Jupix Integrations

Checkboard is your all-in-one onboarding and compliance solution. Aimed at regulated industries such as conveyancing, estate agents, letting agents, law firms, and more, it boosts regulatory compliance through rapid AML checks and comprehensive ID and address verification across global jurisdictions. Using open banking, it enables fast source of funds checks and instant, secure payments. By integrating customer data and third-party solutions, Checkboard allows organisations to develop a more holistic picture of their clients. This means they can conduct PEPs screening and ongoing monitoring, reduce manual labour and paperwork – and ultimately lower overhead costs. This enables firms to identify and isolate risk, remain compliant to legal and regulatory demands, as well as improve customer onboarding, retention, and satisfaction. Checkboard takes the worry out of compliance, so firms can concentrate on growing their business and onboarding new clients.

Transform your website traffic or social media followers into potential clients by personalizing the experience with your logo, tailored images, and brand colors for a seamless integration. Whether you choose to embed it as a full-screen page on your website, create a standalone landing page, or use a popup across all your site’s pages, rest assured that all hosted content is securely delivered via SSL, ensuring your visitors feel safe sharing their information. Utilize the latest Land Registry data to generate precise valuations, with the flexibility to configure the tool for sales, lettings, or both. Monitor performance by tracking which team members or branches respond most quickly and achieve the highest conversion rates, while also setting customized rules according to lead types for each office. Remember, making a strong first impression is crucial; show your clients that you value their time by being faster in your responses than your competitors. This proactive approach will help you outpace other local agents and ensure you are quick to address all email inquiries.

Our comprehensive platform combines email, automation, SMS, print, surveys, and reporting to simplify your marketing efforts while allowing you to monitor your Return on Investment effectively. By efficiently pinpointing high-value clients in your database, you can conserve precious time and resources. With all your digital and print marketing consolidated in a single location, you can easily oversee your marketing expenses. Expand your market presence, encourage repeat business, distinguish your agency from competitors, and showcase your expertise consistently. Retaining and educating your primary clients, as well as cross-selling and upselling your policies, can be achieved more seamlessly, enhancing your renewal processes. You can drive repeat business from your existing database through various informative newsletters and email campaigns, while also discovering new opportunities in your locality with our targeted direct mail and canvassing tools. Furthermore, by providing a full property service, you can diversify your revenue streams and create additional income opportunities. The integration of all these features allows for a more strategic and cohesive approach to marketing and client engagement.