Agents
Account set up
Moverly's 'Customer Charges' feature
Moverly’s Customer Charges feature empowers agents to offer seamless, upfront payment solutions for services like Material Information Packs and Ide...
How do I integrate Moverly with my Reapit account?
Here's a helpful step by step guide for: 1) agents integrating Moverly with Reapit. 2) getting a property's Material Information once the Moverly app...
How to check email delivery status
Agents can confirm whether an email invite has been successfully sent by referring to the Email Delivery column within the Sellers , Buyers , Lan...
Managing your organisation branches and users
The Office Management feature provides Organisation Owners with the functionality to manage their own branches (offices) and users (teams) to enable M...
What is Moverly's security policy?
You will find full information on Moverly's security policy in this link https://moverly.com/privacy If you have further questions on security or on ...
Adding a vendor
The ownership details are verified in HMLR when the title deed is pulled. The vendor details are pre-populated in the Material Information invite scre...
Adding a landlord
The ownership details are verified in HMLR when the title deed is pulled. The landlord details are pre-populated in the Material Information invite sc...
What is the Moverly account and payment process?
There are no contracts with Moverly. To start using Moverly, follow the 3 steps below: Step 1 Create an account at https://moverly.com Step 2 Add yo...
How to get started with Moverly
Here's a helpful step by step guide for getting going with Moverly. Please note, we do integrate with some CRMs for an even more seamless experience, ...
How do I integrate Moverly with my Alto account?
Here's a helpful step by step guide for: 1) agents integrating Moverly with Alto. 2) getting a property's Material Information once the Moverly app i...
How do I invite my team to integrate Alto with Moverly?
As a Branch Manager, it is likely that you have set up the first integration with Alto and Moverly, so you are the Owner of the organisation. Being ...
Your responsibilities as an agent
As an agent it is your responsibility to do your own duedilligence, ensure that data is checked and correct and to display the Material Information (p...
How to set up your account notifications
In the Moverly Settings section, there are two notification settings, where you can decide who receives the material information and ID check email ...
Adding a Buyer
Click into the Buyers section in the top menu bar and add the contact details of the buyer; you will need their full name, mobile number and email a...
Adding a tenant
Click into the Tenant screen in the top menu bar and add the contact details of the Tenant; you will need their full name, mobile number and email a...
Configuring the Sale Ready process for sales transactions
ID / AML support
Moverly's AML/ID Process
What's Moverly's AML process? When agents elect to use Moverly's AML process, applicants will be invited to complete their AML checks in a web based f...
What do I do if my AML report fails/shows a caution or consider result?
At Moverly, our role is to provide agents with comprehensive and reliable AML reports to assist their due diligence efforts. In some cases, reports ma...
Ensuring Compliant ID Checks: A Guide for Estate Agents
1. Gather Strong Evidence Start by collecting robust identity documents like passports or driving licences. These should be issued by authoritative so...
Enhancing ID Verification: Simpler, More Affordable, *Reusable
As part of our commitment to fostering collaboration and delivering efficiency, we have enhanced our AML solution while also reducing costs. These ch...
Understanding Know Your Business Checks and Moverly's Role
What is a 'Know Your Business' (KYB) Check? A Know Your Business (KYB) check is a process of verifying the identity and legitimacy of a business ent...
How do I send or re-send an AML invite after onboarding?
If AML hasn't been selected during onboarding you can send an invite to a vendor in the Sellers screen Click Add a Seller Tick the Include Seller ...
Sale Ready support
Why choose Digital Sale Ready?
A property is considered "Sale Ready" when the legal documents required for a sale are prepared in advance and the home is ready to be marketed. Mover...
Can we use our preferred conveyancers?
Yes, you can choose to take Moverly's onboarding services (MateriaI Information, AML, SoF, Sale Ready forms) alongside your preferred conveyancers or ...
The Sale Ready process for vendors
If Sale Ready has been selected during onboarding then the vendor will receive one invite to complete the forms and ID check if selected. They will mo...
How Moverly drives uplifts in legal conversions
By combining Moverly's features and technologies to automate time consuming tasks, document upload, data entry and notifications; Moverly helps to tra...
Moverly services
Moverly pricing
There are no contracts with Moverly, the service is pay as you go charged and invoiced monthly on the 28th of the month and in arrears for what you us...
Want to find out about the services Moverly offers?
Moverly starts by making Material Information as easy as A, B, C but also provides additional services which agents can opt into including: Completely...
Find out about the services Moverly offers in sales?
Moverly starts by making Material Information as easy as A, B, C but also provides additional services which agents can opt into including: Completely...
Find out about the services Moverly offers in lettings?
Moverly starts by making Material Information as easy as A, B, C but also provides additional services which agents can opt into including: Completely...
Material Information support
The Digital Markets, Competition and Consumers (DMCC) Act 2024: What Estate Agents Need to Know
The DMCC Act introduces significant changes for estate agents, particularly concerning the disclosure of Material Information in property listings. W...
Adding or editing Material Information answers for a Client
There are a couple of reasons why you may need to provide Material Information answers for a client: 1. You may have clients who are unable to add the...
Who is responsible for Material Information?
This help article looks at who is responsible for Material Information and what steps can be taken to ensure that the information is as accurate as po...
Vendor's Material Information process
Your vendor will receive an invite from Moverly, containing your logo, to complete the Material Information form; this is sent by email and text. The ...
What's needed by way of Material Information in marketing materials?
National Trading Standards guidance around Material Information is that it should be available within 'one click' of the listing. To support you with ...
What Material Information data does Moverly automatically gather?
Asking price - Pulled through by agent CRM (if available at the time the property is onboarded), and confirmed by the vendor. Tenure - Pulled from ...
What are the Material Information (National Trading Standards) requirements?
Overview of an Estate Agent's Obligations Regarding Material Information As a UK-based estate agent, it is crucial to understand and comply with the u...
Is Moverly compliant with National Trading Standards?
Moverly is fully compliant with National Trading Standards (NTS) The Moverly team worked with NTS and the relevant Government departments, such as HML...
Landlord's Material Information process
Your landlord will receive an invite from Moverly, containing your logo, to complete the Material Information form; this is sent by email and text. Th...
Where Material Information documents are stored
The Material Information certificate is stored in the Documents section of Moverly in the top menu bar. The documents will appear in your CRM if you...
National Trading Standards Material Information fields in Reapit
In November 2023 National Trading Standards released detailed guidance on what Material Information (MI) needed to be displayed on all property listin...
National Trading Standards Material Information fields in Alto
In November 2023 National Trading Standards released detailed guidance on what Material Information is needed to be displayed on all property listings...
General troubleshooting
What happens if a property is unregistered and there is no title deed?
There are a few reasons why the title might not be available for a property: - HMLR is down or unavailable HMLRs working hours are between 6.30am and ...
What do I do if my clients only have one email address between them?
If your client/(s) are just completing Material Information, you don't need to add more than one email address or contact. The Material Information fo...
Am I required, as a UK estate agent, to disclose whether someone has died at a property?
Information on deaths at a property was not outlined in the National Trading Standards Material Information requirements and Moverly does not theref...
What is the EPC process?
The EPC is pulled into Moverly as part of the MI pack; the latest EPC is listed and will be added to the Material Information documents.
How do I revoke and re-send a material information invite for a Vendor?
To revoke or re-send a Material Information invite or AML check for a seller click the Sellers tab in the top menu bar. Click Manage against the ven...
Managing companies, trusts and charities in Moverly
Material Information for Organisations Moverly doesn't directly support companies, trusts, or charities, so if your client is a limited company Direct...
How do I edit a vendor's email address or mobile number once the invite has been sent?
During the property onboarding process, if incorrect contact details have been added to the Material Information invite then you have two options. 1. ...
Moverly's improved title search
Moverly has recently enhanced its title search feature. Now, when upgrading a property, you will be prompted to confirm the tenure and title number(s)...
Nudges