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:        
6 + 6 =

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...

  • thumb1
Latest newsspeech Bubble

Landmark Information Group launches ‘Estate Agency Services’ division to provide one service resource for estate agents

Landmark Information Group has today announced the appointment of Phil Natusch to head up a newly formed business division, which brings together several established products and services under one roof for the benefit of the residential property industry. (more…)

Criminalisation of Right to Rent breaches date set

The government has announced the date on which serious breaches of the Right to Rent regime will be a criminal offence under the Immigration Act 2016. (more…)

Is your vendor who they say they are?

Fraudsters often deal with the transaction remotely and avoid all face-to-face contact. Electronic checks require a greater level of detail and accuracy about the legal owner to help identify potential impersonation fraud (more…)

NAEA comments on client verification of buyers and sellers

The NAEA have given their strongest indication yet that the 4th Money Laundering Directive will place a greater onus on estate agents and lettings agents to undertake client verification on both their sellers and buyers, and landlords and tenants.

(more…)

Landmark ruling on AML liability

A recent court case has once again brought the issue of client verification and property fraud to the top of the agenda. (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.