Panel Management

Panel Management with CALM

Simple and effective white label conveyancing panel management solutions.

Conveyancing panel management for estate agents, brokers, lenders, insurers and introducers.

White Label

No matter what the nature of your business we offer a white label conveyancing panel management solution.

Conveyancing Introductions

Completely hands off end to end conveyancing introductions.

Quote Calculator

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.

Digital Conveyancing

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.

Conversion Team

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.

White Label

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.

Greater Productivity

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.

Referral Payments

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.

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.

Features

ID Verification

Verification of Funds

Search Ordering

Integrated Payment

TA Forms

E-Signatures

Our conveyancing panel is made up from conveyancers that we have worked with over many years, we have mutual trust and know they will provide high quality conveyancing to you and your customers.

We select and build a conveyancing panel to suit your needs.

Panel Management with CALM