Create your own network of trusted referrers, enable instant quote generation to clients, and streamline the entire referral process from initial contact to case completion.
Panel management in ProConvey allows conveyancing firms to create their own network of trusted referrers—estate agents, mortgage brokers, and auction houses—who can generate instant quotes and send referrals directly through the platform. It eliminates the traditional back-and-forth of email-based referrals and puts everyone in control of the process.
Conveyancers can invite referrers to join their panel, or referrers can create their own accounts and build panels of conveyancing firms. Both approaches work seamlessly within the same system, giving maximum flexibility to all parties.
At the heart of panel management are custom quote calculators that conveyancing firms create for their panel members. These calculators ensure accurate pricing, include referral fees automatically, and enable instant quote generation that improves conversion rates by up to 90%.
Create different calculators with custom fee scales for different types of referrers. Estate agents might have different pricing than mortgage brokers, and you can set up calculators that reflect these relationships and automatically include appropriate referral fees.
Panel management revolutionises how conveyancing firms work with their referral network, providing unprecedented control, visibility, and efficiency in managing business relationships and converting referrals into cases.
Invite existing referrers to join your panel or connect with new estate agents, mortgage brokers, and auction houses. There's no limit to how many panel members you can have.
Create multiple quote calculators with different fee structures for different panel members, ensuring your pricing strategy aligns with each business relationship.
When clients accept quotes from your panel members, they can immediately be invited to digital onboarding with the click of a button, converting referrals to active cases in seconds.
All referrals come with built-in compliance features, including eSignatures and automatic adherence to CLC requirements.
Whether you're an estate agent, mortgage broker, or auction house, panel management gives you the tools to offer professional, instant conveyancing quotes and track the entire referral process from your own branded portal.
Send branded, professional conveyancing quotes instantly and take control of the client experience with your own custom portal.
No more waiting for conveyancers to respond to quote requests. Generate accurate estimates instantly and provide immediate responses to client enquiries.
Create your own panel of trusted conveyancing firms and access their custom calculators for different types of work and pricing structures.
Track when clients accept quotes, monitor case progress, and know exactly when referral fees will be due with full transparency throughout the process.
ProConvey's panel management system streamlines the entire referral process from initial quote generation to case completion, ensuring everyone benefits from faster transactions, better service, and complete transparency.
Panel members use the conveyancer's custom calculator to generate accurate quotes instantly. All pricing, disbursements, and referral fees are calculated automatically based on property details and client requirements.
Beyond basic referral management, ProConvey's panel system includes advanced features that speed up transactions, ensure compliance, and provide complete visibility for all parties involved in the conveyancing process.
Panel members can order conveyancing searches upfront with client consent, dramatically reducing transaction times and putting clients in control of their case progression.
We're continuously developing new features to make panel management even more powerful and efficient for all parties involved.
ProConvey referral network
Receive pre-qualified client referrals directly from our network of referrers, including online comparison sites and lead generation platforms.
Advanced analytics
Comprehensive reporting and analytics for panel performance, conversion rates, and referral fee tracking across your entire network.
Additional features
ProConvey users request new features and upgrades all the time. Real-world scenarios dictate what new features get added. Could you be one of those firms helping shape the future of panel management?
Discover other features that work great with this one
Custom quote calculators for conveyancing.
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Integrated digital ID and AML checks from top providers.
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Fully responsive client experience available on desktop, tablet and mobile.
Tailored search packs with 1-click ordering and individual search products.
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Connect seamlessly with conveyancing services for your clients.
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Transform your conveyancing business with ProConvey's comprehensive panel management system.
Create your ProConvey account and configure your panel settings in minutes.
Build tailored quote calculators for different panel members with your pricing and referral fees.
Connect with estate agents, mortgage brokers, and auction houses to start receiving instant referrals.
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