A better client experience, built into every transaction

From the first moment a client engages with your agency, their experience shapes how confident they feel about moving.

iamproperty supports that experience at every stage of the journey – from data-led prospecting and standout Market Appraisals, through onboarding with movebutler, right through to secure Methods of Sale including Auction and Premium Conveyancing.

Together, these solutions strengthen the estate agents client experience from first contact to completion, giving clients clarity, confidence and momentum throughout their move.

For clients, it feels simple and well supported.

For your agency, it means fewer delays, less chasing and more consistent progress.

From first contact to completion – a clear client journey

Clients move through a series of touchpoints as their transaction progresses. What matters most is that each stage feels clear, consistent and professionally managed.

See the full client journey in action

Lead generation and prospecting

The journey starts long before instruction.

With expert property data, targeted campaigns and intelligent prospecting tools, your communications feel timely and relevant. Prospects receive helpful insight rather than generic marketing – building credibility and trust from the outset.

QR codes on mailers and marketing materials allow prospects to book valuations or request information instantly. Whether they’re scanning from their kitchen table in the evening or on the move at the weekend, they can take action when it suits them – not just during opening hours.

That convenience plays a key role in strengthening the estate agents client experience, making it easier for potential sellers to engage with your agency at the moment their intent is highest.

This early confidence lays the foundation for a stronger client relationship and a smoother path to instruction.

Market Appraisals and method of sale advice

When you step into the front room, clarity matters.

But the experience starts even earlier. Pre-appointment invitations give clients the opportunity to share their moving priorities and circumstances in advance. By gathering this insight upfront, you’re able to tailor your advice to what truly matters to them – reinforcing that their priorities are genuinely taken into account.

Structured Market Appraisals supported by property insights, local data and tailored recommendations then help clients understand their options clearly. Whether Private Treaty, Auction or Premium Conveyancing is most suitable, advice is backed by data and aligned to their circumstances.

After the appointment, automated follow-up journeys – including personalised “in your area” updates – help you stay in touch consistently and professionally. Clients receive relevant market insight without feeling pressured, keeping your agency front of mind while they consider their decision.

This structured, insight-led approach plays a key role in improving client experience for estate agents, helping sellers feel informed, confident and ready to move forward.

Onboarding with movebutler

Once instructed, clients move into a structured onboarding journey powered by movebutler.

Robust ID verification, AML checks and Risk Assessments are built into the process, with full audit trails stored across your CRM and movebutler — helping clients feel confident that everything is being handled safely and professionally.

Because Compliance is positioned as a standard part of the moving process, it feels like a natural step rather than an unexpected extra. Clients can review what’s required and make secure payments within the same journey, creating a straightforward and transparent experience.

Material Information and Legal Preparation are also gathered early, so clients understand what’s needed and why. This reduces uncertainty, prevents last-minute issues and keeps transactions progressing smoothly.

For clients, the experience feels organised, secure and reassuring.
For you, it means less duplication, reduced admin and fewer avoidable delays.

Secure and faster completions

With key information prepared upfront, transactions are set up for smoother progression.

Where speed and security are priorities, alternative services enhance the overall client experience:

• Auction delivers fixed 56-day completions, transparent bidding and committed buyers – reducing fall-through risk and increasing certainty.
• Premium Conveyancing prepares clients from listing, cutting Private Treaty transaction times by up to 5 weeks* and creating exchange-ready sellers.

This structured, proactive approach contributes directly to a stronger client experience. Premium Conveyancing currently achieves an NPS of +72 and 92% CSAT, while Auction achieves an NPS of +45 and 88% CSAT — both significantly above the global average NPS score of +32. These results reflect consistently high levels of consumer confidence and satisfaction.

When transactions complete faster and with fewer surprises, clients feel reassured – and your reputation strengthens.

Sales progression and ongoing communication

As transactions move forward, consistent communication becomes critical.

With your Estate Agency CRM sitting at the heart of your business, you have a single view of each client’s journey — from first enquiry through to completion. Notes, compliance updates, onboarding progress and sales milestones are visible in one place, helping you respond quickly and keep conversations clear.

For clients, that means fewer repeated questions and more informed updates. They aren’t asked for the same information twice, and they feel confident that you understand exactly where their move stands.

For you, it means greater control over sales progression, clearer reporting and the ability to keep transactions moving without relying on disconnected systems.

A stronger client experience from first contact to completion

Improving client experience for estate agents isn’t about a single interaction — it’s about how every stage connects.

From QR code valuation bookings and personalised pre-appointment invitations, through structured onboarding with built-in AML and Compliance, to secure Methods of Sale like Auction and Premium Conveyancing, each step is designed to remove friction and build confidence.

Clients feel informed, supported and in control.
You gain greater visibility, fewer delays and more secure outcomes.

That’s what a stronger estate agents client experience looks like in practice — clear, structured and built around momentum from instruction through to completion.