Case Study: LB Connect - Streamlining Conveyancing Processes for Faster and Efficient Transactions
LB Connect is a client self-service portal designed specifically for conveyancers, developed to simplify the conveyancing process by digitizing forms, reducing paperwork, and enhancing communication between clients and conveyancers. This case study explores the experiences of Leah Leach, an award winning Residential Conveyancer at Aconveyancing, who is in the unique position of having used LB Connect from both the conveyancer and client perspectives.
Challenges Faced by Conveyancers
Conveyancers often encounter challenges when onboarding clients due to the lengthy process of completing various forms. These forms traditionally require clients to manually fill in their property information by hand, leading to time-consuming delays and increased costs associated with printing and postage. Additionally, the environmental impact of paper-based processes becomes a concern, given the current climate change issues.
LB Connect's Impact on Conveyancers
LB Connect addresses these challenges faced by conveyancers, such as the time-consuming process of form completion and the associated costs. As Leah explains:
LB Connect allows clients to complete and provide forms more quickly by pulling information from the client's contact details, reducing the time required for completion. This streamlined approach minimizes postage delays, eliminates postage costs, reduces printing expenses, and contributes to environmental sustainability.
Client Onboarding Process
Aconveyancing completed the conveyancing for Leah when she recently moved home. Leah found the onboarding experience to be incredibly simple, as she explains:
After receiving my login credentials, the account creation process was really straightforward. When I logged into LB Connect, I was greeted with a clear checklist of required tasks, providing a transparent overview of what was expected. This feature improved clarity and reduced any confusion regarding the necessary steps to proceed.
Simplified Form Completion
LB Connect enables clients to conveniently access and complete forms. Leah found the layout of the platform to be clear and user-friendly, allowing her to upload required documents with just a click of a button.
By providing my complete contact information, LB Connect automatically populated the relevant details into the forms. This automation significantly reduced the amount of time I spent completing forms, allowing me to quickly instruct my conveyancer and minimize any delays.
Seamless Form Submission and Signatures
Upon completing a form, LB Connect indicated whether Leah needed to sign the document electronically before submitting it to her conveyancer.
The platform offered an easy-to-use signature button, simplifying the signing process. Once signed, it just took a single click to submit the documents instantly. I also received copies of the forms for my own records, giving me peace of mind that the conveyancer had received them simultaneously.
Results and Benefits
LB Connect offers numerous benefits to both conveyancers and clients. Conveyancers like Leah experience increased efficiency in client onboarding, reduced administrative burdens, and lower costs associated with printing and postage. Clients benefit from a simplified and time-saving form completion process, clearer instructions, and improved communication with their conveyancers. The platform's paperless approach aligns with environmental goals and supports a more sustainable way of conducting business.
Conclusion
LB Connect has proven to be a valuable tool for conveyancers and their clients. By streamlining form completion, improving communication, and reducing administrative overhead, the platform enhances the conveyancing experience for all parties involved. The success of LB Connect is exemplified by the positive feedback received from conveyancers like Leah, who acknowledge the significant time and cost savings, as well as the platform's positive environmental impact.
For more information on LB Connect, you can download our brochure or see it for yourself and build your own demo.