Jupix has integrated with MoveIT, a quick and convenient quoting and comparison tool that helps you refer customers for key moving services, including conveyancing, surveys, EPCs, floorplans, 3D tours and more.
MoveIT gives you direct access to build and manage your own supplier panels, helping you choose which suppliers you work with and manage referral opportunities from one place.
By integrating with Jupix, MoveIT uses relevant customer, property and milestone information from your Jupix account to help manage referrals from quote through to completion, billing and payment. MoveIT is designed to reduce manual admin while helping you create additional revenue opportunities for your business.
What are the benefits of using MoveIT?
- Refer customers for moving related services - Refer customers for services such as conveyancing, surveys, EPCs, floorplans, 3D tours and more
- Create quotes quickly - Use customer and property information from Jupix to help create quotes in MoveIT without needing to manually re-enter all details
- Build and manage your own supplier panels - Invite your own suppliers to join MoveIT, or use suppliers already available within the MoveIT network
- Track referrals from quote to completion - MoveIT helps manage the referral journey from quote, through to instruction, completion, billing and payment
- Reduce manual admin - MoveIT uses milestone information and timeline rules to help automate referral tracking, status updates and follow-up tasks
- Generate additional revenue - Referral opportunities can help your business generate additional income from services that support the customer’s moving journey
- Improve visibility across your business - Use pipeline, task management and reporting tools to track referral activity at agent, branch or company level
Setting up the integration
If you’d like to use the MoveIT integration with Jupix, contact our support team by clicking Contact support below and completing the contact form.
Our support team will review your request and advise on the next steps for getting your Jupix account connected with MoveIT.
Once connected, MoveIT can use relevant customer, property and milestone information from Jupix to help manage referrals automatically.
How does the integration work?
MoveIT integrates with Jupix using the Jupix API.
Once connected, MoveIT can access relevant customer and property information from your Jupix database. This can include the customer’s address and any associated property they’re linked to.
MoveIT can also react to key milestones within Jupix, helping referrals move through the pipeline automatically. These milestones can include new instructions, sales agreed, withdrawals, exchanges and completions.
This helps MoveIT manage the referral lifecycle from quote creation through to tracking, completion, billing and payment.
What services can I refer through MoveIT?
MoveIT can be used to refer customers for moving related services, including:
- Conveyancing
- Surveys
- Energy Performance Certificates
- Floorplans
- 3D tours
- Financial services
- Mortgage referrals
- Insurance services
- Remortgaging support
Supplier panels
MoveIT gives you control over the suppliers you want to work with.
You can select suppliers from existing approved panels, or invite your own preferred suppliers to join the MoveIT network.
Supplier panels can also be managed by branch, helping you work with different suppliers depending on local relationships, branch requirements or service preferences.
Suppliers receive their own secure access to MoveIT, where they can manage service costs, product fees, referral workloads and active referrals.
Pipeline, tasks and reporting
MoveIT includes pipeline tracking, task management and reporting tools.
The referral pipeline helps you track referrals as they move from quote, to pending, to live, through to completion and payment.
MoveIT can also raise tasks automatically based on timeline rules. This helps identify referrals that may need chasing, supplier follow up or further action.
Reporting can be used to track referral activity and performance at agent, branch or company level, depending on your access.