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Hoowla Client Portal

Enquiries made easy, for your clients

December 6, 2022Bethan LewisFeature Releases, Updates & Guides, News

When you’re working for the seller, how do you send your clients the enquiries?

By letter? By email? By fax?

Enquiries are time consuming, a real head scratcher and no one gets excited about filling them in. Which is why you should make filling them in as painless as possible for your clients. Hoowla’s digital enquiries are designed to make yours and your clients lives easier. Hoowla not only simplifies the enquiries process, it accelerates the enquires process.

When working on behalf of the seller, you can import the enquiries, no retyping required, straight into Hoowla. Now the enquires are digital you can edit them.

Although you are an expert in conveyancing your clients are likely to be novices. Meaning anything you can do to make the process more transparent for them, would not only be greatly appreciated by them but would also streamline the process.

Therefore, instead of just assigning your clients text boxes to fill in for each question, in Hoowla you can decide how they answer the question. If a date is required select ‘date’, if a file is required select ‘file’, or you can even select ‘radio’ which will allow you to create customary tick boxes for them.

Once edited, save changes and press send.

Then all your clients have to do is log into Hoowla and fill them in, digitally. They then return the completed enquiries back to you by pressing submit, it’s that easy. Your clients could even ‘save progress for later’ if they didn’t have the files or information at hand.

Summery

Clients have high expectations: they expect an easy, modern process. They do not expect to print, post or fax anything in 2022. But don’t forget, you shouldn’t have to waste your time retyping their answers either, you have crippling workloads which means every second counts. You also shouldn’t have to waste your time chasing your clients for the enquiries to be returned, which is why Hoowla also provides auto chase, where reminders are sent automatically. Hoowla doesn’t complicate matters; we streamline your workflow.

 

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