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Quotation and Referral System

Use QRS to win more business:

  • Create branded and formatted quotes in seconds
  • Provide a consistent and professional image to your customers
  • Convert more enquiries to business
  • Improve links with introducers

The Quotation and Referral System (QRS) is an integral part of the ETSOS platform. It can be used internally as an enquiry handling, risk management and business development tool. And it can be used externally as a means to better connect with agents and brokers, forging collaborative alliances with a real competitive edge – but without any third party fees.

As well as generating more business, QRS has the following benefits for conveyancing teams:

1)      Ensure compliance with CQS and other professional standards

The CQS standard mandates a full audit trail for all conveyancing enquiries. That’s why we’ve made QRS a true end-to-end solution, enabling the capturing, tracking and management of all enquiries and quotations. The resultant data gives complete visibility over the speed, accuracy and thoroughness of enquiry handling – essential for any risk or quality assessment.

2)      Improve quote management and workflow

QRS enables users to generate detailed, fully formatted conveyancing quotations in under 30 seconds, and to email them out instantly, complete with built-in ‘click to accept’ option. With real-time recording and reporting of quotation status, it also encourages more proactive follow-up – resulting in more instructions.

3)      Simplify analysis of sales performance

QRS has its own management information and graphing tools to enable teams to more easily analyse their enquiry and sales data and make more informed decisions. Users can view conversion rates of quotes, broken down by office or users; how long matters take to convert from enquiry to instruction; and a detailed breakdown of reasons for non-conversion.

4)     Increase collaboration with agents and brokers

Firms can roll QRS out to their local estate agents to encourage collaboration, mutual business growth, and delivery of a true end-to-end service for the consumer. QRS Flow DiagramAgents can get instant conveyancing quotes, either on the desktop or from their smartphone or tablet when out and about. And if an instruction results, all the information is automatically squirted into ETSOS where agents can then track case progress in real-time.


QRS can be used in four ways:

– Internally within your firm to provide quick quotes –  click the image to view a demonstration video

2 – By your Estate Agent or IFA introducers to send you referrals – click the image to view a demonstration video
3 – As an embedded tool within your website to allow members of the public to generate self-service quotes – click on the image for a demonstration
4 – Embedded within the internal website of your own firm or of partner firms – click on the image for a demonstration

The ETSOS quote and referral system is a free useful tool in keeping conveyancing work where it belongs: i.e. on the local high street! It is an essential way to prepare for the inevitable onslaught of Tesco law Gary Rycroft – Partner, Joseph A Jones & Co Solicitors

The client and experts view...

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