eKeeper partners with Optimus to integrate conveyancing into broker CRM

eKeeper has partnered with Optimus to streamline its conveyancing process with the latest release of its broker-CRM solution, used by over 400 regulated broker firms.

The new API-based integration with Optimus, part of the Landmark Information Group, delivers faster, more efficient conveyancing, which Optimus has said ‘transforms’ service levels through the conveyancing process with a fixed-price, fair-for-all pricing structure for solicitor firms.

The API delivers a two-way feed, creating conveyancing quotes from within the eKeeper CRM alongside the ability to pull in the case milestone updates. The algorithm, which is built into the Optimus platform, allocates each case to the best rated solicitor, with capacity, closest to the customer.

The integration with eKeeper also means that mortgage brokers no longer have to log out of one system and log into a separate web portal-based system to create conveyancing quotes. The duplication involved in re-keying information being a major barrier in attaching conveyancing to the mortgage transaction.

Commenting, eKeeper commercial director David Bennett 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.”

Optimus managing director Alan Young 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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