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eKeeper integrates conveyancing into CRM solution

Jessica Nangle

September 6, 2019

In a partnership with conveyancing panel management business Optimus, eKeeper has integrated conveyancing into their CRM solution.

The CRM system, used by over 400 regulated broker firms, hopes to deliver more efficient conveyancing at speed and transform service levels using a fixed-price structure for top-rated solicitor firms.

The API creates conveyancing quotes from within the eKeeper CRM alongside the ability to pull in case milestone updates.

The algorithm is built into the Optimus platform and allocates each case to the best-rated solicitor to the customer.

David Bennett, commercial director at eKeeper, said: “Our focus is developing a CRM which automates and manages the administration involved in the mortgage application process, leaving them free to focus on building sales.

“Streamlining the conveyancing process not only presents the brokers with another potential revenue stream, but also alleviates many of the frustrations around the delays conveyancing can cause.

“A performance managed, integrated conveyancing solution, which provides real-time updates to brokers, gives them complete visibility of the process.”

Alan Young, managing director at Optimus, added: “eKeeper is a key partnership for Optimus, as we talk the same language when it comes to innovating the broker market through technology.

“Our API integration gives brokers back some valuable time, as quoting and instructing is all at the click of a button without having to switch between different systems or re-key information.

“From the customer’s perspective, the instant access to answers also takes away frustration and uncertainty.

“Delivering an exceptional customer experience is at the heart of our conveyancing model.”


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