Maximise Referral Income and Client Experience

Transform the delivery of your referral services and client experience with powerful software solutions and online conveyancing quote engines. Online conveyancing quote generation improves conversion rate and your ability to earn more in referral fees.

Create personalised quotes for your clients which include all legal fees and disbursements dependent on the property transaction information. All quotes are customisable based on individual referrer agreements.

Why CALM

Innovative Software Solutions

Revolutionise Your Referral Pipeline

Online Quote Engine
Online Quote Engine
Maximise referral income and impress your clients with an instant, itemised conveyancing quote engine. Generate quotes for sellers and their buyers at any point in time. You no longer need to rely on your client calling the conveyancer to get a quote and hope they decide to go ahead. With our quote engine you or the client is able to 'proceed' and digitally instruct the conveyancer.

Access to your own quote engine puts you in control of client conversion.

Many home-movers source and compare conveyancing fees online and you are at a disadvantage if you are not able to create bespoke quotes online. Providing a quick and simple conveyancing quote gives you the very best chance of securing the business.
Referral Fees Paid Quicker
Referral Fees Paid Quicker

Once converted your client receives an invite into their client portal which is a fully managed digital on-boarding service that speeds up laborious conveyancing tasks.

Intuitive software guides each client through the mandatory tasks they must complete, disbursements to be ordered, the required forms that must be completed and any supporting documents they need to supply.

Delays in the legal process can be very frustrating for everyone involved. We’ve transformed the delivery of the home moving process, accelerating legal workflows and enhancing the client experience with a powerful software solution.

These advancements expediate some of the main pain points in the legal process, getting your clients to completion day much quicker. AND getting you to referral payment quicker.

Pricing
Pricing
Customised quote engines with the fees and disbursements you have agreed with your conveyancing partners, including referral fees. These are added to the legal fee automatically and do not need to be calculated manually. Your client receives a fully itemised quote based on the property transaction information and your conveyancing partner's fee structures.

Estate Agent Benefits

Maximise referrals and impress clients with instant fully itemised conveyancing quotes. Access to your own quote engine puts you in control of client conversion.

Many home-movers source and compare conveyancing fees online and you are at a disadvantage if you are not able to create bespoke quotes online. Providing a quick and simple conveyancing quote gives you the very best chance of securing the business.

Once converted your client receives an invite into their client portal which is a fully managed digital on-boarding service that speeds up laborious conveyancing tasks.

Intuitive software guides each client through the mandatory tasks they must complete, disbursements to be ordered, the required forms that must be completed and any supporting documents they need to supply.

End to end process from the point of quote generation via disbursement ordering to form completion and submission.

Client portal is available as a white-label solution can be and co-branded between you and your conveyancing partners.

Features & Benefits:

Digital conveyancing quote generation resulting in instant conveyancing matters.
Fully branded client communication.
Pre-populated fees for your individual referral agreements.
Unlimited referral fee scales when working with multiple conveyancers.
Return to quotes at any time to keep track of leads and conversions.
White label version with co-branding for you and your conveyancing partners.

Digital Client On-Boarding
Client Benefits

Client portal enhances your client journey from the point of getting a quote right through to completion. Quick and simple processes that give you progress visibility.

Clients complete all of the forms required for their transaction via desktop or mobile and the data is returned to instantly to their conveyancer in digital format.

The benefit to the client is a beautifully designed front end interface that is easy to use. Forms are quick and easy to complete and pre-populated to save time. Photo upload available on TA Fixtures and Fittings form.
It’s a perfect solution to speeding up the laborious tasks of completing legal forms.

The benefit to you is that you can see what your client has and hasn't completed without the need to chase them or the conveyancer. You can see progress indicators on each part of the journey giving you valuable insight on the progress of a transaction.

Benefits:

Paper copy forms are eliminated saving valuable time.
Efficient and simple for your clients to complete lengthy forms.
Intelligent and auto-fill fields for the client.
Progress Indicators for you, the client and the conveyancer.
Enhanced client experience.
Benefit from free leads

Vendor Leads

Our estate agent partners benefit from access to vendor leads that we generate in a number of ways.

Compare Agents

Our estate agent comparison website compares the performance of agents in postcode areas. Once a vendor inputs their data our partner agents receive the client contact details immediately.

On Market

Targeting your competitor’s board with vendors that are already on market i.e. properties that have been listed for some time and properties that have been reduced.

Off Market

Modelled data which predicts homes that are most likely to come to market in the coming months. Based on many data points, for example trends in streets or areas and/or a change of circumstances.

Our estate agent partners have access to this lead data at no cost to them. We do not charge for leads whether you convert them to listings or not. Speak to us to find out how we’re able to do this.