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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 up to £800 per transaction on completion (based on a £200 referral fee, for the purchase and sale of both the vendor’s and the buyers properties).

 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 6-hour 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 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, Buy or Sell and buy a property
    1. If they're interested in selling, select the address of the property they're selling.
      Edit the Price if there's been a renegotiation (from the original listing price to a new agreed price). Then, 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 they're interested in buying, the Property address fields will pull through from the contact or property record. Should this be incorrect, you can 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
    3. If they're interested in selling and buying, first, select the address of the property they're selling.
      Edit the Price if there's been a renegotiation (from the original listing price to a new agreed price). Then, click the appropriate options.
      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 to property to buy.

      For the property they're interested in buying, the Property address fields will pull through from the contact or property record. Should this be incorrect, you can 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 to quotes
  6. Alongside the Property details, 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 Refer 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.

    The contact(s) will also receive an email with a breakdown of the quote(s), which also contains an instruction link. Should they have multiple quotes and they've decided who they want to instruct, they can click the instruction link and fill out a quick Conveyancer instruction form to get the ball rolling.
    conveyancer referral consumer email and instruction form.png

With the referral now handed over to the potential conveyancer(s), the sale now appears in the new Sales progressions (beta) dashboard in Alto, where you can monitor the progress of this with our automated milestones.

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, Buy or Sell and buy a property
    1. If they're interested in selling, select the address of the property they're selling.
      Edit the Price if there's been a renegotiation (from the original listing price to a new agreed price). Then, 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 they're interested in buying, the Property address fields will pull through from the contact or property record. Should this be incorrect, you can 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
    3. If they're interested in selling and buying, first, select the address of the property they're selling.
      Edit the Price if there's been a renegotiation (from the original listing price to a new agreed price). Then, click the appropriate options.
      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 to property to buy.

      For the property they're interested in buying, the Property address fields will pull through from the contact or property record. Should this be incorrect, you can 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 to quotes
  7. Alongside the Property details, 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 Refer 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.

    The contact(s) will also receive an email with a breakdown of the quote(s), which also contains an instruction link. Should they have multiple quotes and they've decided who they want to instruct, they can click the instruction link and fill out a quick Conveyancer instruction form to get the ball rolling.
    conveyancer referral consumer email and instruction form.png

With the referral now handed over to the potential conveyancer(s), the sale now appears in the new Sales progressions (beta) dashboard in Alto, where you can monitor the progress of this with our automated milestones.

How to retrieve previous conveyancer referral quotes

If you generate quotes for your contact(s) and send referrals to conveyancers, you can easily revisit those quotes from the contacts Timeline and view the details again. This will be handy should you want to:

  • Confirm which conveyancer(s) were already referred for a contact/property so that you can verify you have the correct information
  • Revisit the quote/costs associated with previously sent referrals so that you can answer questions your contact(s)/staff may have
  • Refer a new/different conveyancer for a contact/property which you've already created quotes for, without having to restart the process

To view referral details and retrieve previous conveyancer quotes:

  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. Either, click Overview on the side menu and view the Recent Activity section, or, click Timeline on the side menu
    Retrieve previous conveyancer quotes.png
    1. You can view the delivery status of the referral (i.e. was it successfully sent, has it been opened and viewed by the conveyancer) and all the information that was sent to the conveyancer(s) if you click the relevant option for View referral details
      Retrieve previous conveyancer View quote.png
    2. To retrieve the previous quote(s), click View quote.
      Here, you can click to view each quotes breakdown.
      For any of the conveyancers you've sent a referral to, you'll have an icon stating Referral sent. 
      If you'd like to refer a different conveyancer which you have a quote for, click Select on the conveyancer(s) you'd like to refer to, then click Send referral
      Retrieve previous conveyancer sent referral.png

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 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.

Related articles:

Opening a case with a conveyancer

 

*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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