An Interactive Dashboard is at the heart of the end-to-end system. Your conveyancing team has visibility of all quotes, conversion rates and instructions generated. The dashboard is an instant snapshot of where your work is coming from, enabling you to monitor, track and analyse your referrer relationships at a glance, ensuring that no referrer slips away undetected.
Dashboards are available for you, your team, your clients, and the teams of all of your referrers. The wealth of information can be enjoyed as it is presented on the dashboard, without having to generate a report increasing engagement.
Your estate agents and mortgage brokers will become reliant upon the transparency of data at hand, which encourages them to send you more work.
Clients have access to their own dashboard with a workflow timeline, helping you manage their expectations through every step of the conveyancing transaction. As consumers demand more technological tools, your firm will be at the cutting edge of conveyancing updates.
Clients can access Perfect Portal 24/7, from the device of their choice improving your customer service.
Book your obligation free demonstration today or call us for more information 0845 556 0077.