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At Securexchange, we’re continuing to enhance the platform with smarter tools that help agents work more efficiently, uncover new opportunities and deliver a better client experience.
From connecting your CRM and transaction workflow to helping you prospect, access information and simplify everyday tasks, these latest enhancements are designed to support more of the work agents do every day.
Here’s what’s new in Securexchange.
Your CRM is where your day starts. Now, it’s where your transactions can move too.
Securexchange is now integrated with MRI Vault, giving agents a modern and more efficient way to manage property transactions. You can launch Securexchange directly from Vault, complete key transaction tasks and automatically sync activity back into your filing cabinet.
This creates a more connected workflow from listing to exchange, helping reduce manual administration while giving agents a simpler way to manage transactions.
You can:
The most successful agents aren’t just focused on the sale in front of them. They’re actively building their network and staying front of mind with the right people. That’s why we introduced Owner Lookup, giving agents an easier way to identify property owners in New South Wales and Queensland without purchasing a title search.
Whether you’re qualifying a new lead or looking for a more relevant way to connect with potential vendors, Owner Lookup can help turn property information into new business opportunities.
You can:
Need a title search? Chasing a document? Looking for an answer? Just ask Tilly, your AI-powered support assistant available directly within Securexchange.
Tilly is designed to be your go-to for everyday questions and tasks, using simple, everyday language to help you get the support you need.
Tilly can help you:
Think of Tilly as an extra helping hand when you need support. Look for the purple Ask Tilly button in Securexchange to get started.
Preparing Seller Disclosure just became easier. AI-powered automation is now included in Securexchange’s Seller Disclosure Tool at no additional cost, pre-filling relevant fields throughout Form 2 using information extracted from supported search results and certificates.
Key benefits:
Commercial transactions often involve more moving parts and information to verify. Instead of switching between multiple systems, you can now search organisations by company name, ABN or ACN and order ASIC company extracts and PPSR searches directly within Securexchange.
With commercial searches available through the platform, you can access the information you need, keep your workflow organised and keep transactions moving.
Key benefits:
We’re continuing to evolve Securexchange with tools that help agents work smarter, grow their business and deliver more for their clients.
Stay tuned for more enhancements coming soon.