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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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