Perfect Portal gives conveyancers the competitive edge with the ability to get quotes out to potential clients within seconds, and use real-time data to analyse their business performance. Offering a technology-forward approach to manage the entire process from quoting to conversion and client and referrer relationships, Perfect Portal is an easy to use, convenient tool for conveyancers to manage, analyse and grow their business.
WHY USE PERFECT PORTAL?
1 EASY SET UP
Our dedicated Account Managers will ensure you are set up quickly, with all your fee scales and service information in Perfect Portal so you can begin quoting immediately.
2 CONVENIENT QUOTING - FAST
Generate and send quotes in less than 2 minutes, with fee scales stored for easy pre-population.
3 EFFICIENT MANAGEMENT
With clients demanding efficiency, our client portal ensures your customers are kept up to date on the progress of the transaction every step of the way.
Give potential clients the right information the first time, every time. You can ensure details you provide are reliable with our unique integration that draws prices from third parties for accurate quoting.
Monitor, track and analyse conversion rates with a smart dashboard and real-time performance information.
6 MANAGE YOUR REFERRAL NETWORK
Nurture relationships with existing referral partners, and develop new ones. With our simple system, managing work from your referral network has never been so easy.