Reallymoving partners with Perfect Portal

Reallymoving and Perfect Portal are excited to be collaborating to help conveyancing firms generate and onboard new conveyancing leads.

What is Perfect Portal?

Perfect Portal is digital onboarding system for law firms. It allows you to pull together all your client's information (including proof of identity and funds) into one central location so it can be easily accessed by everyone in your firm. Perfect Portal not only allows you to effectively manage your client list, but also efficiently work through your cases.

How does it work with reallymoving?

As of November 2023, any Conveyancer or Conveyancing Solicitor partnered with reallymoving, with an existing Perfect Portal account, will be able to integrate the two platforms. This means any clients you gain through leads on reallymoving will be automatically pulled through onto your Perfect Portal account.

Setting up the integration

To connect Perfect Portal to your reallymoving account, your Perfect Portal account manager will provide you with a unique GUID code. This can then be copied into the integrations page on your reallymoving dashboard under the Perfect Portal listing. Once you save these changes your reallymoving leads should begin to show up in Perfect Portal.

For more detailed instructions and troubleshooting, see our help guide.

Why use Perfect Portal and reallymoving?

When you use reallymoving you have access to quality, verified conveyancing leads from all across the UK. Once you combine this lead generation with Perfect Portal’s onboarding system, you can follow those client leads through to the end with your whole team. You can effectively streamline your entire process from acquisition to completion.

What do we have to say?

We're delighted to be working with Perfect Portal, helping mutual clients leverage the benefits of our market leading lead generation services and their market leading onboarding and workflow management services.  There's a clear benefit to offering a smooth integration of our platforms which we know will be of huge value to our clients and their customers.
Rob Houghton – CEO, reallymoving

The partnership between reallymoving and Perfect Portal enables conveyancers to instantly receive and manage leads directly into their portal. This helps to increase conversion rates and streamline the customer onboarding process, while keeping everyone informed.
Emily Briscoe – Head of Client Success, Perfect Portal