There are three different types of enquiries – ‘Direct’, 'Match', and ‘Advanced’.
Accountants also have a fourth type - 'Pool'.
A consumer can choose 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. This is a ‘Direct enquiry’.
You then have 24 hours to respond to this enquiry before it expires (or 48 hours if it comes in over the weekend).
A consumer can choose to be matched to the most suitable professional for them. By filling in their key criteria, Unbiased then matches them to an adviser whose preferences most closely match the enquiry’s. This is a ‘Match enquiry’.
For more information on how match enquiries work, click here.
A professional might fail to respond to, or choose to reject, a direct enquiry within the timeframe (24 hours or 48 over a weekend). The enquiry will then be forwarded to professionals in the local area who are most suited to the customer’s needs. This is an ‘Advanced enquiry’.
The first professional to accept the enquiry within 12 hours will receive the customer’s contact information.
Pool enquiry (accountants only)
A professional might fail to respond to, or choose to reject, an enquiry within the timeframe (24 hours or 48 over a weekend). In this instance, the enquiry will appear in the Unbiased Pool.
Professionals are then able to search through Unbiased Pool to choose the enquiries they want. This feature is available exclusively to professionals on the Plus plan.
If you want more information on Unbiased Pool, click here.