Leads, buyer files, minutes: prepared for your teams.

We train your teams on their own cases, then automate the tasks that cost the most time.

Plan a training on your files See the use cases

Where the time goes

01
Leads from listing portals

Enquiries arrive from several portals, with duplicates and missing details.
02
Buyer files and calls for funds

Documents requested, chased and checked by hand for every buyer.
03
Minutes and programme reporting

Site meetings, co-owner meetings and tenders all end in documents someone has to write.

What we set up

Use cases for this sector

What we can set up for property teams.

3 illustrative scenarios

Illustrative scenarios: what we can set up, not client results.

Agents
Portal lead triage
Enquiries from listing portals sorted by programme and urgency, replies drafted.
Connected to

The mailbox that receives portal enquiries, in draft mode.
How it runs
1. Each enquiry is read and tagged by programme, property type and urgency.
2. Duplicates are merged and incomplete enquiries flagged.
3. A first reply is drafted for a salesperson to send.
Deliverable

A sorted list of enquiries each morning, with reply drafts.
Training
Meeting minutes draft
Your teams learn to draft site and co-owner meeting minutes from their own notes.
Connected to

Your own meeting notes, used as training material.
How it runs
1. We work from the notes of real past meetings.
2. Participants practise drafting minutes with AI, decisions and actions first.
3. Each person checks the draft against the notes before it is shared.
Deliverable

A minutes template in daily use, and a written recap two days later.
Document reading and control
Buyer file completeness check
Each buyer file checked against the list of required documents.
Connected to

A dedicated mailbox and manual upload.
How it runs
1. The documents received for each buyer are read and filed.
2. They are checked against your required list, names and dates included.
3. Missing or inconsistent items are flagged, and a request is drafted.
Deliverable

A status per buyer file, and a request ready for your team to send.

Open these scenarios in the full catalogue

Your team stays in control

The tool flags. A person decides.

Consistent, ready to validate
To be checked by a person
Discrepancy found

The tool flags duplicates and incomplete files.
It prepares replies, requests and minutes as drafts.
Your sales and programme teams decide what goes out.

Related services

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