Conveyancing Sales Management Software

We enable you to ditch panel managers and work directly with your referral network -
empowering you to take control of the conveyancing process.

The UK conveyancing market is competitive. Perfect Portal is the conveyancing sales management system that enables you to generate more conveyancing instructions and improve your profitability; whilst also increasing your efficiency via streamlined communication processes.

Perfect Portal empowers you to build stronger, more meaningful relationships with mortgage brokers and real estate agents, which helps to increase your instructions. Whether you have previously been reliant on panel managers or have never paid referral fees, Perfect Portal is designed to empower you to control your conveyancing.

We understand that sales is not your focus. Perfect Portal makes converting quotes easier. We will automate your quoting process and become an extension of your sales and marketing team.

Perfect Portal enables you to focus on what you do best by generating quotes and automating much of the sales process. We also provide a human touch by coaching you on the art of converting quotes into instructions. We can even follow up quotes for you with our team of quote conversion specialists.

In a nutshell, Perfect Portal enables you to:

  • Make more money.
  • Gain an advantage over your competitors.
  • Build new relationships with the estate agents and mortgage brokers.
  • Protect your stakeholder relationships.
  • Analyse your business relationships and distinguish your earnings from private and direct clients.
  • Build your conveyancing department and collaborate with other parties.
  • Drive business development of new referrers and new clients building lasting and repeat relationships.

Perfect Portal is proud to have achieved the Legal Eye Quality Standard.

The Legal Eye Quality Standard is an award given to Solicitors, Licensed Conveyancers
and providers of legal information services that meet the Legal Eye criteria.

Ready to ditch panel managers and place yourself back in the driver's seat?

Book your obligation free demonstration today or call us for more information 0845 556 0077.

Book a Demonstration