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Estate agencies

Never letting an agreement lapse

Renewal dates no longer depend on whoever happens to open the diary.

What runs, end to end

  1. Expiry approaching
  2. Viewings summarised
  3. Negotiator alerted
  4. Message pre-drafted
  5. Renewal opened

The situation

Sole agency agreements run out after three months. In practice the reminder depends on the negotiator remembering, so the oldest agreements, which are the most fragile, get the least attention. The agency loses instructions it could have renewed.

Time recovered

14 hrs / month

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

Estimate on your own figures

What runs

  1. 01Watching expiry dates in the transaction software
  2. 02Alerting the negotiator thirty, fifteen and five days before expiry
  3. 03Preparing a status summary: viewings held, feedback, price movement
  4. 04A renewal message pre-drafted, to approve before it reaches the client

What changes

  • No expiry date slips through unnoticed
  • The client receives a concrete summary rather than a bare reminder
  • The renewal conversation starts before expiry, not after

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

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