Perfect Portal Partnership

Save time and resource. We'll qualify conveyancing leads on behalf of your firm.

We've partnered with Perfect Portal to offer a seamless outsourced solution to manage your conveyancing leads. Combining our experienced Outbound agents with the efficiency of the Perfect Portal platform, you'll have flexible support on hand to qualify and convert enquiries, leaving your in-house team with new clients ready to advise.

Find out more

How it works

With access to your Perfect Portal platform, Moneypenny's dedicated Outbound Team are ready and waiting to manage your conveyancing leads. Responding to both your inbound and referral enquiries, they'll ask qualifying questions tailored to your requirements, provide quotes, capture key information and convert them into new clients ready for your team to take on.

Real-time
lead capture

Our team will respond to leads from any of your sources, calling them back promptly from your office telephone number to ensure a seamless experience.

Qualified
leads

We'll ask a series of customisable questions when qualifying leads, covering budget, buyer status and if the property is a freehold, leasehold, buy, let or second home.

Bespoke
quotes

After providing a quote we will follow up prospects, converting them into a new client and assigning their case to the relevant solicitor within your team.

Converted
clients

Your team will no longer have the time-consuming job of warming up prospects and will only need to focus on delivering their expertise to new clients.

Convert more conveyancing clients in the most efficient way

Capture
every lead

Ensure no opportunity slips through the cracks

Save precious
time

We'll qualify & convert leads so your team don't have to

Respond
faster

Have your leads picked up right away keeping you one step ahead of competitors

Focus
on clients

We'll warm up your leads leaving you to do what you do best

Keep your
data safe

We're fully GDPR compliant to ensure your information remains safe and secure

FAQs

: It's really simple. All you'll need to do is set up a new user account within your Perfect Portal platform for Moneypenny and we can log in from there and access your system right away.
: You'll talk us through everything we need to know about your business during the Welcome Call. This is our opportunity to familiarise ourselves with your firm, how you like to work and clarify the information you need us to gather from your callers.
: All of our Outbound Calling schemes have a minimum contract length of six months. Thereafter, we require one month's notice to close your account from the date of your next invoice.
: With our secure and encrypted network, we have all the necessary technical capabilities in place to ensure your data remains safe whilst our team look after leads off-site.
: Tell us what your timescales are and we'll do our best to accommodate your needs. Typically, you'll be up and running within a matter of days. We've lots of experience and will work through everything with you step by step.