PERFECT PORTAL

 

The Conveyancing Sales Management System that will take your business to the next level. 


The conveyancing industry is constantly evolving in Australia. With over 18 000 licensed solicitors and conveyancers competing for market share, practitioners don’t often have the time or resources to track opportunities and leads that come into their business.

Perfect Portal is the first and only tool that allows the Australian conveyancing industry to build and manage potential revenue. Increasing the work coming into conveyancing practices is our key focus, because that’s what matters to conveyancers.

Referrals and direct enquiries are both equally important sources of new business. There is no room for a laid-back expectation that introducer-driven business from sources like estate agents will simply keep coming through the door. Conveyancers need to be equipped to deal directly with enquiries, and maximise relationships with estate agents and mortgage brokers.

  • Make more money.

  • Reduce time spent on each conveyancing transaction.

  • Gain an advantage over your competitors.

  • Build and protect your relationships with real estate agents and mortgage brokers.

  • Analyse your business relationships and differentiate between earnings from private and referred clients.


Features


Lead Generation

Perfect Portal's custom-designed web quote calculator, instruct is placed on your website.

Better Sales Follow Up

Perfect Portal's Chase Client and Diary Reminder features ensure maximum business efficiency and never lets you miss a sales opportunity.

Measure Conversions

Perfect Portal's custom-designed web quote calculator, Instruct is placed on your website

Quote Generation

Perfect Portal also enables real estate agents and mortgage originators to quote on your behalf in a matter of minutes.

Warm Lead Alerts

Perfect Portal's Chase Client and Diary Reminder features ensure maximum business efficiency and never lets you miss a sales opportunity.

Reporting

Report on the information that matters. Make informed decisions about your sales process, lead origins and productive and efficient methods for increasing sales results.

Multiple Fee Scales

Setup fee-scales per referrer, to give you and your referrer greater opportunity to convert quotes into clients, and increase recurring sales.

Communication Management

When the quote progresses to an instruction, the traffic light and key stage features ensure accuracy and transparency throughout the conveyancing process.


Perfect Portal takes your conveyancing business to the next level.

View all the features of Perfect Portal through our feature tour.