X
etsos

Free trial Sign-up

Please leave your name and email and we'll be in contact shortly.

Name

Company

Contact Number

Email

Please complete the sum:        
46 + 7 =

Free tool to meet CQS requirements

18th December 2013

CQS requires all firms to have a clear procedure on handling client enquiries in relation to possible new instructions. This must include telephone and email enquiries. (Core Practice Management Standards 5.1)

As an ETSOS client you can access a free quotation and referral system (QRS) which allows you to produce and email a compliant conveyancing quote in under 60 seconds.

  • Meet CQS requirements to document all enquiries
  • Ensure consistency in fees across the firm
  • Audit trail for previous quotes
  • Increase conversion rates through efficient enquiry handling
  • Generate referrals from estate agents and mortgage brokers

Our search ordering system supports the requirements of CQS and Lexcel, providing the complete audit trail you need to demonstrate compliance. Access of 500 products including searches, anti-money laundering reports, title indemnity insurance and Lawyer Checker from one easy to use platform.

More information can be found at http://etsos.co.uk/quotation-and-referral-system/

To set up your system contact David Opie (davidopie@etsos.co.uk) or call 01524 220001.

The client and experts view...

  • thumb1
Latest newsspeech Bubble

Additional penalties for AML failures announced

HMRC have announced they will now levy a Penalty Administration Charge in addition to any penalty imposed for failure to comply with anti-money laundering regulations. (more…)

What do ID documents tell us?

Customer Due Diligence (CDD), which forms part of Know Your Customer or KYC, is an important tool in the estate agent’s armoury when it comes to fulfilling their obligations under the Money Laundering Regulations. (more…)

Residential Abortive Transaction Insurance

ETSOS are delighted to announce a tie up with insurance brokers Northcott Beaton to provide their residential abortive transaction insurance.  (more…)

Is a passport enough for AML? Blog 3

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…)

Is a passport enough for AML? Blog 2

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…)

divider
newsletter sign-up

Sign up for our e-newsletter

Name
Company
Email Address
trialTop

trial sign-up

Click the Apply button opposite to use our software on a trial basis...

trialBottom
  • etsosnews

  • etsosnews

  • Linkedin Twitter Facebook
    This site uses cookies. Find out more about this site’s cookies.