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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

Crack down on AML with “Flag it Up”

The government have moved to crack down on Money Laundering in the UK with a new campaign focusing on the accountancy, legal and property sectors. (more…)

How to write your AML risk assessment

The Money Laundering Regulations 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…)

Fines for failure to identify beneficial owners

Agents are falling foul of money laundering regulations by not having a process in place to identify third party ownership and beneficial owners. (more…)

NEWSFLASH: Funding doubles for industry regulator

The government have announced a significant funding increase for property industry regulator the National Trading Standards Estate Agency Team (NTSEAT).

There has long been criticism of a lack of resource in the team whose responsibility it is to police and enforce various regulations estate agents are governed by; including the Estate Agents Act 1979 and the Consumer Protection from Unfair Trading Regulations 2008 (CPRs). (more…)

£22.5k fine for estate agent…

A recent news story highlights the risks posed by the Consumer Protection from Unfair Trading Regulations, otherwise known as CPRs. (more…)

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