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Quotation and Referral System

The ETSOS Quotation and Referral System (QRS) is a powerful tool for collaborating more closely with your chosen conveyancers, allowing you to leverage process efficiencies, enhance client service and secure more business. It can be embedded in your own website, a corporate intranet, or an extranet for usage by partner or associate firms.QRS Flow Diagram

  • No fees for either intermediary or conveyancer to access or use the system
  • Amazon-like simplicity, with an interface that is clear, quick and slick
  • On-demand delivery of detailed conveyancing quotes, either to your desktop or to your smartphone or tablet when out and about
  • Panel management functionality – instruct several law firms from a single site, set your commission levels etc
  • Dedicated, named account managers at the end of the phone if needed
  • Automatic porting of data into a law firm’s ETSOS platform if a quote turns into an instruction – no rekeying necessary
  • Online case tracking for you and your client 24/7
  • Option to customise the QRS with your own branding
  • Real-time management information presented in graph format
  • Seamless integration with back office systems

The quotes and referrals system from ETSOS has transformed the way that we give quotes to clients…Our conversion rates have gone up as a result…Everyone at BPE is delighted with the added value that ETSOS continues to deliver Richard Spencer – BPE Solicitors LLP

The client and experts view...

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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…)

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