QUOTE ENGINE PLANS
Conveyancing Quotes & Workflow Solutions
Lite Edition
Short summary of what Lite Edition provides in two lines.
- Compliant & professional conveyancing generation
- Add engine to your website for 24/7 quotes
- Branded to your company colours
- Notification of new enquiries
- In-depth reports on your WIP
- Email quotes to clients
- SMS client messaging
- SDLT calculation
Plus Edition
Short summary of what Plus Edition provides in two lines
- All Lite Edition Features & Benefits
- Unlimited private referral panels
- Unlimited fee and referral cost scales
- Personalised client communication
- ID / AML Ordering
- Free leads for your Estate agent introducers via Compare Agents
Portal Edition
Short summary of what Pro Edition provides in two lines.
- All Pro Edition Features & Benefits including automated:
- Client on-boarding
- ID/AML ordering
- Search ordering
- Digital TA Protocol forms
- Proof of Funds
- E-signatures
- Law firm – Referrer – Client milestone updates
PORTAL EDITION
Packaged Cases For Law Firms
Moving Buddies
Short summary of what Moving Buddies provides in two lines.
- All Pro Edition Features & Benefits including automated:
- Client on-boarding
- ID/AML ordering
- Search ordering
- Digital TA Protocol forms
- Proof of Funds
- E-signatures
- Law firm – Referrer – Client milestone updates
Internal
Enable anyone in your company to quickly generate comprehensive conveyancing quotes. Ability to include non-standard fees on the fly i.e. gifted deposit.
Website
Potential clients can get a quote from your website at any time of the day or night, turning your firm into a 24/7 business. You collect the lead data.
Referrers
Enable anyone in your company to quickly generate comprehensive conveyancing quotes. Ability to include non-standard fees on the fly i.e. gifted deposit.
TWO
Transparent
Gives your firm complete transparency and ability to track and monitor your sales pipeline and conversions.
Thorough
SMS messaging to clients to let them know to expect a call and if call is not connected a follow up SMS with message is sent.
Controlled
Gives your firm complete transparency and ability to track and monitor your sales pipeline and conversions.
Efficient
Potential clients receive an email with their quote
Responsive
Internal email notification of new client quotes
Branded
All email correspondence and online quote engines are
company branded
THREE
Automate
Simplified conveyancing systems & processes to reduce work, tasks & increase efficiency.
Seamless Automation
Boost productivity, expedite tasks and elevate client satisfaction with automated key tasks and milestones. With Quote Engine PRO your everyday tasks are automated meaning your staff do not have to manually do anything other than wait for the information and documents to be returned.
ID/AML Checks & Searches
We automate the ordering of ID/AML checks and searches.
Digital Delivery
TA Protocol forms and proof of funds are automated and digitally sent to the client/s for completion.
Built With Intelligence
All automations are intelligent based on the information supplied at the time of quote generation. Clients will only ever receive the required forms and supporting documents relevant to them based on their personal transaction data.
Electronically Signed
E-signing by all parties on TA Protocol forms.
One Portal
We remove the need for manual ordering, saving hours of your time and all results, forms and documents are available in a single portal. We know how much everyone hates multiple portal logins!
Tailored For Clients
Moving Buddies is our client facing team encouraging clients to complete all of the above tasks as quickly as possible all within their own simple Moving Buddies portal. Completed tasks are available in real time in your portal.
Milestone Updates
PRO offers unique milestone updates that are visible to your staff, your referrers and your clients. This visibility is proven to cut down on ‘chasing’ emails and phone call.
