App Based Digital Onboarding Solution: InfoTrack eCOS + Perfect Portal App Integration

App Based Digital Onboarding Solution: InfoTrack eCOS + Perfect Portal App Integration

Perfect Portal invite you to join this webinar to learn how this exciting new integration from InfoTrack and Perfect Portal can accelerate your firm’s onboarding process by accessing eCOS through a convenient and fully branded mobile app for your firm. In this 45-minute session, they will be demonstrating how these two market-leading technologies can speed up the onboarding process and alleviate tedious admin work whilst enhancing the overall customer experience. If you’re looking at ways to digitise your processes – this webinar is not to be missed!

Date: Tuesday, 11th of May at 11am

Register now to find out how you can super-charge onboard your customers quickly via your firm’s branded mobile app.

Registration link: https://bit.ly/3tjuC0Y

 

This article was submitted to be published by Perfect Portal as part of their advertising agreement with Today’s Conveyancer. The views expressed in this article are those of the submitter and not those of Today’s Conveyancer.

 

Perfect Portal

https://www.perfectportal.co.uk/

      Perfect Portal: Unlock the Power of Digital sales@perfectportal.co.uk | 01704 827 447 www.perfectportal.co.uk Perfect Portal is the award-winning digital onboarding and client-centric solution for law firms. We put the solicitor at the heart of everything we do, our fully branded app supports every area of law with integrated features including:

  • Verification of identity & funds
  • Payment on account
  • E-signatures
  • Online completion of smart forms (TA6, TA10)
  • Chat & document sharing
  • Matter updates
We offer market-leading technology that is continuously evolving to ensure our law firms remain one step ahead of their competitors. Our cloud and app-based secure systems help to drive client engagement, increasing conversion rate, speeding up the transactions whilst ensuring all parties involved are updated on matter progress. We offer market-leading technology that is continuously evolving to ensure our law firms remain one step ahead of their competitors. Reapit integration Perfect Portal connects you and your estate agents seamlessly through Reapit. The Reapit integration connects you with your estate agent effortlessly to improve efficiencies, reduce error and speed up the conveyancing transaction process. Our smart integration with Reapit allows estate agents to generate fee estimates on your behalf, gather TA6 Part 1 information prior to instruction and give you a seamless flow of communication between you and your agents —saving you time and increasing the number of client referrals to your firm. As you know, clients are more likely to choose the law firm recommended by their estate agent.  With Reapit and Perfect Portal working together, agents can send prospects along with key early data directly to you, at the touch of a button. Address: 137 Fylde Road Southport PR9 9XP

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