What is the Lumon Integration?
The Lumon integration connects Rex CRM with a trusted currency specialist, enabling estate agents to support clients navigating currency exchanges for international property transactions. With just three clicks, agents can refer clients to Lumon, ensuring they receive expert guidance and optimal exchange rates. Additionally, the integration includes a templated email system, making it easy to introduce Lumon’s services to potential clients.
This solution is perfect for handling the growing number of international buyers and sellers, protecting transactions from the risks of currency fluctuations while also generating additional revenue for agents.
Who Is This Integration For?
The Lumon integration is ideal for client-facing staff, including:
- Appointment Setters identifying potential clients with currency needs.
- Valuation Agents who discuss international buying and selling opportunities.
- Buyer Enquiry Teams managing overseas buyers.
- Support Teams overseeing transactions from start to finish.
Why Choose the Lumon Integration?
1. Protect International Sales
Currency fluctuations can jeopardise transactions, particularly for overseas buyers and sellers. By referring clients to Lumon, you help secure deals with expert guidance on timing and exchange rates.
2. Generate Additional Revenue
On average, agents can earn £1,800 per client through Lumon referrals. With no honeymoon phases or limits on profit share, this integration offers consistent, long-term earning potential.
3. Seamless Client Support
Quickly identify clients with currency exposure and refer them to Lumon through an easy-to-use system in Rex. This ensures clients are well-supported and their transactions are safeguarded.
4. Boost Client Retention and Satisfaction
Offering value-added services like currency advice enhances your reputation as a comprehensive solution provider, increasing client loyalty and repeat business.
5. Simplified Process
The integration is intuitive and streamlined, requiring just three clicks to make a direct referral or send a templated email. It’s designed to save time while delivering tangible value.
How It Works
- Identify Currency Needs: Use Rex to flag clients with currency exposure during the sales or buying process.
- Send a Referral or Email: Choose between sending a templated email to introduce Lumon’s services or making a direct referral through the CRM.
- Secure the Deal: Lumon works directly with your client, providing expert currency support to ensure the transaction proceeds smoothly.
- Earn Revenue: Receive a £50 introduction fee and 30% of revenue (before costs) for the lifetime of the client relationship.
Key Benefits of the Lumon Integration:
- Revenue Potential: Average earnings of £1,800 per client, plus ongoing profit share.
- Risk Mitigation: Protect international transactions from collapsing due to currency volatility.
- Ease of Use: Simple referral process with minimal effort required.
- Enhanced Client Experience: Offer a value-added service that sets you apart from competitors.
- Comprehensive Support: Lumon provides clients with personalised advice and competitive exchange rates.
Why This Matters for Estate Agents
International property transactions can be complicated, and currency fluctuations often pose a significant risk to successful outcomes. The Lumon integration helps estate agents mitigate these risks while strengthening client relationships and unlocking new revenue streams. It’s an easy way to differentiate your agency and deliver exceptional value to your clients.
Get Started with Lumon Today
Ready to enhance your services and boost your revenue? The Lumon integration for Rex CRM is here to help. Support your international clients with expert currency services, protect your transactions, and grow your earnings—all with minimal effort.
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