Automated reporting for estate agencies and property managers
Mandates signed, viewings done, offers pending on one side; collections, arrears, vacancy on the other: an agency’s numbers live between the sales software, the management software and spreadsheets. The agent delivers the overall view every morning.
In your day-to-day
- 01
Morning sales brief: new leads per listing, yesterday’s viewings, offers awaiting response, mandates with no viewing for two weeks.
- 02
Monthly management picture: collection rate, arrears in progress by reminder stage, vacancy per property, service-charge reconciliations due.
- 03
Tracking of mandates nearing expiry — sales and management — to prepare the renewal before the owner starts wondering.
How it works
- 1
Connected to your sources
Accounting, CRM, bank, e-commerce, spreadsheets: the agent reads your existing tools, read-only. Your numbers stay with you.
- 2
Automatic perspective
A number alone says nothing. The agent compares to yesterday, to the same period last year, to your target — and qualifies the gap: normal, watch, act.
- 3
Brief where you actually read
Email, WhatsApp, Slack: the brief lands every morning where you really read. Three lines when all is well, a deep-dive when something drifts.
Typical results
2 min
to read the morning brief, full picture included
1 d → 0
human time per reporting cycle
D-30 → D-1
drift detection: as it happens, not at close
Orders of magnitude observed in production; your diagnostic sets your own baseline and targets.
Frequently asked questions
Can it also produce the statements sent to landlords?+
It prepares the material: collections, expenses, works, property situation — formatted and ready for the manager to approve. Human validation remains the rule for any document leaving for a landlord.
Sales and management run on different software — is that a problem?+
No, it is the most common setup: the agent reads both, and that is exactly where it earns its keep — the synthesis nobody has time to do, including crossed signals, like a landlord whose management mandate runs well and who might entrust a sale.
How is this different from a dashboard?+
A dashboard waits for you to come and read it; the agent comes to you, and it prioritises. It does not show 40 charts: it says “everything normal except these two points” — the triage is what saves time, not the display.
Do my numbers leave for a third party?+
No: the agent runs inside your systems, reads your tools read-only, and your data is never used to train third-party models. For stricter requirements, on-prem hosting is available.
Is this the problem eating your team’s time?
Tell us how you work today — 30-minute call, then a free written diagnostic of what this agent would change for you, with numbers.
Get my free diagnostic