Portal enquiries and viewing bookings
A new enquiry gets a reply within minutes, with a couple of qualifying questions and a link to book a viewing from your diary. Applicants who go quiet get a gentle follow-up.
AI automation · Estate and letting agents
Leads from Rightmove, Zoopla and your own website arrive at all hours. Whoever replies first tends to get the viewing.
Meanwhile the lettings team is chasing references, gas certificates and contractors. We build automations around the software you already use, so enquiries get a quick answer and the follow-up gets done without anyone keeping a list.
01
These cover both sales and lettings.
A new enquiry gets a reply within minutes, with a couple of qualifying questions and a link to book a viewing from your diary. Applicants who go quiet get a gentle follow-up.
Once an offer is accepted, each referencing step is tracked. The tenant, employer or guarantor is chased when something is missing, and your negotiator can see where every let has got to.
Tenants report a repair by form or WhatsApp, with photos. It is logged, sorted by urgency and sent to the right contractor. The landlord hears about it too.
Gas safety, EICR, EPC and deposit protection dates are tracked for every property. Landlords and contractors get reminders well before anything runs out.
Rent received, fees and repair costs are pulled together into a monthly statement for each landlord. Someone in the office checks it and presses send.
If your problem isn't listed, ask us anyway. Tell us about it.
02
Every project starts with a small pilot on one job. We only roll out what works.
A free 30-minute call about where your team's time goes. If there is enough to work on, we suggest the audit.
We choose one job for a small pilot and write down how we will judge it, for example hours saved each week. You get the price before we build anything.
The pilot runs on your own work for about two weeks, with a person checking what it does. If the pilot doesn't earn its keep, we'll tell you and you stop there.
If it works, we quote a fixed price to roll it out. After that we can look after it on a Care Plan.
03
Sales teams often want the front desk for portal enquiries. Lettings teams usually start with a sprint on certificates or maintenance. Prices exclude VAT where it applies. Tool subscriptions are billed to you at cost.
From £495 one-off, credited against any sprint
Find out what is worth automating first, and what it would save, before you spend money on a build.
From £2,500 fixed price, about 2 weeks
One workflow built and live in about two weeks. For example, a new enquiry gets an AI reply, goes into your CRM and gets a booking link.
From £3,500 setup + £300/mo
An AI assistant on your website chat, WhatsApp or email. It answers common questions at any hour and books people into your diary.
From £400 per month
We keep your automations running and make one small improvement each month.
04
You hold ID, references and financial details for tenants, buyers and landlords. We connect only what each job needs and agree where it is stored before we build.
We sign a data processing agreement with you under UK GDPR. Anything going to an applicant, tenant or landlord can be held for a person to approve.
05
Most agency CRMs offer an API or regular exports. We check what yours allows in the audit, before you commit to a build. If there is no way in, we will say so.
Yes. Replies from the assistant say so, and anything it cannot answer goes to someone in your team.
Sales often starts with portal enquiries, because a faster reply can mean more viewings. Lettings often starts with certificate reminders or maintenance. The audit helps you choose.
No. It tracks dates and sends reminders. Advice on what a landlord must do stays with your team and their advisers.
Book a free 30-minute AI review, or send us a few lines about the job that takes too long. You can also email projects@codegarden.site.