Our Revolutionary Welcome Pack Portal is a user friendly – client onboarding facility – which can shave weeks off transaction times. Clients access the client portal to complete all of their conveyancing information and documentation, including Sellers Property information forms and client identity.
The clever use of videos and artificial intelligence makes the client onboarding experience quick and easy – from anywhere in the world!
Introducers of business can use the system to obtain new conveyancing quotes and instruct and case track their transactions.
Introducer invoices are produced automatically from within the system, with commission payments made every two weeks by bank transfer.
Don’t miss out – optimise referrals and reduce the time to exchange.
Our cloud based ‘Live Reporting Suite” provides the Conveyancing Manager with the measurement criteria required to manage a fast paced, volume conveyancing environment.
Every aspect of the transaction and lawyer efficiency can be tracked and managed including – times to exchange – target predicted exchanges – mortgage offers received – client service ratings to name a few KPIs. The Live Reporting Suite provides full access and case tracking information on every transaction 24/7.
Are you interested in becoming an Introducer of business?
Do you need more information about Convey365 and the services that we provide?
Please do not hesitate to contact us.