Types of enquiries
Customers’ have two options for finding a professional near them. They can choose to search locally and send a direct enquiry to their chosen professional or use our matching service to be connected to the most suitable professionals to their criteria.
Direct enquiry: If a customer chooses to search locally for an adviser by entering their postcode, area or region, they will be shown a list of local professionals to choose from.
If the customer chooses your firm, they will complete an enquiry form that will be sent directly to you. You have 24 hours to respond to this enquiry before it expires (or 48 hours if it comes in over the weekend).
Forward enquiry: Should a professional fail to respond, or reject, a direct enquiry within the timeframe (24 hours or 48 over a weekend) then the enquiry will be forwarded to professionals in the local area who are most suited to the customer’s needs. The first professional to respond within 12 hours will receive the customer’s contact information.
Match enquiry: Customers’ choosing to be matched to the most suitable professional to their criteria fill in a short enquiry form specifying their needs. Our online matching tool then searches for a selection of professionals best matched to the customer’s needs and sends the enquiry direct to their inbox. The first professional to accept the enquiry will be sent the customer’s contact details. If after 24 hours the customer’s enquiry has expired or been rejected by all professionals then the enquiry will be forward to another selection of suitable professionals.