Offer Management Process with Rezi
Because Rezi acts as a kind of central hub for your estate agency, it can take advantage of that position to streamline and automate several of the tasks associated with managing offers.
For example, when an offer comes in, Rezi can help complete the offer from and record it as well. Once the agent has contacted the vendor, Rezi can record a rejected offer in its central database. If the offer is accepted and financial services are required, Rezi can track that information.
It is important for customers to be able to monitor the number of such referrals, which Rezi can track for you. Rezi can even generate the offer letter automatically, helping speed the process along.
If financial services are required, Rezi can contact the applicant and arrange an appointment. After that meeting, it can place the MiP against the applicant in its database, as well as consolidate the PoD and solicitors’ details in this centralised location.
Taking all of this information, Rezi can then substantially complete the MoS, leaving only a few wording edits to worry about rather than starting from scratch every time.
We call this “one version of the truth.” Because Rezi consolidates all of this data in one place, changing or editing information takes only a fraction of the time. Since any changes are updated instantly across Rezi’s entire database with the click of a button, the sales progression keeps flowing smoothly without having to stop and check that all the little details are still correct.
The end result
Our professional services team achieved the following with one of our clients:
- A 25% reduction in the total number of tasks relating to offer management
- A 40% decrease in the number of manual tasks associated with this process
- A three fold increase in the number of tasks supported by Rezi
Listing a Property
From the moment you receive the OTM call, you are in a race against time. Vendors may not understand what goes on behind the scenes, but they understand that the faster things seem to be moving, the better. On one hand, an agent who takes too long to move through the process risks losing that vendor to another agency.
On the other hand, the process must move swiftly but also not be rushed. After all, you don’t want to mess up your description of the property and run into problems with the CPR. You need to be fast but careful. Rezi’s technology can help.
By streamlining the more tedious parts of this process, you are free to concentrate on the details while letting the vendor know that you are already hard at work for them, even before their property is live on the portals.