From Initial Contact, To Quote Acceptance
Initial Contact and Data Collection
Client Details
The onboarding process typically starts when a potential client makes an inquiry about conveyancing services, either through a web form, phone call, or direct contact. Basic information is collected, such as the client’s name, contact details, property address, and type of transaction (buying, selling, or both).
Online Form Integration
Hoowla can integrate with your firm’s website, allowing potential clients to enter their details directly into an online form. This data is automatically pulled into the Hoowla system, reducing manual entry and errors.
Quote Calculator
Customisable Inputs
The Quote Calculator is a powerful tool within Hoowla that allows conveyancers to input specific details about the transaction. Variables such as property value, location, transaction type (sale, purchase, remortgage), and any additional services required (e.g., searches, indemnity insurance) are used to calculate a tailored quote.
Automatic Calculation
Once the necessary information is entered, Hoowla’s Quote Calculator automatically calculates the total cost for the client, including legal fees, disbursements, taxes (like Stamp Duty Land Tax in the UK), and other expenses. This ensures that the quote is accurate and transparent.
Customisable Fee Structures
The tool allows firms to set up different pricing structures based on various factors like transaction complexity, type of property, or client type (first-time buyer, investor, etc.). This flexibility helps in providing quotes that align with the firm’s pricing strategy.
Instant Quote Generation
After the information is inputted, the quote is generated instantly. This can be shared with the client immediately, either through email, SMS, or within the client portal if they have already registered.
Quote Presentation and Conversion
Branded Quote Documents
The quote is presented in a professional, branded format that includes all the necessary details, breakdowns, and terms and conditions. It can be customized to reflect the firm’s branding and tone of voice.
Client Review and Acceptance
Clients can review the quote online through the client portal. If they are satisfied, they can accept the quote directly through the portal, which triggers the next steps in the onboarding process.
Follow-Up Automation
Hoowla can automate follow-up communications if a client does not immediately accept the quote. These can include reminders or additional information to encourage them to proceed.
Onboarding into the Conveyancing Process
Client Profile Creation
Upon acceptance of the quote, the client’s details are automatically used to create a profile in the Hoowla system, streamlining the transition from prospect to active client.
Task Automation
Once the client is onboarded, Hoowla automates the setup of the case file, assigns tasks to the conveyancing team, and initiates the necessary legal processes based on the agreed-upon services.
Easy, Effortless, Automatic.
Document Management & Automation
Create pre-filled letters based on your customised content decisions. As well as a workflow with customised follow-on actions generated automatically.
Fast, Friendly, Support
Receive free instant support and training on demand. Call us now to find out our ridiculously fast response time: 01792 687 146.
Auto Chase
Send automatic reminders to your clients. Don’t waste your time chasing your clients for the necessary documents, do it automatically.
Hoowla Client Onboarding Users
We viewed competitor products, but they weren’t as approachable as the Hoowla team who were responsive, spent time with us & answered a whole range of questions from Conveyancers, Marketing & IT. We were impressed by the updates & future plans/enhancements – all in line with our strategy.Sharon Jeffrey
Quotes through Hoowla can be produced in under 10 seconds. The Conveyancing Calculator is very easy for clients to understand and offers a brilliant, clear reporting system to assist our month end reports.Sophie Holdsworth
This is the first quote system we have ever used and we are very impressed.
We decided to use Hoowla as we could add estate agents to the system to do their own quotes for clients to speed up the process.Manpreet Bhambra
Interested in what Hoowla have to offer?
Watch our demo or get in touch with one of our experts today