Quote Follow Up
The Chase Client feature and Diary Reminders sent straight to your inbox ensures maximum business efficiency.
Warm Quote Alerts
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.
Multiple Fee Scales
Enjoy the freedom to create and manage multiple fee-scales for your unique referrer relationships.
Once the quote progresses to an instruction, the optional Traffic Light and Key Stage features ensures accuracy and transparency throughout the conveyancing process.
Track quote pipelines for your internal team, website and referrers. Analyse both successful and declined quotes to make better-informed decisions.
An interactive dashboard for your conveyancing team. The dashboard is an instant snapshot of who and where your work is coming from.
All aspects of the platform are fully functional on any mobile device, making your business easily accessible to both your clients and referrers.
Book your obligation free demonstration today or call us for more information 0845 556 0077.