The Conveyancing Sales Management System

Perfect Portal enables you to ditch panel managers and work directly with your referral network - empowering you to take control of the conveyancing process, increase your Conveyancing revenue and place yourself back in the driver’s seat.

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conveyancing work.

Quotes can be generated in three simple ways:

Perfect Portal Conveyancing Software

Generate quotes, fast

A professionally branded, detailed quote can be generated and emailed by yourself, a prospective client, an estate agent or mortgage broker in less than a minute. Enjoy complete visibility of all quotes the minute they are generated.
Receive an email prompt that enables you to act faster and improve your quote-to-instruction
conversion rate, so you can grow your conveyancing business.

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Manage your quotes

Perfect Portal includes a Chase Client feature and Diary Reminders that are sent straight to your inbox. This ensures maximum business efficiency, increases conversions with minimal effort, and never lets you miss an instruction opportunity. The system captures direct and referred quotes, enabling seamless tracking and follow-up.

Once quotes are generated, assign them to staff members. You can still view all quotes, so work doesn’t stop if a member of the team is absent. All client communication can be recorded, and follow-up prompts can be set to help you convert quote requests to actual instructions at the right time. Use your automated emails along with phone calls to convert quotes into instructions.

Manage your quotes

Perfect Portal includes a Chase Client feature and Diary Reminders that are sent straight to your inbox. This ensures maximum business efficiency, increases conversions with minimal effort, and never lets you miss an instruction opportunity. The system captures direct and referred quotes, enabling seamless tracking and follow-up.

Once quotes are generated, assign them to staff members. You can still view all quotes, so work doesn’t stop if a member of the team is absent. All client communication can be recorded, and follow-up prompts can be set to help you convert quote requests to actual instructions at the right time. Use your automated emails along with phone calls to convert quotes into instructions.

Reduce time spent communicating with
all parties

Once the quote progresses to an instruction, Perfect Portal’s optional Traffic Light and Key Stage Notification features will ensure accuracy and transparency throughout the conveyancing process. When a Key Stage has been completed, all
parties involved in the transaction are updated in real-time via automated emails and portal notifications. This significantly reduces phone calls and emails from all parties.

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