01Estate agencies · brokerages · developers
Lead response and follow-up
The friction: Enquiries arrive from portals, websites, email and campaigns. Agents re-enter details, reply inconsistently and lose context as the conversation moves between channels.
The approach: Capture and deduplicate the enquiry, retrieve the relevant listing and CRM history, prepare a factual first response, route it to the right person and schedule the next approved follow-up. An agent handles advice, negotiation and material claims.
MeasureMedian time to a useful response · enquiries reached within SLA · appointments from qualified enquiries · opt-outs
02Sales · lettings · marketing teams
Listing intake and quality checks
The friction: Property facts, photos, floor plans, compliance records and owner notes arrive in different formats. Teams copy the same details into several systems and correct avoidable errors later.
The approach: Extract fields from approved source documents, check required information, flag contradictions and draft a description grounded in verified facts. A responsible person approves wording, image treatment and portal publication.
MeasureTime from instruction to listing-ready · correction rate · missing-field rate · portal rework
03Sales progression · lettings · operations
Transaction and tenancy administration
The friction: Teams repeatedly check packs, forms, tenancy files and supporting documents, then chase people because one identifier, signature or record is missing.
The approach: Classify incoming documents, extract agreed fields, compare them with the case record and prepare an exception list. People remain responsible for identity, legal, financial and compliance decisions.
MeasureHandling time per case · incomplete files found before hand-off · correction rate · days waiting for missing information
04Property managers · letting agents · facilities teams
Maintenance intake and routing
The friction: Maintenance requests arrive with incomplete descriptions, unclear responsibility and little context about the property, tenancy or previous work.
The approach: A guided intake asks for missing facts, classifies the issue, retrieves property and contractor context, prepares updates and routes the case under explicit urgency and approval rules. Safety-critical reports escalate to a person immediately.
MeasureTime to acknowledgement · time to assignment · repeat contacts · SLA misses · reopened jobs
05Agency leaders · asset managers · portfolio teams
Branch and portfolio reporting
The friction: Pipeline, occupancy, arrears, maintenance and marketing data sit in separate products, so leaders spend time assembling a report before they can investigate a change.
The approach: Reconcile identifiers and definitions across approved sources, calculate stable measures with normal code, use AI to explain exceptions, and link commentary back to the underlying records for review.
MeasureReporting preparation time · data freshness · unresolved variances · correction rate · actions closed