Page 1

ConveyancingBrain How-to Guide

ConveyancingBrain

The conveyancing service brought to you by Mortgage Brain. The Clever Way to Earn from Conveyancing without using too many ‘little grey cells’.

Contents Step 1 – To Register/Create your Account

2

New User Registration

2

Logging In

3

Adding/Amending Account Details including Bank Details

4

Set your Default Referral Fee and Verification Option

4

White Label Plugin

6

Step 2 – Generate a Quote

7

Generate a Quote in Minutes

7

Results

9

Viewing and Saving Quotes

9

Step 3 - Instruction

10

11

View Saved Instruction

Solicitors

15

15

Adding your own Solicitor

Payments

16

Messages

16

Help / Library

16

Contact us: 0371 200 0655 sales@conveyancingbrain.co.uk www.conveyancingbrain.co.uk

ConveyancingBrain - How-to Guide - November 2018

Page 1 of 16


Step 1 – To Register/Create your Account New User Registration Click on the ‘New User Registration’ hexagon. Complete the boxes and click on ‘Register’. Registering for the service takes less than a minute. You will then receive your Broker ID and Password, by email and/or text.

Page 2 of 16

ConveyancingBrain - How-to Guide - November 2018


ConveyancingBrain How-to Guide

Logging In Click on the ‘Existing Users Log In’ hexagon. Using your Broker ID and Password and click on the blue ‘Log In’ button to gain access. You are now logged into your account. Use your account to generate quotes, access case progress reports and much more.

ConveyancingBrain - How-to Guide - November 2018

Page 3 of 16


Adding/Amending Account Details including Bank Details Click on Account Settings, and choose Office/Bank Account Details. This section allows you to amend your personal details. You will also have the ability to change your password.

To the right hand side you can set your bank details in order to receive your referral fee by BACS. Once complete, please click on update details. Set your Default Referral Fee and Verification Option Your account is set to a default of £100 referral fee which is included in every quote. You may wish to change this. Change your referral fee by clicking on Account Settings, Programme Preferences. You can set your fee from £0 to £400 and according to type of transaction as shown in the next illustration. Page 4 of 16

ConveyancingBrain - How-to Guide - November 2018


ConveyancingBrain How-to Guide

You can also set a different referral fee for any referral cases via your website on the same page on the right hand side. (See White Label Plugin section below). You can also set your default verification option under Programme Preferences. At the bottom of the page, on the left hand side you will see a dropdown menu from which you can select your preferred default verification method:

ConveyancingBrain - How-to Guide - November 2018

Page 5 of 16


White Label Plugin ConveyancingBrain’s online solution includes a website plugin. Perfect if you have a website or are considering creating your website. The plugin is a consumer facing tool, designed to allow your website visitors/clients to obtain a quote and instruct a conveyancer. Works in a similar way as all the above, your client will receive notification of an instruction via email and you will be copied in. This instruction will be placed within the Instructed Case tab under your account. Therefore, potentially earning commission, whilst your website does all the work for you. Please see our dedicated guide on how to use the ConveyancingBrain plugin.

Page 6 of 16

ConveyancingBrain - How-to Guide - November 2018


ConveyancingBrain How-to Guide

Step 2 – Generate a Quote Generate a Quote in Minutes ConveyancingBrain allows you to obtain Residential/BTL and Commercial quotes. Click on Residential/BTL Quote and choose from Bridging Finance, Sale, Purchase, Sale & Purchase Combined, Re-Mortgage, Cash Back Re-Mortgage, Cash Back Re-Mortgage BTL or Transfer of Equity. Commercial quotes offer Sale, Purchase and Re-Finance options.

ConveyancingBrain - How-to Guide - November 2018

Page 7 of 16


Example used below is for a purchase quote:

Type in the purchase price, postcode, number of applicants, tenure and lender if known. For nonstandard purchases click on the buttons underneath for further choices. You can choose to specify what ID will be submitted to streamline the process even further. Click Calculate to see results.

Page 8 of 16

ConveyancingBrain - How-to Guide - November 2018


ConveyancingBrain How-to Guide

Results The system will now display a full list of quotes according to solicitor who are on your chosen lender’s panel.

Results are ranked by lowest Total cost. Scroll over the View to see more details of the law firm. You can view customer feedback, this include both Broker and Client comments. Viewing and Saving Quotes Click View for a further breakdown of the quote and illustration.

Click Download/ Print PDF Quote. To provide a copy to your client or to save locally to your device. If you wish to instruct, click Place Instruction. ConveyancingBrain - How-to Guide - November 2018

Page 9 of 16


Step 3 - Instruction Complete client details, address and contact numbers. You have the ability to add a reference for your records.

If you are charging a broker fee, click yes and complete fields as required if you want this paid by the Solicitor. You have the ability to send any comments to your chosen solicitor, this will be made available to your client to read as part of the case tracking facility.

Page 10 of 16

ConveyancingBrain - How-to Guide - November 2018


ConveyancingBrain How-to Guide

Click Submit; the following message will appear:

View Saved Instruction The Solicitor will then be instructed and once the case has been accepted you can view under Instructed Cases tab. You can view detailed illustration by clicking Illustration:

ConveyancingBrain - How-to Guide - November 2018

Page 11 of 16


You will receive confirmation of instruction via email along with progress updates, which will also be copied in to the message section of the ConveyancingBrain solution. Please see example emails that you will receive following an instruction. Confirmation of instruction:

Confirmation of quote and client care letter:

Page 12 of 16

ConveyancingBrain - How-to Guide - November 2018


ConveyancingBrain How-to Guide

Case update email confirmation:

All emails are sent from noreply@wconveyltd.co.uk

Case tracking/Manage Pipeline You can track the progress of your cases 24/7 under the Instructed Cases tab. Key stages can be set by your Solicitors (and may vary) but it is important to give your Solicitors flexibility to set their own especially if they want to integrate the key stages with their CMS.

ConveyancingBrain - How-to Guide - November 2018

Page 13 of 16


Click on the ID to view Summary, Illustration, Communication, Purchase Progress and Client Care letters.

Page 14 of 16

ConveyancingBrain - How-to Guide - November 2018


ConveyancingBrain How-to Guide

Solicitors Click on the Solicitors Tab to view the Solicitors on our panel. If you wish to disable any firms, which will remove them for your results. Please click on the live column, this will then switch off that firm. If you wish to revert back click disable to amend back to live.

Adding your own Solicitor

Please refer to our dedicated ‘How to add your own solicitor’ guide available on our Help & Support page

Payments

To see payments made to you for your referral, click on the Reports drop down arrow and select Payment History:

ConveyancingBrain - How-to Guide - November 2018

Page 15 of 16


Messages

The Messages section retains all emails sent to yourself and your client following instructions and throughout process. Emails are also sent directly to your chosen mailbox that you enter during registration.

Help/Library

You can access the comprehensive user guides, customer leaflets and useful marketing documents under Library:

Page 16 of 16

ConveyancingBrain - How-to Guide - November 2018

Profile for Mortgage Brain

ConveyancingBrain - How-to Guide  

Your guide to ConveyancingBrain and how to earn commission without using too many 'little grey cells'.

ConveyancingBrain - How-to Guide  

Your guide to ConveyancingBrain and how to earn commission without using too many 'little grey cells'.