01
Enquiries cool down
Portal and messaging leads wait during viewings.
Industries · Property
Connect enquiries, viewings, documents and maintenance around one current case.
One live property case
Two-bedroom apartment · New enquiry
Enquiry received
Acknowledged
Need confirmed
Ready to review
Agent decision
Human approval
Viewing booked
Record updated
The case moves. The agent decides.
Sound familiar?
A slow answer can lose a viewing or leave a tenant waiting.
01
Portal and messaging leads wait during viewings.
02
Availability and confirmation scatter across chats.
03
Budget and timing emerge too late.
04
Files arrive without one checklist.
05
Nobody sees the current status.
06
Updates have to be rebuilt by hand.
What we build
Bring every new lead into one visible queue.
Collect budget, timing and need before handover.
Offer availability and confirm changes.
Track required files in one checklist.
Route issues with urgency and ownership clear.
Prepare updates from the current case.
The boundary
Enquiries, bookings and records should move consistently. Offers, tenant decisions, notices and sensitive exceptions should remain human.
Acknowledge and route routine enquiries
Book and remind from approved availability
Track documents, status and next steps
Surface missing information and exceptions
Approve offers, terms and negotiations
Judge client, tenant and property fit
Handle sensitive conversations
Approve notices and consequential decisions
Your team keeps the property judgement.
Who this is for
Best when cases repeat and a person owns each important decision.
Enquiries arrive through portals, email or messaging
The team manages viewings, tenants, owners or maintenance
Cases follow recognisable stages and review points
A person owns every important property decision
There is no reliable property or case reference
Nobody owns the stages, exceptions or approvals
You want software to make final property decisions
Access, retention and communication rules are undefined
What you leave with
One mapped enquiry, viewing or maintenance flow
Approved routing and communication rules
A tested connection to the agreed tools
Clear ownership, access and handover notes
Questions
Enquiries, software, maintenance and handover.
Contact form
Tell us which case needs chasing. We’ll suggest a sensible first step.