tm blog

We’re adding a new listed buildings data layer to tmconvey. 

Available from 5th April 2019, you’ll soon be able to give property developer clients much-needed context about their intended renovation projects – without needing to visit multiple websites. 

As with our recently added highways information, you’ll be able to turn on the data layer and see listed buildings overlaid on your existing map –  for Grade 1, Grade 2* and Grade 2 across England. As of 2nd May, this will be extended to listed buildings in Scotland and Wales too.

You can then find out more about a listed building of interest by clicking on it to generate a pop-up, which will give you the address and the grade, as well as provide a hyperlink that will take you direct to the relevant page on Historic England. This will enable you to read further information about the restrictions in place, if you wish. 

How do I turn on this new data layer?

If you would like to turn on this new data layer, your TM administrator will need to update your company preference by following the below steps:

1. Go to ‘System settings’ on the tmconvey Services Dashboard

2. Select ‘System defaults’

3. Select ‘View’

4. Select ‘Mapping defaults’ 

5. If you scroll down, you will see a new section called ‘Map Data Layers’ – and various options to choose from including the new ‘listed buildings’.  

6. Once you have settled on your choice, click ‘Save’.

What other changes have we made to our mapping?

The addition of ‘listed buildings’ data is the latest in a series of mapping enhancements. 

Here’s a quick summary of the last few months, just in case you missed anything.

Highways data added to tmconvey mapping 

NEW Map Data Layers section gives conveyancing teams even more control over their visible data layers

NEW realistic colour scheme creates clearer mapping boundaries

Map Search data now includes CCOD and OCOD

Exciting news… Even more Map Search updates to save you even more time!

Map Search enhancements make even more time for you

Stay tuned for more updates COMING SOON!

If you have any questions or queries, please contact your Account Manager, or get in touch with our friendly Helpdesk team on 0800 840 5571 or email helpdesk@tmgroup.co.uk 

From 5th April 2019, ‘Mine entry interpretative’ and ‘Subsidence Claims 50m buffer’ reports from the Coal Authority will be available to order via tmconvey under ‘Coal Mining’ – if a Coal Authority CON29M has already been ordered and returned.

This will replace the current email ordering process. 

You can see sample reports here: 

• Mine entry interpretative

• Subsidence Claims 50m buffer

If you have any questions, please contact our Helpdesk on 0800 840 5571 or email helpdesk@tmgroup.co.uk

As you may already be aware, some Local Authorities are merging from 1st April 2019.

However, we’d like to take this opportunity to reassure you that we are working closely with the relevant Local Authorities to make sure all of our processes behind the scenes continue to run smoothly, so you can continue to place your orders in the same way. 

If you’d like to see a summary of the changes, you can do so in the table below:

If you have any questions or queries, please contact your Account Manager, or get in touch with our friendly Helpdesk team on 0800 840 5571 or email helpdesk@tmgroup.co.uk 

It’s been almost a month since Louisa Crook, Branch Partner at William H Brown in Wakefield started using sales progression and communication tool mio. Here she shares how it’s already making day-to-day sales progression quicker and easier.

1. I know exactly what’s top priority when I come into work each morning 

“It’s great that all of my tasks are highlighted on the dashboard as soon as I log in, as I can see exactly what I need to do, dive straight in and get it sorted. 

It’s particularly helpful, as I don’t need to think about what to do first or waste time reviewing files of information, especially when I’m so busy managing my branches as well.” 

2. The next steps in the sales progression process are clear for everyone 

“Before using mio, we relied on our own diary management to understand what we needed to do next to drive each sale to completion. This not only made it quite time-consuming to keep check of what needed to happen and when, but it also made sales progression challenging for less experienced members of the team – as they mainly relied on a paper manual of milestones to guide them through the process. 

Now, it’s so straightforward. The tasks, chain view and milestones help everyone to understand where each property is in the sales progression process. It’s clear to see it’s been designed by Estate Agents for Estate Agents.”

3. Emailing other estate agents and solicitors is simple – with just one click

“With mio, you have everything you need at your fingertips – including handy extra features to make life easier. One of my favourites is the ability to click on the name of a solicitor or other estate agent in the chain and open up an email in Outlook. I can get typing straight away and there’s no faffing around with finding the right email address, or worrying that I’ve mistyped their name.”

4. It’s quick and easy to find and open my current cases 

“I love it when things are simple and easy to use. The dashboard itself is particularly helpful, as it always shows my most recent cases, so I can dip into them quickly, progress the property transaction and update my notes.” 

5. There’s no barriers to sharing information or doing holiday handovers

“We used to keep a mix of handwritten notes and electronic records, which made it tricky to handover to colleagues during annual leave. Particularly as the handwritten notes weren’t always easy to read. As there were no time stamps on any of our notes, it could also be a challenge to know when a file was last updated and what needed to happen next. 

With mio, it’s great that everyone can see everything they need all in one place – from tasks and time-stamped notes, to milestone updates – so it’s simple and straightforward for one of my colleagues to just pick up where I left off.” 

6. Notes are time-stamped, easy to add – and can be as long as you like

“With our previous system, we had some issues with adding notes, as tapping the return key would trigger an auto save (instead of skipping to the next line) and we’d often end up with lots of bitty notes against a property. 

However, with mio, our notes can be as long as we like. As it’s so intuitive, we also don’t have to worry about any issues with the return key. We just click save when we’re done. It’s so much easier to add and review the information we need and keep each property up to date.”

7. It’s easier for us to share information between branches 

“All of our branches used to use different systems and processes to progress a sale, so if I needed to go to another branch, I would need to spend time understanding their way of working – before I could make any progress. mio has changed all that. By using the same system and milestones across all of our branches, it’s so much easier to switch between them. 

Across our branches, we’re also finding that we’re working together more and more to build a shared view of our connected chains – instead of duplicating effort across the business.”

Want to be in control of your transactions – rather than feel like they’re controlling you?

Contact us today – and try mio FREE for 6 months.

Since adopting mio in September 2018, Josh Lally, Senior Sales Negotiator based at Connells, Emerson’s Green, Bristol shares how mio has made chain building easier, been simple to learn AND increased his rate of exchange per month. In his own words, “the main game-changer has been convenience”. 

Building chains is quick and simple – with no risk of duplicated effort 

mio has been designed by property professionals for property professionals, offering a smarter way to manage the home buying process. With centralised communications and reduced rekeying, branches using mio have seen a noticeable increase in productivity – particularly when managing chain building.

“Building chains used to be incredibly frustrating, as it would take quite a long time to piece the full picture together, and often I would complete the work only to find out that my colleague had worked on the same chain earlier that day. 

However, with mio, it only takes a few minutes to put a chain together and I can immediately see if one of my colleagues has already built the chain, so I don’t have to. This has helped to save time (and frustration) across the team. It’s also far easier to come back to the chain and amend it, if necessary.”

Notes are clear and accessible for everyone involved 

mio also makes it easier for branches to manage day-to-day tasks, such as adding notes to cases and sharing information between colleagues and customers when they need to.

“mio definitely helps me to keep on top of my sales progression and makes it far easier to share information. If I’m out, I know one of my colleagues can easily see the information they need to be able to update a client.”

“Before mio, I relied on sheets of paper to keep on top of my sales progression. Not only were these sheets kept in a file, making them hard to find, but the template barely fitted all of the information on that I needed. Handwritten notes also made life difficult, especially if a colleague was off sick and someone else needed to read and share the information with any of our home movers.”

Easy to learn and navigate – from the very first day

One of the biggest concerns with adopting new technology is that teams will struggle to use it and it will have a negative impact on productivity before any benefits are realised. Yet this has not been the case with mio.

“When we were first talking about adopting mio, I was a bit worried that it would be somehow restrictive in what you could do, particularly in terms of updates and notes. I was also slightly concerned that it might not be easy to use and I wouldn’t be able to find the information that I needed. 

However, I’ve found it really easy to access and use. It wasn’t a struggle at all. The chains and updates are all very easy to navigate. Milestones are also quick to update, and then it’s clear what has and hasn’t been done – at just a quick glance.”

Want to be in control of your transactions – rather than feel like they’re controlling you?

Contact us today – and try mio FREE for 6 months.

One month on from introducing sales progression and communication tool, mio, to her branch in Chippenham (Wiltshire), Michelle Hallas, Residential Sales Manager at Allen and Harris shares how much easier it is to keep on top of her transactions – and share progress updates with her clients. 

“It used to be a struggle to keep our paper files up to date”

“We used to put all of our notes in a file, and it could be quite hit and miss as to how accurate and up to date they were. Even with the best intentions, it was easy to forget to add the odd note here or there – especially if the phone rang again and I couldn’t immediately get to the file. 

As you can imagine, this could create some rather frustrating situations, such as asking a customer or solicitor a question they’d already answered with one of my colleagues – purely because their file wasn’t up to date." 

“mio brings more visibility to our sales progression process and makes it so much easier to keep an eye on things” 

“I now use mio every day. It makes it so much easier to monitor progress. The milestones are great, as they prompt you on where you need to be with each transaction. It’s a massive improvement on riffling through paper files to understand where each property is and what needs to happen that week to move things forward.

That’s not all. mio brings visibility to all parts of the process, from seeing all of my recent cases on the home dashboard (so I don’t have to go searching for them), to offering a complete view of the chain, alongside easily accessible contact details of any connected estate agents and solicitors.” 

“The customer-facing app helps homemovers stay up to date – without needing to phone into the branch”

“The app is also great for staying in touch with our clients. Not only can they keep an eye on progress updates with a shared view of the property status, but they can message directly through it. One of my current homemovers even prefers instant messaging to phone calls, as she finds it quicker and easier to get a response – instead of trying to get through to me on my busy line. She even posted a message into our chat the other day saying “Thanks. You are a star.” using the star emoji, which was nice. 

From a compliance point of view, mio is also really helpful, as once a property completes, I can print off all of the notes against that case of every action, update and instant message, so I have a full audit trail on file – and nothing is lost in telephone conversations or inboxes.”

“It was easy to get started with mio. If I can do it, anyone can.”

“It was easy getting started with mio too. Our Account Manager came in to show us the ropes and we used it straight away. I’m not a massive technology person, but if I can do it, anyone can. It’s simple to navigate and understand.”

Want to be in control of your transactions – rather than feel like they’re controlling you?

Contact us today – and try mio FREE for 6 months.

A new highways data layer is now visible on your tmconvey mapping. Developed in line with customer feedback, you can highlight where the highway is, as well as see the name of the street. 

If you then click the highlighted highway on the map, a side tab will appear with information including maintenance, USRN (Unique Street Reference Number) and more.

If you would like to enable this new data layer, you’ll need to update your preferences in our recently added Map Data Layers section – by selecting the ‘highways’ option from the data layers listed. 

We’ve also added some helper text to the Map Data Layers section to make it even easier for you to choose the data layers you need. 

If you have any questions or queries, please contact your Account Manager, or get in touch with our friendly Helpdesk team on 0800 840 5571 or email helpdesk@tmgroup.co.uk 

John Madge at Cox & Hodgetts Solicitors explains how switching to tmconvey’s Post-Completion services has helped him to speed up SDLT submission in his firm by 2 weeks. 

“It used to take at least a fortnight for any SDLT5 forms to be returned.”

“Before using tmconvey’s Post-Completion services, my firm relied on posting paper SDLT submission forms to HMRC – and I would typically be waiting weeks for my SDLT5 forms to be returned. Even the quickest turnarounds were at least a fortnight. 

This put pressure on my AP1 submission times and put them at risk of cancellation. Not only that, but occasionally forms would go astray, and I would have to waste time making chasing calls – and sometimes even start from scratch if they went missing completely. 

I also once had a case where I had to appeal the penalty for a late submission, by confirming the dates of cheques sent and cashed. The situation was exacerbated by the fact that HMRC had also been in touch with my client directly with a penalty notice, so I also had to mitigate the reputational damage with my clients with additional phone calls and evidence of payment.”

“It’s so much quicker to fill in the SDLT forms online – and we get our SDLT5 back within seconds.”

“I’ve been using tmconvey’s Post-Completion services since October 2018, and find it so much quicker than paper submission – especially as my SDLT5 forms are returned in seconds. 

I also find it easier to fill the SDLT forms in online, as not only is there no chance of it going missing in the post, there’s also less risk of information getting lost in translation and misspelt on any returned SDLT5 forms.” 

“Even the most complicated scenarios are simple to process with intelligent, online forms”

“I always used to hate complicated scenarios when it came to filling out the SDLT form, such as a freehold property with a separate leasehold garage under a different title, as I would never be 100% sure of the sections I should fill out or whether the form would be sent back to me with additional queries. 

However, as tmconvey’s online forms only present the fields I need to complete, it’s simple to fill out and get it right first time, so I can get the results returned just as quickly as any other submission I’m working on. 

The interactive forms and automated error checking also help to make sure I don’t miss off any information. For example, if my client hasn’t sent across their National Insurance number, it’s obvious this information is missing from the form – and I’m reminded to add it before I click submit.”

Want to find out how tmconvey’s Post-Completion services can help to save your team time when submitting SDLT forms?

Take a look at tmconvey’s Post-Completion services, or request a FREE demo of tmconvey’s Post-Completion services.

Ashleigh Thwaites, Branch Manager at Emersons Green, Taylors shares how mio has transformed her approach to sales progression by making it quick and easy to complete tasks, as well as train up new recruits on the end-to-end sales progression process. 

The crucial difference with mio is that by removing traditional silos of information, mio creates visibility across the chain – with everyone from homebuyers and solicitors, right through to other estate agents. This improves communication and ultimately speeds up the process. 

Slow and outdated systems only exacerbate the challenges of day-to-day sales progression

Sales progression can be a challenge, especially with outdated systems making the process even slower and more frustrating. 

“Previously, we were using quite an old system to manage our sales progression. It had elements of mio, but it wasn’t as easy to use. I had to go in and out of different pages to get the information I needed. I also struggled with interruptions. For example, if the phone rang and I hadn’t finished what I was doing, I’d often lose my notes and have to start again.”

mio removes traditional silos of information and makes it so much easier to complete tasks

mio gets you to rethink your approach to sales progression with a positive outcome; there is a whole suite of features to help agents identify and monitor delays – helping them to be proactive, rather than reactive, as well as keep incoming phone calls to a minimum.

Features include; 

• Presenting the whole picture, so you know what needs tackling first 

• Contacts digitised and stored in one place 

• Centralised communications all in one place 

• Automated chain building (and less rekeying) 

• Data feeds from conveyancers, lenders and surveyors 

“mio is very efficient, and I find it so much easier to complete my sales progression tasks. I particularly like the time stamp on the notes, as this helps everyone to know what has happened and when. I also like that you can see all of the details of the connected solicitors and clients on a single tab – with just a quick glance. Not only that, but new handy features are released regularly, making my job even easier.” 

mio’s clear dashboard and processes also make it very easy to teach sales progression to new members of the team. For example, showing a new starter the various elements of the mio dashboard helps them grasp the full extent of the sales progression process – even if they’ve never done it before.

mio keeps everything in one place and takes the hassle out of sales progression

“Since first adopting mio over a year ago, my sales progression has been much more efficient. I actually manage to complete my tasks quickly and get it done in one sitting – without worrying about interruptions. It’s great to have everything all in one place too!”

Switching to mio was also quick and easy for everyone involved. 

“When I was first looking at switching to mio, I initially thought “oh no, not another program to learn” – but I quickly found I had nothing to worry about as it was easy for my team to get started with mio. I also wasn’t sure mio was going to be much better than what we were already using, but it is so much more user friendly and easy to navigate.” 

Want to be in control of your transactions – rather than feel like they’re controlling you?

Contact us today – and try mio FREE for 6 months.

The Water Authorities, Coal Authorities and Local Authorities have advised of their annual round of price increases – taking effect on 1st April 2019. 

These changes will be automatically implemented on the tmconvey platform, and will be reflected in any new orders as the changes take effect.

Which Water Authorities, Coal Authorities and Local Authorities are changing their prices?

We’re working closely with the Water Authorities, Coal Authorities and Local Authorities to ascertain exactly which authorities are increasing their prices and what these new prices will be – and will continue to keep you updated as more information becomes available. 

The current available details are below:

Water Authorities 

The following Water Authorities have confirmed they will be changing their prices on 1st April 2019. 

The following Water Authorities have confirmed they will be changing their prices on 1st May 2019. 

Please be aware, Wessex Water and South West Water have advised that they are not changing their prices this year.

Coal Authorities 

The following Coal Authorities have confirmed they will be changing their prices on 1st April 2019. 

Local Authorities 

The following Local Authorities have confirmed they will be changing their prices on 1st April 2019. 

• Ashfield

• Basingstoke and Deane

• Bassetlaw

• Blaby *have advised of no changes

• Bracknell Forest 

• Braintree

• Broadland

• Bromley

• Bromsgrove

• Central Bedfordshire

• Ceredigion

• Chelmsford *have advised they will not be changing their prices until 1st May

• Cheltenham

• Cherwell 

• Chichester 

• Cannock Chase *have advised of no changes

• Corby

• Dorset

• Dover District Council *Please be aware Dover changed their prices at the earlier date of 1st March 2019

• Epsom and Ewell

• Great Yarmouth

• Guildford

• Hackney

• Harlow

• Harrow

• Hertsmere

• High Peak

• Hillingdon

• Hinkley *have advised of no changes

• Kettering

• Kirklees

• Knowsley

• Leeds

• Leicester

• Lincoln

• London Borough of Newham *have advised of no changes

• Maidstone

• Malvern Hills

• Melton

• Mole Valley

• Monmouthshire

• Newcastle Under Lyme

• New Forest District Council *have advised of no changes

• North East Lincolnshire

• North Kesteven

• North Warwickshire

• Oadby *have advised of no changes

• Redditch

• Reigate Banstead

• Richmond upon Thames

• Richmondshire Council

• Ribble Valley

• Runnymede

• Rutland

• Scarborough

• Sefton

• Selby

• Solihull

• Somerset West & Taunton

• Southampton

• South Gloucestershire

• South Northamptonshire

• Spelthore

• Staffordshire Moorlands

• Stevenage

• Swale

• Swindon

• Tandridge

• Taunton Deane

• Test Valley

• Tower Hamlets

• Tunbridge Wells, Maidstone and Swale

• Test Valley

• Wakefield

• Wandsworth 

• West Norfolk

• West Oxfordshire

• West Somerset and Taunton

• Windsor and Maidenhead

• Worcester

• Wychavon

• York

If you have any questions, please contact our Helpdesk on 0800 840 5571 or email helpdesk@tmgroup.co.uk