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Built for estate agents + lettings

Every viewing booked . Every offer chased.

Same Brilliant AI platform, tuned end-to-end for estate agents + lettings. Agents that know your world, workflows that ship on day one.

Set up for my business See pricing
If this is you

The unglamorous work eating your week.

  • Viewing requests come in at 9pm + you miss them by morning
  • Offer-status chasing is exhausting
  • Landlord renewal reminders manual

Sound familiar? Here's what changes the day your AI team comes online.

Outcomes

What estate agents + lettings get from day one.

  • Out-of-hours viewing requests confirmed + auto-booked
  • Offer-status chase to vendor / buyer / both solicitors
  • Tenancy renewal cycle (3 / 2 / 1-month-out)
  • Property-launch SMS to matched buyers (saved-search)
  • EPC + GDPR-compliant data handling baked in
Your AI team

Four agents that already know your world.

Same Brilliant AI agents, niche-tuned playbooks. They speak your trade, not generic CRM-speak.

receptionist

Out-of-hours viewing booker

9pm Sunday: "Can I view 14 Acacia Road?" → agent: "Yes — Monday 17:30 or Tuesday 12:00 with Sam are open."

recall

Tenancy renewal cycle

3 months before each tenancy end, drafts the renewal letter to landlord + tenant + handles either's response.

marketing

Saved-search SMS

New 3-bed in Reading under £450k → SMS to all matched buyers (with their saved-search criteria).

compliance

GDPR + AML

Ensures the AML check is logged before any tenancy goes live; flags any non-compliant draft.

They sound like this

Real conversations, in your tone of voice.

Two examples your agents handle out of the box. Tone shifts when we tune it for your specific business.

Can I book a viewing of 14 Acacia Road on Saturday? Customer · inbound
Saturday's busy — got 10:00, 11:30, and 15:00 left. Which works? I'll send you the address + the agent's mobile when I confirm. Agent · drafted, awaiting your sign-off
Any update on my offer on the Newbury house? Customer · inbound
Status check: vendor's solicitor confirmed receipt yesterday, we're chasing a response by end of week. I'll text you the moment I hear. Agent · drafted, awaiting your sign-off
On day one

The 5-workflow starter pack.

Every estate agents + lettings sub-account ships pre-loaded with these. Switch any off, tune any with your wording.

  1. 01 Out-of-hours viewing booker
  2. 02 Tenancy renewal cycle (3 / 2 / 1-month-out)
  3. 03 Saved-search SMS on new property launch
  4. 04 Offer-status chase to vendor + buyer + solicitors
  5. 05 AML + EPC compliance gate
The full footprint

What ships for estate agents + lettings, in full.

38+ workflows and 14 specialist agent roles live for your niche. Here are the headline picks; the full catalogue is one click away.

Top niche workflows

  • Valuation-to-Instruction Conversion Engine A valuation appointment is the highest-intent moment an agent gets, yet the agent walks in cold and the post-valuation follow-up is one chase call before the lead goes to a competitor. Instruction win-rate stalls around 25% while three riva
  • Valuation-to-Instruction Conversion Engine Free valuation appointments convert to instructions at only ~25%. Agents walk in under-prepared, look like every competitor, and there is no structured post-visit nurture, so most valuations are wasted effort and the vendor instructs whoeve
  • The Sphere-of-Influence Re-Engagement Bot Past clients are ignored for two years after completion, so roughly 20% of repeat and referral value is lost. The single highest organic channel in real estate - the sphere of influence - decays through neglect because no one has time to ke
  • 5-Minute Lead Strike Portal leads (Rightmove/Zoopla/Zillow) go cold within five minutes but agents are out on viewings and respond hours later, by which time the lead has contacted three other agents. Speed-to-lead is the single biggest controllable conversion
  • Chain-Collapse Predictor A third of sales fall through, often because a chain stalls silently at searches, survey or mortgage and no one notices until a buyer walks. Lost fall-throughs cost the agency the fee plus the re-marketing effort and damage vendor trust.

+ 13 more niche workflows + 20 universal workflows. See them all.

Top specialist agents

  • frontline
  • booking
  • recall
  • clinical handover
  • compliance
  • finance

+ 8 more specialist roles for estate agents + lettings. See the full fleet.

14 specialists, estate agents + lettings-only

A thinking team — built for estate agents + lettings.

These aren't generic 'send a reminder' workflows. They model, recommend, optimise, and tell you what to do. One creative thing each, that no off-the-shelf automation tool can do for you.

  • Pitch Valuation-to-instruction conversion engine reports to Julian

    Reads every valuation appointment + the vendor's competitor valuations + the local-comparable data; drafts the 48h follow-up that closes the instruction before the vendor signs with the agent who valued highest.

    Weekly Valuations done this week + the 5 highest-likelihood instructions + the per-vendor named close-step.
    Advises 48h instruction close
    Ingenuity Reads the VENDOR'S STATED PRIORITY (speed vs price) from the valuation conversation + tailors the close - vendor who said 'we need to move by Easter' gets the speed pitch, not the highest-price pitch.
  • Strike Five-minute lead strike reports to Otis

    Routes inbound web leads / portal enquiries to the right negotiator within 60 seconds + drafts the personalised opening message; never lets a lead sit more than 5 min during business hours.

    Weekly Lead-strike SLA hit-rate this week + the 2-3 leads where we missed the 5-min window + the named fix.
    Advises lead strike + opening message
    Ingenuity Cross-checks the inquired-property to draft a PERSONALISED opener ('Saw you viewed 12 Oak Lane - the vendor's flexible on viewing times') - generic 'thanks for your enquiry' loses the urgency.
  • Chain Chain-collapse predictor + saver reports to Nell

    Per-sale chain-stress model (mortgage delays, survey-find renegotiations, conveyancer responsiveness, vendor-buyer communication signals); flags chains at risk + names the next intervention BEFORE the collapse.

    Weekly Active chains scored + 2-3 at high collapse risk + the per-chain named save.
    Advises chain save intervention
    Ingenuity Reads CONVEYANCER RESPONSE-TIME drift as the leading collapse indicator - a conveyancer who took 24h to reply 3 weeks ago + 72h this week is the silent killer; generic sales-progression tools wait for the missed deadline.
  • Quay Landlord portfolio capture reports to Julian

    Identifies inbound enquiries from landlords (multi-property indicators in the address / company-name); pivots the playbook to capture the portfolio + propose a managed-lettings contract instead of one-off.

    Weekly Landlord enquiries this week + the 2-3 with highest portfolio-contract potential + the named close-step.
    Advises portfolio contract pitch
    Ingenuity Cross-references the inquiry address against Land Registry portfolio holdings - generic lettings CRM treats every landlord as a one-off.
  • Hold Vendor-withdrawal winback reports to Nell

    When a vendor withdraws (or threatens to), reads the reason + the comparable agents' fees + the local market direction; drafts the per-vendor save offer + the honest 'should you really withdraw?' analysis.

    Weekly Withdrawals this week + 2 saved + the per-vendor save framing for next week.
    Advises vendor-save framing
    Ingenuity Reads the WITHDRAWAL CONVERSATION transcript + spots the unstated objection (fee vs slow vs personality clash) - generic save tools blast the same 'we can do better' email.
  • Planner New-build planning-application hunter reports to Julian

    Scrapes local council planning portals for new-build / conversion / development consents; drafts the per-developer outreach for the marketing / lettings instruction.

    Weekly Planning consents this week + 3 developer targets + the per-developer pitch.
    Advises developer pitch + planning hook
    Ingenuity Filters planning consents by DEVELOPER size + their history of agent appointments - small developers go with one local agent; PLC builders use national panels; tailor the pitch.
  • Compass Probate + bereavement sensitive outreach reports to Nell

    Identifies probate-related sales signals (Land Registry transfers on death, executor solicitor contact, longer empty-property periods); drafts the sensitive outreach that respects bereavement timing.

    Weekly Probate signals this week + 2 outreaches at the right post-event window.
    Advises probate-sensitive outreach
    Ingenuity Knows the RIGHT POST-EVENT WAITING WINDOW (8-16 weeks is typical) + tone (executor-helpful, not sales-pushy) - generic outreach is tone-deaf to bereavement.
  • School School-catchment movers radar reports to Marnie

    Identifies the annual school-admission wave (Jan deadline, March allocations, summer moves) + the right pre-warmed customers (children turning 4 or 11) in each catchment area.

    Weekly Next month's school-catchment cohort + 10 named high-likelihood movers + the per-family hook.
    Advises school-cohort outreach pack
    Ingenuity Cross-references DfE catchment-area data with local demographic micro-segmentation - generic 'moving season' blasts ignore the actual catchment trigger.
  • Door First-time buyer + Right-to-Buy lead magnet reports to Marnie

    Identifies FTB / Right-to-Buy signals (Help to Buy ISA opens, mortgage-in-principle requests, council tenant tenure milestones); drafts the per-buyer education-first outreach.

    Weekly FTB pipeline this month + 5 named candidates + the per-buyer hook.
    Advises FTB education-first outreach
    Ingenuity Leads with EDUCATION not listings - FTBs convert 30%+ better when the agent helps them understand the process first; generic FTB campaigns blast property listings.
  • Vault AML / KYC document sentinel reports to Clara

    Pre-instruction AML/KYC check: verifies every document, flags every gap, drafts the customer-facing 'we need X by Y' message that gets compliance done WITHOUT feeling like an interrogation.

    Weekly AML gaps this week + 1-2 instructions blocked on documentation + the named customer touch.
    Advises AML gap-close customer message
    Ingenuity Matches HMRC requirements to the PERSONA of the customer (sole owner vs trust vs offshore company) - generic AML checklists ask everyone for everything + feel hostile.
  • Ledger Portal-spend ROI analyser reports to Faye

    Per-portal (Rightmove / Zoopla / OnTheMarket) tracks spend vs leads vs instructions vs completions; drafts the monthly portal-mix review + the next-month spend shift.

    Weekly Portal ROI this week + the 1 portal slipping + the named spend-shift to test.
    Advises portal spend mix review
    Ingenuity Attribute completions back to FIRST-TOUCH portal (not the last-touch the portals all claim) - generic portal dashboards double-count attribution.
  • Bridge Conveyancer network performance tracker reports to Otis

    Per-conveyancer response-time + completion-rate + fall-through-rate; drafts the per-conveyancer feedback + the network-rotation pick for the next sale.

    Weekly Conveyancer scorecard + 1 partner needing a relationship conversation + 1 to push more work to.
    Advises conveyancer rotation pick
    Ingenuity Tracks per-conveyancer response time on SPECIFIC transaction types (cash buy vs FTB mortgage vs leasehold) - generic ratings lump them; the right conveyancer per transaction is the win.
  • Map Local market report auto-generator reports to Marnie

    Builds the per-postcode monthly market report (sold prices, asking-vs-achieved ratios, supply-demand shifts, school + transport changes) that becomes the agent's content marketing + valuation toolkit.

    Weekly Reports going out this month + the 1 postcode whose trend deserves a deeper feature.
    Advises postcode market-report brief
    Ingenuity Connects DROPPED-PRICE listings to LOCAL EVENT signals (school inspection rating, planning consent, transport change) - generic market reports show numbers without the why.
  • Score Negotiator performance scorecard reports to Nell

    Per-negotiator pipeline + conversion + fall-through rate + ARPU; drafts the per-negotiator coaching note + the named focus area for next week.

    Weekly Negotiator scorecard + 1-2 needing coaching + the named focus per.
    Advises negotiator coaching focus
    Ingenuity Cross-references negotiator CONVERSION ratios against lead SOURCE - a negotiator weak on portal leads + strong on referrals needs a different coaching focus than the inverse.
Walk away from

What's costing you today

  • Viewing requests come in at 9pm + you miss them by morning
  • Offer-status chasing is exhausting
  • Landlord renewal reminders manual
  • Drafts you write yourself at 9pm
  • Follow-ups that never get sent
  • One more tool subscription you forgot you had
Walk into

What changes the day Sam configures you

  • Out-of-hours viewing requests confirmed + auto-booked
  • Offer-status chase to vendor / buyer / both solicitors
  • Tenancy renewal cycle (3 / 2 / 1-month-out)
  • Property-launch SMS to matched buyers (saved-search)
  • 38+ workflows running for you, not by you
  • One subscription replacing the stack you'd otherwise pay £400-600/mo for
  • Your data stays yours - never trained on, never sold (posture)

Everything else, also included.

The agents above are the ones we lead with for estate agents + lettings. Your subscription includes the full catalogue + the feature set + every other agent we ship, ready when you need them.

See the estate agents + lettings catalogue See pricing

Ready to see this on your estate agents + letting?

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