Reimagined client onboarding could be your secret superpower | Kerfuffle

Reimagined client onboarding could be your secret superpower

Many estate agents are still spending excessive amounts of time on admin, when they could be out, doing what they do best – selling houses. Our guide looks at how you can minimise time-consuming admin and maximise onboarding efficiency.



In our recent survey of over 100 senior estate agency professionals, a massive 68% of respondents said they believed that onboarding processes take too long. From capturing critical client data to AML, KYC and getting the details, images and floorplans in place for property marketing to begin, there can be a lot of paperwork, admin and manual processing to do upfront.

And, because onboarding represents the all-important initial client touchpoint in most cases, it’s got to be great.

All of this means that far too many estate agents are spending excessive amounts of time on admin, when they could be out, doing what they do best – selling houses.

But if the onboarding process could be more efficient, more client-friendly and quicker, estate agents can be more responsive and competitive. In short, when reimagined, client onboarding could become estate agents’ sales superpower.

In our new guide, How to Make Client Onboarding Your Sales Superpower, we look at:

  • Why better onboarding leads to better, more competitive performance
  • How to reimagine your client onboarding process
  • Three steps to more efficient client onboarding

Download the full guide to discover the art of possible here



To find out how Landmark Agent can help your agency click here



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Emma Longden

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