Quotes and Referrals
The digital referrals module connects estate agents and conveyancers seamlessly with the rest of their supply chain.
Generate, send, and receive referrals and quotations without leaving your system. The digital referrals system is integrated with the software you already use so key property information seamlessly flows between them.
Referral data, quotes, and instructions sent over the network.
For Estate Agents
Pre-populated digital referrals
Generating referrals is as easy as 1, 2, 3.
Generate an automatically pre-populated referral form with the necessary information straight from your CRM, including mandatory fields of key property information.
No more rekeying or duplication of effort, it’s all there ready for you to review and send.
For Conveyancers
Easy quotations and instructions
Receive referrals from connected agents and even be instructed for work over the network. No need for emails or another system.
Increase your referral volumes further by generating branded quotations with transparent breakdown of your fees. These are easily exportable and viewable in Coadjute.
Full digital referrals, quotes and instructions
Once integrated to the Coadjute Network you can manage the whole referrals process from start to finish without every leaving your system - from referral to instruction.
Generating, sending and receiving referrals, quotes and instructions has never been easier.
Mandatory property data
Digital referrals pull through all the key property information from your CRM you’ll need to create a referral, including mandatory fields. Saving you the back and forth of filling in missing fields.
Trackable process updates
The referral progress tracker provides real-time updates for when you send out, receive, or respond to referrals. You’ll never be unaware of the status of a referral or quotation again.
Increased referral volumes
Sending and receiving referrals over the Coadjute Network is seamlessly simple. Get more referrals quicker and grow your business.
