✨ Improved Conveyancing Integration in Dezrez CRM
We’ve enhanced the connection between Dezrez CRM and our conveyancing integration, making it easier for estate agents to manage sales progression and legal information all in one place 🏡
This update helps reduce manual admin, improve accuracy, and give your team clearer visibility of every transaction as it moves through your pipeline.
🚀 What’s new?
For branches using Dezrez’s conveyancing referral partnership, Sales Progression records are now more closely linked with the relevant conveyancing case.
✅ You can now:
- 🔎 Select an existing Hoowla case directly within a Sales Progression record
- ⚡ Automatically populate solicitor and case details
- 🔗 Link each sale to the correct conveyancing case
- 🔄 Keep conveyancer details in sync between Dezrez CRM & Dezrez Legal
- 🚨 Receive alerts when conveyancer details change and need updating
Where the right case information is available, Dezrez will automatically pull through key legal details — reducing the need to re-enter data manually.
🔔 Easier updates when details change
If conveyancer details are updated:
- ⚠️ A warning icon will highlight the change in the Sales Progression screen
- 🖱️ You can review and update the details in just one click
This ensures your team always works with accurate, up-to-date information.
🔗 Clearer connection between sales & conveyancing
By linking Sales Progression records with conveyancing cases:
- 👀 Your team can access key legal updates instantly
- 🔄 No need to switch between systems
- 📊 Stay fully informed throughout the transaction
💼 What this means for your agency
⏱️ Less manual admin
Spend less time updating records across systems — key information flows directly into Dezrez.
✅ Fewer errors
Keep solicitor and case details aligned to reduce duplication and outdated data.
📈 Better pipeline visibility
See exactly where each sale stands and who’s involved at every stage.
🤝 Smoother sales progression
Accurate, real-time data helps reduce delays and keeps transactions moving.
🌟 Improved client experience
Provide buyers and sellers with faster, more confident updates.
🧩 Supporting your end-to-end workflow
This update strengthens Dezrez as your all-in-one platform 🏢
By bringing CRM, sales progression, and conveyancing closer together, you can:
- Simplify processes
- Improve visibility
- Manage the full journey from instruction to completion — all in one place
📍 Availability
This functionality is available to branches using Dezrez’s conveyancing referral scheme.