Going Paperless - increasing efficiency, saving time

When it comes to the buying process, what is the one thing your buyers are clamouring for? Paperless reservations, conveyancing and payments. In this day and age, paper free is the expectation, even if it’s not yet the norm in the housebuilding sector. It’s not just for environmental and sustainability reasons either. Not only do your buyers want to be paperless, but you should want to be as well. Going paperless is a significant time saver, not just for your buyers (who will thank you for their not having to take extra time out of their day to meet for signing papers), but also for your team. 

ContactBuilder offers an online forms and letters module, which provides a suite of standard customisable documents that you can tailor to your needs - we’ve already done the difficult bit. The best part? It only takes three clicks to send a document, such as a paperless reservation contract, by email. Plus, it adds a record against the reservation in ContactBuilder, ensuring everything is accounted for. 

When you add e-signatures through Signable, your buyers can then sign the form from wherever they are on their phone, tablet or computer. No printers required. The process is simple and quick for everyone. And the set-up required for Signable? According to our clients, it’s “dead easy”. You will be on track to paperless in no time. 

That just leaves online payments. Requiring an online payment processing service like Opayo (formerly Sage Pay) or Worldpay, these can either be taken over the phone by your team or, if you’re using our customer module, they can be made by your buyers through their My Property Portal. Once you set up the payments in the system with just a few clicks, automatic reminders will be sent to them from the due date onwards. No more missed payments! Once a payment is made, a receipt is sent via email and a record added to the system.  

Ultimately, going paperless saves time in all the best ways possible: 

• Reduces time spent by your team on each reservation 
• Saves your buyer’s time spent visiting the sales office 
• Facilitates a shorter time to completion. 

 

To find how you ContactBuilder can help you go paperless, you can either click to arrange a demo or if you are a current client, contact your account manager for more information.