Your AI Estate Agency Assistant Is Ready to Work
Give your branch an always-on, compliant assistant that answers applicant, vendor, buyer, and landlord questions, collects the right information, books viewings and valuations, and keeps cases moving across WhatsApp and your website. Launch in days, not months.
Why Estate Agencies Choose Our AI Agent
Always-On Client Service
24/7 replies via WhatsApp and website chat. Instantly answers common queries about viewings, valuations, application steps, referencing and lettings compliance.
Faster Decisions
Guides people to the exact next step, book a viewing, request a valuation, complete a form, upload documents, so deals move sooner with fewer back-and-forths.
Lower Admin Load
Handles FAQs, viewing prep, document checklists and basic lead qualification autonomously. Escalates only when human judgement is needed.
On-Brand and Professional
Keeps your tone consistent across every channel. Clear disclaimers stating "general guidance only" and safe defaults are built-in, protecting your reputation whilst delivering excellent service.
Measurable Impact
Track response times, booked viewings and valuations, basic document requests, and pipeline value.
Meet Alice: Your AI Estate Agency Concierge
Alice will be the AI agent we'll utilize during your demo, showcasing the core capabilities that can be applied to your specific case.
During your demo, our consultant will demonstrate our capabilities utilizing Alice as your AI Concierge, see real-time responses, and understand exactly how she'll work within your branch operations.
What the Agent Can Do
Client Service Capabilities
Comprehensive Query Handling
Answer routine questions on viewings, valuations, lettings application steps, referencing and right-to-rent (guidance only), tenancy onboarding, rent collection basics, maintenance reporting, and sales progression milestones.
Document Management
Share document checklists for ID/AML, proof of address, and affordability checks. Provide secure upload links and send automated reminders for missing items to keep processes moving smoothly.
Smart Escalation
Offer Calendly booking or your preferred scheduling tool when queries become tailored or complex, ensuring seamless handover to your team when needed.
Lead Qualification
Capture essential lead details including name, email, phone, property of interest, and client type (buyer, tenant, landlord, or vendor) for effective qualification and follow-up.
Operations & Data
01
Structured Information Collection
Gather essential details via short, user-friendly forms: desired move-in date, bedrooms, budget, preferred area, ownership status, landlord portfolio size, and valuation postcode.
02
Automated Workflow Triggers
Create and qualify leads in your CRM or spreadsheet, send secure upload links, tag appropriate branch inboxes, and initiate onboarding or sales-progression checklists automatically.
How It Works
Getting your AI assistant up and running is straightforward. Our proven onboarding process typically takes around 21 days from initial briefing to full deployment across all your channels.
Plug In Your Basics
We onboard your "AI employee" with your service mix (sales, lettings, management), opening hours, branch areas, important links (fees, AML/KYC policy, maintenance portal), brand tone, and escalation rules tailored to your operations.
Connect Channels
Add the Agent to your website chat widget and WhatsApp Business account. As add-ons connect seamlessly with your CRM and document-intake tools for smooth data flow.
Go Live and Learn
We actively monitor conversation transcripts, continuously tighten answers, add protective guardrails, and tune prompts for maximum accuracy.
What Are AI Agents?
AI Agents are digital employees that execute specific workflows with precision. They interpret messages, make decisions based on your playbooks, handle tasks like booking appointments and sending links, and learn from approved knowledge sources.
Unlike basic chatbots, AI Agents understand context and follow complex workflows—adapting responses just like a well-trained team member.
Contextual Understanding
Interprets nuanced questions and maintains conversation context across multiple exchanges, providing relevant, helpful responses.
Task Execution
Completes real tasks autonomously: scheduling viewings, sending documents, updating your CRM, and triggering follow-up workflows.
Continuous Learning
Improves over time by analysing successful interactions, refining responses, and adapting to your branch's unique needs and terminology.
Integrations (Add-ons)
Connect seamlessly with the tools you already use.
Our AI Agent integrates with your existing technology stack—no need to rip and replace your current systems.
Our AI Agent integrates with your existing technology stack—no need to rip and replace your current systems.
CRM & Portals*
Your estate agency CRM (Reapit, Alto, Dezrez, Jupix, Street), plus Rightmove and Zoopla leads via email parsing or direct CRM integration for complete lead management.
Document Intake
Google Drive, OneDrive, SharePoint, DocuSign, and Adobe Sign as configured for your workflows, ensuring secure document handling and compliance.
Scheduling Tools
Calendly, Microsoft Bookings, or your in-CRM diary system for seamless viewing and valuation appointment booking without double-bookings.
Safety, Compliance & Governance
Built with British estate agency compliance at its core.
Our AI Agent operates within strict guidelines to protect your business, your clients, and their data.
Our AI Agent operates within strict guidelines to protect your business, your clients, and their data.
GDPR-First Approach
UK and EU data handling standards with configurable retention policies. Your client data remains protected, with full audit trails and the right to deletion built-in from day one.
Human-in-the-Loop
Smooth handover mechanisms for advice-level queries or sensitive matters. The Agent knows its limits and escalates appropriately, ensuring clients always get the right level of service.
Read-Only Knowledge
Learns from your documents and communications without training external AI models. Your proprietary information stays private and secure within your controlled environment.
Results You Can Expect
Estate agencies using AI Agents report transformative improvements across key operational metrics within the first month of deployment.
24/7
Response Speed
Instant answers to client queries, even outside office hours, weekends, and bank holidays. No more lost leads from delayed responses.
37%
Reduced Email Admin
Fewer back-and-forth messages chasing missing documents or basic information. Your team focuses on high-value interactions instead.
↑33%
Qualified Pipeline
More booked viewings and valuations with better pre-screening. Leads arrive at your team already qualified and ready to progress.
55%
Team Satisfaction
Negotiators and property managers spend time on deals and relationship-building, not repetitive admin tasks. Job satisfaction and retention improve.
Before AI Agent
- Manual responses to every enquiry
- Missed calls become lost opportunities
- Constant document chasing
- Team overwhelmed with admin
- Slow response times damage reputation
After AI Agent
- Instant, accurate responses 24/7
- Every enquiry captured and qualified
- Automated document collection
- Team focuses on closing deals
- Rapid responses build trust
Set-Up Options
Choose the deployment model that matches your business size and ambitions. Both options include our proven implementation methodology and ongoing support.
Pilot (Single Branch)
- Website chat widget plus WhatsApp integration
- Core knowledge base: viewings, valuations, lettings steps, maintenance triage
- Document checklists
- Weekly tuning sessions for four weeks
- Basic reporting dashboard with key metrics
Perfect for independent branches or first deployments to prove value quickly.
Multi-Branch / Scale
- Everything included in Pilot package
- Multiple branches, areas, and service variations
- Deeper CRM and document-intake integrations
- Comprehensive team playbooks and training
- Advanced reporting: SLAs, conversion rates by channel, pipeline analytics
Perfect for growing networks, franchises, and established multi-branch operations.
Flexible commitment: No long-term contract required for pilot deployments. Custom quotes provided based on your footprint, integration requirements, and desired support level.
Example Conversations
See how natural and helpful the AI Agent sounds in real estate agency scenarios. These examples show the kind of efficient, professional interactions your clients will experience.
Viewing Request
Applicant: "Can I book a viewing for 12 High Street?"
Agent: "Yes—what days and times suit you best? I can also share a checklist for proof of ID and affordability requirements. Would you prefer I book the viewing now?"
Landlord Enquiry
Landlord: "What do you need to let my flat?"
Agent: "Generally: property details, EPC certificate, ID for AML checks, and your preferred management level. I can send a quick intake form and a valuation booking link—shall I proceed?"
Sales Progression
Buyer: "How far along is the sale at Oak Road?"
Agent: "It's currently at searches stage with the solicitor. I can note your interest for updates, or would you prefer to book a quick call with the negotiator handling the sale?"
Maintenance Scenario
Tenant: "The boiler's making a strange noise."
Agent: "I'll log that urgently. Is there hot water and heating currently? I'll need a few photos if possible, and I can arrange an emergency call-out if needed."
Document Request
Applicant: "What documents do you need?"
Agent: "For referencing: photo ID, three months' bank statements, employer reference, and previous landlord details. Here's a secure upload link—shall I email the complete checklist?"
Frequently Asked Questions
Does this replace staff?
No. The AI Agent handles repetitive administrative tasks and initial triage, allowing your team to focus on negotiations, relationship-building, and exceptional service delivery. Complex matters are always escalated to human experts.
Will it match our tone?
Yes. We train the Agent on your specific style guide and add guardrails to ensure responses remain on-brand. Whether your tone is formal, friendly, or somewhere between, we'll match it consistently.
Is it safe with client data?
Absolutely. GDPR-aligned data practices, configurable retention policies, and human approval workflows where required. All conversations are logged and auditable for complete compliance confidence.
How fast is set-up?
Usually 8–15 days after we receive your service details, important links, brand guidelines, and access to integration points. Most branches are live within one week of kick-off.
What about complex queries?
The Agent recognises when a query requires human expertise or judgement and smoothly escalates to the appropriate team member. Clients receive a Calendly link or direct contact details, maintaining excellent service standards.
Can we customise responses?
Yes, extensively. You control the knowledge base, tone, escalation rules, and specific workflows. We provide ongoing tuning to refine responses based on real conversation data and your feedback.
See It in Action
Want your own "AI employee" helping your branch this week? Book a 15-minute demo and we'll show you the Agent working with your branches, links, and checklists—plus real conversation examples from estate agencies like yours.
01
Book Your Demo
Choose a convenient 15-minute slot in our calendar. No preparation needed—just bring your questions and curiosity about what's possible.
02
See Real Examples
Watch the Agent handle actual estate agency scenarios using your branch details, services, and tone. Ask questions, test edge cases, and explore capabilities.
03
Get Your Custom Proposal
Receive a tailored implementation plan with timeline, pricing, and integration scope. No pressure—we're here to help you make the right decision.
Pricing
£1,790
Setup (Pilot)
One-off project fee covering: initial consultation, knowledge base setup, system integration, comprehensive testing, staff training, and full deployment across your chosen channels.
£890
Basic subscription
Per month (includes hosting, updates, tuning, reporting). Covers 1 AI agent with 5,000 messages guaranteed per month. Includes basic integrations - advanced integrations and higher message volumes available as add-ons.
Add-ons: extra agents, channels, bespoke integrations, analytics pack.
CANCEL ANYTIME