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ETSOS extras

27th November 2012

Our Quotation and Referral System is being taken up by more and more conveyancers and agents and as a result, we’re receiving regular feedback and suggestions as to how it could be further improved. Well, we always listen and we’re pleased to report a number of enhancements are now available. These include:

  • Amendments to the workflow so it now handles management of the client care letter
  • Option to get a combined Sale/Purchase quote
  • The ability to save incomplete quotes, which can be regenerated later
  • Enforcing the capture of contact details up front in iFrame version, ie it is no longer possible for the public to get quotes without providing their contact details
  • Creation of a better work source/destination report for agents and law firms

The client and experts view...

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Latest newsspeech Bubble

Is a passport enough for AML? Blog 1

The Money Laundering Regulations 2017 require estate agents to risk assess their business relationships and apply an appropriate level of investigation to ensure that they understand who their customer is, and why they are involved in the transaction. (more…)

What to do with a refer result?

You’ve done your AML check and you’ve not got a pass… and you’re not sure what to do next.

Don’t panic! (more…)

Land Registry Suspension of Service 16/17th June

Land Registry have advised they will be suspending access to their services for the weekend of the 16th and 17th June. (more…)

TPO report highlights CPR risk for estate agents

Failure to comply with the Consumer Protection from Unfair Trading Regulations cost non-compliant agents £1.4m in 2017 according to The Property Ombudsman’s 2017 report. (more…)

Changes to The Coal Authority CON29M Report

From Friday 1st June 2018 The Coal Authority Con29M report will no loner include information relating to brine extraction.  (more…)

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