Transparent communication for your clients and for all parties involved in a transaction in one simple click.
Client expectations have changed, so the technology we provide must change too. With many parties involved in a transaction, keeping everyone updated throughout can be difficult and can take up your valuable time. With Perfect Portal it’s easy.
Key Stages enables you to update everyone involved with one simple click in a method they prefer for communication. With access to their own dashboard, clients and your referrers can access a workflow timeline with real-time updates, from any device, giving them the flexibility they need and expect. Only one-third of homebuyers are currently satisfied with the frequency of communication from their conveyancer and/or solicitor.
The Client App and online portal ensure home movers are notified of updates on the process in real-time, improving your service offering.
The Referrer App and online portal provides full transparency of data to your referral network of real estate agents and mortgage brokers, which encourages them to increase their referral work to your firm.
SYSTEM FEATURES TO HELP YOU COMMUNICATE WITH ALL PARTIES
Key Stages enables you to keep all parties updated on the progress at the touch of a button via email, SMS or mobile app, providing the transparency they demand and ultimately saving you time.
Clients today expect access to real-time information, including updates throughout the transaction. Provide instant updates anywhere, anytime to your clients along with case details, reducing inbound calls and emails.
Communicate, engage and build stronger relationships with your referring partners through the Marketing Centre within Perfect Portal. Build different email lists, templates and track success rate for each of the campaigns.