Referral programme FAQ

Yes — and that is deliberate. Your client's quote arrives from ConveyQuote with your name and your personal note attached, so they know exactly who introduced them and why. The regulators' transparency rules require referral fees to be disclosed, and we handle that disclosure properly on every matter. Done openly, the introduction strengthens your relationship rather than undermining it. We never contact your client about anything beyond the matter you referred.

Yes. Once your account is live we can switch on the ConveyQuote quote form for your website. You paste one line of code into any page, and your clients can ask for a quote there, with your logo and “Powered by ConveyQuote”. Every request is your introduction and goes through the same check by a real person before a quote is emailed, so no automatic price is shown on the form. It only shows on the website addresses you give us, and any referral fees are set out in your client's quote before they decide.

You see an itemised quote preview in the portal the moment you submit a referral — before anything is sent to your client. The quote itself is then reviewed by a real person and issued by email usually within one working day (Monday to Friday, 9am to 5pm). Most arrive considerably faster. Because the review happens before issue, the figure your client receives is one they can actually rely on.

Nothing happens — and nothing is owed by anyone. Quotes are free, carry no obligation, and a client who is not ready today can come back when they are. You can also re-quote the same client later from your portal if their circumstances change, for example when a purchase falls through and they find another property. Commission is only ever linked to completed transactions, so there are no clawbacks to worry about.

Yes. The portal handles purchases, sales, combined sale-and-purchase, remortgages and transfers of equity. Remortgages deserve particular attention: a client you refer for a purchase this year is a potential remortgage referral in two to five years, which turns a one-off introduction into a recurring revenue line. Buy-to-let investors and multi-property households work the same way.

Your portal dashboard shows referrals sent this month, active matters, completed matters and fees earned, all in one view. Each referral shows its live case status — from client care sent through searches, exchange and completion — plus an estimated completion date where the solicitor has set one. The payments view lists what has been earned matter by matter, so reconciliation takes minutes rather than email chains.

The legal work always sits with a regulated firm, which means a formal complaints procedure, professional indemnity insurance and the Legal Ombudsman as a backstop — protections an unregulated arrangement cannot offer. Alongside that, we track every case status centrally and you have a direct line to our team, not a call centre. If a matter stalls, you will see it in the portal and we will already be chasing it.

No. Some partners refer one client a quarter; others refer dozens a month. The commission rates agreed with you apply from your first referral, and there is no joining fee, no monthly fee and no target to hit before you earn. If your volume grows, talk to us — partnership terms can grow with it.

Referrals are portal-based today, and deliberately quick: around two minutes per referral with an instant quote preview. There is no public API yet, and we would rather say so than overpromise. If you run meaningful volume or a multi-branch operation, integration and consolidated reporting are exactly the conversation to have as part of a broker partnership — email info@conveyquote.uk and we will scope it with you honestly.

You get direct access to the team by email (info@conveyquote.uk) and phone (07592 654 666) — the people who actually review the quotes, not a script-driven helpline. New partners get a walkthrough of the portal, and we provide plain-English guidance your negotiators can use when introducing the service to clients. Office hours are Monday to Friday, 9am to 5pm.

No. There is no joining fee, no subscription, and no charge for quotes, declined referrals or clients who do not proceed. Commission flows to you, not from you. Just as importantly, your client's quote is not inflated to fund your commission — the referral fee is paid by the panel firm and disclosed to the client, exactly as the regulators' transparency rules require.