AI for property businesses: 127 Claude use cases

Winning new business

Winning the instruction, the landlord, the site or the mandate.

15 use cases

Preparing for a valuation appointment

Builds the pack you take to a market appraisal from sold prices, the current competition and your own sales nearby, before you leave the office.

Wins businessSaves time

Claude in ChromeProjectAgency CRMProperty portalsLand Registry portal

By hand45 min

With Claude8 min

Claude in ChromeProjectAgency CRMProperty portalsLand Registry portal

You give itThe address, the seller's enquiry and your CRM's record of sales in the area.

You get backSold and asking prices around the property, the competing listings the seller will have seen, your own comparable sales and how long they took, and anything in the listing history worth asking about.

You stillDecide the price and how you will defend it in the room. The pack gathers the evidence. Reading the house and the seller is the valuation.

Highest value

Sending the proposal the same afternoon

Turns your notes from the appraisal into the valuation letter and proposal in your own layout, so it reaches the seller while other agents are still writing theirs.

Wins businessSaves time

SkillConnectorAgency CRMEmail

By hand1 hr

With Claude10 min

SkillConnectorAgency CRMEmail

You give itYour notes or a voice memo from the visit, the price and fee you want to put forward, and your proposal template.

You get backA proposal with the suggested asking price and your reasoning, the comparables, the marketing plan, the fee and terms, and a covering email. The price and fee stay exactly as you gave them.

You stillCheck the figures and send it. Acaboom, who sell proposal software, found 35.9% of 123,010 proposals in 2026 went out more than six working hours after the appointment.

Following up appraisals that did not instruct

Works through every appraisal from recent months that has not turned into an instruction, and drafts a follow-up for each from what was said at the visit and what has happened since.

Wins business

SkillScheduled taskAgency CRMEmail

By hand30 min

With Claude5 min

SkillScheduled taskAgency CRMEmail

You give itYour CRM's list of appraisals without an instruction, and the notes from each.

You get backA personal follow-up for each seller or landlord that refers to their property and their plans, and a note of any who have since listed with another agent.

You stillDecide who is worth a call, and make it. The follow-up keeps you in the running. The relationship wins the instruction.

Finding sellers whose agent has not sold

Checks the portals for homes in your patch that have sat on the market, been reduced or been withdrawn, and matches them against your own past appraisals and registered buyers.

Wins business

Claude in ChromeSkillProperty portalsAgency CRM

By hand40 min

With Claude8 min

Claude in ChromeSkillProperty portalsAgency CRM

You give itYour patch, your CRM's past appraisals and the buyers on your books.

You get backA list of stale and withdrawn listings, marked where you valued the home before or hold a buyer who might fit, with a draft letter for each that you would be comfortable sending.

You stillDecide who to approach and how. Homesearch, who sell data to agents, found that one listing in six changed agent while on the market between January 2024 and June 2025.

Letters to the neighbours of a sale

Writes the letters to the streets around a new instruction or a sale agreed, specific to the street and the house type, in place of a generic leaflet.

Wins business

SkillAgency CRMFile storage

By hand30 min

With Claude5 min

SkillAgency CRMFile storage

You give itThe property, the streets you want to cover and your recent results there.

You get backA letter for each street that refers to what has happened on it, a version for any homes you valued before, and the mailing list.

You stillDecide where to send them and sign them. A letter that knows the street reads as local knowledge, which is what you are selling.

Highest value

Writing the rental appraisal

Writes the rental appraisal from your visit notes, with the achievable rent, the evidence for it, your service levels and fees, and what the property needs before it can be let.

Wins businessSaves time

SkillClaude in ChromeLettings softwareProperty portals

By hand45 min

With Claude8 min

SkillClaude in ChromeLettings softwareProperty portals

You give itYour notes, photos of the certificates you saw, and recent lets nearby from your system and the portals.

You get backAn appraisal letter with the rent range and comparables, a list of the compliance gaps for gas, electrics, EPC, alarms and licensing, and your fees for each service level side by side.

You stillSet the rent and recommend the service. The gap list starts the conversation about what the landlord has to fix, which is yours to have.

Highest value

Winning landlords who manage their own lets

Writes a plain guide for self-managing landlords in your area on what the Renters' Rights Act and the new landlord database ask of them, and a short series of emails to go with it.

Wins business

SkillScheduled taskEmail marketingLettings software

By hand4 hrs

With Claude45 min

SkillScheduled taskEmail marketingLettings software

You give itYour list of landlords and enquiries, your fees, and the rules you want covered.

You get backA guide and a series of emails, each tied to a real date such as the database opening in your region, with no claim in them that you have not checked.

You stillCheck the law in every piece before it goes, and take the calls. The new rules are why many landlords will want help, and the advice is yours to give.

Highest value

Searching for sites before anyone else

Searches the planning registers, land for sale and title plans in your target areas for sites that fit your schemes, and screens each one against the constraints you care about.

Wins businessSaves time

Claude in ChromeProjectPlanning portalLand Registry portalBrowser

By hand2 hrs

With Claude20 min

Claude in ChromeProjectPlanning portalLand Registry portalBrowser

You give itYour target areas, the size and type of scheme you build, and the constraints that rule a site out.

You get backA shortlist with the planning history, refused or lapsed permissions, flood zone, designations, access and the registered owner, each with a note on why it might work and what would stop it.

You stillVisit the site and judge it. The planning risk and the landowner are yours to read. The FMB's 2025 survey found a third of small builders short of available sites.

Writing to landowners and following up

Drafts a personal approach to the owner of each site on your shortlist and keeps a follow-up running, so no approach is forgotten while you deal with live schemes.

Wins business

SkillScheduled taskEmailSpreadsheet

By hand45 min

With Claude8 min

SkillScheduled taskEmailSpreadsheet

You give itThe shortlist, what you know about each owner, and how you like to open.

You get backA letter or email for each owner that refers to their land, follow-ups spaced over the following months, and a log of who has replied.

You stillMeet the landowner and build the trust. That relationship, sometimes over years, is how a smaller developer wins land against bigger buyers.

Highest value

A first-look appraisal on a new site

Runs a first residual appraisal from your own build costs, fees and finance terms and the sold prices nearby, in your template, so you can decide in a day whether a site is worth chasing.

Wins businessSaves time

SkillProjectAppraisal toolSpreadsheetProperty portals

By hand3 hrs

With Claude30 min

SkillProjectAppraisal toolSpreadsheetProperty portals

You give itYour appraisal template, the site and a rough scheme, your current build costs and the comparables.

You get backA residual land value with every assumption listed, a sensitivity table on sales values and build costs, and a note of each number it had to assume because you did not supply it.

You stillDecide the assumptions that matter and whether to bid. Government planning guidance treats a return of 15% to 20% of gross development value as reasonable, so small errors move the answer.

Offer letters and heads of terms for land

Drafts the offer letter and heads of terms for a land deal, whether unconditional, subject to planning or an option, from the terms you have agreed with the landowner.

Wins business

SkillFile storageEmail

By hand1 hr 30

With Claude15 min

SkillFile storageEmail

You give itYour notes of the agreed terms and your templates.

You get backAn offer letter and heads of terms with the price, conditions, timings and overage set out, and a list of the points your solicitor will need decided before drafting starts.

You stillNegotiate the deal and instruct your solicitor. The draft records what you agreed. It does not tell you whether to agree it.

Writing the site approval paper

Writes the internal paper for buying a site from the appraisal, the planning view and the due diligence, so the decision is made on a document rather than a phone call.

Wins businessSaves time

SkillProjectFile storageSpreadsheet

By hand2 hrs

With Claude20 min

SkillProjectFile storageSpreadsheet

You give itThe appraisal, your planning notes, the title and the survey findings.

You get backA paper covering the opportunity, each risk with what you know and do not know about it, the offer you propose and the conditions it should carry.

You stillMake the call. The paper is only as good as the judgement behind it, and the risks you choose to take are the business.

Highest value

Writing the pitch for an instruction

Drafts your pitch for a letting, sale or acquisition from your own deals, comparable evidence and past pitches, in your house layout, so the time goes on the strategy.

Wins businessSaves time

ProjectClaude DesignAgency CRMAvailability databaseSlides

By hand4 hrs

With Claude40 min

ProjectClaude DesignAgency CRMAvailability databaseSlides

You give itThe property or requirement, the client's brief, your recent comparable deals and two past pitches you liked.

You get backA pitch with the market commentary, the comparables, the marketing or search plan, and the team and case studies chosen to fit, with gaps left for the fee and your pricing view.

You stillSet the pricing advice and the fee, and win the room. Comparables and credentials are assembly. The view is what the client is buying.

Fee proposals and terms of engagement

Drafts the fee proposal and terms of engagement from your standard terms and what you agreed, including the AI disclosure the RICS standard now expects where it applies.

Wins businessSaves time

SkillFile storageE-signature

By hand45 min

With Claude8 min

SkillFile storageE-signature

You give itYour standard terms, the agreed fee and scope, and your AI disclosure wording.

You get backA fee letter and terms ready to sign, with the scope stated plainly and anything that differs from your standard terms marked for you to approve.

You stillAgree the fee and sign. Terms that say exactly what you will and will not do are what stop a fee dispute later.

Finding occupiers with a lease event coming

Gathers what is public about companies in your patch, such as filings, headcount changes and news of moves, and matches it to the lease events you already know about.

Wins business

Claude in ChromeProjectCompanies HouseAgency CRMBrowser

By hand1 hr

With Claude10 min

Claude in ChromeProjectCompanies HouseAgency CRMBrowser

You give itYour target list, the lease information you hold and the sectors you work in.

You get backA short list of occupiers who may need to move, renew or regear in the next 12 to 18 months, the evidence for each, and an opening line that refers to it.

You stillMake the approach and judge whether the move is real. The research finds a reason to call. Your market knowledge decides whether it is worth it.

Keeping clients informed

The update sent before the client has to ask for it.

11 use cases

Highest value

The weekly vendor update

Writes each seller's weekly update from the views, enquiries, viewings and feedback in your CRM and the portal figures, in your voice, before they have to ring and ask.

Keeps clientsSaves time

SkillConnectorScheduled taskAgency CRMProperty portalsEmail

By hand25 min

With Claude4 min

SkillConnectorScheduled taskAgency CRMProperty portalsEmail

You give itAccess to the week's activity on the listing, the portal figures and your note on anything that matters.

You get backAn update for each seller on what happened, what the feedback says and how the listing compares with similar homes nearby, with a next step. Where the evidence points to a price conversation, it tells you, not the seller.

You stillRead each one, and pick up the phone where the news is bad. The Property Ombudsman's 2025 casework found poor communication was the most common factor behind complaints.

Highest value

Spotting the sellers about to leave you

Reviews every listing each week for the signs a seller may switch agent: no viewings for a fortnight, a tie-in about to end, unanswered calls, or a reduction refused.

Keeps clients

SkillScheduled taskAgency CRMProperty portals

By hand1 hr

With Claude10 min

SkillScheduled taskAgency CRMProperty portals

You give itYour listings, their activity and your terms of business.

You get backA short list of sellers at risk with the reason for each, and a suggested next step, from a fresh launch to a call from the owner.

You stillMake the call. Rightmove found in 2022 that sellers who switched most often said their agent was not doing enough to promote the home.

Preparing the price conversation

Assembles the evidence for a price review: views and enquiries on the listing against similar homes, the feedback themes, and what has sold or been reduced nearby since launch.

Keeps clients

SkillClaude in ChromeAgency CRMProperty portals

By hand45 min

With Claude8 min

SkillClaude in ChromeAgency CRMProperty portals

You give itThe listing, its activity in your CRM and on the portals, and the feedback.

You get backA one page summary to talk the seller through, with the evidence in order and the options it supports, including staying where they are.

You stillHave the conversation and recommend the price. Telling someone their home is worth less than they hoped is the hardest call in the job, and it stays with you.

Writing up viewing feedback

Turns your quick notes or a voice memo after a viewing into feedback for the seller or landlord, in plain words and in the same format every time.

Keeps clientsSaves time

SkillConnectorAgency CRMPhone

By hand15 min

With Claude3 min

SkillConnectorAgency CRMPhone

You give itYour notes or memo, and the viewer's own comments if they sent any.

You get backFeedback that says what the viewer liked, what put them off and whether they are likely to make an offer, logged against the listing in your CRM.

You stillRead the viewer. Whether they are serious is a judgement made in the room, and it is the part of the feedback a client values most.

Highest value

A monthly picture for every landlord

Writes each landlord's monthly update from your accounts, repair log, certificate dates and inbox, so the picture they get draws on every system you run.

Keeps clients

SkillConnectorScheduled taskLettings softwareClient accountsMaintenance reporting

By hand30 min

With Claude5 min

SkillConnectorScheduled taskLettings softwareClient accountsMaintenance reporting

You give itAccess to the month's statement, the repair jobs, the compliance dates and the correspondence for each property.

You get backAn update covering rent received and any arrears, repairs done and their cost, certificates coming due, anything the tenant has raised, and the decisions you need from the landlord.

You stillApprove each update and call the landlords who need a call. The NRLA found slow response times were the main reason landlords left their agent, ahead of fees.

Answering the same questions every day

Drafts replies to the questions that arrive every day, such as when the rent was paid or when the plumber is coming, from the records you already hold.

Keeps clientsSaves time

ConnectorSkillLettings softwareEmailMessaging

By hand15 min

With Claude3 min

ConnectorSkillLettings softwareEmailMessaging

You give itThe message and access to the tenancy, the account and the repair log.

You get backA reply with the answer and the record it came from, ready to send, and a flag when the records do not answer the question.

You stillSend it, and handle anything that needs a decision. A quick, accurate answer to a routine question is a large part of what keeps a landlord.

Explaining the new rules to each landlord

Writes to each landlord about what the Renters' Rights Act and the new database mean for their own lets, using the tenancies, rents and certificates you hold for them.

Keeps clientsWins business

SkillProjectLettings softwareEmail

By hand1 hr

With Claude10 min

SkillProjectLettings softwareEmail

You give itYour summary of the rules, checked by you, and each landlord's portfolio.

You get backA letter per landlord that names their properties and says what changes, what they must do and by when, including the date the database opens in their region.

You stillCheck the law before anything goes, and advise on the choices. The database charges £65 a property a year and opens region by region from December 2026.

Highest value

Build updates for reserved buyers

Writes each buyer a monthly update on their plot from the site diary, the photos and the programme, with any change to the expected completion date stated plainly.

Keeps clients

SkillConnectorSite appEmailPhotos

By hand30 min

With Claude5 min

SkillConnectorSite appEmailPhotos

You give itThe site manager's notes and photos, the programme and the reservation list.

You get backAn update per buyer about their own plot, the stage it has reached, the date as it stands now, and any choices still waiting on them.

You stillApprove the dates before they go, and call any buyer whose date has moved. Bad news from you is easier to hear than bad news from their solicitor.

Keeping landowners updated through planning

Writes regular updates to landowners whose land is under option or promotion, from your planning tracker, so they hear from you before the planning portal tells them anything.

Keeps clients

SkillScheduled taskPlanning portalEmail

By hand30 min

With Claude5 min

SkillScheduled taskPlanning portalEmail

You give itYour planning tracker and the agreement terms.

You get backA short update per landowner on where the application stands, what the council has asked for, and the next date that matters to them.

You stillManage the relationship. Options can run for years, and a landowner who feels ignored listens to the next promoter.

Highest value

The client's marketing report

Builds the marketing report for each instruction from the enquiries, inspections, feedback and offers in your CRM and inbox, in the format the client asked for.

Keeps clientsSaves time

SkillConnectorScheduled taskAgency CRMEmailSpreadsheet

By hand1 hr

With Claude10 min

SkillConnectorScheduled taskAgency CRMEmailSpreadsheet

You give itAccess to the instruction's activity and correspondence, and the client's report format.

You get backA report listing the enquiries and inspections, the feedback in plain words and the market moves that matter, with the recommendation section left for you to write.

You stillWrite the recommendation and stand behind it. The data is assembly. Your advice on what to do next is why the landlord keeps instructing you.

A lease event schedule for occupier clients

Keeps a schedule of every lease an occupier client holds, with the rent reviews, breaks and expiries due, and writes the quarterly note on what is coming up.

Keeps clientsWins business

ProjectScheduled taskFile storageSpreadsheet

By hand1 hr 30

With Claude15 min

ProjectScheduled taskFile storageSpreadsheet

You give itThe leases or your abstracts of them, and the client's plans as you know them.

You get backThe schedule, a note on each event in the next 18 months with its notice dates, and a draft covering email.

You stillAdvise on each event. The schedule makes sure you raise it early. The advice is the instruction that follows.

Listings and marketing

Getting the facts and the copy right before anything goes live.

10 use cases

Highest time

Gathering the material information

Pulls the facts a listing must show from the title, the council tax band, flood and planning records and the client's questionnaire, and checks them against each other.

Saves timeKeeps clients

Claude in ChromeSkillLand Registry portalAgency CRMBrowser

By hand1 hr

With Claude12 min

Claude in ChromeSkillLand Registry portalAgency CRMBrowser

You give itThe address, the official copies, the seller's or landlord's answers and any lease or management pack.

You get backEvery material information heading filled where evidence exists, the source of each, and a list of what is missing or contradicts the client's answers, such as a lease length that differs from the title.

You stillChase the gaps and decide what the listing must say. Propertymark found 66% of agents named the time it takes to gather this as a joint greatest challenge.

Writing the listing from your own notes

Writes the description, key features and room schedule from your measure-up notes and photos, in your house style, and checks every claim against the material information.

Saves time

SkillAgency CRMPhotos

By hand40 min

With Claude8 min

SkillAgency CRMPhotos

You give itYour notes, the floorplan, the photos and the material information.

You get backListing copy in your voice, and a list of any line that goes beyond the evidence, such as a room described as a bedroom that does not meet your own standard.

You stillCheck it and get the client's approval. In June 2026 Propertymark said AI must not mislead buyers, and The Guild said AI copy needs a human check and the seller's approval.

Relaunching a listing after a price change

Rewrites the listing, the brochure and the email to your buyers when the price changes, so the relaunch reads as a new opportunity.

Wins business

SkillAgency CRMEmail

By hand30 min

With Claude6 min

SkillAgency CRMEmail

You give itThe listing, the new price and the buyers registered in that range.

You get backRevised copy, a suggestion for a new lead photo, and an email to the buyers who now fit the price, with anyone who viewed before marked.

You stillAgree the new price with the seller and decide who to call first. Buyers who viewed before are often the quickest offers.

Checking every advert against the new rules

Checks each lettings advert before it goes live for what the Renters' Rights Act now requires: a stated rent, no invitation to bid, and no wording that turns away families or people on benefits.

Keeps clients

SkillLettings softwareProperty portals

By hand10 min

With Claude2 min

SkillLettings softwareProperty portals

You give itThe draft advert and its material information.

You get backThe advert marked against each rule, with any wording to change and the reason.

You stillMake the change and publish. Since May 2026, bidding above the advertised rent and turning away renters with children or on benefits are both unlawful.

Launching a new development

Writes the brochure text, specification sheets, plot descriptions and portal listings for a new scheme from your drawings, specification and price list.

Wins business

SkillClaude DesignFile storageProperty portals

By hand8 hrs

With Claude1 hr 30

SkillClaude DesignFile storageProperty portals

You give itThe site plan, house types, specification, price list and your brand.

You get backBrochure copy, a specification sheet per house type, portal text per plot and a brief for your selling agent, all checked against the same specification.

You stillApprove the prices, the images and every claim. Under the New Homes Quality Code, what you tell buyers before they reserve has to be accurate.

Keeping your selling agents up to date

Sends your selling agents the current plot availability, prices, incentives and build dates every week, so their negotiators never quote an old price.

Wins businessKeeps clients

SkillScheduled taskSpreadsheetEmail

By hand45 min

With Claude8 min

SkillScheduled taskSpreadsheetEmail

You give itYour price list, the reservations and the programme.

You get backA weekly sheet for each agent and a note of what changed since last week.

You stillSet the prices and the incentives. The agents sell, and the sheet makes sure they sell what is actually available.

Checking your prices against the market

Compares your plot prices with recent sales and competing new homes nearby, adjusted for size and specification as you instruct, before you release a phase.

Wins business

Claude in ChromeSkillProperty portalsLand Registry portalSpreadsheet

By hand2 hrs

With Claude20 min

Claude in ChromeSkillProperty portalsLand Registry portalSpreadsheet

You give itYour price list, the specification and the competing schemes you know about.

You get backA comparison per house type with the evidence, the plots that look out of line, and the competing incentives on offer.

You stillSet the prices. The comparison shows where you stand. How hard to push is a judgement about your cash flow and the market.

Particulars from the inspection

Writes the particulars from your inspection notes, measured areas and photos: the location, accommodation schedule, terms, rates, service charge, EPC and legal costs.

Saves timeWins business

SkillClaude DesignAgency CRMFile storage

By hand1 hr 30

With Claude15 min

SkillClaude DesignAgency CRMFile storage

You give itYour notes, the measured survey, photos and the client's terms.

You get backDraft particulars in your template, with any figure it could not find, such as the rateable value, left blank and listed for you.

You stillCheck the areas and the terms, and get the client's sign-off. A wrong figure in the particulars is the error everyone remembers.

Loading an instruction everywhere it needs to go

Prepares the same instruction for each listing platform, the deals database and your mailing, in the format each one asks for, from one set of approved particulars.

Saves time

Claude in ChromeSkillCommercial portalsAvailability databaseEmail marketing

By hand1 hr

With Claude15 min

Claude in ChromeSkillCommercial portalsAvailability databaseEmail marketing

You give itThe approved particulars and your list of platforms and mailing lists.

You get backCopy and data fields ready for each platform, a launch email to your requirement list and agent contacts, and a check that the figures match across all of them.

You stillDecide what goes live and when. Claude in Chrome can fill in the forms, and you press publish on each one.

The investment memorandum and tenancy schedule

Drafts the investment memorandum and tenancy schedule from the leases, the rent roll and your pricing view, and indexes the data room.

Wins businessSaves time

ProjectClaude DesignData roomSpreadsheet

By hand6 hrs

With Claude1 hr

ProjectClaude DesignData roomSpreadsheet

You give itThe leases, the rent roll, the title and your pricing note.

You get backA memorandum with the tenancy schedule, the lease terms that affect value and the covenant information, and a data room index with what is missing marked.

You stillSet the pricing and run the sale. The memorandum must be right, because buyers will check every line against the leases.

Enquiries, applicants and viewings

Negotiators, answering every enquiry and filling the viewing diary.

5 use cases

Clearing the overnight enquiries

Reads the enquiries that came in overnight from the portals, your website, email and WhatsApp, and drafts a reply to each from what was asked and what you hold on the property.

Wins businessSaves time

ConnectorSkillAgency CRMEmailMessaging

By hand45 min

With Claude8 min

ConnectorSkillAgency CRMEmailMessaging

You give itAccess to the inbox, your CRM and the listings.

You get backA draft reply per enquiry, the applicants sorted by how ready they look to move, and new applicant records ready to save.

You stillSend the replies and make the calls. Several CRMs now answer enquiries inside their own system, so this earns its place where enquiries land in more than one place.

Highest value

Making sure every seller lead gets a call

Picks out the enquiries that mention selling or a valuation from every channel, and checks each has had a reply and a call booked within your own deadline.

Wins business

ConnectorScheduled taskAgency CRMEmailProperty portals

By hand20 min

With Claude4 min

ConnectorScheduled taskAgency CRMEmailProperty portals

You give itThe inbox, the portal valuation leads and your CRM diary.

You get backA morning list of seller leads with the reply status of each, drafted replies for any still waiting, and a reminder to the negotiator who owns them.

You stillMake the call and book the valuation. A KnowYourMarket mystery shop in 2024 found only 24% of would-be sellers were encouraged to book one.

Matching new listings to your applicants

Matches each new listing against the applicants on your books, using what they told you as well as the search fields, and drafts a personal message to each good match.

Wins businessSaves time

SkillConnectorAgency CRMEmail

By hand40 min

With Claude8 min

SkillConnectorAgency CRMEmail

You give itThe new listing and your applicant records, including the notes.

You get backA ranked list of applicants with the reason each one fits, and a draft message per applicant ready to send or call from.

You stillCall the best matches yourself. A call from someone who remembers what the buyer wanted is what gets the first viewing booked.

Qualifying an applicant before the viewing

Turns a registration call or form into a qualified applicant record: position, chain, funding or income, timing, and what they actually need from a home.

Saves timeKeeps clients

SkillConnectorAgency CRMCall recording

By hand15 min

With Claude3 min

SkillConnectorAgency CRMCall recording

You give itYour call notes or the applicant's form.

You get backA completed record with the gaps listed, such as no mortgage agreement in principle yet, and the questions to ask next time.

You stillJudge whether they are serious. A viewing with someone who cannot proceed costs your seller or landlord a morning, and they notice.

Booking and confirming viewings

Turns agreed viewing times into confirmations for the applicant and the seller or tenant, with access arrangements and a reminder the day before.

Saves time

ConnectorScheduled taskCalendarEmailMessaging

By hand20 min

With Claude4 min

ConnectorScheduled taskCalendarEmailMessaging

You give itThe viewings agreed, the diary and the access notes for each property.

You get backConfirmations and reminders drafted for every party, and a list of clashes where two viewings or a viewing and an access restriction collide.

You stillDo the viewings. Tenants in occupation are owed proper notice, and someone has to check it was given.

Offers and agreeing the sale

The negotiator, putting offers to the seller and checking the buyer.

5 use cases

Putting every offer to the seller in writing

Writes the notice of each offer to the seller with the buyer's position, chain, funding and conditions, so every offer reaches the seller promptly and in writing.

Saves timeKeeps clients

SkillAgency CRMEmail

By hand15 min

With Claude3 min

SkillAgency CRMEmail

You give itThe offer, the buyer's details and your notes on their position.

You get backA written offer notice for the seller, a matching note for the file, and a list of what is still unproven about the buyer, such as no agreement in principle on file.

You stillAdvise the seller on which offer to take. The position behind the number is what matters, and reading it is your job.

Checking the buyer before you agree a sale

Checks a buyer's proof of funds, agreement in principle and chain details against each other and against the offer, before the sale is agreed.

Keeps clients

SkillProjectAgency CRMAML checks

By hand30 min

With Claude5 min

SkillProjectAgency CRMAML checks

You give itThe documents the buyer has sent and the details of their own sale.

You get backA summary of what is proven and what is not, dates that do not line up, such as an agreement in principle that expires before the likely exchange, and the questions to ask.

You stillDecide whether to recommend the sale. TwentyCi found 38% of fall-throughs happen in the first four weeks, which is the window this check protects.

Running best and final offers

Writes the best and final instructions to every bidder on the same terms at the same time, then lays the bids out side by side for the seller.

Keeps clients

SkillAgency CRMEmail

By hand1 hr

With Claude10 min

SkillAgency CRMEmail

You give itThe bidders, their positions and the deadline.

You get backIdentical letters to each bidder, a comparison of the final bids with each buyer's proven position, and a draft note to the unsuccessful bidders.

You stillAdvise the seller and tell the bidders. A fair process protects the seller and your name with buyers you will meet again.

The memorandum of sale and welcome letters

Produces the memorandum of sale and the welcome letters for the buyer and the seller from the agreed offer, and sends the solicitors what they need to start.

Saves timeKeeps clients

SkillAgency CRMEmail

By hand30 min

With Claude5 min

SkillAgency CRMEmail

You give itThe agreed terms, both parties' details and both solicitors.

You get backThe memorandum, a plain letter to each party on what happens next and who does what, and a list of anything missing, such as no buyer's solicitor named.

You stillCheck the terms are what was agreed. Every later chase depends on this document being right.

Explaining the process to a first-time buyer

Writes a plain guide for each first-time buyer on what happens between the offer and getting the keys, with their own solicitor, broker and dates filled in.

Keeps clients

SkillAgency CRMEmail

By hand20 min

With Claude4 min

SkillAgency CRMEmail

You give itThe sale details and your standard guide.

You get backA guide written for this buyer and this sale, with the things they will be asked for and roughly when.

You stillAnswer their questions on the phone. A buyer who knows what is coming is less likely to panic, and less likely to pull out.

From agreed to completion

Chasing every party until the deal completes.

11 use cases

Highest time

Chasing the solicitors and the chain

Reads the correspondence on every live sale each morning and drafts the chasers to solicitors, brokers and other agents, saying exactly what is outstanding and from whom.

Keeps clientsSaves time

ConnectorSkillScheduled taskEmailAgency CRMProgression tracker

By hand1 hr

With Claude10 min

ConnectorSkillScheduled taskEmailAgency CRMProgression tracker

You give itAccess to the inbox and the sales in progress, and your chasing rules, such as every 48 hours.

You get backA chaser for each open item, addressed to the right person, and a list of the sales where nothing has moved for a week.

You stillSpot the real risk and call the people who need calling. Rightmove put the average wait from sale agreed to completion at 154 days in July 2026.

Highest value

Weekly updates to buyers and sellers

Writes each buyer and seller a weekly update from the sale's actual correspondence, saying what is done, what is waiting, and what they themselves still owe.

Keeps clients

SkillConnectorScheduled taskEmailAgency CRMMessaging

By hand20 min

With Claude3 min

SkillConnectorScheduled taskEmailAgency CRMMessaging

You give itThe correspondence on each sale and the milestones your tracker holds.

You get backA plain update for every party, with anything waiting on them named first, such as a signed fittings form or a mortgage valuation not yet booked.

You stillApprove them, and deliver any bad news by phone. The routine updates stop the routine calls, which leaves you time for the difficult ones.

The pipeline and exchange forecast

Builds the branch's progression report and exchange forecast from every live sale, marking the ones at risk and why.

Saves time

SkillScheduled taskAgency CRMSpreadsheet

By hand1 hr

With Claude10 min

SkillScheduled taskAgency CRMSpreadsheet

You give itThe sales in progress and their milestones.

You get backA pipeline report with forecast exchanges by month, the fee each one carries, and the sales at risk with the reason, such as a survey still not booked six weeks in.

You stillDecide where to spend your time this week. The forecast tells you which sales need you.

When the survey comes back with problems

Reads the survey and pulls out the items the buyer is likely to raise, with any quotes you hold, so you can prepare both sides before the renegotiation starts.

Keeps clients

SkillFile storageEmail

By hand45 min

With Claude8 min

SkillFile storageEmail

You give itThe survey report, any quotes and the agreed price.

You get backThe issues in plain words with a likely cost where you have one, which ones are normal for the age of the house, and a draft note to each party on what happens next.

You stillNegotiate. Holding a sale together after a bad survey is skilled work, and the note only buys you time to do it.

Highest value

Saving the sale when a buyer pulls out

Pulls together everyone who viewed, offered or matched the home the moment a sale falls through, and drafts the messages to the strongest of them the same day.

Keeps clientsWins business

SkillConnectorAgency CRMEmail

By hand1 hr

With Claude10 min

SkillConnectorAgency CRMEmail

You give itThe listing, its viewing and offer history, and your applicants.

You get backA ranked list of underbidders and likely buyers with their current position, a message to each, and a note to the seller on the plan.

You stillCall the seller first, then the best buyers. TwentyCi put the fall-through rate at 23.7% in the first quarter of 2026.

Reservations to completion, plot by plot

Chases buyers' solicitors and brokers on every reserved plot and writes the weekly progression report, with exchange deadlines under your reservation terms marked.

Keeps clientsSaves time

ConnectorSkillScheduled taskEmailSpreadsheet

By hand45 min

With Claude8 min

ConnectorSkillScheduled taskEmailSpreadsheet

You give itThe reservation list, the correspondence and your reservation terms.

You get backChasers for each open item, the weekly report by plot, and the plots where the buyer's mortgage offer or exchange date is at risk.

You stillDecide what to do about a buyer who is slipping. Releasing or holding a plot is a commercial call.

Reservation agreements and pre-contract information

Prepares the reservation agreement and pre-contract information for each plot from your templates, checked against what the New Homes Quality Code requires.

Saves timeKeeps clients

SkillProjectFile storageE-signature

By hand1 hr

With Claude10 min

SkillProjectFile storageE-signature

You give itThe plot, the price, the buyer and your templates.

You get backThe agreement with the fee, price, cooling off and expiry stated, the pre-contract information pack, and a list of anything the code expects that the pack does not yet hold.

You stillSign it off. The code gives buyers 14 days to cancel and get the reservation fee back, and they must be told so.

Buyer choices and extras confirmed

Collects each buyer's kitchen, flooring and extras choices, checks them against your options list and cut-off dates, and confirms them in writing to the buyer and the site.

Keeps clients

SkillScheduled taskEmailSpreadsheet

By hand30 min

With Claude5 min

SkillScheduled taskEmailSpreadsheet

You give itYour options list, the cut-off dates and the buyer's choices.

You get backA written confirmation to the buyer with the prices, a schedule for the site team, and a reminder to buyers who have not chosen before the cut-off.

You stillAgree anything outside the list. A wrong worktop at handover is a complaint that starts the buyer's ownership badly.

Highest value

First drafts of heads of terms

Drafts heads of terms from the points you agreed in negotiation, in your template, covering every heading the RICS leasing code expects.

Saves time

SkillProjectAgency CRMEmail

By hand1 hr

With Claude10 min

SkillProjectAgency CRMEmail

You give itYour negotiation notes and emails, and your template.

You get backDraft heads of terms with every heading the code expects either filled in or marked as not yet agreed, such as the repairing standard or whether the 1954 Act is excluded.

You stillAgree the terms. The draft records your negotiation. A term marked as open is a question for the other side.

Progressing a deal to completion

Tracks every deal in solicitors' hands, drafts the chasers for the draft lease, licences and consents, and writes the weekly update to your client.

Keeps clients

ConnectorSkillScheduled taskEmailAgency CRM

By hand30 min

With Claude5 min

ConnectorSkillScheduled taskEmailAgency CRM

You give itThe correspondence on each deal and its target completion date.

You get backThe open items on each deal with who owes them, chasers ready to send, and a client update in plain words.

You stillStep in when a deal stalls. Knowing when to call the other agent and when to call the client is the skill.

Setting out the offers for the landlord

Lays out each offer on a vacant unit side by side, with the rent, incentives, term, breaks and covenant, so the landlord compares like with like.

Keeps clients

SkillSpreadsheetCompanies House

By hand45 min

With Claude8 min

SkillSpreadsheetCompanies House

You give itThe offers and what you know about each occupier.

You get backA comparison with the net effective rent of each offer over the term, the covenant information you hold, and the questions to put to each bidder.

You stillRecommend which offer to take. The covenant and the occupier's real intentions are judgements, and your client relies on them.

Referencing and new tenancies

Lettings negotiators and administrators, taking a let from offer to keys.

4 use cases

From agreed let to move-in

Tracks each step between an agreed let and the move-in, from referencing and Right to Rent to the deposit and inventory, and chases whatever is outstanding.

Saves timeKeeps clients

ConnectorSkillScheduled taskLettings softwareReferencing platformEmail

By hand45 min

With Claude8 min

ConnectorSkillScheduled taskLettings softwareReferencing platformEmail

You give itThe agreed let, the applicant's details and the progress in your lettings software and referencing platform.

You get backA checklist per let with the date each step was done, chasers for what is missing, and a warning when a deadline is close, such as the holding deposit's.

You stillMake the decision on a borderline reference and talk it through with the landlord. That judgement is what the landlord pays you for.

The tenancy paperwork under the new rules

Prepares the written terms, the move-in pack and the deposit prescribed information for each let from your templates, checked for the periodic tenancy rules in force since May 2026.

Saves time

SkillProjectLettings softwareDeposit schemeE-signature

By hand40 min

With Claude8 min

SkillProjectLettings softwareDeposit schemeE-signature

You give itThe tenancy details, the certificates and your templates.

You get backThe agreement or written statement of terms, a move-in pack with every certificate attached, the prescribed information, and a list of anything missing.

You stillCheck and sign. The deposit has to be protected and the prescribed information served within 30 days, and that responsibility stays with you.

Summarising references for the landlord

Reads the referencing report, the application and the applicant's documents, and writes the landlord a plain summary with anything that does not add up.

Keeps clients

SkillReferencing platformLettings software

By hand20 min

With Claude4 min

SkillReferencing platformLettings software

You give itThe referencing report and the applicant's documents.

You get backA summary of income against rent, previous landlord, employment and guarantor, with any mismatch marked, such as a start date that differs between the payslip and the reference.

You stillRecommend whether to proceed. The new rules on discrimination apply to the decision, so the reasons need to be sound and written down.

Answering pet requests within 28 days

Logs each pet request, puts it to the landlord with the facts they need, and drafts the reply to the tenant within the 28 days the Renters' Rights Act allows.

Keeps clients

SkillScheduled taskLettings softwareEmail

By hand20 min

With Claude4 min

SkillScheduled taskLettings softwareEmail

You give itThe request, the tenancy and the landlord's view.

You get backA note to the landlord, a reply to the tenant with the reasons stated if it is a refusal, and a reminder before day 28.

You stillAdvise the landlord on whether a refusal is reasonable. That is a judgement about the property and the law.

Repairs and maintenance

Property managers, between tenants, contractors and landlords all day.

4 use cases

Highest time

Triaging repair reports

Reads each repair report however it arrived, sorts it by urgency against your rules, and drafts the work order, the landlord approval request and the tenant's acknowledgement.

Keeps clientsSaves time

ConnectorSkillMaintenance reportingLettings softwareEmail

By hand20 min

With Claude4 min

ConnectorSkillMaintenance reportingLettings softwareEmail

You give itThe report and photos, your urgency rules, the landlord's spend limit and your contractor list.

You get backThe job marked emergency, urgent or routine with the reason, a work order to the right contractor, an approval request where it is over the limit, and a reply to the tenant.

You stillJudge anything that could be dangerous, and approve the spend. Repairs were the second most common cause of lettings complaints to the Property Ombudsman in 2025.

Highest value

Chasing every repair to the finish

Follows every open job between tenant, contractor and landlord, chases the next step on each, and tells the tenant and landlord when it moves.

Keeps clients

ConnectorScheduled taskMaintenance reportingEmailMessaging

By hand30 min

With Claude5 min

ConnectorScheduled taskMaintenance reportingEmailMessaging

You give itThe open jobs and the messages about them.

You get backA daily list of jobs waiting on someone with the chasers drafted, and updates to tenants and landlords on the jobs that moved.

You stillStep in when a contractor lets you down. Choosing who to send next, and what to tell the landlord, is yours.

Recording damp and mould reports properly

Records each damp or mould report with dates, photos and actions, in a form that would meet the timescales proposed under Awaab's Law, and drafts the written summary for the tenant.

Keeps clients

SkillScheduled taskMaintenance reportingPhotos

By hand45 min

With Claude8 min

SkillScheduled taskMaintenance reportingPhotos

You give itThe report, photos and the inspection notes.

You get backA dated log, a plain written summary of what was found and what will be done, and reminders for each step.

You stillInspect and decide the remedy. The consultation on Awaab's Law for private lets closes on 18 December 2026, and the social housing rules allow 10 working days to investigate.

Writing up a property inspection

Turns your photos and voice notes from a routine inspection into the report for the landlord, with the actions and costs where you have them.

Keeps clientsSaves time

SkillPhotosLettings software

By hand40 min

With Claude8 min

SkillPhotosLettings software

You give itYour photos, notes and the last report for comparison.

You get backA report on the condition room by room, the changes since the last visit, actions for tenant and landlord, and the repairs to raise.

You stillDo the inspection and judge what you see. The write-up only records it.

Rent, statements and client money

The lettings accounts team, collecting rent and paying landlords right.

4 use cases

Explaining the statement before the landlord asks

Reads each landlord's statement and writes a short note explaining any deduction, invoice or arrears on it.

Keeps clients

SkillConnectorClient accountsEmail

By hand15 min

With Claude3 min

SkillConnectorClient accountsEmail

You give itThe statement and the invoices behind it.

You get backA note for each statement that carries a deduction, matched to the invoice and the job, ready to send with it.

You stillCheck the figures and approve the notes. The money has to be right, and that stays with your accounts team.

Chasing rent arrears

Writes staged arrears letters and messages from your ledger, keeps the arrears schedule a possession claim would need, and tells the landlord where things stand.

Keeps clients

SkillScheduled taskClient accountsEmail

By hand20 min

With Claude4 min

SkillScheduled taskClient accountsEmail

You give itThe ledger and your arrears process.

You get backThe right letter for each tenant's stage, an up to date arrears schedule per tenancy, and a landlord update.

You stillTalk to the tenant and agree a plan where one is possible. With section 21 gone, possession for arrears depends on a clear record.

Reconciling client money

Matches the month's rent receipts and payments against the client ledger and the bank statement, and lists everything that does not reconcile.

Saves time

CoworkSkillClient accountsSpreadsheet

By hand2 hrs

With Claude30 min

CoworkSkillClient accountsSpreadsheet

You give itThe bank statement and the ledger export.

You get backA reconciliation with every unmatched item listed and a likely explanation for each, such as rent paid under the wrong reference.

You stillResolve the exceptions and sign it off. Client money protection makes the reconciliation your responsibility.

Landlord figures ready for Making Tax Digital

Turns each landlord's quarter of rent, fees and costs into a categorised summary their accountant or software can use for the quarterly update.

Keeps clientsWins business

SkillScheduled taskClient accountsSpreadsheet

By hand30 min

With Claude5 min

SkillScheduled taskClient accountsSpreadsheet

You give itThe landlord's statements for the quarter.

You get backIncome and expenses by category for the quarter, the deadline it is for, such as 7 November, and anything that needs the landlord's own records.

You stillLeave the tax to the landlord and their accountant. Making Tax Digital covers landlords with over £50,000 of income from April 2026 and over £30,000 from April 2027.

Rent reviews, renewals and endings

Property managers, handling the events that come round every year.

4 use cases

Highest value

Rent reviews under the new rules

Prepares each rent review from the current rent and lets nearby, writes the recommendation to the landlord, and drafts the section 13 notice with the dates worked out.

Keeps clientsSaves time

SkillClaude in ChromeScheduled taskLettings softwareProperty portals

By hand45 min

With Claude8 min

SkillClaude in ChromeScheduled taskLettings softwareProperty portals

You give itThe tenancy, the current rent and recent lets in the area.

You get backA rent evidence note, a recommendation letter, a Form 4A notice giving at least two months with the earliest start date shown, and a reminder for next year.

You stillSet the rent with the landlord. A tenant can now challenge the increase at the tribunal, so the evidence has to stand up.

Deposit deductions at check-out

Compares the check-out report with the check-in inventory and drafts a deduction proposal with the evidence for each item.

Keeps clients

SkillInventory appDeposit schemePhotos

By hand1 hr

With Claude12 min

SkillInventory appDeposit schemePhotos

You give itBoth reports, the photos and any invoices or quotes.

You get backA proposal listing each item with the evidence from both reports and fair wear and tear considered, and the letter to landlord and tenant. If it goes to dispute, the evidence is already in order.

You stillDecide the deductions. The DPS found cleaning was the most common reason for a deduction in 2025, for the fifth year running.

Preparing a possession case

Assembles the evidence for the possession ground the landlord is relying on, with the notice period and dates for that ground, now that section 21 has gone.

Keeps clients

ProjectSkillLettings softwareFile storage

By hand1 hr 30

With Claude15 min

ProjectSkillLettings softwareFile storage

You give itThe tenancy, the arrears schedule or other evidence, and the landlord's instructions.

You get backA chronology, the evidence in order, the notice period and earliest dates for the ground, and a list of what a court would expect that is not yet on the file.

You stillAdvise the landlord on the ground and serve the notice, with a solicitor where needed. Possession advice is not something to hand over.

An annual review for every landlord

Writes each landlord's annual review: rent against the market, repairs and their cost, compliance coming due, and the rule changes that affect their lets.

Keeps clientsWins business

SkillProjectLettings softwareClient accounts

By hand1 hr

With Claude10 min

SkillProjectLettings softwareClient accounts

You give itA year of statements, repairs and certificates for the landlord, and lets nearby.

You get backA review per landlord with the figures and dates in it, the decisions they face, and a suggested time to talk.

You stillHave the conversation. A landlord who thinks about selling or adding a property calls the agent who last called them.

Planning, conditions and section 106

The MD or development manager, getting and keeping a permission.

5 use cases

Highest value

Checking an application before it goes in

Checks your planning application against the council's local validation list and the national requirements before submission, so it is not sent back for something missing.

Saves time

SkillProjectPlanning portalFile storage

By hand1 hr 30

With Claude15 min

SkillProjectPlanning portalFile storage

You give itThe council's validation list and your application documents.

You get backEvery requirement marked as met, missing or unclear, the document that meets it, and a list for each consultant of what they still owe you.

You stillDecide the planning strategy. The FMB's 2025 survey found 80% of small builders blamed information requirements for planning delays.

Highest time

Answering officers and consultees

Summarises each consultee response and officer query as it appears on the planning portal, and drafts the reply or the brief to the consultant who needs to answer it.

Saves time

Claude in ChromeSkillPlanning portalEmail

By hand1 hr

With Claude12 min

Claude in ChromeSkillPlanning portalEmail

You give itThe application reference and your consultants' contacts.

You get backA summary of what each comment asks for, a draft response or consultant brief, and a tracker of what has been answered.

You stillDecide how to respond on anything that changes the scheme. The relationship with the planning officer is yours.

Tracking conditions and section 106

Reads the decision notice and the section 106 agreement and lists every condition and obligation, with its trigger and who has to discharge it.

Saves time

ProjectScheduled taskPlanning portalSpreadsheet

By hand45 min

With Claude8 min

ProjectScheduled taskPlanning portalSpreadsheet

You give itThe decision notice and the signed agreement.

You get backA tracker with each condition and obligation, its trigger, such as before commencement or before first occupation, the owner and the date, with reminders set.

You stillMake the submissions and negotiate the obligations. A missed pre-commencement condition can put the permission itself at risk.

Checking a site against the new BNG rules

Checks whether a site could fall under the biodiversity net gain exemption for sites of 0.2 hectares or less, which applies to applications from 6 August 2026.

Saves time

SkillPlanning portalFile storage

By hand45 min

With Claude8 min

SkillPlanning portalFile storage

You give itThe red line plan, the site area and your ecologist's first notes.

You get backA note on whether the exemption could apply and the facts it depends on, such as priority habitat on the site, and a brief for the ecologist.

You stillRely on your ecologist and planning consultant for the answer. The note makes sure the right question is asked early.

Consultation material for neighbours

Writes the leaflet, the exhibition boards and the webpage for a community consultation from the scheme drawings, and summarises the responses afterwards.

Keeps clients

SkillClaude DesignFile storageSurvey tool

By hand4 hrs

With Claude45 min

SkillClaude DesignFile storageSurvey tool

You give itThe drawings, the planning case and the questions you want answered.

You get backConsultation material in plain words, a feedback form, and a summary of the responses grouped by theme with what you changed in reply.

You stillMeet the neighbours and the councillors. Their concerns are real, and how you answer them in person matters more than the leaflet.

Funding and lender reporting

The MD and the QS, keeping lenders and investors confident.

4 use cases

Highest value

The monthly drawdown pack

Assembles the lender's monthly drawdown pack from the QS's cost report, the site diary and photos, the programme and the sales position, and notes what changed since last month.

Keeps clientsSaves time

ProjectSkillCoworkLender portalSpreadsheetFile storage

By hand3 hrs

With Claude30 min

ProjectSkillCoworkLender portalSpreadsheetFile storage

You give itThe QS report, invoices, the programme, photos and the sales list.

You get backA pack in the order the monitoring surveyor expects, the cost to complete, a covering note on progress and variances, and a list of anything the surveyor will ask for that is missing.

You stillSign the request and explain the variances. A complete pack on time keeps a lender confident, and the relationship stays with you.

A funding application for a new scheme

Puts together the lender's application pack from the appraisal, cost plan, programme, cash flow, planning consent and your track record.

Wins businessSaves time

ProjectClaude DesignFile storageAppraisal tool

By hand8 hrs

With Claude1 hr 30

ProjectClaude DesignFile storageAppraisal tool

You give itThose documents and the lender's checklist.

You get backA complete application in the lender's order, a two page summary of the scheme, and a list of what the lender will ask for that you do not yet have.

You stillNegotiate the terms and choose the lender. The pack gets you a quicker and fairer hearing.

The investor update

Writes the quarterly update for investors and equity partners from the appraisal, the drawdown packs and the sales position.

Keeps clients

ProjectSkillSpreadsheetAppraisal tool

By hand2 hrs

With Claude20 min

ProjectSkillSpreadsheetAppraisal tool

You give itThe quarter's drawdown packs, the sales and the current appraisal.

You get backAn update on each scheme covering progress, cost to complete, sales, the profit forecast against the original appraisal and the risks, with the numbers reconciled.

You stillTell them what you think. Investors back the person, and the update is where they hear your judgement.

Keeping the appraisal current

Updates the live appraisal on each scheme when costs, sales prices or finance terms move, and shows the effect on the profit.

Saves time

SkillCoworkAppraisal toolSpreadsheet

By hand1 hr 30

With Claude15 min

SkillCoworkAppraisal toolSpreadsheet

You give itThe appraisal, the latest cost report and the actual sales prices.

You get backAn updated appraisal with each change listed, the effect on profit on cost and on gross development value, and the old version kept, so nobody works from the wrong one.

You stillDecide what to do when the margin moves. Repricing, phasing and value engineering are your calls.

The site, contractors and costs

Site managers and the QS, recording the build and paying for it.

5 use cases

Comparing subcontractor tenders

Lays the tenders for a package side by side against your specification, and lists what each one excludes, qualifies or prices differently.

Saves time

SkillCoworkSpreadsheetFile storage

By hand2 hrs

With Claude20 min

SkillCoworkSpreadsheetFile storage

You give itThe tender package and the returns.

You get backA comparison on a like for like basis, the exclusions and qualifications from each tender, and the clarification questions to send.

You stillChoose the contractor. Price is one part of it, and who turns up and finishes the job is the rest.

Highest time

The site diary and minutes from voice notes

Turns the site manager's voice notes and photos into the daily diary, the labour return and the minutes of the weekly site meeting.

Saves time

SkillConnectorSite appPhotos

By hand30 min

With Claude5 min

SkillConnectorSite appPhotos

You give itVoice notes, photos and the attendance list.

You get backA diary entry, actions with owners and dates, and written confirmations of verbal instructions to subcontractors, ready to sign.

You stillRun the site. The diary is the record, and it is only as good as what the site manager saw.

The monthly cost report narrative

Writes the narrative for the QS's monthly cost and value report from the figures, explaining each variance in plain words.

Saves time

SkillSpreadsheet

By hand1 hr 30

With Claude15 min

SkillSpreadsheet

You give itThe cost value reconciliation and last month's report.

You get backA narrative on each line that moved, the reasons recorded on file, and the questions to ask where no reason is recorded.

You stillOwn the numbers. The narrative explains them, and only the QS knows whether they are right.

Payment and pay less notices on time

Tracks each subcontractor's application against the payment dates in their contract, and drafts each payment and pay less notice from the valuation.

Saves time

SkillScheduled taskSpreadsheetEmail

By hand30 min

With Claude5 min

SkillScheduled taskSpreadsheetEmail

You give itThe contracts' payment terms and the applications.

You get backA calendar of notice deadlines and a draft of each notice, so no deadline is missed.

You stillDecide the valuation and any sum withheld. A missed pay less notice can mean paying the full application.

Keeping the RFI and variation log

Logs each request for information and each variation from emails and site notes, chases the answers, and records the cost and time effect when it is agreed.

Saves time

ConnectorSkillEmailSpreadsheet

By hand20 min

With Claude4 min

ConnectorSkillEmailSpreadsheet

You give itThe emails, the site notes and the design team's contacts.

You get backA log with the status of every query and variation, chasers for the late answers, and a weekly list for the QS.

You stillDecide the variations. The log means nobody argues about what was asked for at the final account.

Handover, snagging and aftercare

Customer care, looking after buyers for two years after they move in.

4 use cases

Highest value

Logging and closing snags

Turns buyers' snag reports and photos into jobs for the right trade, acknowledges each buyer, and updates them as the items close.

Keeps clients

ConnectorSkillScheduled taskSite appEmailPhotos

By hand30 min

With Claude5 min

ConnectorSkillScheduled taskSite appEmailPhotos

You give itThe report and photos, your trade list and the plot's handover date.

You get backEach snag logged against the plot with a trade and a target date, the acknowledgement and progress messages, and a list of items past your target.

You stillJudge what is a defect and visit where needed. Complaints to the New Homes Ombudsman roughly tripled to 1,802 in its latest year, with defects and snagging the biggest issue.

Complaints on the New Homes Quality Code clock

Tracks each complaint against the code's deadlines and drafts each letter, from the acknowledgement within 5 days to the update every 28 days.

Keeps clients

SkillScheduled taskEmailSpreadsheet

By hand45 min

With Claude8 min

SkillScheduled taskEmailSpreadsheet

You give itThe complaint and what you have done about it so far.

You get backThe letter for each stage with the dates worked out, and a reminder before every deadline.

You stillDecide how to resolve it. The ombudsman upheld more than 8 in 10 of its final decisions in full or in part in its latest year.

Handover packs for each plot

Assembles the handover pack for each plot from the certificates, warranties, manuals and meter readings, with a plain guide to the home.

Keeps clientsSaves time

SkillCoworkFile storageWarranty portal

By hand1 hr

With Claude10 min

SkillCoworkFile storageWarranty portal

You give itThe plot's documents and your house type guides.

You get backA pack per plot, a list of any document still missing before completion, and the warranty registration details.

You stillDo the home demonstration. The first hour in a new home is when a buyer decides what they think of you.

Reading the customer survey comments

Reads the comments from your customer satisfaction surveys and complaints and groups them into themes by site, trade and stage.

Keeps clients

SkillCoworkSpreadsheetSurvey tool

By hand1 hr

With Claude10 min

SkillCoworkSpreadsheetSurvey tool

You give itThe survey results and the complaint log.

You get backThe recurring issues ranked by how often they appear, examples of each, and the plots they came from.

You stillFix the causes. From 2026 the HBF star ratings also count the nine-month survey, so aftercare now shows in the rating.

Requirements, searches and availability

Surveyors, matching occupiers to space across every database.

6 use cases

Highest value

Matching requirements to what is available

Matches each occupier requirement that arrives against your own instructions, the deals databases and other agents' circulars, and drafts the shortlist email.

Wins businessSaves time

Claude in ChromeSkillAgency CRMAvailability databaseEmail

By hand1 hr

With Claude10 min

Claude in ChromeSkillAgency CRMAvailability databaseEmail

You give itThe requirement and access to your CRM and the databases you subscribe to.

You get backA shortlist with size, rent, terms and the reason each option fits, duplicates removed, and a draft email to the occupier or their agent.

You stillJudge the fit and pick up the phone. Several platforms match requirements inside their own data, and this works across all of them.

Highest time

Keeping the availability schedule current

Rebuilds your availability schedule each week from your instructions and the databases, with the changes since last week marked.

Saves time

Claude in ChromeScheduled taskAvailability databaseSpreadsheet

By hand1 hr

With Claude10 min

Claude in ChromeScheduled taskAvailability databaseSpreadsheet

You give itYour instructions and the database access you hold.

You get backAn up to date schedule in your format showing what has let, what is new and what has changed rent or terms.

You stillCheck anything that looks wrong before it goes to clients. A schedule with a let unit still on it costs you credibility.

The occupier's shortlist and comparison

Builds the comparison report for an occupier from the shortlisted options, setting out total occupancy cost, lease terms, fit-out and location, including flexible office options where relevant.

Keeps clientsWins business

ProjectClaude DesignSpreadsheetSlides

By hand3 hrs

With Claude30 min

ProjectClaude DesignSpreadsheetSlides

You give itThe shortlist, the landlords' proposals and the client's requirement.

You get backA comparison with the total cost over the term for each option, the terms that differ, and the questions to put to each landlord.

You stillMake the recommendation. The client is paying for your judgement about which building suits them.

Planning an inspection tour

Turns a shortlist into an inspection tour with times, routes, access contacts and a one page sheet on each building for the client to take round.

Keeps clients

SkillConnectorCalendarEmail

By hand30 min

With Claude5 min

SkillConnectorCalendarEmail

You give itThe shortlist and the client's available day.

You get backAn itinerary, confirmations to each landlord's agent, and a sheet per building with the key terms and what to look at.

You stillRun the tour and read the client's reactions. What they say in the third building tells you more than the brief did.

Building a comparable evidence schedule

Pulls comparable deals from your own records and the deals databases into a branded schedule, with each adjusted for size, date and terms as you instruct.

Saves time

Claude in ChromeSkillAvailability databaseSpreadsheet

By hand2 hrs

With Claude20 min

Claude in ChromeSkillAvailability databaseSpreadsheet

You give itThe subject property, your search criteria and your own completed deals.

You get backA schedule of comparables with the source of each, headline and net effective rents where the data allows, and the ones to verify with the agent who did the deal.

You stillWeigh the evidence and form the opinion. The RICS standard on AI expects a named surveyor to sign off any material AI output in writing.

Answering enquiries on your own instructions

Replies to each enquiry on your instructions with the particulars, the terms and the questions you need answered about the occupier, and books the inspection.

Wins businessSaves time

ConnectorSkillAgency CRMEmailCalendar

By hand20 min

With Claude4 min

ConnectorSkillAgency CRMEmailCalendar

You give itThe enquiry, the particulars and your diary.

You get backA reply with the right documents attached, the occupier's requirement logged in your CRM, and an inspection offered at times that suit you.

You stillQualify the occupier on the phone. Whether they can take the space, and when, is the question the landlord will ask you.

Rent reviews, renewals and lease events

Lease advisory surveyors, working to the dates set in each lease.

6 use cases

Highest value

Abstracting a lease into a key dates diary

Reads a lease and pulls the rent reviews, breaks, expiry, repairing obligations, alienation and 1954 Act position into your diary, with the clause numbers.

Keeps clientsWins business

ProjectSkillScheduled taskFile storageCalendar

By hand1 hr

With Claude10 min

ProjectSkillScheduled taskFile storageCalendar

You give itThe lease and any deeds of variation.

You get backAn abstract with each term and its clause reference, the dates and notice deadlines worked out, reminders set, and unusual or unclear clauses marked for you.

You stillInterpret the difficult clauses. A misread break condition is among the most expensive mistakes in the job.

Preparing a rent review

Assembles the evidence for a rent review: the review clause, its assumptions and disregards, the comparables and the timetable.

Saves time

ProjectSkillFile storageSpreadsheet

By hand4 hrs

With Claude40 min

ProjectSkillFile storageSpreadsheet

You give itThe lease, your comparables and the trigger notice if one has been served.

You get backA summary of how the review clause works, the evidence schedule, the timetable with any time limits that are of the essence, and a first draft of your representations.

You stillForm the opinion of rent and negotiate. If it goes to an independent expert or arbitrator, the submission is yours.

Dilapidations schedules from site notes

Turns your inspection notes and photos into a schedule of dilapidations in the protocol format, with each item tied to the lease clause, the breach and the remedy.

Saves time

SkillProjectPhotosFile storage

By hand3 hrs

With Claude30 min

SkillProjectPhotosFile storage

You give itYour notes, photos, the lease and your costings.

You get backA schedule in the protocol format, and the 56-day dates the protocol sets for the schedule, the quantified demand and the response.

You stillAssess each breach and endorse the schedule. The endorsement is a professional statement, and it cannot be handed over.

Lease renewals and the 1954 Act timetable

Works out the notice windows for a renewal under the 1954 Act, drafts the client's options letter, and keeps the dates in the diary.

Keeps clients

SkillScheduled taskCalendarEmail

By hand45 min

With Claude8 min

SkillScheduled taskCalendarEmail

You give itThe lease, its 1954 Act status and the client's plans.

You get backThe six to twelve month window for notices, a letter setting out the client's options, and reminders for each date.

You stillAdvise on the strategy and instruct the solicitor to serve. Notices under the Act are for lawyers.

Checking deals for the rent review ban

Reads the heads of terms and draft leases in your pipeline for upward-only rent review clauses that the 2026 Act will catch once it commences.

Keeps clients

SkillCoworkFile storage

By hand30 min

With Claude5 min

SkillCoworkFile storage

You give itThe heads of terms and drafts in progress.

You get backA list of the deals affected, the clause in each, and the dates that decide whether the ban applies, such as an option agreed after 17 March 2026.

You stillAdvise the client on the drafting, with their solicitor. The ban has Royal Assent but is not expected to start before 2027.

Answering service charge queries

Drafts replies to tenants' service charge queries from the budget, the year-end accounts and the invoices, for firms that manage as well as let.

Keeps clients

SkillProjectAccountingFile storage

By hand30 min

With Claude5 min

SkillProjectAccountingFile storage

You give itThe query, the budget, the accounts and the lease's service charge clause.

You get backA reply that traces the charge to the invoice and the lease clause, and a list of queries that point to a real error.

You stillDecide where the charge is wrong and put it right. The RICS service charge standard applies fully to year ends from 31 December 2026.

The rules and the records

Keeping the records the regulators and redress schemes expect.

11 use cases

Keeping AML files the way HMRC asks

Checks each client's AML file against your own policy: the ID check, the risk assessment, source of funds where it is needed, and the reasons for your decision.

Saves timeKeeps clients

SkillProjectAML checksAgency CRM

By hand30 min

With Claude5 min

SkillProjectAML checksAgency CRM

You give itThe ID check result, the client's documents and your AML policy.

You get backA draft risk assessment, a list of what is missing from the file, and a reminder when ongoing monitoring is due.

You stillMake the risk decision and report anything suspicious. HMRC issued 170 penalties to estate agency businesses in the six months to September 2025.

The firm-wide AML risk assessment

Drafts your annual firm-wide risk assessment and policy review from last year's version, your client mix and the latest HMRC guidance, and lists what changed.

Saves time

ProjectSkillFile storage

By hand8 hrs

With Claude1 hr 30

ProjectSkillFile storage

You give itLast year's assessment, your policies and a summary of your clients and transactions.

You get backA draft assessment with each risk scored and the change from last year explained, updated policies, and a training record to complete.

You stillApprove it as the nominated officer. HMRC will ask to see it, and it has to describe your business rather than a template.

Terms of business and cancellation rights

Produces the terms of business for each instruction from your master terms, with the fee, the agency type and the cancellation notice that applies when terms are signed at the seller's home.

Saves timeKeeps clients

SkillE-signatureAgency CRM

By hand20 min

With Claude4 min

SkillE-signatureAgency CRM

You give itYour master terms and the agreed fee and agency type.

You get backTerms ready to sign, the cancellation notice and form, the request to start marketing within the cancellation period, and a note of anything that differs from your standard.

You stillAgree the fee and any concession. Have a solicitor approve your master terms. This produces them. It does not advise on them.

Fees and reviews that meet the consumer rules

Checks how your website, portal profiles and review pages show fees and reviews against the consumer law in force since April 2025.

Keeps clients

Claude in ChromeSkillBrowserReview sites

By hand1 hr

With Claude10 min

Claude in ChromeSkillBrowserReview sites

You give itYour website pages, your fee tables and how you collect reviews.

You get backA list of anything that could look like a hidden charge or a filtered review, such as a buyer's AML fee shown late in the process, with suggested changes.

You stillMake the changes, with legal advice where needed. The CMA can now fine up to 10% of global turnover, and opened five fake review investigations in March 2026.

Highest value

Certificates tracked and renewals chased

Reads each certificate as it arrives, sets the next due date, and chases renewals for gas, electrics, EPCs and licences in time to arrange access with the tenant.

Keeps clientsSaves time

ConnectorScheduled taskCompliance trackerLettings softwareEmail

By hand20 min

With Claude4 min

ConnectorScheduled taskCompliance trackerLettings softwareEmail

You give itYour managed properties, the certificates and your contractors.

You get backA compliance register with every date, renewals booked in order of urgency, copies sent to tenants within the 28 days required, and a weekly list of anything at risk.

You stillMake sure the work is done. A lapsed gas safety record can be a criminal offence for the landlord, and serious for you as the managing agent.

Getting every landlord onto the new database

Works out which region each managed property is in, when the landlord database opens there and the deadline, and prepares what each landlord needs to register.

Keeps clients

SkillScheduled taskLettings softwareEmail

By hand30 min

With Claude5 min

SkillScheduled taskLettings softwareEmail

You give itYour managed properties and their landlords.

You get backA schedule by region with the deadlines, a letter to each landlord with their date and the £65 a year fee, and a list of the details registration asks for.

You stillAgree with each landlord who registers. The database opens in the West Midlands on 15 December 2026, and every let property must be on it by 14 November 2027.

Building safety and CDM paperwork

Keeps the dutyholder appointments, competence confirmations, construction phase plan and building control compliance declarations in order for each scheme.

Saves time

ProjectSkillFile storage

By hand1 hr

With Claude10 min

ProjectSkillFile storage

You give itThe appointments, the plans and the building control requirements.

You get backA checklist per scheme showing what exists and what is missing, drafts from your templates, and the F10 notification where the project meets the threshold.

You stillMake sure the competence and safety arrangements are real. The paperwork records them and cannot replace them.

Tracking the Future Homes Standard transition

Records for each building when the building control documents went in and when work started, against the Future Homes Standard transition dates.

Saves time

SkillSpreadsheet

By hand30 min

With Claude5 min

SkillSpreadsheet

You give itYour schemes, plots and building control records.

You get backA schedule showing which buildings can be built to the current standard and which must meet the new one, with the dates that decide it.

You stillDecide the build programme. The standard applies from 24 March 2027, and buildings that start after 24 March 2028 lose the transition.

Warranty and building control inspections

Books the key stage inspections with the warranty provider and building control from the programme, and records each result and anything to put right.

Saves timeKeeps clients

SkillScheduled taskWarranty portalSpreadsheet

By hand20 min

With Claude4 min

SkillScheduled taskWarranty portalSpreadsheet

You give itThe programme, the warranty provider's stages and the inspection reports.

You get backBooking requests at the right time, a log of every inspection and outcome per plot, and a list of items still open before completion.

You stillFix what the inspector finds. A plot that cannot get its warranty cover cannot complete.

Highest value

The records the RICS AI standard asks for

Keeps your register of AI systems and your risk register up to date, and drafts the client disclosure wording for your terms of engagement.

Keeps clientsSaves time

ProjectSkillFile storage

By hand1 hr

With Claude10 min

ProjectSkillFile storage

You give itHow the firm uses Claude, your engagement terms and last quarter's registers.

You get backUpdated registers for the quarterly review, draft disclosure wording, and a log of the surveyor sign-offs on material outputs.

You stillMake the sign-off decisions. The RICS standard in force since 9 March 2026 requires a named surveyor's written decision on each material AI output.

Checking a portfolio against the energy rules

Lists the EPC rating and expiry of every unit you let or manage, and marks those that cannot be let or would fall short of the proposed EPC B rule for large buildings from 2031.

Keeps clientsWins business

SkillClaude in ChromeSpreadsheetBrowser

By hand1 hr

With Claude10 min

SkillClaude in ChromeSpreadsheetBrowser

You give itYour units, their EPCs and floor areas.

You get backA schedule with the rating, expiry and risk of each unit, and a short note per client on what it means for them.

You stillAdvise each client on works or exemptions. The 2031 target for buildings over 1,000 square metres is still a proposal waiting for legislation.

Past clients, reviews and referrals

Owners and valuers, working the database nobody has time for.

5 use cases

Highest value

Staying in touch with past clients

Picks out past clients in your CRM who are likely to need you again, such as buyers five years into a home or an occupier with a break coming, and writes each a personal note.

Wins businessKeeps clients

SkillConnectorScheduled taskAgency CRMEmail

By hand1 hr

With Claude10 min

SkillConnectorScheduled taskAgency CRMEmail

You give itAccess to your CRM history, the consent each contact gave, and your rules on who to contact and when.

You get backA monthly list with the reason each person is on it, a personal message for each, and the replies logged back to the CRM.

You stillDecide who gets a call. Christopher Watkin, a consultant to agents, says only one seller in eight uses the agent they bought through.

Asking for reviews and answering them

Sends a personal review request at completion or move-in, and drafts a reply to each new review on Google and the review sites.

Wins business

Scheduled taskClaude in ChromeReview sitesAgency CRM

By hand20 min

With Claude4 min

Scheduled taskClaude in ChromeReview sitesAgency CRM

You give itCompletions and move-ins from your CRM, and your review profiles.

You get backA request per client that mentions their move, and a draft reply to every new review, including the critical ones.

You stillReply to any complaint yourself. Asking every client in the same way, not only the happy ones, keeps you on the right side of the fake review rules.

Finding the instructions already in your database

Reads your CRM for valuations that never instructed, landlords who left, applicants who are now likely sellers, and tenants who may now buy.

Wins business

CoworkSkillAgency CRMSpreadsheet

By hand2 hrs

With Claude20 min

CoworkSkillAgency CRMSpreadsheet

You give itA CRM export or access to it.

You get backLists by type with the reason each contact is on it and the date of their last contact, and a draft first message for each list.

You stillChoose who to contact and keep within the consent they gave. Homesearch, who sell data to agents, say two thirds of withdrawn sellers relist within 60 to 65 days.

A quarterly market report for your patch

Writes your quarterly market report from your own deals, the public transaction figures and your team's view, in your brand, for clients and prospects.

Wins business

ProjectClaude DesignAvailability databaseEmail marketing

By hand8 hrs

With Claude1 hr 30

ProjectClaude DesignAvailability databaseEmail marketing

You give itYour deals for the quarter, the data you subscribe to and a page of notes from the team.

You get backA report on take-up, availability and rents for your market with your own deals as the evidence, and an email version for your list.

You stillSupply the opinion. The figures are assembly, and the view is why people read it.

Keeping in touch with the people who refer you

Keeps a list of the solicitors, accountants and other agents who send you work, and drafts a personal note to each when there is something worth telling them.

Wins business

SkillScheduled taskAgency CRMEmail

By hand30 min

With Claude5 min

SkillScheduled taskAgency CRMEmail

You give itYour CRM's referral sources and recent deals.

You get backA list of referrers with the last contact and what they sent you, and a note for each that refers to something real, such as a deal they introduced completing.

You stillHave the lunch. Referral relationships run on people, and the notes only make sure nobody is forgotten.

Running the business

The owner's week, the numbers and the team.

5 use cases

Highest value

The owner's Monday numbers

Pulls last week's figures from your CRM, accounts and diary into one page against target, so Monday's meeting starts from the same facts.

Saves time

ConnectorSkillScheduled taskAgency CRMAccountingSpreadsheet

By hand1 hr 30

With Claude15 min

ConnectorSkillScheduled taskAgency CRMAccountingSpreadsheet

You give itAccess to the CRM reports and accounts, and your targets.

You get backA one page summary by branch or team, the trend over the last 12 weeks, and the figures that moved most with the reason where the records show one.

You stillDecide what to do about it. The numbers come from your systems, and what they mean for your people is your call.

Highest value

One view of every scheme

Brings planning, build progress, costs, sales and cash on every scheme into one weekly page, from the trackers each person already keeps.

Saves time

ConnectorSkillScheduled taskSpreadsheetFile storage

By hand2 hrs

With Claude20 min

ConnectorSkillScheduled taskSpreadsheetFile storage

You give itThe planning tracker, cost reports, sales list and cash flow.

You get backA page per scheme and a summary across them, with what changed since last week and what needs a decision.

You stillMake the decisions. The page saves you asking five people the same question.

Notes and actions from every meeting

Turns the recording or notes of a client, team or site meeting into a summary with actions, owners and dates, filed against the right client or scheme.

Saves time

ConnectorSkillCall recordingEmail

By hand30 min

With Claude5 min

ConnectorSkillCall recordingEmail

You give itThe recording or your notes.

You get backA summary, the action list, and follow-up emails drafted to anyone who owes something.

You stillCheck it says what was agreed before it goes out.

Answering a formal complaint

Builds the chronology of a complaint from the file and the correspondence, and drafts your final response so that it answers every point raised.

Keeps clients

ProjectSkillAgency CRMEmail

By hand2 hrs

With Claude20 min

ProjectSkillAgency CRMEmail

You give itThe complaint and access to the file and the emails.

You get backA dated chronology, each point the complaint makes with the evidence on it, and a draft final response.

You stillDecide what you got wrong and what you will offer. The Property Ombudsman found in the consumer's favour in 71% of its formal investigations in 2024.

Getting a new starter up to speed

Builds a first fortnight for a new negotiator, property manager, surveyor or site manager from your own procedures, with the documents to read and the questions they should be able to answer.

Saves time

ProjectSkillFile storage

By hand3 hrs

With Claude30 min

ProjectSkillFile storage

You give itYour procedures, templates and the role's targets.

You get backA two week plan, a short quiz on each procedure, and a list of the things nobody has written down, which the questions will expose.

You stillDo the coaching. How to handle a seller or a landowner is learned by watching you.

Tools you build and own

The rules and templates you would otherwise pay to have bolted on.

3 use cases

A playbook your team can ask

Puts your procedures, templates, fee rules and past answers into a Claude project that anyone in the firm can ask, so new starters stop interrupting the person who knows.

You own itSaves time

ProjectFile storage

By hand20 min

With Claude3 min

ProjectFile storage

You give itYour procedures, templates and the questions people ask most.

You get backAnswers in your firm's way with a link to the source document, and a list of the questions it could not answer, which shows you what is not written down.

You stillKeep the documents current and decide who owns them.

Your house style, written down once

Turns your best proposals, updates and reports into skills that write every new one in your voice, whichever CRM or system you run.

You own itKeeps clients

SkillFile storage

By hand30 min

With Claude5 min

SkillFile storage

You give itFive or six examples of your best work and your rules.

You get backSkills for your proposals, updates and reports that anyone in the firm can use, and that stay yours if you change software.

You stillDecide what good looks like. The skill copies your best work, so it has to be good.

Building a small tool around your own data

Builds a small internal tool with Claude Code, such as a progression board, a landlord dashboard or a scheme tracker, that reads exports from the systems you already pay for.

You own it

Claude CodeSpreadsheetFile storage

By hand2 hrs

With Claude15 min

Claude CodeSpreadsheetFile storage

You give itThe exports or access your systems allow, and a clear description of what you need.

You get backA working tool your business owns, written up so someone else can maintain it, and a note of what it cannot do.

You stillDecide who maintains it, and keep client data where your terms allow. The AI each software vendor sells sees only its own system, which is the gap this fills.

The use case for AI in property.

Where the time goes

Writing the same documents again and again

Chasing people

Answering the same questions

Moving information between systems

Chasing people

Writing the same documents again and again

Answering the same questions

Moving information between systems

Finding and appraising land

Feeding the planning system

Reporting to lenders and investors

Keeping buyers and the site in step

Writing for clients

Searching across databases

Pushing deals through

Working to lease dates

What an estate agent does brilliantly, and what sits around it

What a letting agent does brilliantly, and what sits around it

What a developer does brilliantly, and what sits around it

What a commercial agent does brilliantly, and what sits around it

127 things you could hand over, by function.

Winning new business

Preparing for a valuation appointment

Sending the proposal the same afternoon

Following up appraisals that did not instruct

Finding sellers whose agent has not sold

Letters to the neighbours of a sale

Writing the rental appraisal

Winning landlords who manage their own lets

Searching for sites before anyone else

Writing to landowners and following up

A first-look appraisal on a new site

Offer letters and heads of terms for land

Writing the site approval paper

Writing the pitch for an instruction

Fee proposals and terms of engagement

Finding occupiers with a lease event coming

Keeping clients informed

The weekly vendor update

Spotting the sellers about to leave you

Preparing the price conversation

Writing up viewing feedback

A monthly picture for every landlord

Answering the same questions every day

Explaining the new rules to each landlord

Build updates for reserved buyers

Keeping landowners updated through planning

The client's marketing report

A lease event schedule for occupier clients

Listings and marketing

Gathering the material information

Writing the listing from your own notes

Relaunching a listing after a price change

Checking every advert against the new rules

Launching a new development

Keeping your selling agents up to date

Checking your prices against the market

Particulars from the inspection

Loading an instruction everywhere it needs to go

The investment memorandum and tenancy schedule

Enquiries, applicants and viewings

Clearing the overnight enquiries

Making sure every seller lead gets a call

Matching new listings to your applicants

Qualifying an applicant before the viewing

Booking and confirming viewings

Offers and agreeing the sale

Putting every offer to the seller in writing

Checking the buyer before you agree a sale

Running best and final offers

The memorandum of sale and welcome letters

Explaining the process to a first-time buyer

From agreed to completion

Chasing the solicitors and the chain

Weekly updates to buyers and sellers

The pipeline and exchange forecast

When the survey comes back with problems

Saving the sale when a buyer pulls out