Key Stages & Client Portal

It’s not just your referral partners that want regular progress updates. Client expectations have changed, so the technology we provide must change too. With access to their own dashboard, clients can access a workflow timeline with real-time updates, from any device, giving them the flexibility they need and expect.

Keeping everyone updated throughout the process can be difficult, with clients often chasing for a progress update. Only one third of homebuyers are currently satisfied with the frequency of communication from their conveyancer. Our new Perfect Update app and an online client portal ensures home movers are notified of updates on the process in real-time, improving your service offering.

It’s not just clients that want to be kept informed. Key Stages enables you to keep all parties informed every step of the way. With full transparency of data for real estate agents and mortgage brokers, they’ll be encouraged to increase their referrals to your firm.

 Perfect Update, an app to update clients on case progress

 Are you looking deliver on your clients' expectations? Book a demo or request a brochure today to see how Perfect Portal can increase your client satisfaction.