Introducing APS Data Extraction: Drop In the APS, Skip the Re-Keying
Upload the Agreement of Purchase and Sale and Lexo sets up the intake, pre-fills your client's questionnaire and carries the details through to your conveyancing software.
Every real estate file starts the same way. The Agreement of Purchase and Sale arrives, and someone at your firm reads through it and copies the details into one place after another: the intake, the client questionnaire, and eventually your conveyancing software.
The information already exists in the APS. So why key it in again?
With APS Data Extraction, you don't have to.
How it works
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Drop in the APS.
Upload the Agreement of Purchase and Sale to a new matter in Lexo. -
Lexo sets up your intake.
Lexo extracts the information needed to send the intake and populates it for you, so your client receives the questionnaire sooner. -
Your client's questionnaire is pre-filled.
Any question you'd normally ask your client that the APS already answers is filled in automatically. Your client reviews and confirms what's there instead of starting from a blank form, which makes the questionnaire faster to complete and less likely to come back with mistakes. -
Details for your conveyancer are carried forward too.
Some information in the APS is never part of the client questionnaire but still matters to the file. Lexo captures those details as well and pushes them through to your conveyancing software, so your clerks aren't entering them by hand.
Why it matters
Manually transferring information from an APS takes time, and every re-entry is another chance for human error. A mistyped closing date or a misspelled name early in a file can cause problems all the way to closing.
APS Data Extraction saves time at each stage of onboarding:
- For your firm: Files are set up in minutes instead of being built field by field.
- For your clients: Questionnaires arrive partly completed, so there's less for them to fill in and less to get wrong.
- For your clerks: Information flows into your conveyancing software without being typed in again.
The result is less duplicate entry, better accuracy, and a shorter time from receiving the APS to having a fully onboarded file.
See it in action
Book a demo of Lexo today.