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Estate agencies

Matching properties to buyers without thinking about it

An instruction comes in on Tuesday; the buyers who have waited three months hear about it on Tuesday.

What runs, end to end

  1. New instruction
  2. Criteria read
  3. Matches found
  4. Message drafted
  5. Negotiator approves

The situation

An agency of seven negotiators keeps a register of roughly four hundred buyers. Search criteria are properly recorded in the transaction software, but nobody has time to read back through them when a new instruction arrives. Matching therefore happens from memory, on the most recent files, and long-standing buyers are forgotten.

Time recovered

26 hrs / month

Estimate for an agency of seven negotiators with four hundred registered buyers.

Estimate on your own figures

What runs

  1. 01Daily reading of new instructions in the transaction software
  2. 02Comparison against each buyer's criteria: budget, area, floor space, rooms
  3. 03A personalised message drafted per buyer, put to the negotiator before sending
  4. 04Open tracking, and a nudge to the negotiator when nobody has replied

What changes

  • Every new instruction checked against the whole register, not just recent files
  • The negotiator approves in two minutes instead of searching for twenty
  • Long-standing buyers become active prospects again

Let's start by looking at what you do today.

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