Done well, cross sales pay for the marketing budget. Done badly, they cost you the customer.
CPS Limited & consultants will manage every aspect of your requirements, regardless of who your insurer is and irrespective of the size or complexity of your claim, or advice needed. Along with...
Mortgage, protection, conveyancing, surveys, removals - the clients you are already working with have financial needs your agency could be helping to meet. CPS Limited makes that referral income structured, compliant, and consistent.
Every client who arranges their own mortgage, insurance, or conveyancing is income that should be flowing through your agency. Without a formal referral structure, you are subsidising your competitors.
When referrals depend on individual relationships rather than a system, income is inconsistent. The months where a key negotiator is off or distracted are the months where cross-sales revenue disappears.
Without a system that flags financial services opportunities at the right moment in the transaction, referrals happen by accident rather than by design.
FCA regulations around financial services referrals are specific. Without a compliant referral process, the liability sits with your agency. A specialist partner removes that risk.
CPS Limited makes the financial services referral model work for estate agencies - structured, compliant, and consistent enough to become a meaningful revenue line.
A fully compliant mortgage referral process that generates income for your agency from every buyer and remortgage client you refer. Managed from introduction to completion.
Life insurance, critical illness cover, and home insurance referrals through specialist protection advisers. Simple process, meaningful income, compliant framework.
Preferred conveyancer relationships that speed up your transactions and generate referral income. Quality-controlled to protect your agency's reputation with the clients you refer.
A structured route for your buyers to access survey services through your agency. Additional income on every sale, with providers selected for speed and service quality.
Reporting that shows you the total income your agency generates from each client relationship - sale fee, mortgage referral, protection, conveyancing, and any future transactions.
The referral framework is built to meet FCA requirements for estate agency referrals. Your agency is protected, your clients are served, and your income is compliant.
CPS Limited makes getting started straightforward. Here is what the process looks like from enquiry to active use.
A call with the CPS Limited team to understand your agency, your current situation, and what you are trying to achieve. No pitch, just a genuine conversation about fit.
CPS Limited puts together a proposal that reflects your specific requirements - scope, timeline, pricing, and the commercial terms that work for your agency.
Once agreed, CPS Limited handles the setup and configuration. Kerfuffle members have their account manager in the loop at this stage to ensure the terms are right.
Your team is onboarded and trained on whatever they need to get value from CPS Limited immediately. The process is designed to minimise disruption to your day-to-day operations.
You are live with CPS Limited and supported by a dedicated contact. Regular check-ins ensure you are getting what you signed up for.
CPS Limited is on Kerfuffle and Compare The PropTech. Members get more than a free trial - they get a direct commercial conversation with your Kerfuffle account manager in the loop.
Standard route
Off-the-shelf pricing
Your terms, reviewed before you sign
CPS Limited pricing is discussed directly with Kerfuffle members. Your account manager reviews the commercial terms before you sign anything.
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A focused walkthrough of CPS Limited covering the key features, your specific agency requirements, and the Kerfuffle member offer. The best way to evaluate CPS Limited is a direct conversation with their team.
CPS Limited is listed on Kerfuffle and Compare The PropTech as a verified supplier to the UK estate agency market. They specialise in cross sales / additional income for estate agents, letting agents, and property professionals across the UK. Kerfuffle members can access CPS Limited's services through a direct introduction with commercial terms reviewed before any commitment.
Kerfuffle's PropTech That Pays Back initiative rewards estate agents with kredits when they actually use the tools they invest in - not just when they sign the contract. Check if CPS Limited participates and start earning back on your subscription.
Book a call with the Kerfuffle team and we will walk you through the member offer for CPS Limited.
Want to talk through how this would work for your team?
Grab fifteen minutes with the Kerfuffle team. We will walk you through the member offer, answer your questions, and figure out the best fit for your agency.
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