Importing Clients from CRM to movebutler

Alert: Alert! Before you start on the movebutler process you need to ensure that all of the information on the CRM record is complete and correct. Email address and telephone numbers should not be copied from other users i.e. they need to be unique.

In this guide we will be looking at a Private Treaty sale not Auction.

1. Navigate to https://crm.iamproperty.com/Sales/Vendor/Record/70819148#details
Click "movebutler"
Click "Sign In"

2. Once in movebutler we will be adding a new client and property.

Click "Add Property from CRM"

3. Click the "Search property sales postcode" enter and search for the property in the drop down list.

4. Next set the Transaction Type and Method of Sale options. For example click 'Sale'

5. Then Click "Private treaty"

6. Click "Continue"

7. Import the client (Vendor) details by selecting from the drop down menu.

8. Click "Import selected client"

9. If there are any errors in the data within CRM then you will see a 'Validation Error' message, fix the issue and click "Continue". This screen will identify the data issue.

10. or click "Cancel" and return to CRM to fix the issue.

11. If successful you will see "Success Client imported successfully."

12. To Import multiple clients use the dropdown as many times as you need to import all clients associated with the property.

13. Once all Vendors are added to movebutler Click "Continue to next step"

14. Check the Address details are correct. Click "Next"

15. If there is no title registered for the property you will see this warning message.

16. Click here and select the (previously added clients) clients from the drop down.

17. Complete all the fields, it is good practice to set the date of birth and sex at this point. Select the "Legal Owner / Beneficial Owner" option.

Alert: Alert! Before you complete and move on from this screen make sure ALL legal owners are added to this check and individual risk assessments are raised.

Also make sure your clients are aware that movebutler is being used.

18. Click "Save and Continue"

19. Click "Please confirm you have made your client(s) aware that their data is being shared with movebutler."

20. The best practice is to use the online process. So the customer can complete and add their own information. Click "Send customer a digital invitation".

21. If your customer cannot use the digital route. Click "I will continue in platform"

22. Click "Continue"

23. This process should only be used where you are sat with the customer and they have no way of completing the digital journey.

24. In Platform checks

25. Click "Clients"

26. Clicking the 3-dot menu gives you the ability to send a digital invitation to your client.

27. Click "Manage client"

28. The flag shows the Compliance is still incomplete

29. Click "Add a compliance note" and add any notes you require.

30. Ask these questions to your client. Click here to select Yes/No as answered by your client.

31. Click "Save responses"

32. If you want to hide the risk assessment answers Click "Hide Risk Assessment"

33. Any Compliance Notes added will show at the top of the screen.

34. Click the "Add a compliance note" field.

35. Click "Save"

36. You can then see the verification summary and view the reports etc.

37. Click here to complete the verification.

38. Click "Full Electronic Confirmation"

39. Check and update any missing data fields

40. Click "Next"

41. This screen will show what the cost of your selected verification is and allow you to confirm the order.

42. If you cancel at this point you will see this screen. Click this drop down to upload a file to use as ID.

43. Select which option you are using to complete the due diligence. You can select whichever option you feel is appropriate for the customer.