Referral management
If you already refer clients, you’ll love MoveIT
Most estate agents refer business. Far fewer capture the full value from it.
At a glance
Built inside a busy estate agency: MoveIT was originally developed within a ten-branch estate agency in Hampshire.
Designed to keep control: referrals, supplier tracking, disclosures, billing and staff commission can all sit within one managed process.
Better conversion: current MoveIT data shows agents converting 82% of conveyancing referrals.
Less leakage: MoveIT helps agents track referred clients even when a property transaction aborts, delays or becomes detached from the original sale.
If you introduce clients to conveyancers, financial advisers, surveyors, removal companies or other moving services, MoveIT is worth a look.
The team behind MoveIT knows the problem because they have lived it.
MoveIT was originally developed within their own busy ten-branch estate agency in Hampshire. Before MoveIT, referrals looked much like they do in many agencies: a financial services referral book, a note in the CRM, a compliment slip or simply a trusted name given to a client.
Some converted. Some did not.
Individually, they are small gaps. Across hundreds of transactions, they are worth thousands of pounds.
Clients went home and Googled alternatives. Suppliers were not always followed up. Sales fell through but the referred client carried on with the supplier. Completed cases were not always reported back.
That is where referral value starts to leak out of the agency.
The referral is not the difficult bit. Keeping control of it is.
MoveIT turns individual introductions into a managed process.
You choose your suppliers
Keep the local relationships you already have and add national providers where you want to give clients greater choice.
Give clients genuine comparison
Instead of handing over one name, clients can compare quotes and make an informed choice from your approved panel.
Automate the follow-up
MoveIT works alongside your CRM milestones, monitoring referrals and instructions as the underlying property transaction progresses.
Keep tracking when your sale does not
If a transaction aborts, is delayed or the supplier instruction becomes detached from your agency sale, MoveIT continues to track it directly with the supplier through to completion.
Automate the commercial side
Referral disclosures, completed instructions, billing and staff commission can all be managed through the same process.
The result is less reliance on external systems, spreadsheets, notebooks, emails and people’s memories.
More of the referral journey is tracked, followed up and visible from start to finish.
And the numbers move
Current MoveIT data shows agents converting 82% of conveyancing referrals and approximately 60% across other services, including surveys, removals, EPCs and financial services.
82%
of conveyancing referrals converted, according to current MoveIT data.
60%
approximate conversion across other services, including surveys, removals, EPCs and financial services.
These are not necessarily new clients.
They are buyers and sellers agents were already dealing with and, in many cases, referrals they were already trying to make.
MoveIT simply helps more of them complete.
Built by estate agents, for estate agents
MoveIT was not designed around how a software company thinks an estate agency should operate.
It was developed around what actually happens in a busy branch, when negotiators are dealing with applicants, valuations, viewings, offers, sales progression and everything else at the same time.
That is why the objective is simple.
One process. Your suppliers. More control. Less admin. More completed referrals.
If you are already referring business but suspect some of it disappears along the way, give MoveIT ten minutes.
Capture more referral value
See where MoveIT could fit into your existing business
Take a look at MoveIT’s profile on Kerfuffle, or arrange a short demo to see how the platform helps agents manage referrals, suppliers, tracking and completed instructions in one process.
Archie Keylock, MoveIT Network
