Every one of them is drafted in your voice, ready to send.

You review. You approve. You click Send — or you edit first. The action routes to the right person through the right channel. You never write the same message twice.

What appears in The Queue
01 Seller status update (weekly)
02 Buyer check-in after showing
03 Deadline reminder to co-op agent
04 Earnest money confirmation follow-up
05 Inspection response follow-up
06 Post-close thank you message

You set the autonomy level. Some agents approve every action. Others let certain categories send automatically. You control the dial.

Phase 03

The Automation

No review required.

The parts that don't need you. Running.

Not everything needs your eyes. The logistics layer of every transaction — confirmations, document routing, deadline tracking, integration reads — runs automatically in the background. Conveyance connects your tools and handles the data flow so you never have to.

REPC Auto-Parse

Contract-to-Close

Upload the executed purchase contract PDF. Conveyance reads it and automatically populates your transaction timeline with every key date — inspection period, appraisal deadline, loan approval, possession date, closing.

Showing Sync (Aligned Showings)

Listing + Buyer Workflow

Connect your Gmail. Conveyance reads Aligned Showings confirmation emails automatically and populates your Showings tab — no manual entry. Confirmation messages to buyers go out automatically.

Built-in E-Signatures

All Phases

Documents in Conveyance's brokerage-specific library route to all parties for signature automatically. Everything is signed, returned, and stored — per Utah document retention requirements — without you managing the chain.

Deadline Tracking + Escalation

All Phases

Every deadline from pre-listing through post-close is tracked. When a deadline approaches without a response, Conveyance escalates automatically — first to the co-op agent, then to you if unresolved. Nothing slips.

Phase 04

The Dashboard

Full visibility. No calls required.

Every transaction. Every status. One screen.

The Conveyance dashboard is your command center. Every active transaction displays in a pipeline view — Pre-Listing, Prep, On Market, Under Contract, Closed. Status updates happen in real time as actions complete.

At the top: a running counter of the total hours Conveyance has saved you, and the equivalent dollar amount. The longer you use it, the more compelling that number gets.

5
pipeline stages tracked automatically
0
phone calls needed to check deal status
168
hours per week the system is active
The Chrome Extension

Your co-pilot in the browser.

The Conveyance Chrome Extension works alongside the web app — it doesn't replace it.

When you're on an MLS listing page, the Chrome Extension pulls tax record data to pre-fill your listing fields — address, square footage, year built, lot size. When you're scheduling a showing, it routes through Aligned Showings without you leaving your tab.

The Chrome Extension is a co-pilot, not an autopilot. It prepares and routes actions. You execute.

This is intentional. All licensed real estate activity — advising, negotiating, deciding — stays with the licensed agent. The Extension handles the data layer.

What the Extension does
Pulls MLS number from tax record data
Maps listing data from survey to MLS fields
Routes showing requests through Aligned Showings
Generates MLS public remarks from property data
Surfaces buyer listing alerts while browsing
Autonomy Settings

You decide how much runs automatically.

Conveyance isn't all-or-nothing. Every automation type has a setting: Auto-send, Queue (needs your review), or Off. New users typically start with everything in Queue mode — you see every action, approve before it goes. As you get comfortable, you move categories to Auto-send. The system learns your rhythm.

Auto-Send
Runs and sends without review
Queue
Drafted and surfaced for your approval
(Default)
Off
Automation disabled for this category

Autonomy settings are available on both Standard and Pro tiers.

Conveyance automates the administrative and communication layer of real estate transactions — status updates, deadline tracking, document routing, showing confirmations, and milestone reminders. All licensed real estate activity, including advising clients on contract terms, negotiating on behalf of clients, and making material decisions on a transaction, stays with the licensed agent. Conveyance is not a licensed real estate brokerage and does not engage in licensed real estate activities.

Ready to See It

Apply for early access.

June 2026 cohort is open. 20 spots. Application review takes 48 hours.

Apply for Early Access →