Conveyancing quotes provided in minutes with Tikit P4W and Perfect Portal.
Perfect Portal is designed for all your new business management needs. It gives users the ability to
use real‐time data to analyse their performance through a convenient dashboard and quickly send conveyancing quotes out to customers. The software uses a technology‐forward approach to seamlessly manage the entire process from quoting to conversion and client and referrer relationships.
Using Perfect Portal, a firm can generate a quote in less than two minutes and with their website calculator they can provide potential clients with a quote 24 hours a day, 7 days a week. The quote will generate in minutes and client information sent straight to the firm. Through a convenient, smart dashboard feature a firm can monitor their performance and identify potential opportunities in a user‐friendly way, with no need for complicated reports.
Through the Perfect Update app and an online client portal, firms can keep their clients updated at all times and they can receive these updates from any device. Key Stages also allows you to keep estate agents and mortgage brokers informed which encourages them to increase their referrals to your firm.
Through the Referring Smart app and an online portal, the firms’ referrers can easily send leads or quotes on behalf of the firm will all different allocated fees. The information is automatically added into your firms’ system, making it easier to assign and manage referred work.
The seamless integration between Partner for Windows (P4W) and Perfect Portal will allow firms to capture their prospective clients using Perfect Portal to generate a quote. Once the client has accepted the quote and has instructed the firm, the client and matter will then be created in P4W.
Firms will be able to update key milestones direct from P4W to Perfect Portal to keep the client up to date on where their matter progress is. There is also the possibility to capture additional data from Perfect Portal, such as estate agent and other side’s vendor details or property information, and this data can then be mapped into P4W.
To find out more about Perfect Portal, click here.