AI Workflow Audit · Estate Agents
Valuation callbacks, landlord updates, vendor notes, three-office routing
A one to five office estate agency loses most of its week to repeated admin: sorting valuation callbacks by area, drafting landlord maintenance updates, turning viewings feedback into CRM entries, and routing enquiries to the right negotiator. You do not need a bespoke build. You need someone who maps these workflows daily to sit with you for 45 minutes and tell you exactly which tools to install on Monday.
£750 fixed · money-back guarantee
Common bottlenecks
These are the repeated jobs every estate agency runs. The audit maps where your week actually goes, then prescribes the three to seven tools that will save you the most time.
Valuation callbacks
Sorting callbacks by area and urgency, routing to the right negotiator, and following up when no one responds. This is the single biggest inbox job in a multi-office agency, and it can be automated.
Landlord updates
Maintenance requests from tenants, contractor quotes, and monthly statements to landlords. Property managers lose half a day a week drafting these, and most of them follow the same template.
Vendor notes
Viewings feedback, offer updates, and chain progress notes. These get typed into the CRM, emailed to the vendor, and repeated three times a week. The structure is identical every time.
Three-office routing
The Hove valuation landing in Portslade, the Brighton viewing request going to Lewes, and the weekend enquiry sitting unread until Monday. Routing enquiries to the right office and person takes five to ten minutes per lead.
What you walk away with
A 45-minute discovery call, a report prescribing three to seven off-the-shelf tools with real GBP costs and hours saved, and a 30-minute review call to walk through it.
- A week map showing where your time actually goes
- Three to seven tools, with real GBP costs and hours saved
- An effort-versus-impact matrix so you know what to do first
- A four-day quick-start plan you can run in ten minutes a day
- Money-back guarantee: 7+ hours a week found in 30 days, or a full refund
Questions, answered
What does this look like for an estate agency?
Valuation callbacks sorted by urgency and area, landlord maintenance updates drafted and routed to the right PM, vendor notes from viewings turned into CRM entries, and three-office routing so the Hove valuation does not land in Portslade. The audit maps where your week goes, then prescribes the tools to automate the repeated jobs.
Will this work with our existing CRM?
Yes. Most of the tools I prescribe sit alongside your existing systems (Reapit, Jupix, Rezi) rather than replacing them. API integrations are possible during a build, but the audit focuses on quick wins you can install yourself first.
What is the guarantee?
If I cannot find you at least seven hours a week to reclaim within 30 days, you get a full refund. The prescriptions usually cost around £45 a month in tools.
Do we need to be technical?
No. Most of the tools I prescribe take ten minutes to set up and need no technical knowledge. The whole point is that someone who runs these systems daily translates it into plain, specific steps for your agency.
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Book your audit
Forty-five minutes, a report you can act on the same week, and a guarantee that takes the risk off the table.