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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.

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Innovative Software Solutions
revolutionise your referral pipeline

Online Quote<br>Engine
Online Quote
Engine

Maximise referral income and impress your clients with an instant, itemised conveyancing quote engine. Generate quotes for your clients 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<br>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<br>Simplified
Pricing
Simplified

Customised quote engines including all fees and disbursements plus agreed referral fees. Referral fees are automatically added into the legal fee and do not need to be calculated manually. Your client receives a fully itemised quote based on the property transaction information and conveyancer's fee structure. Your referral fees are calculated and tracked in CALM's software. We also invoice the law firm and pay you directly so you do not need to chase any referral payments owed.

Mortgage Broker 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.

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

Features & Benefits:

Digital Client On-Boarding
Client Benefits

Client portal enhances your client's 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
Features

Benefit from free Mortgage Leads

Our mortgage broker partners benefit from access to mortgage leads that we generate in a number of ways.

We generate mortgage leads in a number of ways. Our marketing includes online lead generation via our websites including Compare Agents an estate agent comparison tool. We target estate agent boards for highly targeted marketing to sellers. We have access to prospect data which estimates the most likely home movers in a given area which we target via direct mail.

Any brokers and advisors working with us have access to our mortgage leads at no cost to them.

Our Brands

Our estate agent comparison website compares the performance of agents in postcode areas. Partner agents receive the client contact details.

This website includes a mortgage question and we pass any mortgage leads onto our broker and advisor partners.

Moving Buddies is our client branded journey guiding buyers and sellers through the sometimes intimidating conveyancing process

Our Buddies help home movers get a quote, complete forms and make essential payments. Ultimately speeding up the process to completion. Find Out More and Become a Moving Buddies Mortgage Broker.

Vendor Targeting

Targeting estate agent's board with vendors that are already on market. These are highly motivated movers with properties already on the 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 mortgage broker partners have access to lead data at no cost to them. We do not charge for leads whether you convert them or not. Speak to us to find out how we’re able to do this.
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