AI training for estate and letting agents
Your agency will save an hour a day per person on the admin between the viewings.
Using the tools you already pay for, over three months, with the result measured at the end. Or you get your money back.
Where the hour hides.
The work we look at first. Nothing here is a claimed result: the audit finds where your team's hours actually go, and the training is built on what it finds.
- 01
Property descriptions and listing copy, written from the notes taken at the valuation
- 02
Viewing feedback written up for the vendor, and the weekly update that follows it
- 03
Applicant follow-up: the same reply to the same enquiry, sent from the car
- 04
Tenancy correspondence: renewals, maintenance updates and the landlord who wants to know what is happening
- 05
Chasing documents for referencing, right-to-rent checks and compliance, and keeping track of what is still missing
- 06
Reading a long chain of emails before a call, so you know where it got to
What must never go into a public AI tool.
An agency holds personal and financial information on every landlord, tenant, applicant and vendor it deals with, and a public AI tool is not where any of it belongs.
- Identity documents and right-to-rent checks
- Referencing information, employer and guarantor details
- Bank details, deposit records and rent schedules tied to a name
- Names alongside addresses, and anything that identifies a tenant or a landlord
- Passwords, logins and anything covered by a confidentiality undertaking
How the policy handles it.
The policy separates the task from the person. Listing copy, a renewal letter or a maintenance update almost never needs to know who the tenant or landlord is, so the identity comes out before anything goes in. Agency work happens on agency accounts with model training switched off, and the policy names who approves a new tool before anyone uses it. UK GDPR still applies to everything; the policy sits underneath it.
Get the AI policy templateThe tools you already pay for.
Everything is taught on what your agency already runs. There is nothing new to buy.
- Your agency CRM and property software, whichever it is
- Microsoft 365 or Google Workspace
- The portals you already list on
- The ChatGPT or Claude accounts you already have
Nothing new to buy.
How the twelve weeks run for a team like yours.
The assessment places each person at a level, six online sessions of 45 minutes with a written review after each, and nobody leaves the desk for a day.
Questions estate and letting agents ask.
It can write the first draft from your valuation notes, in your house style, in the time it takes to make a coffee. The Setup module builds a project around exactly that job, loaded with how your agency writes and what the portals need, so nobody starts from a blank page. The negotiator still reads it and signs it off.
Online, 45 minutes, weekly in the first month and then every other week, at times we agree with you at the audit. Nobody comes off the road for a day, and every session is recorded for anyone who misses one.
It is the reason Security is a whole module and runs in week two, before anyone builds anything. Your team learns what can go in and what cannot, how to take the identity out of a task first, and which account settings decide where your data goes. You also get a draft AI policy within 24 hours of the last assessment call, before any training starts.
No. Everything is taught on your CRM, Microsoft 365 or Google Workspace, and the ChatGPT or Claude accounts you already have. If you have no AI account yet, the audit tells you which one, and one is enough.
Fifteen minutes on your team, the tools you already run, and where the hours go. If they are not there, we will say so.
Book the call.
Fifteen minutes on your team size, the tools you already run, and the jobs eating the most time. It is a qualification call, not a pitch.
If you are the right size and the right sort of business, the next step is the audit, and we will give you the numbers on the call. If the hours are not there, we will say so.
Not ready to book? Send us an enquiry instead