Today at Bayview Estates
Around thirty agents across six departments, each doing one job, working inside the property software, portals and email you already use. This is what one ordinary day looks like.
Good evening. Two stalled valuations instructed today, six viewings booked before opening, and a repair handled within the landlord's limit.
- The Walkers and Mr Shah instructed from this morning's follow-ups: £9,750 in fees, and Mrs Green has booked Tom for Saturday.
- Mr Doyle asked whether you would match another agent's fee. That is for a person to decide, so it is with your branch manager.
- Fourteen portal enquiries came in overnight and were answered within a minute. Saturday now has the viewings they booked.
- Five safety certificates booked in, and three sales moved forward with the solicitors. All agents healthy.
Today so far
Every action the agents took, in order.
- 08:15Valuations and instructions
Valuations that went quiet
Overnight the agent read your property software for valuations that did not instruct and have had no contact since. Twelve vendors and landlords each get a short, personal follow-up in your wording.
By lunchtime four have replied and two have instructed: £9,750 in fees. - 09:00Sales and progression
Last night's portal enquiries
Fourteen buyer enquiries came in from Rightmove, Zoopla and your website overnight. Each was answered within a minute and offered viewing times.
6 viewings booked before the office opened. - 10:20Valuations and instructions
A new vendor lead
A homeowner asks what their house is worth. The agent books a valuation with the right valuer for the area.
Valuation booked for Saturday 12:00. - 11:30Lettings and property management
A repair reported
A tenant reports a leaking tap. The agent logs it and raises the job with your approved plumber, within the landlord's limit.
Plumber booked for tomorrow morning; landlord and tenant told. - 13:00Sales and progression
Viewing feedback
Buyers who viewed yesterday are asked for feedback, and vendors get it the same day.
9 feedback replies; 2 second viewings booked.
Six departments
Each one a team of agents with one job each.
Connected to
Nothing you use is replaced.
The 08:15 follow-up, and the reply
Sent by the agent in your agency's name and your wording. Example data.
See it built around your business
On the consultation we go through your own records and work out your figures. To book a time, just reply to my email.
The whole day
From the first follow-ups at quarter past eight to the maintenance sweep in the evening.
Activity
- 08:15Valuations and instructions
Valuations that went quiet
Overnight the agent read your property software for valuations that did not instruct and have had no contact since. Twelve vendors and landlords each get a short, personal follow-up in your wording.
By lunchtime four have replied and two have instructed: £9,750 in fees. - 09:00Sales and progression
Last night's portal enquiries
Fourteen buyer enquiries came in from Rightmove, Zoopla and your website overnight. Each was answered within a minute and offered viewing times.
6 viewings booked before the office opened. - 10:20Valuations and instructions
A new vendor lead
A homeowner asks what their house is worth. The agent books a valuation with the right valuer for the area.
Valuation booked for Saturday 12:00. - 11:30Lettings and property management
A repair reported
A tenant reports a leaking tap. The agent logs it and raises the job with your approved plumber, within the landlord's limit.
Plumber booked for tomorrow morning; landlord and tenant told. - 13:00Sales and progression
Viewing feedback
Buyers who viewed yesterday are asked for feedback, and vendors get it the same day.
9 feedback replies; 2 second viewings booked. - 14:30Lettings and property management
Safety certificates due
Gas safety and electrical certificates due next month are flagged and the contractor is booked.
5 certificates booked in. - 16:00Client services, accounts and admin
Sales waiting on solicitors
Sales held up on searches or a mortgage offer are chased with the solicitors, and vendors are updated.
3 sales moved forward; vendors told. - 18:30Maintenance
The daily sweep
Every agent and every connection is checked, and every action taken today is in the audit log.
All agents healthy. Report sent to the director.
See it built around your business
On the consultation we go through your own records and work out your figures. To book a time, just reply to my email.
The 08:15 follow-up, and the reply
The agents write in your business's name and your own wording, and every message is in the log.
Thread
See it built around your business
On the consultation we go through your own records and work out your figures. To book a time, just reply to my email.
Valuations and instructions
Captures vendor and landlord leads, books valuations, follows up valuations that did not instruct on a cadence you approve, and prepares the onboarding steps after an instruction.
Today in this department
- 08:15Valuations and instructions
Valuations that went quiet
Overnight the agent read your property software for valuations that did not instruct and have had no contact since. Twelve vendors and landlords each get a short, personal follow-up in your wording.
By lunchtime four have replied and two have instructed: £9,750 in fees. - 10:20Valuations and instructions
A new vendor lead
A homeowner asks what their house is worth. The agent books a valuation with the right valuer for the area.
Valuation booked for Saturday 12:00.
Agents
5 in this department.
- Vendor and landlord leadsRunning
- Valuation bookingRunning
- Valuation follow-upRunning
- Instruction onboardingRunning
- Revenue trackingRunning
What it never does on its own
Anything outside its rules goes to a named person with the whole conversation attached.
- Agree a fee or a price
- Give legal or mortgage advice
- Accept or reject an offer on anyone's behalf
- Take card details
See it built around your business
On the consultation we go through your own records and work out your figures. To book a time, just reply to my email.
Sales and progression
Registers and matches buyers, books viewings, collects feedback and keeps sales progressing with the solicitors.
Today in this department
- 09:00Sales and progression
Last night's portal enquiries
Fourteen buyer enquiries came in from Rightmove, Zoopla and your website overnight. Each was answered within a minute and offered viewing times.
6 viewings booked before the office opened. - 13:00Sales and progression
Viewing feedback
Buyers who viewed yesterday are asked for feedback, and vendors get it the same day.
9 feedback replies; 2 second viewings booked.
Agents
5 in this department.
- Buyer registrationRunning
- Viewing bookingRunning
- FeedbackRunning
- Sales progressionRunning
- Offer updatesRunning
What it never does on its own
Anything outside its rules goes to a named person with the whole conversation attached.
- Agree a fee or a price
- Give legal or mortgage advice
- Accept or reject an offer on anyone's behalf
- Take card details
See it built around your business
On the consultation we go through your own records and work out your figures. To book a time, just reply to my email.
Lettings and property management
Registers tenant applicants and books viewings, logs repairs and raises jobs with approved contractors within your limits, and tracks renewals and safety certificates.
Today in this department
- 11:30Lettings and property management
A repair reported
A tenant reports a leaking tap. The agent logs it and raises the job with your approved plumber, within the landlord's limit.
Plumber booked for tomorrow morning; landlord and tenant told. - 14:30Lettings and property management
Safety certificates due
Gas safety and electrical certificates due next month are flagged and the contractor is booked.
5 certificates booked in.
Agents
5 in this department.
- Tenant applicantsRunning
- Lettings viewingsRunning
- Repairs and contractorsRunning
- RenewalsRunning
- Safety certificatesRunning
What it never does on its own
Anything outside its rules goes to a named person with the whole conversation attached.
- Agree a fee or a price
- Give legal or mortgage advice
- Accept or reject an offer on anyone's behalf
- Take card details
See it built around your business
On the consultation we go through your own records and work out your figures. To book a time, just reply to my email.
Client services, accounts and admin
Answers enquiries, sends rent and fee reminders in your wording, prepares compliance documents for a person to decide, and produces your reports and dashboard.
Today in this department
- 16:00Client services, accounts and admin
Sales waiting on solicitors
Sales held up on searches or a mortgage offer are chased with the solicitors, and vendors are updated.
3 sales moved forward; vendors told.
Agents
5 in this department.
- Frequently asked questionsRunning
- Rent and fee remindersRunning
- Compliance documentsRunning
- ReportingRunning
- Owner dashboardRunning
What it never does on its own
Anything outside its rules goes to a named person with the whole conversation attached.
- Agree a fee or a price
- Give legal or mortgage advice
- Accept or reject an offer on anyone's behalf
- Take card details
See it built around your business
On the consultation we go through your own records and work out your figures. To book a time, just reply to my email.
Maintenance
Checks every agent and every connection every day, and tells us before you notice anything.
Today in this department
- 18:30Maintenance
The daily sweep
Every agent and every connection is checked, and every action taken today is in the audit log.
All agents healthy. Report sent to the director.
Agents
4 in this department.
- Integration healthRunning
- Workflow checkRunning
- Dashboard accuracyRunning
- Daily status reportRunning
See it built around your business
On the consultation we go through your own records and work out your figures. To book a time, just reply to my email.
Security
Limits each agent to the data it needs, rotates credentials and logs every action it takes.
Today in this department
Nothing needed this department's attention today. It keeps running in the background, and every action it takes is logged.
Agents
4 in this department.
- Access controlRunning
- Credential rotationRunning
- Audit logRunning
- Unusual activity alertRunning
See it built around your business
On the consultation we go through your own records and work out your figures. To book a time, just reply to my email.
One stalled valuation, from forgotten to a booked visit
Press play to watch one stalled valuation go from forgotten to a booked visit, the way the system does it every morning: what it reads, what it sends, where it books, and what you see. Example data.
Your property software
| Vendor | Mrs Green |
| Property | 3-bed semi, Elm Road |
| Valued | June, by Tom |
| Contact since | None |
| Booked since | Nothing |
Messages
Nothing sent yet.
Diary · Saturday · Tom, valuer
Your dashboard
- 02:00 · The agent reads your property software for valuations that did not instruct and have had no contact since. Mrs Green was valued in June and nobody has been back in touch.
- 08:15 · It writes to her in your agency's name and your wording, with two times Tom is actually free.
- 09:47 · Mrs Green replies: Saturday at 10.
- 09:47 · It checks Tom's diary. Saturday 10:00 is still free.
- 09:48 · It books the visit and updates her valuation record.
- 09:48 · It confirms with Mrs Green and sets a reminder for the day before.
- 09:48 · Your dashboard updates: one more vendor visit booked from a follow-up, logged against her valuation so you can check it.
Every valuation, one board
Each card is a valuation that did not instruct and went quiet, followed up by the system. Click any card to see exactly what was sent, what came back, and what was booked.
This morning's follow-ups
Followed up, waiting 8
Handed to your team 1
Instructed or visit booked 3 · £9,750
Saturday's diary
Straight from your diary. The green appointments were booked by the agents; click one to see how it got there.
Saturday
Runs itself, under your rules
Every automation agreed with you on the consultation, written as what starts it and what it does. Each one can be paused with a click, and every run is in the log.
Switched on
- WHENA valuation has not instructed and had no contact for 21 days→ITFollow up in your wording→THENBook the valuer back in when they reply96 runs this month · every one in the log
- WHENA buyer or tenant enquiry comes in, day or night→ITAnswer within a minute→THENOffer viewing times118 runs this month · every one in the log
- WHENA homeowner asks for a valuation→ITBook the right valuer for the area27 runs this month · every one in the log
- WHENA viewing has happened→ITAsk the buyer for feedback→THENSend it to the vendor the same day64 runs this month · every one in the log
- WHENA tenant reports a repair→ITLog it and raise it with your approved contractor→THENSend anything over the landlord's limit to the landlord31 runs this month · every one in the log
- WHENA safety certificate is due next month→ITBook the contractor→THENTell the landlord14 runs this month · every one in the log
- WHENA sale is waiting on searches or a mortgage→ITChase the solicitors→THENUpdate the vendor40 runs this month · every one in the log
- WHENEvery evening→ITCheck every agent and every connection→THENSend the director the daily report30 runs this month · every one in the log
Mrs Green
Valued in June: 3-bed semi, Elm Road
Every step the agents took, in order. Example data.
- Found in your property software FoundValued by Tom in June; said they were thinking of moving next year. No instruction and no contact since.
- Follow-up sent by email, in your wording SentHi Mrs Green, When Tom came to value your house on Elm Road in June, you mentioned you were thinking of moving next year. I just wanted to check in, as we have buyers registered with us looking for three-bedroom homes in your area. If you'd like to talk it through, Tom could pop round on Tuesday at 17:30 or Saturday at 10:00. Kind regards, Bayview Estates
- Mrs Green replied ReplyFunny timing, we were only talking about it last night. Saturday at 10 works.
- Checked Tom's diary CheckedSaturday 10:00 is still free.
- Visit booked BookedSaturday 10:00, Tom, at Elm Road. Valuation record updated.
- Confirmation sent SentLovely, Tom will see you on Saturday at 10:00 to go through it. We'll send you a reminder the day before. Kind regards, Bayview Estates
- Dashboard updated UpdatedCounted as a vendor visit booked from a follow-up, logged against her valuation.
The Walkers
Sale: 4-bed detached, £420,000 asking · £5,250
Every step the agents took, in order. Example data.
- Found in your property software FoundValued in May at £420,000. They went quiet after the valuation.
- Follow-up sent by email SentA short note asking whether they were still thinking of selling.
- Mr Walker replied ReplyYes, we're ready now. What happens next?
- Instruction prepared for a person to confirm BookedYour terms of business sent as written; photographer booked for Wednesday. Fee pipeline £5,250 at your agreed 1.25%.
Mr Shah
Sale: 3-bed terrace, £300,000 asking · £4,500
Every step the agents took, in order. Example data.
- Found in your property software FoundValued in July at £300,000. No contact since.
- Follow-up sent by text SentA short note asking whether he was still thinking of selling.
- Mr Shah replied ReplyGo ahead and list it
- Instruction prepared for a person to confirm BookedTerms of business sent; board booked for Friday. Fee pipeline £4,500 at your agreed 1.5%.
Mr Doyle
Valued in July: 2-bed flat
Every step the agents took, in order. Example data.
- Found in your property software FoundValued in July. No instruction.
- Follow-up sent by email SentA short note asking whether he was still thinking of selling.
- Mr Doyle replied ReplyAnother agent quoted 1%. Would you match it?
- Handed to your branch manager, with no answer given Your teamFees are for a person. Your branch manager has the conversation and a reminder to call him today.
Mr & Mrs Lane
Valued in May: 4-bed
Every step the agents took, in order. Example data.
- Found in your property software FoundValued in May. No instruction, no contact since.
- Follow-up sent by email SentNo reply yet. If none comes, one more note goes in a week, then it stops.
Ms Ahmed (landlord)
Let-only valuation in August
Every step the agents took, in order. Example data.
- Found in your property software FoundLettings valuation in August. Not instructed.
- Follow-up sent by email SentNo reply yet.
Mr Foster
Valued in April: bungalow
Every step the agents took, in order. Example data.
- Found in your property software FoundValued in April. No instruction.
- Follow-up sent by text SentNo reply yet.
A demonstration by Meridian AI Systems, the trading name of Blake Fining. Example data throughout.