Organised by the job your agency does, not by the software that does it. Every item below either produces a draft that waits for a person, or a briefing that hands the decision to one.
A portal enquiry lands in the office mailbox like any other email. Nothing is connected and nothing is migrated.
“Is the parking permit included, and would the landlord consider a 6-month break clause? We'd want to view this weekend.”
Hello James,
The parking permit is included — one resident's permit, renewable with the council.
The landlord has agreed a six-month break clause on this flat before, so it is worth putting to him. I'd rather not promise it before I've asked, but I'll ask today.
Saturday 11:30 or Sunday 14:00 for a viewing?
Chases the valuation that went quiet. Assembles the comparables pack before the appointment. Runs the follow-up until the instruction is won or lost. Works the old valuations and past applicants nobody has time to go back to.
Answers every buyer and applicant enquiry. Books viewings against the real diary. Chases the feedback. Writes the weekly vendor update.
Acknowledges the offer. Prepares the position summary before your negotiator rings the vendor. Never accepts, rejects or advises.
Chases solicitors and surveyors on a dated cadence. Updates both parties weekly. Flags a sale that has stopped moving, and where.
Applicant enquiries, tenancy setup, document chasing, renewals and maintenance triage.
Every statutory date it has been given, warned at thirty days, fourteen and seven, escalated to you, with the letter that fixes it already written.
Where the dates come from →Your CRM kept current without anyone typing into it. Every draft, edit, approval and send logged, with who and when, and exportable.
Your mailbox and your calendar. Portal and direct enquiries already arrive there by email, so there is nothing to migrate and no second system for a negotiator to open.
Send anything on its own. Value a property. Accept, reject or advise on an offer. Answer a tenant's or a vendor's legal position. State a fact it cannot source.
Every draft, edit, approval, send and refusal, with actor and timestamp, exportable as one document.