AI Automation for Estate Agents
Compliance on Autopilot, Viewings on Demand
Portal leads arrive out of hours and go to whoever answers first, while the Renters' Rights Act adds real compliance risk on top of the day job.
I build systems that respond to every portal lead, manage viewings, automate compliance, and keep vendors informed, so your team can focus on closing deals.
What I Automate for Estate Agents
Six automations that capture leads, manage viewings, automate compliance, and keep vendors and landlords happy.
Capture and Convert
- ✓ Instant portal enquiry response from Rightmove and Zoopla feeds
- ✓ Viewing booking, confirmation, and automated feedback
- ✓ Weekly vendor and landlord report sequences
- ✓ Tenant onboarding and referencing chasers
Stay Compliant and Get Paid
- ✓ RRA Information Sheet delivery and confirmation
- ✓ Gas safety, EPC expiry, and deposit protection alerts
- ✓ Rent chasing with formal-notice triggers
- ✓ Management-fee collection with auto-reconciliation
What You Get
Six working automations, connected to your CRM and property management software, with compliance deadlines tracked and audited automatically.
Instant Portal Response
A lead comes through Rightmove at 10pm. Within 60 seconds they get a professional response, property details, and a link to book a viewing, so you're not the agency that replies the next morning after they've already booked elsewhere.
Viewing Booking and Feedback
Tenant selects a slot, the vendor or landlord is notified, and confirmation goes out. After the viewing, an automated feedback SMS fires and the response is forwarded to the vendor, ending the phone tag that kills your day.
Vendor and Landlord Reports
Automated weekly reports covering portal views, enquiries, viewings booked, feedback received, and comparable properties. Cuts the 'any news?' calls and shows you're working even when there's nothing new to report.
RRA Compliance Automation
The Renters' Rights Act is now law, with significant fines per breach. This automates Information Sheet delivery, gas safety reminders, EPC expiry tracking, and deposit protection confirmations, with a full audit trail.
Tenant Onboarding
Reference requests with 48-hour and 5-day automated chasers, document collection for right-to-rent, proof of income, and employer reference, deposit registration confirmation, and move-in checklist and key-handover scheduling.
Rent and Invoice Chasing
Late rent to a 7-day SMS reminder, a 14-day email escalation, and a formal-notice trigger at 30 days. It also handles management-fee collection from landlords, with automatic reconciliation when payments clear.
How It Works
Three steps. I connect to your portals and software, build the workflows, and keep compliance deadlines tracked for you.
I connect your stack
I plug into your portal feeds, CRM, and property management software, then map your lead, viewing, and compliance workflows.
It runs the routine
Portal leads get answered, viewings get booked, vendors get updated, and compliance deadlines get tracked, all from your agency's branding.
You list, view, and stay safe
More leads converted, fewer compliance gaps, and a team spending its time on valuations and negotiations instead of phone tag.
Who built this
Every system, every pipeline, every deliverable, built and maintained by one person.
Credentials
Experience
I built every system behind BrightIQ, from the audit engine to the reporting pipelines. One person, one point of accountability.
Frequently Asked Questions
Does it connect to Rightmove and Zoopla?
Yes. The enquiry response automation connects to portal lead feeds. When a lead comes through Rightmove or Zoopla, they get an instant response within 60 seconds, even at midnight. It qualifies them and books a viewing.
How does the RRA compliance automation work?
It tracks mandatory requirements under the Renters' Rights Act, Information Sheet delivery, gas safety certificate dates, deposit protection deadlines. It sends automated alerts before each deadline and confirms completion, with a full audit trail for enforcement defence.
Is client data safe?
Yes. Tenant and landlord data stays within your existing systems. The automation connects to your CRM and property management software, it doesn't store data separately. It is GDPR compliant with a full audit trail.
How quickly can you set it up?
Portal enquiry response is live within one week. Viewing management takes two weeks. Full lettings automation including RRA compliance takes three to four weeks. I handle all configuration and testing.
What about sales versus lettings?
Both are covered, but lettings has more automation potential, the RRA compliance alone is a major time saver. Sales automations focus on vendor reports, viewing management, and chain updates. Most agents start with lettings.
How is this different from hiring another negotiator?
It doesn't replace negotiators, it removes the repetitive admin they shouldn't be doing: instant responses, viewing confirmations, feedback collection, and compliance tracking, running every hour at a fixed cost. Your negotiators spend their time on viewings, negotiations, and client relationships instead of phone tag and data entry.
Get RRA-Ready and Capture Every Lead
Book a call and I'll assess your current setup, show you where leads and compliance are at risk, and what automation would fix first.