Panel Management with CALM
Simple and effective white label conveyancing panel management solutions.
Simple introduction of conveyancing customers via an online engine. The engine can be integrated into your own website. Customer quote generated in under 30 seconds.
Customers follow a digital conveyancing journey that is automated based on their sale or purchase transaction details. Realtime updates and progress tracking within their personal portal.
Need to boost your conversions and don’t want to do this internally? Access to our conversion team is available. Our fully trained sales people are dedicated to increasing conversions and ... additional products.
Maintain your own branding with white label panel management. Own brand in everything from email correspondence to your customer’s portal. Access to our successful marketing collateral in a white label format.
Making it simple for referrers to introduce new conveyancing instructions, for customers to complete tasks digitally and for conveyancing solicitors to be freed up from time consuming admin to concentrate on the legal work.
Referrer payments digitally tracked. See referral fees owed and from who. Increase the potential value of each customer. Normal conveyancing referral fee, plus up-sells for our partners like Wills and Estate Planning.
Digital Client On-Boarding
Client portal enhances the client journey from the point of getting a quote right through to completion. A simple process for your client and hands off progress updates for you.
Clients complete all of the disbursements and required forms 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. 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.
Lets Get Started
Contact us today for any panel management enquiries. One of our experienced team will be in touch.