AI workflow assessment for UK estate agents - find the admin between valuation and completion.
We sit down with your agency for 60 minutes, diagnose where the hours actually go - listings, valuation follow-ups, viewing feedback, sales-progression chasing across the chain - and hand back a report built around how your office runs: named tools, step-by-step recipes, and a prioritised plan to reclaim the time. Not a template.
The chasing between winning the instruction and getting to completion.
You win on instructions and completions. Then the week fills with the work in between: writing the listing and the portal copy, prepping and following up valuations, confirming viewings and chasing feedback, and progressing every sale through solicitors, surveyors and mortgage lenders so the chain doesn't fall apart.
None of it shows up as a fee until the deal completes - but it is the reason a viewing slips, the reason a vendor feels out of the loop, and the reason your negotiators are at their desks instead of winning the next instruction. You know AI could help somewhere in there. You just need someone to show you exactly where, and in what order, for an agency that runs the way yours does.
That is what the assessment is for. Not another portal upsell, not a generic tool list - a 60-minute diagnostic of your agency and a plan built around what will genuinely give you the hours back.
The work behind every sale that never touches a fee note - until completion.
We don't put a made-up figure on estate-agency admin, because your mix of sales, lettings and progression work is specific to your office. What we can say from assessing UK property businesses is that the biggest drains are predictable: listing and portal copy, valuation follow-up, viewing feedback, and the sales-progression chasing that holds a chain together.
The assessment measures your actual week rather than a benchmark. In the 60-minute session we map where the hours really go across your negotiators and progression team, then work backwards to the drains worth fixing first - so the number in your report is yours, not an average.
Run your own numbers in the admin cost calculator, or read the full breakdown in the AI toolkit for UK estate agents in 2026.
The assessment is £799 - and we work the numbers out from your actual week, not a sector average.
Your six biggest time sinks - and what we do about each one.
We map your whole agency in the 60-minute session, then work backwards to the drains worth fixing first. Here is how that lands on the specific admin estate agents feel.
Listing and portal copy
Every instruction needs a description, feature list and portal-ready copy for Rightmove, Zoopla and OnTheMarket - written to sell, not just to list. We show you how AI drafts on-brand property copy from the key facts in seconds, so you edit and publish instead of starting cold.
Valuation prep and follow-up
Researching the road, the comparables and the vendor before the appointment, then the follow-up that turns a valuation into an instruction. We show where a prep summary and a saved follow-up sequence cut the time without losing the personal pitch.
Viewing coordination and feedback
Booking, confirming and reminding, then chasing the applicant for feedback and relaying it to the vendor - minutes each, hours across a busy diary. We show which parts an assistant and saved drafts take off your negotiators.
Sales progression chasing
The relentless follow-up through solicitors, surveyors and lenders that stops a chain collapsing - the single biggest, most stressful admin block in the office. We map how progression runs today and show where AI drafting and a reminder workflow keep every party moving.
Portal and CRM updates
Keeping listings, statuses and applicant records current across your CRM and the portals - duplicate data entry that never bills. We look at your stack and show where a tighter integration removes the double-keying.
Vendor and applicant updates
The 'any news?' calls, the weekly vendor update, the applicant nudge on a new instruction. We give you a prompt library for the messages you send most, so keeping everyone informed takes a minute instead of ten.
What this is - and what it isn’t.
The assessment is a diagnostic and a plan. Within two working days of your call you get a passcode-protected report: the AI and automation opportunities we have found for your agency, named tools with costs and setup time, step-by-step recipes, a prompt library, an impact-versus-effort ranking, and ROI worked out on your real numbers. It is written in plain English so you can act on it - no technical background needed.
It is guidance, not us doing the work for you. If the report flags something worth building - a sales-progression chaser, say - the Custom AI Agent Build is a separate product from £2,500, scoped case by case. If you would rather implement the report’s quick wins yourself with someone beside you, the Implementation Kickstart (£349, 90 minutes) is there for that. The assessment always comes first.
Questions estate agents ask us.
Is vendor and applicant data safe if we use AI tools?
We use Reapit, Alto or Street already. Does this replace it?
Will AI-written listings and updates sound generic?
Is £799 worth it for a smaller agency?
One payment. A written plan,
a video walkthrough, and someone
checking in to make sure it happens.
A diagnostic session, personalised report, video walkthrough, and follow-up support. One payment, no ongoing costs.
Find out where your agency's hours actually go.
Book a 60-minute diagnostic. Get a report built around your agency within two working days, a video walkthrough, and follow-up support. Money back if it doesn't show at least 5 hours a week worth reclaiming.
Book your assessment →Not ready to book? Take the free 2-minute AI readiness quiz to see where your agency stands.