- 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.