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Client Access

Updated: 4 days ago


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How to Share Your CCA Link with Clients

Each office is issued a unique onboarding link. This link identifies your office and ensures all client submissions are directed to your dashboard.


It’s important that this link is not shared publicly on social media, forums, or any open platform where unwanted submissions might occur. Each completed onboarding form counts as a submission, and your office will be charged accordingly, including

test or incorrect entries.

For best practice, only share your link through trusted, client-specific channels as outlined below.



OPTION A


Embed your unique link on your website


Embedding your office’s unique link directly on your website is the most seamless and secure option. Once a client appoints you, simply direct them to your site, no need to send a separate link through potentially insecure networks.


This approach:

  • Meets Consumer Protection expectations by removing links from emails.

  • Reassures clients they’re dealing with your verified business via trusted sources like Google.

  • Prevents incorrect or duplicate links being shared.


Tip: Place the button or link where new clients can easily find it, for example, on your homepage, footer or under a “Start Your Settlement” tab, with a clear call to action like “Begin Your Onboarding Here.”



OPTION B


Send your link securely via SMS


If you need to send the link directly, for example, when a new file is opened before onboarding details have been completed, you can use your operating system’s SMS feature to share your unique link.


Use the message template below, replacing the placeholder with your office’s unique link.


Hi [Client Name],

Please complete your settlement onboarding here: [LINK]

Link valid 24 hrs. Your conveyancer can’t proceed until submission completed.

If you did not expect this message, or have any questions, please contact your conveyancer directly.



OPTION C


Include your link or QR code in your quote documents


Add your unique CCA link / QR code to your quote PDF.


This gives clients the ability to start onboarding the moment they decide to proceed with your services, eliminating delays between quoting and data collection.


A short note beneath your quote might read:


“Ready to proceed? Complete your onboarding details securely via Conveyancing Concierge Australia: [YOUR UNIQUE LINK]”



OPTION D


Use business cards or flyers with a QR code


Consider printing small business cards specifically for onboarding, featuring your office’s unique QR code and a brief message such as “Start your settlement onboarding here.”


These cards can be:

  • Supplied to your referring agents, brokers, and developers so their clients can begin onboarding before you’ve even received the contract.

  • Left in reception areas if you receive high walk-in traffic.


This method improves efficiency and helps clients get started straight away, while keeping the process professional and secure.




For further insight, read Australian Conveyancer’s article:



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