Demos · Estate agency CRM
Offers, contacts, the diary, invoices and listings for an estate agent, with compliance, keys and rent handled in the same system.
Sound familiar?
Accepting an offer waits for the buyer's verified ID, not only the seller's.
England and Wales listings need an EPC first. Dubai listings need a Trakheesi permit. The system knows which applies.
The key log shows every set, who holds it and since when.
What you get
Every listing card shows where the sale stands, from first visit to keys handed over.
The rent tracker flags arrears before they grow.
A percentage of the sale price, or a monthly fee for lettings.
The same button follows UK or Dubai rules, depending on the property.
Inside the demo
12 things you can click through today, in plain words. Yours can have all of them, or only the ones you need.
Enquiry, viewed, offer made, accepted, progressing, exchanged and completed, with a reason when a sale is lost.
One property per row and the stages across, so competing offers on the same home sit together.
Each offer needs its own verified ID check, and documents that are only requested still hold it back.
Cards show a padlock on any step its rule would refuse, with a link to the law behind it.
Gas safety, electrics, alarms, legionella, deposit protection, How to Rent and right to rent, each with a reference and date.
Each certificate runs from issue to expiry on a timeline, and lapsed ones say so.
Each set names its holder, staff or contractor, the date out, and whether it is in, out or overdue.
Viewings and valuations book a negotiator for the right length, with Saturdays open.
Each listing is England and Wales or Dubai, priced in its own currency.
Money paid on the client's behalf is billed as a disbursement with its evidence reference, or it will not issue.
New listings start at appraisal and follow the rules of the market you pick.
The overview counts and lists every check that is still outstanding.
Operationally accurate
Buyer checks are required before a sale moves forward, not only checks on the seller.
The same action follows different rules for a sale and a letting, and the system applies the right one each time.
From this demo to your system
Same idea, shaped around your business: your stages, your words, your rules.
A short call about your business, your rules and the tools you use today. You get a free quote.
A written plan of every screen and rule, so you know exactly what you are getting.
A working demo of your own system, like this one, so you can steer it as it grows.
Most systems are live in 6 to 12 weeks. Once it is paid for, the code is yours, and our yearly AMC keeps it running, with free patent-pending AI governance included.
Questions
Yes. This demo covers England and Wales, and Dubai. We build yours around your market's rules and your own process.
Yes. Offers, listings, keys and rent all sit in one system.
Most systems go live in 6 to 12 weeks. Once it is paid for, the code is yours, and our yearly AMC keeps it running.
Where a system uses AI, the patent-pending firewall swaps client details for tokens before any model reads them.
The system drafts, and a named person releases every message.
Refusals, overrides and exports land in a log nobody can quietly edit.
Keep exploring
Enquiries, patients, appointments, consent, photography and stock for an aesthetics clinic. The overview shows what today needs, who is owed a call back, and which messages …
Enquiries, clients, the diary, bills and services for a firm of solicitors, with the conflict register, due diligence and client account in the same place.
Submissions, people and clients, interviews, invoices and the rate card for a recruitment agency, with right-to-work checks and references tracked alongside every placement.
We'll show you what it could look like, measured to fit before anything is built.
