Referring a conveyancer to a contact

Chris Horroll
Chris Horroll
  • Updated

Within Alto, you're able to directly refer your contact(s) to a pre-selected and vetted panel of Alto approved conveyancers, and earn commission on every successful referral.

This article includes: 

What are the benefits of referring to Alto approved conveyancers

Finding the perfect conveyancer can be a daunting and time-consuming task, often leaving you feeling frustrated when expectations aren't met. That's why we've meticulously curated a panel of pre-vetted conveyancers, ensuring that both you and your customers enjoy a smoother and more satisfying experience.

To save time (60 days on average*) and help streamline the process, you can make conveyancer referrals from directly within Alto, and the conveyancers will receive all the detail they need to work with the contact(s).

By doing so, you're also able to generate extra revenue and earn commission. For both buyers and vendors, there's the opportunity to earn £200 per transaction, as you’ll receive £200 per successful referral, on completion.

 Did you know...

You can cover the cost of your Alto user licence by making 2 referrals per month

All Alto approved conveyancers have committed to delivering:

  • A high quality service with a guaranteed quick response time
  • Weekly actionable updates to help you stay informed about your next steps
  • Quicker search times with our local authority search capability, ordered at instruction

How to refer a conveyancer


There are two ways you can refer the contact(s) to one of our partnered conveyancers; either from a contact record, or, from a property record.

Referring via a contact record

To make a referral:

  1. Click Contacts on the main toolbar
  2. Select the relevant contact from Recent & Favourite Contacts
    1.  Alternatively, find the contact using the Search Contacts bar in the top right
  3. Click Contact on the side menu
  4. In the Address section, click Refer a solicitor
    Refer a solicitor via contact record.png
  5. You'll be asked what the contact needs a conveyancer for, either to Sell or Buy a property
    1. If an applicant is interested in selling, click the appropriate options for the property they're selling.
      Next, select if any Special requirements apply to the property in order to create accurate quotes that are tailored to your contacts specific needs.
      Once all information is captured, click Continue
      Conveyancer referal - sell.png
    2. If an applicant is interested in buying, the Property address fields will pull through from the contact or property record. Should this be incorrect, you can Look up the property or Fill in the property details. You can then click the appropriate options for the property they're buying.
      Next, select if any Special requirements apply to the property in order to create accurate quotes that are tailored to your contacts specific needs.
      Once all information is captured, click Continue
      Conveyancer referal - buy.png
  6. You'll be presented with a list of Alto approved (and recommended) conveyancers along with their quotes. You can also view their Trustpilot reviews, description, contact details, and a breakdown of their Estimated costs that make up the quote - (the costs may vary depending on the level of service offered).
    Click Choose Conveyancer on the conveyancer(s) you'd like to refer to, then click Send referral
    Conveyancer referal - quotes.png
  7. A confirmation message appears that your referral(s) have been sent. An email will be sent to the conveyancer(s) with the seller/buyer details and they will get in touch with the contact(s) directly. You will also receive an email from our Panel Manager confirming the details

With the referral now handed over to the potential conveyancer(s), the sale now appears in the new Sales progressions overview in Alto.

Here, you can view an overview of the property, the key details including the Vendor and Buyer, important Dates, the associated Conveyancer, the Sales Progressor, Status and the Branch of each progression.

Conveyancer referal - new sales progression.png

  1. Click View full progression to view the chain information, pending tasks and all of the progression milestones

Conveyancer referal - progression milestones.png

Once the conveyancer has been referred, all case updates update here automatically in real time, speeding up your sales progression. Additionally, you'll receive a notification whenever a new milestone update is reached. 

Referring via a property record

To make a referral, you must navigate to the New Offer/Offer Details window:

  1. Click Properties on the main toolbar
  2. Select the relevant property from Recent & Favourite Properties
    1.  Alternatively, find the property using the Search Properties bar in the top right
  3. On the property Overview, click Offers
  4. Click the blue Offer link on the offer in the timeline that has been accepted
  5. The Offer Details window opens. Below the Applicant Solicitor/Vendor Solicitor dropdown menu, click Refer a Solicitor next to the appropriate applicant or vendor fieldRefer a solicitor.png
  6. You'll be asked what the contact needs a conveyancer for, either to Sell or Buy a property
    1. If an applicant is interested in selling, click the appropriate options for the property they're selling.
      Next, select if any Special requirements apply to the property in order to create accurate quotes that are tailored to your contacts specific needs.
      Once all information is captured, click Continue
      Conveyancer referal - sell.png
    2. If an applicant is interested in buying, the Property address fields will pull through from the contact or property record. Should this be incorrect, you can Look up the property or Fill in the property details. You can then click the appropriate options for the property they're buying.
      Next, select if any Special requirements apply to the property in order to create accurate quotes that are tailored to your contacts specific needs.
      Once all information is captured, click Continue
      Conveyancer referal - buy.png
  7. You'll be presented with a list of Alto approved (and recommended) conveyancers along with their quotes. You can also view their Trustpilot reviews, description, contact details, and a breakdown of their Estimated costs that make up the quote - (the costs may vary depending on the level of service offered).
    Click Choose Conveyancer on the conveyancer(s) you'd like to refer to, then click Send referral
    Conveyancer referal - quotes.png
  8. A confirmation message appears that your referral(s) have been sent. An email will be sent to the conveyancer(s) with the seller/buyer details and they will get in touch with the contact(s) directly. You will also receive an email from our Panel Manager confirming the details

With the referral now handed over to the potential conveyancer(s), the sale now appears in the new Sales progressions overview in Alto.

Here, you can view an overview of the property, the key details including the Vendor and Buyer, important Dates, the associated Conveyancer, the Sales Progressor, Status and the Branch of each progression.

Conveyancer referal - new sales progression.png

  1. Click View full progression to view the chain information, pending tasks and all of the progression milestones

Conveyancer referal - progression milestones.png

Once the conveyancer has been referred, all case updates update here automatically in real time, speeding up your sales progression. Additionally, you'll receive a notification whenever a new milestone update is reached. 

FAQs

 Did you know...

You can book a free 15 minute demo where we'll showcase the new conveyancing features to you and answer any questions you might have about how this can help improve your workflows

  • How do I activate the conveyancer referral feature?

To activate the conveyancer referral feature, please contact Support. Click here to Submit a request to the Alto Support team, and complete the contact form.

  • How will we ensure communication is where it needs to be?

Our dedicated Panel Manager is in daily communication with panel members regarding referrals. Once a referral has been received, we ask the conveyancer to let us know if this has been received and the status of it. In addition to chasing, weekly referral reports are sent out every Wednesday to our conveyancers to be updated by Friday. These updates are then relayed back to you.

  • Will the fee appear on the contacts bill?

No, this fee is paid directly from Alto so your contact will not be billed the agent fee.

  • How do searches work?

Our searches provider is Move Reports. Our conveyancers are contractually obligated to order searches at the point of instruction. Move Reports have confirmed that searches can take up to 10 days to complete. Upon receiving the search pack, conveyancers are to do their best to raise any questions they may have within 3 business days to ensure that the transaction continues to progress as smoothly as possible.

  • The buyers and sellers in my area tend to only use local conveyancers. Do your conveyancers cover nationwide?

Yes, our panel members have been selected as they can deal with all contacts from a national perspective. The only exception to this is Strefford Tulips and Mov8, who cover Scotland only.

 

*This is based on the search results time - our research calculated it as 143 days on average to get a search returned using local authority searches, versus 9 days using our searches functionality

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