Top 5 ways estate agents speed up the conveyancing process

How to ensure a smooth transaction experience for your consumers

As an estate agent, ensuring a smooth conveyancing process is key to a successful transaction. By focusing on strategies to connect clients with trusted conveyancers, you can speed up the process and enhance their experience. Here are the top ways to optimise conveyancer referrals for better outcomes.

How Alto and Movemnt work together

In this article, you will see that our hero CRM for estate agents, Alto, gets mentioned a few times. It’s important we explain how everything is connected.

So, we are building a network of reliable conveyancers across the UK, who adhere to strict SLAs, ensuring high performance. This network is called Movemnt.

Across Alto and other products, estate agents to housebuilders can use built-in features that allow them to refer to the Movemnt network. You will often read terms such as Alto’s conveyancing feature, powered by Movemnt, for example.

1. Ask the right questions

Asking targeted, specific questions early in the process is critical to avoiding delays and building trust with your clients. It’s not just about asking if they’ve chosen a conveyancer—it’s about guiding them to understand why making that decision early can prevent issues later on, and help you convert a successful instruction later on.

Tip: Keep them informed from day one

If we concentrate on the conveyancer-specific question, this is something that can be asked at the initial stage, and will allow you to inform them of potential time delays and legal complications that can arise without one in place.

At the offer stage, highlight how working with trusted, pre-approved professionals can address the issues you mentioned previously. The conveyancers you recommend through Alto’s conveyancing feature are held to strict SLAs.

Less stress for them, and less chasing for you.

2. Provide multiple conveyancer options

After identifying that a client needs a conveyancer, present them with a few trusted recommendations. Highlight the quality of these professionals and emphasise how they can expedite the process, helping buyers get their keys as quickly as possible.

When it comes to recommending services such as conveyancers, mortgage brokers, or home inspectors, offering a few choices can significantly improve your conversion rates.

Tip: Refer between 2-3 providers

By presenting two to three recommended professionals, you give clients a sense of control and choice. This approach makes them more likely to select one of your suggestions rather than seeking quotes from external sources. Ensure these providers offer a range of pricing options to cater to different budgets.

Example: “Here are three excellent conveyancers we recommend. They all have great reviews and can help speed up the process. You can choose based on who fits your budget and needs best.”

You can source local and nationwide conveyancers in Alto’s conveyancing feature, to ensure a fast and efficient experience for your clients. Every conveyancer is approved by LMS and Alto, with a commitment to respond within 24 hours of the referral being made.

3. Perfect your timing

Timing is crucial in the estate agent transaction process. Knowing when to make recommendations and push for decisions can make all the difference in conversion rates.

We’ve observed that the ideal time to formally recommend a conveyancer is after an offer has been accepted. This is when buyers are more emotionally committed and eager to proceed, making them more receptive to recommendations.

Inform the client as early as possible about the need for certain services, such as the conveyancer, but don’t drive home about it until they are at the offer stage.

Tip: Strike while the iron is hot

Almost one in three house sales tend to fall through, usually due to buyer indecision. And indecision can often stem from delays or things going wrong, unexpectedly.

Delays in gathering necessary documentation or conducting legal checks, especially in more complex transactions, will often be the reason for a sale collapsing. This can be down to a simple lack of responsiveness from the conveyancer, too.

When the time is right, offer to open the case with conveyancer(s) on their behalf in Alto, which was released as part of our August 2024 product updates. This is the fastest way to guarantee the client chooses one of your recommended conveyancers.

4. Build trust and credibility

Building trust with your clients is essential for maximising conversions. When clients trust your recommendations, they are more likely to follow your guidance. If you recommend someone who is maybe unreliable, the customer may not recommend you in the future.

Tip: Provide testimonials and success stories

Share success stories and testimonials from previous clients who have used your recommended services. This can reassure buyers that they are making the right choice by following your advice.

Example: “Many of our clients have worked with [Conveyancer Name] and have had fantastic experiences. Here’s what one of our recent buyers had to say…”

All conveyancers have reviews/ratings in Alto’s conveyancing feature, so you can utilise these too.

5. Streamline communication

Clear and efficient communication can significantly impact your conversion rates. Ensure that your clients are always well-informed and know the next steps in the process.

Tip: Use technology to your advantage

Utilise Alto, the conveyancing feature, as well as email templates, and automated follow-ups to keep your clients informed and engaged. Quick responses and proactive communication can make buyers feel supported and more inclined to proceed with your recommendations.

Example: “I’ve just sent you an email with the contact details of our recommended conveyancers. Let me know if you need any help reaching out to them or have any questions.”

Interested in learning more about Alto’s conveyancing feature? Book a free demo with the team today.