Generate quotes for prospective clients, whether they are working in the office or are using a mobile device on-the-move.
Quotes include legal fees, stamp duty and search fees. This transparency eliminates any uncertainty about conveyancing costs. In addition, quotes use language that clients can relate to, to help you win more business.
This can be broken down per branch and per negotiator for a 360 degree view of office activity.
When you mark a case as complete, you will receive a copy of the email that’s sent to your accounts department that notifies them that the referral fee is due. Your referrers can then manage payments and mark them as paid. This encourages them to log on, check their pipeline referral fees, and ensure that their fees are topped-up by sending you more work.
Estate agents and mortgage brokers quoting on your behalf can tag your quotes as warm. An alert is then sent to your email inbox for immediate follow up. A fast response from you not only strengthens your relationship and ensures repeat business from the agent and broker, but also increases your rate of conversion for instructions.
Our trained client relationship team will help you engage with your estate agents and mortgage brokers by on-boarding them for you. We also offer and can provide sales tutorials for your estate agents and business clients on how to use Perfect Portal ensuring they can start to quote and instruct you straight away, or we will provide you with tutorials enabling you to engage and inform your referrers easily and efficiently. Our wealth of knowledge within the conveyancing sector will ensure we are on hand to support you to engage with your referrers directly.
Book your obligation free demonstration today or call us for more information 0845 556 0077.