for UK estate agents
AI workflow assessment for UK estate agents - find the admin between valuation and completion.
Between valuation and completion there is a whole job nobody bills for, and 60 minutes is enough to find where it sits in your office - listings, valuation follow-ups, viewing feedback, progression chasing across the chain. What you get back is a list to work down, each tool named and its setup written out, hardest-hitting first.
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. A vendor who has heard nothing all week starts ringing round other agents, and that is a fee lost to admin rather than to a rival's pitch.
The assessment buys 60 minutes on the office and a written plan in the order worth doing it in. Portals and CRMs both want to sell you the next module; this starts from the chasing your negotiators already do by hand, and works out how much of it a tool could carry.
The work behind every sale that never touches a fee note - until completion.
A sector figure would not tell you much here. An office weighted towards sales carries a different admin load to one running lettings alongside it, and a market where chains are slow moves the work again. What repeats across the agencies we assess is which jobs do the damage: listing and portal copy, valuation follow-up, viewing feedback, and the progression chasing that holds a chain together.
So the session counts rather than estimates. We take your last fortnight of viewings and one sale sitting mid-chain, and work out how many of the messages, calls and updates behind them come back in the same shape every time. Whatever repeats is what the report goes after.
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 it is your own diary the report is written from.
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 read a few of your live listings back and mark which lines carried the property and which were house furniture repeated on every instruction.
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 work out where the road, the comparables and the vendor history already sit in writing, and how much of the prep is retrieval rather than thinking. The pitch stays yours.
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 take a busy day's diary and pull out every point where a negotiator had to type or ring rather than sell.
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 follow one live chain through every party and count the chases it has taken so far, then flag which of them a scheduled reminder would have made unnecessary.
Portal and CRM updates
Keeping listings, statuses and applicant records current across your CRM and the portals - duplicate data entry that never bills. We check where the same fact gets typed twice between the CRM and the portals, and what it would take for one of those entries to disappear.
Vendor and applicant updates
The 'any news?' calls, the weekly vendor update, the applicant nudge on a new instruction. We list the updates a vendor expects across a sale and single out the ones that say the same thing on every instruction.
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 £949, 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.
The kind of result we publish.
Real clients, in their own words - the full story, what we found, and the measurable change in their week.
“Knowing something and doing something are completely different things.”
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 →