A familiar moment

The purchase file needing the right search context before instruction

You are reviewing another order when an authorised professional calls about searches for a residential purchase. Ziverly can record the caller's organisation, role and stated authority, property address at the level appropriate to the enquiry, transaction type and stage, search or pack names the caller supplies, local authority or lender context if already known, urgency and relevant deadline as stated, existing order reference where appropriate and preferred response. It does not decide which searches are required, place an order, access a case system, request passwords, payment-card details, banking information or security codes, interpret search results, advise on title, risk, lender or transaction decisions, quote, accept an instruction or promise turnaround. Fraud, payment diversion or suspicious contact needs the provider's secure verification and escalation route.

The useful handover

Enough context to respond properly.

The aim is to welcome the caller, gather the details you decide matter and keep the same enquiry easy to follow until the work is resolved.

  • Who is calling and how to reach them.
  • What they need help with and where.
  • What should happen next, without inventing a response time.

Where the pressure tends to gather

Make space for the work without leaving the caller in the dark.

Think about the calls that interrupt you most often. Ziverly can follow the questions and boundaries you choose, then leave the details ready for your judgement.

Search needs depend on the actual transaction

Property, location, lender and legal context can be recorded without selecting the required products.

Deadlines matter, but cannot be promised away

A stated exchange or reporting date can be highlighted without guaranteeing completion or legal progress.

Payment and case security are critical

The introductory call should never collect credentials, redirect funds or bypass the provider's verification process.

What a better handover can change

Less interruption now, a clearer thread afterwards.

The authorised enquiry is organised

Review caller role, property, transaction stage, requested searches, lender context, reference and stated deadline.

No legal conclusion is improvised

Your approved process can keep product selection, ordering, results, risk and transaction advice with authorised people.

A reference question stays attached

Add the approved order-reference, lender or pack-detail question so Ziverly can use it if the caller returns.

Hope, The Encourager
Available in Ziverly

Hope, The Encourager

For someone looking for residential conveyancing-search enquiries, a warm acknowledgement can reassure them that their enquiry has been heard, even when you cannot answer immediately.

Before, during and after the call

From first ring to finished follow-up.

Ziverly can do more than take a message. You stay in control of when it answers, how you hear about each call and what context is available if the customer rings again.

  1. You decide which calls reach Ziverly.

    Use the call-diversion options supported by your mobile or landline service, such as no reply, unreachable, busy or rejected. Turn them off again whenever you want to answer normally, or use cover for evenings, weekends, holidays and unexpected time away.

  2. Your call details meet you where you are.

    Choose email or SMS alerts where enabled, then open Ziverly to review the summary, transcript, recording where available, status and priority.

    Review the caller's role, property, transaction stage, search context, lender information, reference and stated deadline in your App summary.

  3. The next conversation starts further forwards.

    Add an AI-facing note when you want Ziverly to have more context if the same known caller rings again. Separate private notes stay private.

    Add the approved order-reference, lender or pack-detail question so Ziverly can use it without requesting credentials or payment secrets.

  4. Open calls do not have to rely on memory.

    Choose a daily or weekly email summary of calls still waiting for attention, at the time that best fits your working day.

  5. You can check in by phone, too.

    With Owner Voice Access enabled, call your own Ziverly number, verify your PIN and manage the calls you are allowed to see.

    After the current case and secure systems are protected, verify your PIN to hear which permitted search enquiries need a response.

Use your own numbers

What might unanswered calls represent for your business?

If an average search pack is worth around £250 to your business, even one suitable enquiry can be worth understanding properly. Replace that example with your own figures below.

The result is an illustration based only on what you enter. It is not a forecast, a promise that Ziverly will recover the work or a reason to accept an unsuitable job.

Enquiries represented by your figures 0 Monthly work value represented £0

This simple multiplication does not account for timing, capacity, costs, cancellations, repeat work or whether another response would have changed the outcome.

Useful boundaries for call handling

Let Ziverly gather details without overstepping your expertise.

Search products must clearly state source, coverage, insurance and limitations; council and land-registration arrangements differ across the UK.

You remain responsible for the advice you give, the work you accept and the safety, eligibility and professional checks your business requires.

A few practical questions

What would you want to know before starting?

Use these answers to decide where Ziverly could help and where the conversation should always return to you.

Can Ziverly decide which searches are needed?

No. It records the caller's request; product selection remains with the instructed legal and search professionals.

Will it interpret a search result?

No. Ziverly gives no title, planning, environmental, lender, legal or transaction advice.

Can it take payment or place an order?

No. Verification, instructions, secure payment, fees, ordering and turnaround remain within your authorised systems.

Try the smallest useful version

Begin with the calls that interrupt your working day most often.

Choose what Ziverly should know, what it should never promise and which details make a follow-up genuinely useful. Creating an account is free, so you can look around before deciding when you want Ziverly to handle a call.

No monthly or annual plan is required and there is no fixed-term commitment. Add pay-as-you-go credit only when you are ready to use it.