Our Quote Engine is a web-based tool designed to offer flexibility and efficiency
CALM’s online conveyancing Quote Engine is a web-based tool designed to offer flexibility and efficiency in generating comprehensive and itemised conveyancing quotes for your law firm. Our quote engine can be configured for use by your referrers, such as estate agents and mortgage brokers, to generate quotes based on the fees and agreements you have with each of them.
01
Instant Quote Generation
Potential clients can get a quote from your website at any time of the day or night, turning your firm into a 24/7 business. You collect the lead data.
The quote is presented in a clear and transparent format, ensuring that users understand the various costs associated with the conveyancing process. Users are given the option to save their quote by submitting their contact details, in these circumstances they receive their quote breakdown via email.
02
No Hidden Fees
Users provide key details related to their property transaction, such as the type of transaction (buying, selling, or remortgaging), the purchase or sale price, leasehold and any other information which results in fees and disbursements.
The online quote engine calculates the costs associated with the transaction information supplied. This includes legal fees, disbursements and SDLT calculations.
03
Health Monitor
Stay on top of your leads with our Health Monitor feature, designed to send timely alerts for leads that haven’t been actioned or processed. This ensures you never miss a valuable opportunity. Quickly and easily monitor your Work In Progress (WIP), and empower your teams with alerts they can rely on. With this feature, you can be confident that every potential new client is attended to promptly, enhancing your responsiveness and overall client satisfaction.
04
SRA & CLC Compliant
Looking for a way to offer your clients instant conveyancing fee quotes while adhering to SRA and CLC transparency requirements?
Our quote engine generates quotes that meet the transparency requirements set by the SRA and CLC. This includes displaying potential lwgal fees, disbursements, VAT and the SDLT calculation.
Gain a competitive edge with our online quote engine that prioritises client convenience and regulatory compliance.
Quote Engines, available for Law Firms today
Simplify the conveyancing workflow for your in-house teams and empower your referrers to effortlessly generate precise quotes, fostering transparent business referrals to your firm. This streamlined process significantly elevates the overall experience for your clients.
CALM's Client Portal revolutionises the onboarding and conveyancing process
Upon receiving access to the Client Portal, your clients are guided to:
Personal Information
Complete personal information for all parties involved in the sale / purchase.
ID & AML Checks
Initiate, complete, and return ID & AML checks.
Search Packs
Order and receive search packs.
TA Protocol Forms
Digitally complete and e-sign TA protocol forms.
Proof of Funds
Upload proof of funds documentation
Seamlessly automate tasks right from the inception of quote generation. Once a client instructs through your online quote engine, a series of hands-off tasks are set in motion.
The system’s intelligent automation is tailored to the specific details provided during quote generation. Clients receive only the necessary forms and supporting documents relevant to their individual transaction, ensuring a personalised experience.
All client-provided information and documents are automatically and in real-time uploaded into the CALM portal. The Client Portal also features unique milestone updates visible to your staff, referrers, and clients, reducing the need for follow-up emails and calls. CALM’s Client Portal eliminates the manual ordering process, saving significant time, and consolidates all results, forms, and documents into a single portal.
This approach removes multiple portal logins, providing a streamlined and efficient experience for all parties involved. When you sign up for Client Portal, we go the extra mile by offering vendor leads – sourced from our home mover lead generation websites – to your estate agent referrers at absolutely no additional cost. It’s our way of enhancing the value of our partnership and supporting your estate agent referrers with valuable opportunities to grow their business, at the same time giving them opportunity to convert more conveyancing business back to you.
Become a part of our
panel for streamlined
conveyancing instructions
Becoming a part of our panel gives you access to streamlined conveyancing instructions, sourced through our lead generation and customer acquisition websites, including Moving Buddies and Compare Agents. We understand the challenges of both generating and converting conveyancing business, and we’re here to make it easier for you.
01
Increased Lead Generation
We connect you with a wider pool of potential clients referred by our partners e.g. mortgage lenders, estate agents and through our conveyancing lead generation websites.
This can be a significant source of new business.
02
Streamlined Process
We have a simple and standardised procedure and communication channel for referrals.
We simplifying the onboarding and communication process for new clients and your law firm.
03
Pre-Vetted Clients
Clients referred through our panel have been pre-qualified leading to a higher conversion rate.
All of our client referrals will use Client Portal for a fast and efficient conveyancing journey.
Your law firm benefits with a fully packaged and converted client.
04
Join Us Today
The process of signing up to our panel is straightforward. Contact us today to discover how you can benefit from our lead generation expertise and enjoy a hassle-free approach to acquiring new business.
By partnering with us, you not only gain exposure to cost-effective business opportunities but also free up your team to focus on the legal aspects of the conveyancing process.
Boost productivity, expedite tasks and elevate client satisfaction with automated key tasks and milestones. With Client Portal your everyday tasks are automated meaning your staff do not have to manually do anything other than wait for the information and documents to be returned.
A Single Portal
We remove the need for manual ordering, saving hours of your time and all results, forms and documents are available in a single portal. Because we know how much everyone hates multiple portal logins!
Tailored For Clients
Moving Buddies is our client facing team encouraging clients to complete all of the above tasks as quickly as possible all within their own simple Moving Buddies portal. Completed tasks are available in real time in your portal.
Milestone Updates
All parties have access to view real-time progress updates on key stages of the conveyancing process. This could include tasks completed, milestones reached, upcoming deadlines, and estimated completion dates.
Built With Intelligence
All automations are intelligent based on the information supplied at the time of quote generation. Clients will only ever receive the required forms and supporting documents relevant to them based on their personal transaction data.
ID/AML Checks & Searches
We automate the ordering of ID/AML checks and searches. documents to be returned.
Digital Delivery
TA Protocol forms and proof of funds are automated and digitally sent to the client/s for completion.