Conveyancing Income
How do you want to generate new conveyancing cases ? The old fashioned, tried and tested, word of mouth method ? Or would you like to be able to provide Agents and Mortgage Brokers with their own mechanism to run quotes, potentially include a referral fee (or not) and instruct your firm online ?
We can either provide a mini website which you can promote to your clients or add a quotes calculator to your existing website from which you nominate the fees and disbursements lists. And then the introducer can instruct you directly.
Our software will allow you to create a list of introducers from which you can offer bespoke pricing. It will also help you generate a database of professional contacts from which you can contact, as required.
And successful quotes, complete with the clients contact data, will already be funneled into the Case Management portal hence saving time and energy.
Additionally you can allow the Estate Agent or Broker partial access to the system so they can see a snapshot of the case. The intent is to keep the intermediary off the phone and allow you to carry out the transaction without too much external stress.
Likewise you can use this feature to send standard emails and letters to clients in order to keep them upto date.