Overview

Your suppliers, your referrals, your income. MoveIT makes it happen - built by agents, for agents.

Referrals should be a simple process, but the admin gets in the way. Re-keying customer details, chasing quotes, remembering to follow up. Most agents work with really great suppliers, but don't have a formal process or structure to manage referrals.

MoveIT takes all of that work off your plate. It pulls customer and property data straight from your CRM, so you can send a quote and a referral in under a minute without typing anything twice. Nothing to learn, nothing to set up from scratch. It fits around the way you already work.

What MoveIT does for agents

  • Generate a quote and send a referral in under a minute, straight from your CRM
  • Build and control your own panel of trusted local and national suppliers
  • Compare supplier quotes side by side rather than defaulting to one provider
  • Automate the referral journey end to end with CRM milestones and workflow triggers
  • Track every referral through to completion, billing and payment
  • Offer a complete moving service: conveyancing, mortgages, surveys, removals, EPCs and floorplans

The result: less admin, more referral income, more control, and a smoother move for every client.

Problems we solve for agents

Every agent is sitting on referral income opportunities that may not be fully maximised. A single client move can generate fees across conveyancing, mortgages, surveys, removals and more, but most of that revenue slips away - through fault of the agent. Sometimes, referrals can also get missed or a buyer decides to go elsewhere to compare, meaning most of the time, that income is lost.

MoveIT turns referrals into a structured and tracked revenue stream. Agents keep control of their own suppliers, capture the income they're owed, and give clients a smoother move, all without the admin that usually kills

Reviews

Text Reviews (0)

Search Reviews
Write a review

Video Reviews (0)

Leave a video review