Access to Perfect Portal is free for real estate agents and mortgage brokers, empowering them to generate
dual-branded conveyancing quotes and stay informed throughout the conveyancing process.
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.
Real 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.
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.
By simply adding the real estate agent or mortgage broker email address, they will also receive real time key stage notifications, helping you to develop relationships without even stepping through their door. This alone will enable you to grow your referrer network.
Our trained client relationship team will help you engage with your real estate agents and mortgage brokers by on boarding them for you. We also offer and can provide sales tutorials for your real 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 engage with your referrers direct.
Book your obligation free demonstration today or call us for more information on 1800 098 354.