KEY RESPONSIBILITIES:
To increase and optimise the company revenue from Conveyancing opportunities
Work with all company departments to ensure all conveyancing opportunities are given adequate focus.
To be responsible for providing analysis and tracking of all opportunities, income and performance against sales and instructions reporting to Directors.
Promoting conveyancing opportunities and results to the Branch and Central Teams to identify successes and opportunities for improvement
Attend branches to provide support in order to ensure minimum standards are being met
Liaise with Managers and Area Managers to ensure the correct process is in place to meet the minimum standards per branch/ team
Maximise the business opportunity available from conveyancing by ensuring all potential leads are identified and followed up to a conclusion, with re referrals being made where necessary
Monitor and provide feedback on the performance of the Lifetime Legal teams and processes on securing business from leads and their follow up processes to maximise their conversion rates of clients to leads and matters to clients.
THE ROLE:
To work with the branches and central teams to ensure all business opportunities arising from conveyancing are optimised, this should include:
Using the reporting, track the level of referrals and conversion to quoted and instruction per branch and area for applicants, offerors and sellers
Highlight areas of improvement required per branch and area, focussing on the largest volume opportunities first and set a plan in place with the manager/ area manager to reach and exceed minimum standards for conversion from sales agreed and instructions.
Identify a weekly plan of which branches/ teams require focus based on the data analysed
Follow a process of reporting to ensure that the Regional and company Directors have visibility on the execution and success of the plan or where further support is required.
Promote the success of these figures through reporting to the Central Sales Manager, Central and Branch teams.
Reporting the levels of instructions and revenue to the Central sales manager and promoting the ‘Good news stories and case studies to the company
Liaise with the conveyancing call team regarding any issues highlighted in order to improve the conversion of leads
CONVEYANCING MANAGER
Ensure all business opportunities are optimised for conveyancing across Sales, New Homes & Commercial
Work with the branches and central teams directly on the key elements required to improve the conversion of leads
Ensure new starters are promptly informed of the opportunity available from conveyancing and how to achieve it
Call clients to secure business where opportunities are identified as valuable (e.g. New homes or key clients) and referrals that have not been successful due to process issues or misunderstanding and where they can be converted to a successful business.
Participate in area conference calls in order to ensure high visibility of performance levels and further identify training and support requirements.
Daily review of all Instructions, Active offers, Offer Agreed and Sale agreed on deals to ensure the opportunities have been referred and the quality of the referral
Understand the Company’s business priorities and utilise the daily structure to ensure you are focused on personal key activities in order to achieve the overall key objectives
Support the management of the solicitor panel to deliver premium conveyancing service levels across the business and further develop the panel to enhance and enable the growth of the conveyancing pipeline and revenue.