For brokers and estate agents, securing a conveyancing quote is just the start of the journey. Turning that quote into a completed instruction often involves additional administration, client follow-up, and delays that can slow momentum at a critical stage of the transaction.
Our new feature, Applicant Acceptance of a Quote, has been designed to help overcome those hurdles by enabling your clients to securely review and accept conveyancing quotes online.
How does it work?
When using Applicant Acceptance of Quote, brokers and estate agents can send conveyancing quotes directly to your clients through Optimus CaseManager. This means that rather than relying on manual processes to progress a quote, clients receive an invitation to review the quote online and complete the acceptance process themselves – securely and digitally.
Why did we build it?
We’ve always been focused on removing unnecessary friction from the property transaction process. We know that delays, duplicated effort, and manual administration can create challenges for both introducers and your clients.
Every additional step between receiving a quote and instructing a conveyancer introduces the potential for delays, disengagement, or missed opportunities. Applicant Acceptance of a Quote has been designed to address these challenges by making it easier for clients to act when they’re ready.
Key benefits for brokers and estate agents:
Convert more quotes into instructions
The easier it is for your clients to move forward, the more likely they are to do so. By allowing clients to review and accept their quote online, the new feature helps remove barriers that can slow or prevent progression.
Reduce administration
Managing quote acceptance manually can take valuable time away from other client-facing activities. Applicant Acceptance of a Quote streamlines the process, reducing the need for additional administration and follow-up.
Improve customer engagement
Today’s clients expect digital experiences that are simple, accessible, and secure. By giving your clients the ability to review and accept their quote online creates a more convenient experience that helps keep them engaged throughout the journey.
Increase visibility
Acceptance activity is captured within the process and returned to Optimus, providing greater transparency of quote conversion and helping all parties understand where clients are in their journey.
Accelerate the journey from quote to instruction
By simplifying the acceptance process, Applicant Acceptance of a Quote helps reduce delays at the start of the conveyancing journey and supports faster progression towards instruction.
Embedded within the Optimus CaseManager experience
Applicant Acceptance of a Quote is the latest enhancement to Optimus CaseManager, our end-to-end platform that enables brokers and estate agents to:
If you’re already using Optimus CaseManager, speak to your usual Optimus contact or fill in this form to learn more about Applicant Acceptance of a Quote.
Not currently using Optimus CaseManager? Get in touch to discover how the platform can help you quote, instruct, and manage conveyancing cases more efficiently while delivering a better customer experience.