From the moment a lead is received to the point contracts are signed, there are multiple stages where the right tools can make a measurable difference. Utilising the system and it's entire capability supports you move prospects forward more efficiently while maximising the value of every opportunity.
1. New Leads Come In
Everything starts with a lead. Whether generated through portals, the website, referrals, or walk-ins, leads represent potential business and should be treated as time-sensitive opportunities.
No problem if you have an external website, you can utilise our API to send enquiries to your 10ninety as new leads. Free to use, get in touch with our Support team for more information!
The key at this stage is speed and quality of response. Prompt contact and professional communication help establish trust - capturing accurate details and logging them correctly in your system ensures the lead can be progressed smoothly.
We have a solution to manage your leads more efficiently here!
2. Valuation Booked
Tick the auto-send confirmation when adding to the diary to send an email straight away confirming the date, time and place.
We can configure your system so the auto-send confirmation emails are always sent when new appointments are added to the diary
Reminders can also be sent out of hours ahead of the valuation the night before, as part of our automations add-on.
If you use a Property Information sheet or questionnaire, add this as a default attachment to the staff automated reminder so they have it on the go ✅
3. Keeping Track of your Open Valuations
Add the property as soon as the valuation is booked to create your central record.
From there, valuation templates can be sent directly from the system, ensuring a consistent and professional presentation at the click of a button.
Your 'Open Valuations' alert - filterable by staff member, status or location - helps you monitor outstanding valuations and prompt timely follow-ups, so no opportunity is overlooked.
Run the 'Valuations' report for valuations across any time period - easily exported to excel if you need it!
4. Getting the Contracts Signed
Success! The landlord or vendor has seen what you can offer and wants to go ahead.
On the property, go to your 'Documents' tab on the right-hand side and click 'Generate' next to your Agency Agreement.
At this point, you could print the contract for your clients to sign, but utilising eSigning speeds up the process and reduces delays. No need for your clients to come into the office and no pressure of ensuring your paper copies are kept in one place, properly filed, and available for your clients 24/7.
Using our eSign integration with Signable all you would need to do is hit the eSign button:
The envelope is fully audited so records each time your client views or when they sign. Each recipient to the contract will receive a copy of their contract with the audit trail appended once fully signed for their records. We also automatically upload it back into your 10ninety system where it is stored along with a digital proof of the signatures (in the form of a digital fingerprint and audit trail attached as an additional final page to the document) as the latest version of the document.
Bringing It All Together
For full transparency, give your prospective vendor or landlord access to their own portal branded as though you've built it - bringing together their appointments, property information shared so far and signed contracts all in one place. The Hub can be accessed from a mobile, tablet or computer - ensuring that your company is always within their reach.
Access doesn't just stop once the contract is signed either - your clients will be able to follow the entire process via the Hub: property particulars, marketing information, viewings and their feedback! See here for what the Hub could do for your business.
Do you have Rightmove? Ensure that it's linked to 10ninety to get the marketing information added to the Marketing Data viewable on the property. Clearly displayed on their property dashboard on the Client Hub - seen below!
Add-ons mentioned in this article, added to your monthly subscription:
Automations, £10+VAT
eSigning, £10+VAT for 20 credits
Client Hub, £30+VAT
Any questions, please do not hesitate to reach out to our support team:
📞 020 7193 2844
📧 support@10ninety.co.uk
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