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:
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