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Why Conveyancers Should Set Up Logbooks
Nigel Walley • November 2, 2022

Why Conveyancers should set up digital property logbooks like Chimni, for their 'buying' clients as part of an increasingly digital post-completion process

Nigel Walley - Chimni CEO


The current industry focus on finding ways to get people selling their homes to prepare digital ‘upfront information’ is a necessary part of the wider shift to a digital property sales process.  This shift in focus requires some significant changes on behalf of sellers and industry professionals. 


However, there is a simple step that Conveyancers can drive themselves that will help the longer term digitisation of property sales – setting up ‘Completion logbooks’ for buying clients. 


If conveyancers were to set up a Chimni digital logbooks, as a standard step at the completion stage of every home purchase, it would achieve four things of benefit to the clients and the conveyancers themselves. It would:


  • simplify the increasingly complex task of handing over properties
  • establish a digital link to clients that can be sustained after completion
  • ensure that the next time they sell, they have their ‘upfront information’ already prepared
  • set buyers up to be future-proofed in an increasingly digital property world.


Simplifying Handover

Rather than inundate your client with PDFs during the purchase process, a Chimni log can be a shared storage facility during the process. Your buying client receives a working record, with all documents pre filed  and categorised.  At the same time, as the properties we buy are increasingly 'smart' with systems and devices (like Hive, Nest, solar panels and heat pumps) a Chimni logbook can simplify the handover by providing passwords and instructions.


Creating a Continual Link To Your Clients

The project folder in a Chimni log in which all the home buying documents are stored can be viewed as an extension of your case management file.  We can take this further by building in links and prompts that ensure that a client can easily re-connect with their accounts in your systems or app.  This is intended to improve the chances of their recommendating your company to others and, more importantly, of enabling cross-sell and on-sell of your other services.


Create 'Upfront Info' for next time

A Chimni logbook has the ability to pre-prepare a client for their next sale by creating a 'sales pack' containing all the necessary upfront and 'material' information that is increasingly being required prior to a property being listed.  Using past documents and live links to key data sources, our upfront information packs can be connected digitally back to your systems to ensure a quick, accurate exchange of data.


Future-proofing Clients

Your home-buying clients are facing a world in which managing their home is increasingly 'digital' and 'online'.  Giving them the tools to start this process





Time for a Demo?

A first step in evaluating whether your company should issue logbooks as part of the conveyancing process is arranging for a demo.  We would be happy to show you the system and/or set up a demo logbook for you to explore within your company. Just send an email to Nigel Walley and we will do the rest:


nigel.walley@chimni.com 


By Nigel Walley May 24, 2023
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By Nigel Walley November 14, 2022
How do housebuilders respond to the growing digital sophistication of their buyers, and how digital property logbooks like Chimni can help.
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