More valuations. Faster follow up. Cleaner handoffs.
We automate the operational work behind estate agency so nothing slips through.
Every enquiry is tracked, followed up, and routed properly so your team can focus on instructions and completions.
Clean data, consistent follow up, and systems your business actually owns.
No brittle zaps. No black boxes.
Built for UK agencies managing portals, valuations, viewings, and fall through risk.
30 minute call. No obligation. Clear next steps.
Sound familiar?
Leads arrive but follow up is inconsistent
Enquiries land from portals and forms, then disappear into inboxes. Response times drift and conversion suffers.
Your pipeline is not a single source of truth
The CRM, diary, and spreadsheets all tell different stories. You cannot see what is real without chasing people.
Viewings and valuations rely on manual coordination
Booking, reminders, notes, and next steps are handled ad hoc, so momentum drops and deals go quiet.
Fall throughs are noticed too late
You do not have a sales problem. You have a visibility and handoff problem.
Automation patterns we build after diagnosis
These are not off the shelf workflows. They are common patterns we see after diagnosing estate agencies, once the real bottlenecks are clear.
These systems are designed to perform reliably at scale, with retries, alerts, and failure handling built in.
- 1Enquiry captured and assigned to branch or valuer
- 2Initial response sent within agreed SLA
- 3Follow up sequence scheduled if no reply
- 4Valuation or viewing booked when interest confirmed
- 5Stale enquiries flagged for review
- 6Manager sees response times and conversion by source
Result
Faster response times and a pipeline you can trust.
Valuations get booked sooner. Follow ups happen on time. Managers can see what is moving and what is stuck.
Built to handle duplicates, partial data, retries, and alerts when something breaks.
How it works
System Review
We map where enquiries stall, where follow up breaks, and where handoffs create lost instructions.
Build and Test
We build against real data, real edge cases, and real failure scenarios so systems hold up in production.
Handover and Support
Your team owns the system. We document it, monitor it, and support it when needed.
Case Study
Real results in property
Estate AgencyLead response down to minutes
The Challenge
Enquiries from portals and the website arrived via email and had to be keyed manually into the CRM, which slowed the team down. Follow-up with buyers, sellers, tenants, and landlords was handled differently by each negotiator, leading to inconsistent responsiveness.
What We Built
- •Unified lead intake: enquiries from major property portals, web forms, and tracked phone calls push automatically into the CRM, tagged by source and property
- •Routing and next steps: leads routed to the right negotiator based on area and property type, with suggested next actions as tasks
- •Viewing workflows: prospective buyers and tenants receive links to request viewing times, with automated confirmations, reminders, and structured feedback capture
The Results
Agents spend far less time transcribing lead details and chasing basic confirmations. Clear increase in viewings booked per listing. Lead response times dropped to within minutes for most enquiries.
"The phones are still busy, but my team isn't stuck keying data into the system all afternoon. We're booking more viewings off the same enquiry volume."
Scott, Manager
Get control of your lead flow and pipeline
Find where missed follow up, broken handoffs, and unreliable data are costing you valuations and instructions. Then fix it properly.
Start Your Agency Review30 minutes. No obligation. Clear next steps.