eKeeper says it has streamlined the conveyancing process with the latest release of its broker-CRM solution, following an API integration with Optimus.

The new API-based integration with Optimus, which is part of Landmark Information Group, delivers faster and more efficient conveyancing, transforming service levels through the conveyancing process with a fixed-price, fair-for-all pricing structure for top-rated 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. It actively manages the workload for the firms on panel, ensuring no one firm is overloaded with cases at any one time, and also further incentivises firms to manage their performance in order to increase their allocation.

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 CRM system is currently used by over 400 regulated broker firms.

David Bennett, commercial director of 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.”

Alastair MacKee, managing director of One77 Mortgages, said: “A simple, integrated conveyancing platform that works alongside the mortgage application process has been long overdue. The Optimus partnership with eKeeper will transform the process for both our customers and brokers and gives us an opportunity to expand our service offering at a click of a button.”