The paperwork half of the job — done for you.
We automate the repetitive admin that drowns UK estate agency teams: AML, terms of business, vendor packs, viewing reminders, document chasing and onboarding flows.
Negotiators are buried under paperwork they shouldn't be doing.
Every instruction triggers a wave of forms: terms of business, AML, ID, vendor questionnaires, marketing approvals. Multiply that across a busy branch and you've lost a full headcount to admin.
- Terms of business sent and chased manually
- AML and ID collected over email
- Vendor packs assembled by hand
- Viewing reminders done one-by-one
- New-instruction onboarding takes days
These tasks were never properly digitised.
Most agencies stitched together email, PDFs and CRM templates. There's no end-to-end system — so the work falls on whoever has time, and quality drops as the pipeline grows.
Admin time is the cheapest revenue you'll ever recover.
Cutting 10 hours of admin per negotiator per week and reallocating it to valuations and viewings is the simplest pipeline lift in your business.
End-to-end document and admin workflows.
We design and ship automation flows for the highest-impact admin tasks in your branch — fully integrated with your CRM, email, WhatsApp and e-signing tools.
Automated terms of business + e-sign flow
Automated AML and ID capture
Vendor pack generation from CRM data
Automated viewing reminders (SMS + WhatsApp + email)
New-instruction onboarding sequences
Internal task routing to branch admin
Example: new instruction onboarding.
Valuation won
Negotiator marks instruction won in the CRM.
Docs sent
Terms of business + AML request fire automatically.
Vendor signs
E-signature returned, IDs uploaded, CRM updated.
Live on portals
Internal tasks created for photography, copy, portal upload.
Outcomes you'll feel within weeks.
- 10–20 hours of branch admin removed per week
- Faster vendor onboarding → faster time-to-market
- Higher viewing attendance via automated reminders
- Compliance trail for every AML and ID check
- Negotiators back in front of vendors
- Less burnout, lower team turnover
Common questions.
Take the admin load off your branch.
Book a free workflow audit. We'll show you which admin tasks would save your team the most hours this quarter.