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Perfect Portal Features

Perfect Portal is an online sales, marketing and communication solution that enables legal professionals and conveyancers to grow their business and communicate more effectively with key parties.

Marketing Centre

Communicate, engage and build stronger relationships with your referring partners.

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Private Quote Generation

Empower anyone in your firm to generate a branded quote instantly from their desktop computer or smart device.

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Web Quote Generation

Instruct, Perfect Portals web quote calculator turns every visitor into a potential client by capturing their information the instant they generate a quote.

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Referrer Quote Generation

Enable real estate agents and mortgage brokers to quote on your behalf in a matter of minutes.

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Quote Follow Up

The Chase Client feature and Diary Reminders sent straight to your inbox ensures maximum business efficiency.

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Warm Quote Alerts

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.

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Communication Management

Once the quote progresses to an instruction, the optional Traffic Light and Key Stage features ensures accuracy and transparency throughout the conveyancing process.

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Conversion Management

Track quote pipelines for your internal team, website and referrers. Analyse both successful and declined quotes to make better-informed decisions.

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Reporting

Make informed decisions. Track your internal performance at various levels, truly understand your referrer relationships and accurately forecast future business growth.

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Interactive Dashboard

An interactive dashboard for your conveyancing team. The dashboard is an instant snapshot of who and where your work is coming from.

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Legal Software Integrations

Legal software solutions that seamlessly integrate with Perfect Portal for the complete conveyancing software solution.

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Multiple Fee Scales

Enjoy the freedom to create and manage multiple fee-scales for your unique referrer relationships.

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Mobility

All aspects of the platform are fully functional on any mobile device, making your business easily accessible to both your clients and referrers.

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