Stop losing your week to chasing, paperwork and follow-ups.

Set up in your inbox, WhatsApp and CRM, run for you, and fixed if anything breaks. For independent estate agents, letting agents, mortgage brokers and financial advisers across London.

  • First month free
  • Live within a week
  • Switch it off any time
See it work Get a free video for your firm Rather talk it through?

See it work.

Pick your kind of firm and the job, then play the customer. Everything your office would see appears beside you.

Example. Names, addresses and times are made up.

Puts your name on the replies.

Your phone

Your office

On duty

The jobs it takes off your hands.

Each one runs beside your CRM, in your wording, by email, text or WhatsApp.

Sales Progression

“Buyers and sellers ring to ask what’s happening, and a sale goes quiet before anyone notices.”

Without
Buyer and seller hear nothing for 7 days
With
Buyer and seller updated the same day
How it’s handled

Instead

Buyers and sellers kept updated on their sale as it moves, without you writing to each one. A sale that’s stalling gets flagged early, while there’s still time to save it. When a sale falls through, the seller hears the same day and everyone who viewed or offered is asked again.

Always

Chasers to solicitors are drafted for you to approve, so nothing goes out that you haven’t seen.

Why it pays

Fewer sales falling through means more fees landing.

Renters’ Rights Compliance

“The CRM shows the date. Someone still has to chase the landlord until the certificate turns up.”

Without
Landlord reminded once
With
Landlord chased until it arrives
How it’s handled

Instead

Landlords chased for the gas safety, EICR or EPC until it actually arrives, not reminded once and left. Landlords are told what’s coming up on their property before the deadline, not chased for it afterwards. Landlords chased for a written pet decision inside the 28 days, with the dates kept.

Always

Every chase is dated and kept, so you can show who was asked, and when.

Why it pays

Landlords who hear from you first are landlords who stay.

Tenant Notice Runbook

“The tenant gives notice, and then every step to the deposit going back waits for someone to remember it.”

Without
Each step chased when someone remembers
With
Deposit released inside the ten days
How it’s handled

Instead

When a tenant gives notice, the check-out gets booked and the landlord’s chased for instructions, without anyone building the list by hand. Deductions put to the tenant with the check-in report cited, and chased to agreement so the deposit’s released inside the ten days.

Always

Every step from notice to release is dated, so if it goes to the scheme the record’s already there.

Why it pays

From the tenant’s notice to the deposit going back: landlord instructions, check-out and deductions chased and dated, so the void stays short and the file stands up.

Protection Follow-up

“The protection conversation after completion, and again at renewal.”

Without
Raised only if someone remembers
With
A check-in after completion, at 30 days
How it’s handled

Instead

Clients get a protection check-in after completion, and again when their rate comes up for renewal. The trust form chased until it’s on file, not left at on-risk.

Always

Every protection conversation is logged, so the record’s there when you need it.

Why it pays

Protection raised at the right moment, not missed.

Provider Chase Board

“Transfers, applications and valuations sit with providers for weeks, and someone has to keep ringing.”

Without
Chased when someone remembers
With
Every item chased until it completes
How it’s handled

Instead

Every application, transfer and valuation request chased with the provider until it completes, and you can see which ones have gone quiet. The items that have gone quiet with a provider flagged each week, with the last chase dated.

Always

Each chase is dated, so when a client asks where their transfer is, the answer’s on file.

Why it pays

Providers chased on a schedule for every item that’s with them, so nothing waits for someone to remember.

Pre-Review Inputs Chase

“The review’s next week, and the fact-find and half the valuations still aren’t in.”

Without
The pack built the morning of the review
With
Clients asked a month before
How it’s handled

Instead

Clients asked to update their details a month before their review, and chased until they do. Valuations requested from every provider ahead of the review, and chased until they’re in.

Always

Every ask and chase is dated, so the file shows what went out and when.

Why it pays

The review pack’s inputs land before the meeting, not the morning of it.

Document Chasing

“The same payslips and statements, chased again and again to finish one file.” “The same signed forms and ID, chased again and again to open one file.”

Without
The same document chased again and again
With
A bad upload asked for again within a minute
How it’s handled

Instead

Payslips, bank statements and ID chased on a schedule until the file’s complete, escalating if nothing comes back. Client signatures, ID and documents chased on a schedule until the file’s complete, escalating if nothing comes back. Every upload checked for missing pages, the wrong document or an unreadable scan, and asked for again if it isn’t right.

Always

You’re told when it’s done, and when it isn’t.

Why it pays

Files finished sooner, cases submitted sooner, fees paid sooner.

Product Expiry

“A whole back book of fixed rates, each ending on its own date.”

Without
Every end date watched by hand
With
Flagged six months ahead
How it’s handled

Instead

Clients whose fixed rate is ending get flagged months ahead, while there’s still time to act. Protection and review dates work the same way.

Always

You get a heads-up each time a client gets one.

Why it pays

Clients reached before their rate ends stay with you, not the lender’s own switch.

Valuation Reactivation

“Valuations that didn’t instruct sit in the CRM going cold.”

Mortgage brokers: “Decisions in principle issued, and then nothing.”

Without
13 months with no contactMortgage brokers: A decision in principle in March, then nothing
With
A short note asking whether plans have moved onMortgage brokers: A short note asking if they’re still looking
How it’s handled

Instead

Old valuations re-approached with a short note asking whether plans have moved on.

Vendors who withdrew unsold followed back up before they relist with someone else.

Mortgage brokers: Old decisions in principle followed back up with a short note asking whether they’re still looking.

Always

Anyone who asks to be left alone is, the same day.

Why it pays

One old valuation that instructs is a fee you’d written off.

Mortgage brokers: One lead that comes back is a case you’d written off.

Landlord Acquisition

“Landlords who asked about management last year, and never signed.”

Without
14 months with no contact
With
Followed up with what the new rules ask of them
How it’s handled

Instead

Landlords who enquired and never signed up get followed back up, with what the Renters’ Rights Act now asks of them.

Always

Two tries at most, then it stops.

Why it pays

Every landlord who signs is monthly management income.

Enquiry Response

“Enquiries come in at nine at night and wait until morning.”

Without
Waits 11 hours
With
Answered in 32 seconds
How it’s handled

Instead

Valuation and viewing enquiries answered within a minute, day or night, with a text straight to whoever’s on duty. Applicants get asked whether they’re in a chain and whether they’ve a mortgage agreed, before anything reaches you. A missed call gets a text back straight away, before the enquiry goes cold. WhatsApp messages are answered the same way.

Mortgage brokers: Enquiries answered within a minute, day or night, with a text straight to whoever’s on duty. A missed call gets a text back straight away, before the enquiry goes cold. WhatsApp messages are answered the same way.

Always

It replies from your inbox or WhatsApp, in wording you’ve approved.

Why it pays

Reply first and you’re first in line for the valuation.

Mortgage brokers: Reply first and you’re first in line for the case.

Admin only. Nothing here gives advice, recommends a product or speaks to suitability.

It can also take on

  • Booking confirmations and reminders
  • Viewing feedback chased and passed to the vendor
  • Weekly vendor update reports
  • Weekly client updates
  • Review requests after completion
  • ID checks and reviews flagged before they lapse
  • Complaint deadlines flagged before they pass
  • Mortgage offers close to expiry flagged six weeks out

What’s eating your week?

Pick your kind of firm and the job that costs you most. See what it’s costing you, then get a free video of it running for your firm.

Ends with your free video

What kind of firm are you?

Which of these is eating your week?

Here it is, handled.

Example. Names, addresses and times are made up.

What it’d mean for you.

Estimate. The counts come from your answers; the minutes per task are an assumption, not a measurement.

Want to see this running at your firm?

Leave your details and I’ll record a short video of it working with your firm’s name on it.

Used only to reply to you. Privacy notice.

From a call to live within a week.

No new software, no migration, and nothing for your team to remember to do.

The first call
20 minutes
To go live
Within a week
Free, from go-live
First month
  1. A 20-minute call: what’s costing you time, and which job goes first.
  2. Live within a week: you sign in once so it sends from your inbox, and it’s built around your wording, your hours and your people.
  3. A check-in at two weeks: what it’s done so far, and anything to change.
  4. A review before the month’s out, with your numbers against the target set on the first call.
  5. From then you only carry on if it’s working for you.

Built not to drop the ball.

It’s watched, so you don’t have to watch it.

  • Nothing slips through.

    If something needs a person, it lands in your inbox as a normal email. Nothing gets lost, and nothing goes out that shouldn’t.

  • Registered with the Information Commissioner’s Office

    ZC229970

  • Fixed within one working day.

    You don’t need to spot it or report it.

  • A monthly report with your numbers.

    What it handled, how fast, what’s still outstanding. Short enough to read on your phone, not another dashboard to log into.

  • Your CRM stays exactly as it is.

    Alto, Jupix, Reapit, Street, Smartr365, Intelliflo: it runs beside whichever you’re on and initially writes nothing into it.

  • Your data, and your clients’.

    Nothing runs until the paperwork’s signed.

    • A data processing agreement signed before any data moves.
    • The system runs on a UK-based server.
    • Send-only access: you sign in once, and it can send from your mailbox and nothing else. On WhatsApp, it sends from your own WhatsApp Business number. Where a job needs to read something, like new enquiries, just those emails are copied across. It’s set up with you when you go live, with nothing to maintain.
    • Paused or stopped any time you ask. Every message it sends is logged, so you can see what it’s done at any stage.
    • Leave, and you get an export first. Everything is deleted within 30 days.
    • Your clients’ data is never used to train anyone’s models.

  • Your words, approved before anything goes out.

    It isn’t improvising replies to your clients.

Why not just use what you’ve got?

  • Your CRM’s automations

    They’re there, but someone in your office has to set them up, write the wording and notice when they stop. Here that’s done for you, beside the CRM you already have.

  • Another piece of software

    Another login and another thing for your team to learn. Here there’s nothing to learn or log into.

  • Hiring someone

    A hire needs training, holidays and cover. This runs nights and weekends and never forgets a chase.

  • A generic tool

    Built for UK agents, brokers and advisers: the Renters’ Rights Act, and working beside Alto, Reapit, Smartr365 or Intelliflo. Set up by a real person in London you can call.

You’ll be speaking to me, Mike.

20 minutes, and I’ll point out the two jobs worth automating first. Replies the same day.

Book 20 minutes Call 07463 589164 Send an email