01
Enquiries are lost between phone calls and chats
Each lead is recorded with its source, the agent responsible and the next follow-up, so no enquiry depends on one person remembering it.
Agency suite · for estate agents
Agency keeps listings, leads, inspections, offers and deals in one pipeline, and sends every commission through the same books as the rest of your accounts. Your team sees where each deal stands without asking around.
What it solves
01
Each lead is recorded with its source, the agent responsible and the next follow-up, so no enquiry depends on one person remembering it.
02
Offers and deals move through stages, and the pipeline report shows what is open, what is stuck and what is close to closing.
03
Splits between agents are recorded against the deal and paid through the books, so the amount owed is never a matter of memory.
04
Prices, photos and status sit on the listing itself, and inspections are tied to it, so the team works from one current record.
What is in it
The front of the pipeline, before anyone makes an offer.
Photos, asking price and status for every property you market.
Leads with their source, the agent responsible and follow-up dates.
Schedule viewings against a listing and record how each one went.
From the first offer to the agent being paid.
Track each offer and deal through its stages until it closes.
Divide commission between agents on a deal and pay it through the books.
Pipeline and closed value, the source-to-close funnel, inspection conversion, listing velocity and commission realised.
The finance desk
What Agency records is posted to the same ledger your accountant works in, with no second system to reconcile.
Who it is for
Request a trial and we set up a workspace for you. Add another suite later and the bundle discount applies from the next invoice.