Customer AI User
Have AI users designed and built specifically for your agency to carry out the work and to be automated?
While there are several dozens AI users in the store, we can specifically build you AI users unique to your business.
The challenge is coming up with ideas and use cases for AI in your agency, here is a list of ideas of what is possible.
RESIDENTIAL LETTINGS
Tenancy Signing & Onboarding
Auto-generate tenancy agreements
Automatically creates tenancy agreements populated with property and tenant details from agentOS CRM. Potential Time Save: Manual 30 mins x 50/year = 25 hrs VERSES AI User: 2 mins x 50/year = 2 hrs. Annual Saving: 23 hrs/year
Right-to-rent check reminders
Sends automated reminders to tenants requiring right-to-rent documentation before tenancy start. Potential Time Save: Manual 10 mins x 50/year = 8 hrs VERSES AI User: 1 mins x 50/year = 1 hrs. Annual Saving: 7 hrs/year
Digital signing workflows
Creates and manages e-signature workflows for all tenancy documents with automatic chasing. Potential Time Save: Manual 20 mins x 50/year = 17 hrs VERSES AI User: 2 mins x 50/year = 2 hrs. Annual Saving: 15 hrs/year
Guarantor form automation
Auto-populates guarantor forms with tenant details and sends for signature. Potential Time Save: Manual 15 mins x 30/year = 8 hrs VERSES AI User: 1 mins x 30/year = 1 hrs. Annual Saving: 7 hrs/year
Welcome pack generation
Generates property-specific welcome packs with local info, utility details and move-in instructions. Potential Time Save: Manual 25 mins x 50/year = 21 hrs VERSES AI User: 2 mins x 50/year = 2 hrs. Annual Saving: 19 hrs/year
Move-in date confirmations
Schedules and sends automated move-in confirmations with key collection details. Potential Time Save: Manual 10 mins x 50/year = 8 hrs VERSES AI User: 1 mins x 50/year = 1 hrs. Annual Saving: 7 hrs/year
Utility notification letters
Creates automated letters notifying utility providers of new tenancies. Potential Time Save: Manual 15 mins x 50/year = 13 hrs VERSES AI User: 1 mins x 50/year = 1 hrs. Annual Saving: 12 hrs/year
Council tax liability letters
Generates council tax notification letters for new tenancies automatically. Potential Time Save: Manual 10 mins x 50/year = 8 hrs VERSES AI User: 1 mins x 50/year = 1 hrs. Annual Saving: 7 hrs/year
Referencing & Vetting
Auto-trigger credit checks
Automatically initiates credit checks when a tenant application is received. Potential Time Save: Manual 10 mins x 50/year = 8 hrs VERSES AI User: 1 mins x 50/year = 1 hrs. Annual Saving: 7 hrs/year
Employer reference requests
Sends automated reference request emails to employers with pre-filled forms. Potential Time Save: Manual 15 mins x 50/year = 13 hrs VERSES AI User: 1 mins x 50/year = 1 hrs. Annual Saving: 12 hrs/year
Landlord reference requests
Generates and sends previous landlord reference requests automatically. Potential Time Save: Manual 15 mins x 50/year = 13 hrs VERSES AI User: 1 mins x 50/year = 1 hrs. Annual Saving: 12 hrs/year
Tenant application scoring
Auto-scores tenant applications based on predefined criteria and reference results. Potential Time Save: Manual 20 mins x 50/year = 17 hrs VERSES AI User: 2 mins x 50/year = 2 hrs. Annual Saving: 15 hrs/year
Risk assessment reports
Creates risk assessment reports from aggregated reference and credit data. Potential Time Save: Manual 30 mins x 40/year = 20 hrs VERSES AI User: 3 mins x 40/year = 2 hrs. Annual Saving: 18 hrs/year
Applicant status updates
Sends automated status updates to applicants throughout the referencing process. Potential Time Save: Manual 10 mins x 100/year = 17 hrs VERSES AI User: 1 mins x 100/year = 2 hrs. Annual Saving: 15 hrs/year
Rejection letter generation
Generates GDPR-compliant rejection letters with appropriate reasoning. Potential Time Save: Manual 15 mins x 20/year = 5 hrs VERSES AI User: 2 mins x 20/year = 1 hrs. Annual Saving: 4 hrs/year
Paying Landlords
Monthly landlord payments
Auto-calculates and processes monthly landlord payments with all deductions applied. Potential Time Save: Manual 30 mins x 200/year = 100 hrs VERSES AI User: 2 mins x 200/year = 7 hrs. Annual Saving: 93 hrs/year
Landlord statement generation
Generates detailed landlord statements showing rent received and itemised deductions. Potential Time Save: Manual 20 mins x 200/year = 67 hrs VERSES AI User: 2 mins x 200/year = 7 hrs. Annual Saving: 60 hrs/year
Landlord tax statements
Creates automated annual tax statements for landlords summarising rental income. Potential Time Save: Manual 45 mins x 200/year = 150 hrs VERSES AI User: 5 mins x 200/year = 17 hrs. Annual Saving: 133 hrs/year
Management fee processing
Processes management fee deductions automatically from rent collected. Potential Time Save: Manual 10 mins x 200/year = 33 hrs VERSES AI User: 1 mins x 200/year = 3 hrs. Annual Saving: 30 hrs/year
Payment confirmations
Sends payment confirmation notifications to landlords when funds are transferred. Potential Time Save: Manual 5 mins x 200/year = 17 hrs VERSES AI User: 1 mins x 200/year = 3 hrs. Annual Saving: 14 hrs/year
Payment reconciliation
Auto-reconciles tenant payments to correct landlord accounts in agentOS CRM. Potential Time Save: Manual 15 mins x 200/year = 50 hrs VERSES AI User: 1 mins x 200/year = 3 hrs. Annual Saving: 47 hrs/year
Year-end financial summaries
Generates comprehensive year-end financial summaries for each landlord. Potential Time Save: Manual 60 mins x 200/year = 200 hrs VERSES AI User: 5 mins x 200/year = 17 hrs. Annual Saving: 183 hrs/year
Maintenance & Repairs
Contractor auto-assignment
Automatically assigns contractors based on job type, location and availability. Potential Time Save: Manual 15 mins x 100/year = 25 hrs VERSES AI User: 1 mins x 100/year = 2 hrs. Annual Saving: 23 hrs/year
Work order generation
Generates work orders from tenant maintenance requests with all property details from agentOS CRM. Potential Time Save: Manual 20 mins x 100/year = 33 hrs VERSES AI User: 2 mins x 100/year = 3 hrs. Annual Saving: 30 hrs/year
Contractor availability checks
Sends automated availability checks to contractors for pending jobs. Potential Time Save: Manual 10 mins x 100/year = 17 hrs VERSES AI User: 1 mins x 100/year = 2 hrs. Annual Saving: 15 hrs/year
Job completion confirmations
Creates job completion confirmations and sends quality surveys to tenants. Potential Time Save: Manual 15 mins x 100/year = 25 hrs VERSES AI User: 1 mins x 100/year = 2 hrs. Annual Saving: 23 hrs/year
Maintenance invoice generation
Auto-generates invoices from completed maintenance jobs for landlord approval. Potential Time Save: Manual 20 mins x 100/year = 33 hrs VERSES AI User: 2 mins x 100/year = 3 hrs. Annual Saving: 30 hrs/year
Recurring maintenance scheduling
Schedules recurring maintenance tasks like boiler services automatically. Potential Time Save: Manual 15 mins x 50/year = 13 hrs VERSES AI User: 1 mins x 50/year = 1 hrs. Annual Saving: 12 hrs/year
Pre-inspection reminders
Sends pre-inspection maintenance reminders to tenants before property visits. Potential Time Save: Manual 10 mins x 100/year = 17 hrs VERSES AI User: 1 mins x 100/year = 2 hrs. Annual Saving: 15 hrs/year
Emergency escalation workflows
Creates emergency contractor escalation workflows for urgent repairs. Potential Time Save: Manual 20 mins x 20/year = 7 hrs VERSES AI User: 2 mins x 20/year = 1 hrs. Annual Saving: 6 hrs/year
Compliance & Certificates
Gas safety certificate tracking
Tracks expiring gas safety certificates and sends alerts for renewals. Potential Time Save: Manual 15 mins x 200/year = 50 hrs VERSES AI User: 1 mins x 200/year = 3 hrs. Annual Saving: 47 hrs/year
EPC renewal scheduling
Auto-schedules EPC renewals before expiry dates. Potential Time Save: Manual 10 mins x 100/year = 17 hrs VERSES AI User: 1 mins x 100/year = 2 hrs. Annual Saving: 15 hrs/year
Section 21 notice generation
Generates Section 21 notices with correct prescribed information and dates. Potential Time Save: Manual 30 mins x 30/year = 15 hrs VERSES AI User: 3 mins x 30/year = 2 hrs. Annual Saving: 13 hrs/year
Smoke alarm test reminders
Creates automated smoke and CO alarm test reminders for tenants. Potential Time Save: Manual 10 mins x 200/year = 33 hrs VERSES AI User: 1 mins x 200/year = 3 hrs. Annual Saving: 30 hrs/year
Legionella assessment tracking
Tracks Legionella risk assessments and sends renewal alerts. Potential Time Save: Manual 15 mins x 200/year = 50 hrs VERSES AI User: 1 mins x 200/year = 3 hrs. Annual Saving: 47 hrs/year
Deposit protection confirmations
Generates deposit protection confirmations and prescribed information. Potential Time Save: Manual 15 mins x 50/year = 13 hrs VERSES AI User: 1 mins x 50/year = 1 hrs. Annual Saving: 12 hrs/year
Licensing requirement alerts
Auto-checks and alerts on HMO and selective licensing requirements. Potential Time Save: Manual 20 mins x 50/year = 17 hrs VERSES AI User: 2 mins x 50/year = 2 hrs. Annual Saving: 15 hrs/year
Compliance dashboards
Creates compliance dashboards for portfolio-wide overview of certificate status. Potential Time Save: Manual 30 mins x 12/year = 6 hrs VERSES AI User: 3 mins x 12/year = 1 hrs. Annual Saving: 5 hrs/year
Rent Collection & Arrears
Pre-due rent reminders
Sends automated rent reminders 3 days before payment due date. Potential Time Save: Manual 5 mins x 200/year = 17 hrs VERSES AI User: 1 mins x 200/year = 3 hrs. Annual Saving: 14 hrs/year
Arrears chase sequences
Generates escalating arrears chase sequences based on days overdue. Potential Time Save: Manual 20 mins x 50/year = 17 hrs VERSES AI User: 2 mins x 50/year = 2 hrs. Annual Saving: 15 hrs/year
Payment plan creation
Creates payment plans for tenants in arrears with agreed terms. Potential Time Save: Manual 30 mins x 20/year = 10 hrs VERSES AI User: 3 mins x 20/year = 1 hrs. Annual Saving: 9 hrs/year
Rent increase notices
Auto-generates rent increase notices at tenancy review dates. Potential Time Save: Manual 15 mins x 100/year = 25 hrs VERSES AI User: 1 mins x 100/year = 2 hrs. Annual Saving: 23 hrs/year
Failed payment retry
Processes standing order failures and initiates retry payments. Potential Time Save: Manual 15 mins x 30/year = 8 hrs VERSES AI User: 1 mins x 30/year = 1 hrs. Annual Saving: 7 hrs/year
On-time payment thanks
Sends automated thank you messages for consistent on-time payments. Potential Time Save: Manual 5 mins x 150/year = 13 hrs VERSES AI User: 1 mins x 150/year = 3 hrs. Annual Saving: 10 hrs/year
Court paperwork generation
Generates court paperwork for possession proceedings. Potential Time Save: Manual 60 mins x 10/year = 10 hrs VERSES AI User: 5 mins x 10/year = 1 hrs. Annual Saving: 9 hrs/year
Affordability assessments
Creates affordability assessments for tenants experiencing payment difficulties. Potential Time Save: Manual 30 mins x 20/year = 10 hrs VERSES AI User: 3 mins x 20/year = 1 hrs. Annual Saving: 9 hrs/year
Property Marketing
Multi-portal publishing
Auto-publishes property listings to multiple portals simultaneously from agentOS CRM. Potential Time Save: Manual 30 mins x 50/year = 25 hrs VERSES AI User: 2 mins x 50/year = 2 hrs. Annual Saving: 23 hrs/year
Property description generation
Generates compelling property descriptions from features and photos. Potential Time Save: Manual 25 mins x 50/year = 21 hrs VERSES AI User: 3 mins x 50/year = 3 hrs. Annual Saving: 18 hrs/year
Social media scheduling
Schedules social media posts for new property listings. Potential Time Save: Manual 15 mins x 50/year = 13 hrs VERSES AI User: 1 mins x 50/year = 1 hrs. Annual Saving: 12 hrs/year
Virtual tour bookings
Creates virtual tour booking confirmations with access instructions. Potential Time Save: Manual 10 mins x 30/year = 5 hrs VERSES AI User: 1 mins x 30/year = 1 hrs. Annual Saving: 4 hrs/year
Viewing feedback requests
Sends automated viewing feedback requests to prospective tenants. Potential Time Save: Manual 10 mins x 100/year = 17 hrs VERSES AI User: 1 mins x 100/year = 2 hrs. Annual Saving: 15 hrs/year
Holding deposit agreements
Generates holding deposit agreements with prescribed information. Potential Time Save: Manual 15 mins x 40/year = 10 hrs VERSES AI User: 1 mins x 40/year = 1 hrs. Annual Saving: 9 hrs/year
Portal enquiry responses
Creates auto-responses to portal enquiries with property information. Potential Time Save: Manual 10 mins x 150/year = 25 hrs VERSES AI User: 1 mins x 150/year = 3 hrs. Annual Saving: 22 hrs/year
Applicant matching
Matches new properties to registered applicants automatically in agentOS CRM. Potential Time Save: Manual 20 mins x 50/year = 17 hrs VERSES AI User: 2 mins x 50/year = 2 hrs. Annual Saving: 15 hrs/year
Tenant Management
Tenancy renewal offers
Sends automated tenancy renewal offers before fixed term expires. Potential Time Save: Manual 20 mins x 100/year = 33 hrs VERSES AI User: 2 mins x 100/year = 3 hrs. Annual Saving: 30 hrs/year
Mid-tenancy inspections
Creates mid-tenancy inspection schedules with tenant notifications. Potential Time Save: Manual 15 mins x 100/year = 25 hrs VERSES AI User: 1 mins x 100/year = 2 hrs. Annual Saving: 23 hrs/year
Tenant satisfaction surveys
Generates and sends tenant satisfaction surveys periodically. Potential Time Save: Manual 10 mins x 100/year = 17 hrs VERSES AI User: 1 mins x 100/year = 2 hrs. Annual Saving: 15 hrs/year
Seasonal property tips
Sends seasonal property care tips to tenants (winter prep, garden care). Potential Time Save: Manual 15 mins x 400/year = 100 hrs VERSES AI User: 1 mins x 400/year = 7 hrs. Annual Saving: 93 hrs/year
Emergency contact updates
Creates emergency contact update requests for tenants. Potential Time Save: Manual 10 mins x 100/year = 17 hrs VERSES AI User: 1 mins x 100/year = 2 hrs. Annual Saving: 15 hrs/year
Tenancy end reminders
Generates tenancy end date reminders with renewal or move-out options. Potential Time Save: Manual 15 mins x 100/year = 25 hrs VERSES AI User: 1 mins x 100/year = 2 hrs. Annual Saving: 23 hrs/year
Deposit return timelines
Sends deposit return timelines and process explanations automatically. Potential Time Save: Manual 15 mins x 50/year = 13 hrs VERSES AI User: 1 mins x 50/year = 1 hrs. Annual Saving: 12 hrs/year
Moving-out checklists
Creates moving-out checklists for departing tenants. Potential Time Save: Manual 20 mins x 50/year = 17 hrs VERSES AI User: 2 mins x 50/year = 2 hrs. Annual Saving: 15 hrs/year
Move-outs & Inspections
End-of-tenancy scheduling
Schedules end-of-tenancy inspections automatically based on notice dates. Potential Time Save: Manual 15 mins x 50/year = 13 hrs VERSES AI User: 1 mins x 50/year = 1 hrs. Annual Saving: 12 hrs/year
Deposit deduction proposals
Generates deposit deduction proposals from inspection findings. Potential Time Save: Manual 30 mins x 40/year = 20 hrs VERSES AI User: 3 mins x 40/year = 2 hrs. Annual Saving: 18 hrs/year
Cleaning and repair quotes
Creates cleaning and repair quotes from inspection reports. Potential Time Save: Manual 25 mins x 40/year = 17 hrs VERSES AI User: 2 mins x 40/year = 1 hrs. Annual Saving: 16 hrs/year
Key return reminders
Sends automated key return reminders before and after move-out. Potential Time Save: Manual 10 mins x 50/year = 8 hrs VERSES AI User: 1 mins x 50/year = 1 hrs. Annual Saving: 7 hrs/year
Final utility readings
Generates final utility reading requests to outgoing tenants. Potential Time Save: Manual 10 mins x 50/year = 8 hrs VERSES AI User: 1 mins x 50/year = 1 hrs. Annual Saving: 7 hrs/year
Void period marketing
Creates void period marketing plans with automatic portal listing. Potential Time Save: Manual 20 mins x 50/year = 17 hrs VERSES AI User: 2 mins x 50/year = 2 hrs. Annual Saving: 15 hrs/year
Deposit dispute paperwork
Sends deposit dispute resolution paperwork and evidence packs. Potential Time Save: Manual 45 mins x 15/year = 11 hrs VERSES AI User: 5 mins x 15/year = 1 hrs. Annual Saving: 10 hrs/year
Tenant reference letters
Generates tenant reference letters for departing tenants. Potential Time Save: Manual 15 mins x 40/year = 10 hrs VERSES AI User: 2 mins x 40/year = 1 hrs. Annual Saving: 9 hrs/year
Inventory comparison reports
Creates inventory comparison reports (check-in vs check-out). Potential Time Save: Manual 30 mins x 50/year = 25 hrs VERSES AI User: 3 mins x 50/year = 3 hrs. Annual Saving: 22 hrs/year
Forwarding address requests
Sends forwarding address requests to departing tenants. Potential Time Save: Manual 5 mins x 50/year = 4 hrs VERSES AI User: 1 mins x 50/year = 1 hrs. Annual Saving: 3 hrs/year
Final account statements
Generates final account statements for departing tenants. Potential Time Save: Manual 20 mins x 50/year = 17 hrs VERSES AI User: 2 mins x 50/year = 2 hrs. Annual Saving: 15 hrs/year
Deposit return confirmations
Creates deposit return confirmations with breakdown of any deductions. Potential Time Save: Manual 15 mins x 50/year = 13 hrs VERSES AI User: 1 mins x 50/year = 1 hrs. Annual Saving: 12 hrs/year
Post-move-out surveys
Sends feedback surveys to tenants after move-out. Potential Time Save: Manual 10 mins x 50/year = 8 hrs VERSES AI User: 1 mins x 50/year = 1 hrs. Annual Saving: 7 hrs/year
ESTATE AGENCY SALES
Sales Progression
Chain update emails
Generates automated chain update emails to all parties in the transaction. Potential Time Save: Manual 20 mins x 100/year = 33 hrs VERSES AI User: 2 mins x 100/year = 3 hrs. Annual Saving: 30 hrs/year
Memorandum of sale
Creates memorandums of sale automatically when offer accepted. Potential Time Save: Manual 25 mins x 50/year = 21 hrs VERSES AI User: 2 mins x 50/year = 2 hrs. Annual Saving: 19 hrs/year
Weekly progress reports
Sends weekly progress reports to vendors and buyers throughout sale. Potential Time Save: Manual 30 mins x 200/year = 100 hrs VERSES AI User: 3 mins x 200/year = 10 hrs. Annual Saving: 90 hrs/year
Solicitor chase messages
Auto-chases solicitors for outstanding information and searches. Potential Time Save: Manual 15 mins x 100/year = 25 hrs VERSES AI User: 1 mins x 100/year = 2 hrs. Annual Saving: 23 hrs/year
Mortgage broker introductions
Generates mortgage broker introduction emails for buyers. Potential Time Save: Manual 10 mins x 50/year = 8 hrs VERSES AI User: 1 mins x 50/year = 1 hrs. Annual Saving: 7 hrs/year
Completion coordination
Creates completion date coordination messages to all parties. Potential Time Save: Manual 15 mins x 50/year = 13 hrs VERSES AI User: 1 mins x 50/year = 1 hrs. Annual Saving: 12 hrs/year
Survey booking confirmations
Sends automated survey booking confirmations with property access details. Potential Time Save: Manual 10 mins x 50/year = 8 hrs VERSES AI User: 1 mins x 50/year = 1 hrs. Annual Saving: 7 hrs/year
Exchange deadline reminders
Generates exchange deadline reminders to keep sales on track. Potential Time Save: Manual 10 mins x 50/year = 8 hrs VERSES AI User: 1 mins x 50/year = 1 hrs. Annual Saving: 7 hrs/year
Fall-through prevention
Creates fall-through prevention check-ins at key milestones. Potential Time Save: Manual 15 mins x 50/year = 13 hrs VERSES AI User: 1 mins x 50/year = 1 hrs. Annual Saving: 12 hrs/year
Completion congratulations
Sends completion congratulations messages with moving tips. Potential Time Save: Manual 10 mins x 50/year = 8 hrs VERSES AI User: 1 mins x 50/year = 1 hrs. Annual Saving: 7 hrs/year
Prospecting & Lead Generation
Website lead qualification
Auto-qualifies website leads with initial qualification questions. Potential Time Save: Manual 15 mins x 100/year = 25 hrs VERSES AI User: 1 mins x 100/year = 2 hrs. Annual Saving: 23 hrs/year
Valuation booking confirmations
Generates market appraisal booking confirmations with preparation tips. Potential Time Save: Manual 10 mins x 80/year = 13 hrs VERSES AI User: 1 mins x 80/year = 1 hrs. Annual Saving: 12 hrs/year
Valuation follow-ups
Creates automated valuation follow-ups for those who didn't instruct. Potential Time Save: Manual 15 mins x 60/year = 15 hrs VERSES AI User: 1 mins x 60/year = 1 hrs. Annual Saving: 14 hrs/year
Past valuation campaigns
Sends targeted campaigns to past valuations not yet instructed. Potential Time Save: Manual 20 mins x 100/year = 33 hrs VERSES AI User: 2 mins x 100/year = 3 hrs. Annual Saving: 30 hrs/year
Thinking of selling nurtures
Generates 'thinking of selling' nurture sequences for warm leads. Potential Time Save: Manual 20 mins x 200/year = 67 hrs VERSES AI User: 2 mins x 200/year = 7 hrs. Annual Saving: 60 hrs/year
Referral request campaigns
Creates referral request campaigns to past clients. Potential Time Save: Manual 15 mins x 100/year = 25 hrs VERSES AI User: 1 mins x 100/year = 2 hrs. Annual Saving: 23 hrs/year
Market update newsletters
Sends market update newsletters to database contacts in agentOS CRM. Potential Time Save: Manual 30 mins x 12/year = 6 hrs VERSES AI User: 3 mins x 12/year = 1 hrs. Annual Saving: 5 hrs/year
Comparable property alerts
Generates comparable property alerts to keep vendors informed. Potential Time Save: Manual 15 mins x 100/year = 25 hrs VERSES AI User: 1 mins x 100/year = 2 hrs. Annual Saving: 23 hrs/year
Cold lead re-engagement
Creates re-engagement campaigns for cold leads in the database. Potential Time Save: Manual 20 mins x 50/year = 17 hrs VERSES AI User: 2 mins x 50/year = 2 hrs. Annual Saving: 15 hrs/year
Birthday and holiday greetings
Sends birthday and holiday greetings to maintain relationships. Potential Time Save: Manual 5 mins x 500/year = 42 hrs VERSES AI User: 1 mins x 500/year = 8 hrs. Annual Saving: 34 hrs/year
Valuations & Instructions
Pre-valuation research packs
Generates pre-valuation research packs with comparable sales data. Potential Time Save: Manual 30 mins x 80/year = 40 hrs VERSES AI User: 3 mins x 80/year = 4 hrs. Annual Saving: 36 hrs/year
Valuation report presentations
Creates automated valuation report presentations from market data. Potential Time Save: Manual 45 mins x 80/year = 60 hrs VERSES AI User: 5 mins x 80/year = 7 hrs. Annual Saving: 53 hrs/year
Fee proposal documents
Sends fee proposal documents after valuations with service options. Potential Time Save: Manual 20 mins x 80/year = 27 hrs VERSES AI User: 2 mins x 80/year = 3 hrs. Annual Saving: 24 hrs/year
Instruction paperwork
Generates instruction paperwork automatically when vendor commits. Potential Time Save: Manual 25 mins x 50/year = 21 hrs VERSES AI User: 2 mins x 50/year = 2 hrs. Annual Saving: 19 hrs/year
Marketing preference forms
Creates vendor marketing preference forms for campaign planning. Potential Time Save: Manual 15 mins x 50/year = 13 hrs VERSES AI User: 1 mins x 50/year = 1 hrs. Annual Saving: 12 hrs/year
Property fact-find questionnaires
Sends property fact-find questionnaires to gather listing details. Potential Time Save: Manual 15 mins x 50/year = 13 hrs VERSES AI User: 1 mins x 50/year = 1 hrs. Annual Saving: 12 hrs/year
Photo and floorplan bookings
Generates floor plan and photography booking confirmations. Potential Time Save: Manual 10 mins x 50/year = 8 hrs VERSES AI User: 1 mins x 50/year = 1 hrs. Annual Saving: 7 hrs/year
Launch date coordination
Creates launch date coordination messages for go-live. Potential Time Save: Manual 15 mins x 50/year = 13 hrs VERSES AI User: 1 mins x 50/year = 1 hrs. Annual Saving: 12 hrs/year
Vendor portal credentials
Sends vendor portal login credentials with access instructions. Potential Time Save: Manual 10 mins x 50/year = 8 hrs VERSES AI User: 1 mins x 50/year = 1 hrs. Annual Saving: 7 hrs/year
Marketing activity commitments
Generates marketing activity commitments and timelines. Potential Time Save: Manual 20 mins x 50/year = 17 hrs VERSES AI User: 2 mins x 50/year = 2 hrs. Annual Saving: 15 hrs/year
Marketing & Viewings
Property brochure creation
Creates property brochures from templates with photos and details. Potential Time Save: Manual 30 mins x 50/year = 25 hrs VERSES AI User: 3 mins x 50/year = 3 hrs. Annual Saving: 22 hrs/year
Viewing confirmations
Sends viewing confirmation texts to all parties with access details. Potential Time Save: Manual 10 mins x 200/year = 33 hrs VERSES AI User: 1 mins x 200/year = 3 hrs. Annual Saving: 30 hrs/year
Viewing feedback reports
Generates viewing feedback reports for vendors after each viewing. Potential Time Save: Manual 15 mins x 200/year = 50 hrs VERSES AI User: 1 mins x 200/year = 3 hrs. Annual Saving: 47 hrs/year
Open house invitations
Creates open house invitation campaigns to registered buyers. Potential Time Save: Manual 20 mins x 30/year = 10 hrs VERSES AI User: 2 mins x 30/year = 1 hrs. Annual Saving: 9 hrs/year
Price reduction recommendations
Sends price reduction recommendations based on market feedback. Potential Time Save: Manual 20 mins x 30/year = 10 hrs VERSES AI User: 2 mins x 30/year = 1 hrs. Annual Saving: 9 hrs/year
Window card designs
Generates window card designs automatically from listing data. Potential Time Save: Manual 15 mins x 50/year = 13 hrs VERSES AI User: 2 mins x 50/year = 2 hrs. Annual Saving: 11 hrs/year
HTML property emails
Creates HTML property emails for database marketing. Potential Time Save: Manual 20 mins x 50/year = 17 hrs VERSES AI User: 2 mins x 50/year = 2 hrs. Annual Saving: 15 hrs/year
Just listed alerts
Sends just listed alerts to matching registered buyers in agentOS CRM. Potential Time Save: Manual 15 mins x 50/year = 13 hrs VERSES AI User: 1 mins x 50/year = 1 hrs. Annual Saving: 12 hrs/year
Viewing no-show follow-ups
Generates viewing no-show follow-ups to rebook appointments. Potential Time Save: Manual 10 mins x 50/year = 8 hrs VERSES AI User: 1 mins x 50/year = 1 hrs. Annual Saving: 7 hrs/year
Virtual tour instructions
Creates virtual tour links and viewing instructions. Potential Time Save: Manual 10 mins x 30/year = 5 hrs VERSES AI User: 1 mins x 30/year = 1 hrs. Annual Saving: 4 hrs/year
Offers & Negotiations
Offer notifications
Sends automated offer notifications to vendors with buyer details. Potential Time Save: Manual 15 mins x 80/year = 20 hrs VERSES AI User: 1 mins x 80/year = 1 hrs. Annual Saving: 19 hrs/year
Offer acceptance letters
Generates offer acceptance or rejection letters with next steps. Potential Time Save: Manual 20 mins x 80/year = 27 hrs VERSES AI User: 2 mins x 80/year = 3 hrs. Annual Saving: 24 hrs/year
Best and final invitations
Creates best and final offer invitations for multiple offer situations. Potential Time Save: Manual 20 mins x 20/year = 7 hrs VERSES AI User: 2 mins x 20/year = 1 hrs. Annual Saving: 6 hrs/year
Offer deadline reminders
Sends offer deadline reminders to prospective buyers. Potential Time Save: Manual 10 mins x 30/year = 5 hrs VERSES AI User: 1 mins x 30/year = 1 hrs. Annual Saving: 4 hrs/year
Chain information requests
Generates chain information requests to buyers and their agents. Potential Time Save: Manual 15 mins x 50/year = 13 hrs VERSES AI User: 1 mins x 50/year = 1 hrs. Annual Saving: 12 hrs/year
Proof of funds chasers
Creates proof of funds chasers to verify buyer credentials. Potential Time Save: Manual 15 mins x 50/year = 13 hrs VERSES AI User: 1 mins x 50/year = 1 hrs. Annual Saving: 12 hrs/year
Offer review invitations
Sends offer review meeting invitations to vendors. Potential Time Save: Manual 10 mins x 40/year = 7 hrs VERSES AI User: 1 mins x 40/year = 1 hrs. Annual Saving: 6 hrs/year
Multiple offer updates
Generates multiple offer situation updates to all parties. Potential Time Save: Manual 20 mins x 20/year = 7 hrs VERSES AI User: 2 mins x 20/year = 1 hrs. Annual Saving: 6 hrs/year
Conditional offer confirmations
Creates conditional offer confirmations with terms documented. Potential Time Save: Manual 20 mins x 30/year = 10 hrs VERSES AI User: 2 mins x 30/year = 1 hrs. Annual Saving: 9 hrs/year
Offer withdrawal notifications
Sends offer withdrawal notifications with next steps. Potential Time Save: Manual 15 mins x 20/year = 5 hrs VERSES AI User: 1 mins x 20/year = 0 hrs. Annual Saving: 5 hrs/year
Business Development
Vendor review performance reports
Generates performance reports for vendor review meetings. Potential Time Save: Manual 30 mins x 50/year = 25 hrs VERSES AI User: 3 mins x 50/year = 3 hrs. Annual Saving: 22 hrs/year
Customer satisfaction surveys
Creates customer satisfaction surveys at key milestones. Potential Time Save: Manual 15 mins x 100/year = 25 hrs VERSES AI User: 1 mins x 100/year = 2 hrs. Annual Saving: 23 hrs/year
Google review requests
Sends Google review requests post-completion. Potential Time Save: Manual 10 mins x 50/year = 8 hrs VERSES AI User: 1 mins x 50/year = 1 hrs. Annual Saving: 7 hrs/year
Testimonial requests
Generates testimonial requests with easy submission templates. Potential Time Save: Manual 15 mins x 50/year = 13 hrs VERSES AI User: 1 mins x 50/year = 1 hrs. Annual Saving: 12 hrs/year
Vendor retention check-ins
Creates vendor retention check-ins during longer sales. Potential Time Save: Manual 15 mins x 50/year = 13 hrs VERSES AI User: 1 mins x 50/year = 1 hrs. Annual Saving: 12 hrs/year
Market share analysis
Sends market share analysis reports to management. Potential Time Save: Manual 45 mins x 12/year = 9 hrs VERSES AI User: 5 mins x 12/year = 1 hrs. Annual Saving: 8 hrs/year
Team performance dashboards
Generates team performance dashboards with KPIs. Potential Time Save: Manual 30 mins x 12/year = 6 hrs VERSES AI User: 3 mins x 12/year = 1 hrs. Annual Saving: 5 hrs/year
Competitor analysis alerts
Creates competitor analysis alerts for new listings. Potential Time Save: Manual 20 mins x 50/year = 17 hrs VERSES AI User: 2 mins x 50/year = 2 hrs. Annual Saving: 15 hrs/year
New home developer updates
Sends new home developer progress updates to buyers. Potential Time Save: Manual 15 mins x 50/year = 13 hrs VERSES AI User: 1 mins x 50/year = 1 hrs. Annual Saving: 12 hrs/year
Corporate relocation proposals
Generates corporate relocation proposals for businesses. Potential Time Save: Manual 45 mins x 20/year = 15 hrs VERSES AI User: 5 mins x 20/year = 2 hrs. Annual Saving: 13 hrs/year
Probate service introductions
Creates probate service introduction letters. Potential Time Save: Manual 20 mins x 20/year = 7 hrs VERSES AI User: 2 mins x 20/year = 1 hrs. Annual Saving: 6 hrs/year
Investor portfolio reviews
Sends investor portfolio reviews with market insights. Potential Time Save: Manual 30 mins x 30/year = 15 hrs VERSES AI User: 3 mins x 30/year = 2 hrs. Annual Saving: 13 hrs/year
Auction recommendations
Generates auction recommendation reports for suitable properties. Potential Time Save: Manual 25 mins x 20/year = 8 hrs VERSES AI User: 3 mins x 20/year = 1 hrs. Annual Saving: 7 hrs/year
Part-exchange valuations
Creates part-exchange valuations for new build buyers. Potential Time Save: Manual 30 mins x 20/year = 10 hrs VERSES AI User: 3 mins x 20/year = 1 hrs. Annual Saving: 9 hrs/year
Assisted move information
Sends assisted move service information to elderly vendors. Potential Time Save: Manual 15 mins x 20/year = 5 hrs VERSES AI User: 1 mins x 20/year = 0 hrs. Annual Saving: 5 hrs/year
BLOCK MANAGEMENT
Service charge demands
Generates service charge demands and payment reminders to leaseholders. Potential Time Save: Manual 30 mins x 200/year = 100 hrs VERSES AI User: 3 mins x 200/year = 10 hrs. Annual Saving: 90 hrs/year
AGM meeting notices
Creates AGM meeting notices and agendas with required documentation. Potential Time Save: Manual 45 mins x 50/year = 38 hrs VERSES AI User: 5 mins x 50/year = 4 hrs. Annual Saving: 34 hrs/year
Maintenance notifications
Sends maintenance schedule notifications to all residents. Potential Time Save: Manual 15 mins x 100/year = 25 hrs VERSES AI User: 1 mins x 100/year = 2 hrs. Annual Saving: 23 hrs/year
Contractor performance reports
Generates contractor performance reports for review. Potential Time Save: Manual 30 mins x 24/year = 12 hrs VERSES AI User: 3 mins x 24/year = 1 hrs. Annual Saving: 11 hrs/year
H&S inspection schedules
Creates health and safety inspection schedules and reminders. Potential Time Save: Manual 20 mins x 50/year = 17 hrs VERSES AI User: 2 mins x 50/year = 2 hrs. Annual Saving: 15 hrs/year
Insurance renewal reminders
Sends insurance renewal reminders with comparison options. Potential Time Save: Manual 20 mins x 50/year = 17 hrs VERSES AI User: 2 mins x 50/year = 2 hrs. Annual Saving: 15 hrs/year
Ground rent collection
Generates ground rent collection notices and reminders. Potential Time Save: Manual 20 mins x 100/year = 33 hrs VERSES AI User: 2 mins x 100/year = 3 hrs. Annual Saving: 30 hrs/year
Fire risk action plans
Creates fire risk assessment action plans and tracking. Potential Time Save: Manual 30 mins x 50/year = 25 hrs VERSES AI User: 3 mins x 50/year = 3 hrs. Annual Saving: 22 hrs/year
Cleaning schedules
Sends communal area cleaning schedules to residents. Potential Time Save: Manual 15 mins x 50/year = 13 hrs VERSES AI User: 1 mins x 50/year = 1 hrs. Annual Saving: 12 hrs/year
Section 20 notices
Generates Section 20 consultation notices for major works. Potential Time Save: Manual 60 mins x 30/year = 30 hrs VERSES AI User: 5 mins x 30/year = 3 hrs. Annual Saving: 27 hrs/year
Sinking fund requests
Creates sinking fund contribution requests and statements. Potential Time Save: Manual 25 mins x 100/year = 42 hrs VERSES AI User: 2 mins x 100/year = 3 hrs. Annual Saving: 39 hrs/year
Resident satisfaction surveys
Sends resident satisfaction surveys periodically. Potential Time Save: Manual 15 mins x 50/year = 13 hrs VERSES AI User: 1 mins x 50/year = 1 hrs. Annual Saving: 12 hrs/year
Car park permit renewals
Generates car park permit renewal notices. Potential Time Save: Manual 15 mins x 50/year = 13 hrs VERSES AI User: 1 mins x 50/year = 1 hrs. Annual Saving: 12 hrs/year
Utility bill allocations
Creates communal utility bill allocations to units. Potential Time Save: Manual 30 mins x 50/year = 25 hrs VERSES AI User: 3 mins x 50/year = 3 hrs. Annual Saving: 22 hrs/year
Emergency contact updates
Sends emergency contact update requests to leaseholders. Potential Time Save: Manual 10 mins x 100/year = 17 hrs VERSES AI User: 1 mins x 100/year = 2 hrs. Annual Saving: 15 hrs/year
Building compliance reports
Generates building regulation compliance reports. Potential Time Save: Manual 45 mins x 12/year = 9 hrs VERSES AI User: 5 mins x 12/year = 1 hrs. Annual Saving: 8 hrs/year
Year-end accounts
Creates accounts summaries for year-end submission. Potential Time Save: Manual 60 mins x 50/year = 50 hrs VERSES AI User: 5 mins x 50/year = 4 hrs. Annual Saving: 46 hrs/year
Leaseholder welcome packs
Generates new leaseholder welcome packs with building info. Potential Time Save: Manual 30 mins x 30/year = 15 hrs VERSES AI User: 3 mins x 30/year = 2 hrs. Annual Saving: 13 hrs/year
Subletting permissions
Processes subletting permission requests and decisions. Potential Time Save: Manual 25 mins x 30/year = 13 hrs VERSES AI User: 2 mins x 30/year = 1 hrs. Annual Saving: 12 hrs/year
Building management reports
Creates monthly building management reports. Potential Time Save: Manual 30 mins x 50/year = 25 hrs VERSES AI User: 3 mins x 50/year = 3 hrs. Annual Saving: 22 hrs/year
Pest control notifications
Sends pest control treatment notifications to residents. Potential Time Save: Manual 15 mins x 30/year = 8 hrs VERSES AI User: 1 mins x 30/year = 1 hrs. Annual Saving: 7 hrs/year
Garden maintenance schedules
Generates garden maintenance schedules for communal areas. Potential Time Save: Manual 15 mins x 50/year = 13 hrs VERSES AI User: 1 mins x 50/year = 1 hrs. Annual Saving: 12 hrs/year
Lift maintenance notices
Creates lift maintenance appointment notices. Potential Time Save: Manual 15 mins x 50/year = 13 hrs VERSES AI User: 1 mins x 50/year = 1 hrs. Annual Saving: 12 hrs/year
Budget vs actual reports
Generates budget vs actual spending reports for directors. Potential Time Save: Manual 45 mins x 12/year = 9 hrs VERSES AI User: 5 mins x 12/year = 1 hrs. Annual Saving: 8 hrs/year
Major works consultation
Creates major works consultation documents and timelines. Potential Time Save: Manual 60 mins x 20/year = 20 hrs VERSES AI User: 5 mins x 20/year = 2 hrs. Annual Saving: 18 hrs/year
SHORT-TERM LETS
Platform availability sync
Syncs availability across multiple booking platforms automatically. Potential Time Save: Manual 30 mins x 100/year = 50 hrs VERSES AI User: 2 mins x 100/year = 3 hrs. Annual Saving: 47 hrs/year
Booking confirmations
Generates automated booking confirmations with property details. Potential Time Save: Manual 15 mins x 200/year = 50 hrs VERSES AI User: 1 mins x 200/year = 3 hrs. Annual Saving: 47 hrs/year
Check-in instructions
Sends check-in instructions with door codes and access info. Potential Time Save: Manual 15 mins x 200/year = 50 hrs VERSES AI User: 1 mins x 200/year = 3 hrs. Annual Saving: 47 hrs/year
Turnover cleaning schedules
Creates cleaning schedules for turnovers between guests. Potential Time Save: Manual 15 mins x 200/year = 50 hrs VERSES AI User: 1 mins x 200/year = 3 hrs. Annual Saving: 47 hrs/year
Dynamic pricing recommendations
Generates dynamic pricing recommendations based on demand. Potential Time Save: Manual 30 mins x 52/year = 26 hrs VERSES AI User: 3 mins x 52/year = 3 hrs. Annual Saving: 23 hrs/year
Guest review reminders
Sends guest review reminders post-stay. Potential Time Save: Manual 10 mins x 200/year = 33 hrs VERSES AI User: 1 mins x 200/year = 3 hrs. Annual Saving: 30 hrs/year
Damage deposit returns
Processes damage deposit return workflows. Potential Time Save: Manual 20 mins x 200/year = 67 hrs VERSES AI User: 2 mins x 200/year = 7 hrs. Annual Saving: 60 hrs/year
House rules and WiFi details
Generates house rules and WiFi details for guests. Potential Time Save: Manual 15 mins x 200/year = 50 hrs VERSES AI User: 1 mins x 200/year = 3 hrs. Annual Saving: 47 hrs/year
Local area guides
Sends local area guides and recommendations to guests. Potential Time Save: Manual 20 mins x 200/year = 67 hrs VERSES AI User: 2 mins x 200/year = 7 hrs. Annual Saving: 60 hrs/year
Guest maintenance alerts
Creates maintenance alerts from guest reports. Potential Time Save: Manual 15 mins x 50/year = 13 hrs VERSES AI User: 1 mins x 50/year = 1 hrs. Annual Saving: 12 hrs/year
Channel commission reconciliation
Generates channel commission reconciliations monthly. Potential Time Save: Manual 30 mins x 12/year = 6 hrs VERSES AI User: 3 mins x 12/year = 1 hrs. Annual Saving: 5 hrs/year
Mid-stay check-ins
Sends mid-stay check-in messages for longer bookings. Potential Time Save: Manual 10 mins x 100/year = 17 hrs VERSES AI User: 1 mins x 100/year = 2 hrs. Annual Saving: 15 hrs/year
Guest screening questionnaires
Creates guest screening questionnaires for vetting. Potential Time Save: Manual 15 mins x 200/year = 50 hrs VERSES AI User: 1 mins x 200/year = 3 hrs. Annual Saving: 47 hrs/year
Occupancy rate reports
Generates occupancy rate reports and analytics. Potential Time Save: Manual 30 mins x 12/year = 6 hrs VERSES AI User: 3 mins x 12/year = 1 hrs. Annual Saving: 5 hrs/year
Seasonal rate adjustments
Sends seasonal rate adjustment notifications. Potential Time Save: Manual 20 mins x 12/year = 4 hrs VERSES AI User: 2 mins x 12/year = 0 hrs. Annual Saving: 4 hrs/year
Inventory check reports
Creates inventory check reports post-checkout. Potential Time Save: Manual 20 mins x 200/year = 67 hrs VERSES AI User: 2 mins x 200/year = 7 hrs. Annual Saving: 60 hrs/year
Utility usage reports
Generates utility usage reports for high-use periods. Potential Time Save: Manual 20 mins x 12/year = 4 hrs VERSES AI User: 2 mins x 12/year = 0 hrs. Annual Saving: 4 hrs/year
Guest feedback surveys
Sends guest feedback surveys post-stay. Potential Time Save: Manual 10 mins x 200/year = 33 hrs VERSES AI User: 1 mins x 200/year = 3 hrs. Annual Saving: 30 hrs/year
Booking amendments
Processes booking amendment confirmations. Potential Time Save: Manual 15 mins x 50/year = 13 hrs VERSES AI User: 1 mins x 50/year = 1 hrs. Annual Saving: 12 hrs/year
Cancellation and refunds
Generates cancellation and refund process communications. Potential Time Save: Manual 20 mins x 50/year = 17 hrs VERSES AI User: 2 mins x 50/year = 2 hrs. Annual Saving: 15 hrs/year
Repeat guest offers
Sends repeat guest special offers and discounts. Potential Time Save: Manual 15 mins x 100/year = 25 hrs VERSES AI User: 1 mins x 100/year = 2 hrs. Annual Saving: 23 hrs/year
Emergency contact cards
Creates emergency contact cards for guest packs. Potential Time Save: Manual 10 mins x 100/year = 17 hrs VERSES AI User: 1 mins x 100/year = 2 hrs. Annual Saving: 15 hrs/year
Tax reporting summaries
Generates tax reporting summaries for short-let income. Potential Time Save: Manual 45 mins x 12/year = 9 hrs VERSES AI User: 5 mins x 12/year = 1 hrs. Annual Saving: 8 hrs/year
Minimum stay updates
Sends minimum stay requirement updates across platforms. Potential Time Save: Manual 15 mins x 24/year = 6 hrs VERSES AI User: 1 mins x 24/year = 0 hrs. Annual Saving: 6 hrs/year
Guest verification workflows
Creates guest verification workflows with ID checks. Potential Time Save: Manual 20 mins x 200/year = 67 hrs VERSES AI User: 2 mins x 200/year = 7 hrs. Annual Saving: 60 hrs/year
OTHER PROPERTY WORKFLOWS
Commercial Property
Heads of terms documents
Generates heads of terms documents for commercial lettings. Potential Time Save: Manual 45 mins x 30/year = 23 hrs VERSES AI User: 5 mins x 30/year = 3 hrs. Annual Saving: 20 hrs/year
Lease renewal timelines
Creates lease renewal negotiation timelines and reminders. Potential Time Save: Manual 30 mins x 50/year = 25 hrs VERSES AI User: 3 mins x 50/year = 3 hrs. Annual Saving: 22 hrs/year
Rent review notices
Sends rent review notices and proposals to tenants. Potential Time Save: Manual 25 mins x 50/year = 21 hrs VERSES AI User: 2 mins x 50/year = 2 hrs. Annual Saving: 19 hrs/year
Break clause reminders
Generates break clause reminders well in advance. Potential Time Save: Manual 15 mins x 50/year = 13 hrs VERSES AI User: 1 mins x 50/year = 1 hrs. Annual Saving: 12 hrs/year
Dilapidations schedules
Creates dilapidations schedules for lease end. Potential Time Save: Manual 45 mins x 30/year = 23 hrs VERSES AI User: 5 mins x 30/year = 3 hrs. Annual Saving: 20 hrs/year
Property Development
Milestone payment triggers
Sends construction milestone payment triggers to buyers. Potential Time Save: Manual 20 mins x 50/year = 17 hrs VERSES AI User: 2 mins x 50/year = 2 hrs. Annual Saving: 15 hrs/year
Snagging list reports
Generates snagging list reports from inspection data. Potential Time Save: Manual 30 mins x 50/year = 25 hrs VERSES AI User: 3 mins x 50/year = 3 hrs. Annual Saving: 22 hrs/year
Plot reservation confirmations
Creates plot reservation confirmations with deposit details. Potential Time Save: Manual 20 mins x 50/year = 17 hrs VERSES AI User: 2 mins x 50/year = 2 hrs. Annual Saving: 15 hrs/year
Build progress updates
Sends build progress updates to buyers regularly. Potential Time Save: Manual 20 mins x 100/year = 33 hrs VERSES AI User: 2 mins x 100/year = 3 hrs. Annual Saving: 30 hrs/year
Help-to-buy assistance
Generates help-to-buy application assistance documents. Potential Time Save: Manual 30 mins x 30/year = 15 hrs VERSES AI User: 3 mins x 30/year = 2 hrs. Annual Saving: 13 hrs/year
Financial & Reporting
Commission calculations
Generates commission payment calculations for staff. Potential Time Save: Manual 30 mins x 12/year = 6 hrs VERSES AI User: 3 mins x 12/year = 1 hrs. Annual Saving: 5 hrs/year
Invoice chase sequences
Sends invoice chase sequences for outstanding payments. Potential Time Save: Manual 15 mins x 100/year = 25 hrs VERSES AI User: 1 mins x 100/year = 2 hrs. Annual Saving: 23 hrs/year
Cash flow forecasts
Creates cash flow forecasts from pipeline data. Potential Time Save: Manual 45 mins x 12/year = 9 hrs VERSES AI User: 5 mins x 12/year = 1 hrs. Annual Saving: 8 hrs/year
KPI dashboards
Generates KPI dashboards for management review. Potential Time Save: Manual 30 mins x 52/year = 26 hrs VERSES AI User: 3 mins x 52/year = 3 hrs. Annual Saving: 23 hrs/year
Communication & agentOS CRM
Appointment confirmations
Sends appointment confirmation texts automatically. Potential Time Save: Manual 5 mins x 500/year = 42 hrs VERSES AI User: 1 mins x 500/year = 8 hrs. Annual Saving: 34 hrs/year
Callback scheduling
Creates callback scheduling workflows for missed calls. Potential Time Save: Manual 10 mins x 200/year = 33 hrs VERSES AI User: 1 mins x 200/year = 3 hrs. Annual Saving: 30 hrs/year
Email signature campaigns
Generates email signature campaigns for promotions. Potential Time Save: Manual 20 mins x 12/year = 4 hrs VERSES AI User: 2 mins x 12/year = 0 hrs. Annual Saving: 4 hrs/year
Document expiry alerts
Sends document expiry alerts across all record types in agentOS CRM. Potential Time Save: Manual 15 mins x 200/year = 50 hrs VERSES AI User: 1 mins x 200/year = 3 hrs. Annual Saving: 47 hrs/year
GDPR data deletion reminders
Creates GDPR data deletion reminders and workflows. Potential Time Save: Manual 20 mins x 50/year = 17 hrs VERSES AI User: 2 mins x 50/year = 2 hrs. Annual Saving: 15 hrs/year
Miscellaneous Automations
Portfolio valuations
Generates property portfolio valuations for investors. Potential Time Save: Manual 45 mins x 50/year = 38 hrs VERSES AI User: 5 mins x 50/year = 4 hrs. Annual Saving: 34 hrs/year
Insurance claim documentation
Creates insurance claim documentation packs. Potential Time Save: Manual 30 mins x 20/year = 10 hrs VERSES AI User: 3 mins x 20/year = 1 hrs. Annual Saving: 9 hrs/year
Energy efficiency recommendations
Sends energy efficiency improvement recommendations. Potential Time Save: Manual 20 mins x 100/year = 33 hrs VERSES AI User: 2 mins x 100/year = 3 hrs. Annual Saving: 30 hrs/year
Boundary dispute documentation
Generates boundary dispute documentation. Potential Time Save: Manual 45 mins x 10/year = 8 hrs VERSES AI User: 5 mins x 10/year = 1 hrs. Annual Saving: 7 hrs/year
Japanese knotweed alerts
Creates Japanese knotweed inspection alerts and tracking. Potential Time Save: Manual 20 mins x 20/year = 7 hrs VERSES AI User: 2 mins x 20/year = 1 hrs. Annual Saving: 6 hrs/year
Party wall reminders
Sends party wall agreement reminders for building works. Potential Time Save: Manual 20 mins x 30/year = 10 hrs VERSES AI User: 2 mins x 30/year = 1 hrs. Annual Saving: 9 hrs/year
Planning permission tracking
Generates planning permission tracking and alerts. Potential Time Save: Manual 25 mins x 30/year = 13 hrs VERSES AI User: 2 mins x 30/year = 1 hrs. Annual Saving: 12 hrs/year
Agent fee comparisons
Creates estate agent fee comparison documents. Potential Time Save: Manual 30 mins x 50/year = 25 hrs VERSES AI User: 3 mins x 50/year = 3 hrs. Annual Saving: 22 hrs/year
Mortgage broker tracking
Sends mortgage broker referral tracking reports. Potential Time Save: Manual 20 mins x 50/year = 17 hrs VERSES AI User: 2 mins x 50/year = 2 hrs. Annual Saving: 15 hrs/year
Conveyancer performance reports
Generates conveyancer performance reports. Potential Time Save: Manual 30 mins x 12/year = 6 hrs VERSES AI User: 3 mins x 12/year = 1 hrs. Annual Saving: 5 hrs/year
COMPLIANCE CHECKERS
Compliance Checkers
Awaab's Law Checker
Automatically monitors properties and tenancies for compliance with Awaab's Law requirements. Scans maintenance requests for damp, mould and condensation issues, tracks response times against statutory deadlines, and escalates cases at risk of breaching the 14-day investigation and 7-day emergency repair timeframes. Potential Time Save: Manual 45 mins x 200/year = 150 hrs VERSES AI User: 3 mins x 200/year = 10 hrs. Annual Saving: 140 hrs/year
Rent Smart Wales Checker
Validates landlord and agent registration status against the Rent Smart Wales database. Automatically checks licence expiry dates, alerts when renewals are due, and ensures all Welsh rental properties are managed by appropriately licensed individuals before tenancies commence. Potential Time Save: Manual 20 mins x 100/year = 33 hrs VERSES AI User: 1 mins x 100/year = 2 hrs. Annual Saving: 31 hrs/year
New EPC Regulations Checker
Monitors property portfolio against upcoming EPC minimum rating requirements. Identifies properties below the required rating threshold, generates improvement recommendation reports, tracks upgrade progress, and alerts when certificates are expiring or non-compliant with current and forthcoming legislation. Potential Time Save: Manual 30 mins x 200/year = 100 hrs VERSES AI User: 2 mins x 200/year = 7 hrs. Annual Saving: 93 hrs/year
Anti-Discrimination Checker
Scans property listings, tenancy descriptions and terms for potentially discriminatory language. Flags phrases such as 'No DSS', 'No Housing Benefit', 'No Pets', 'No Children', 'Professionals Only' and similar wording that could breach the Equality Act 2010 or constitute indirect discrimination. Suggests compliant alternative wording. Potential Time Save: Manual 15 mins x 150/year = 38 hrs VERSES AI User: 1 mins x 150/year = 3 hrs. Annual Saving: 35 hrs/year