Click to instruct: Why digitising your estate agency flow could win you more business

Chris Webb

Talk to most agents about letting homeowners book directly into their diary and you’ll usually get the same reaction. Panic. Worry about losing control. Fear of double-bookings or being stuck on the far side of town. But the truth is, giving sellers a simple way to book and instruct you isn’t chaos at all. It’s smart business. And it could be the difference between winning the instruction and missing out.

Think about how homeowners live their lives today. They book taxis, haircuts, GP appointments, and even find romantic partners online. They expect things to be easy. Yet in estate agency we often make them jump through hoops. Call the office between 8.30am and 6pm. Wait for a slot. Go back and forth to find a time. By the time it’s sorted, the momentum has gone.

That’s why digitising your lead flow is so powerful. Imagine this: a homeowner lands on your website, clicks “Book a Valuation,” chooses from the slots you’ve made available, and within seconds it’s confirmed in your diary. They get an instant email confirmation and you don’t have to lift a finger.

Now of course, all agents like to pick up the phone before heading out, to get a feel for the property and the seller’s situation. That doesn’t go away. The digital booking simply gets the appointment into the diary quickly, and then you can follow up with a call on your terms. You’re not losing the personal touch, you’re just removing the barriers that stop people from taking the first step.

I work with an agent who introduced this system last year. They were hesitant at first, worried about homeowners booking inconvenient times. But what actually happened was the opposite. Sellers loved the ease, booking rates jumped, and instead of losing control, the agent found their diary became more predictable. More importantly, those sellers arrived at the valuation already feeling positive about the process.

And here’s where you can take it up a level. That confirmation email doesn’t just need to be a plain date-and-time note. It can include a short video from you introducing yourself, talking about your experience, why you love selling homes in your area, and answering some of the common questions sellers usually have before a market appraisal. You can even sneak in some testimonials as well for good measure. Before you’ve even knocked on their door, you’ve built trust, shown professionalism, and started positioning yourself as the obvious choice.

The same rules apply after an appraisal. Instead of just leaving it for the seller to “have a think,” your follow-up confirmation can include another video, this time explaining the next steps for them to instruct you, in plain English. With a clear next-step button where they can book straight into your diary for the property to be taken on to the market. It’s simple, professional, and it keeps the momentum going at the time it matters most.

Because here’s the reality: friction kills instructions. Every extra step, every bit of back-and-forth, every small delay creates space for hesitation. And hesitation can mean the difference between “yes” and “no.” When you make it easy for people to move forward, more of them do.

This doesn’t mean you lose control of your diary. You decide which times are available, you set the boundaries, and you remain in charge. What you’re really doing is removing the unnecessary barriers that slow sellers down. And in a competitive market, that can be the edge that wins you the instruction.

Estate agency has always been about trust and service. That hasn’t changed. But today, it’s also about ease. And the easier you are to instruct, the more instructions you’ll win.

 

Chris Webb is the founder of The Estate Agent Consultancy

 

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