Professional Services
Protect Your Revenue. Grow Your Portfolio.
Professional services that generates opportunity and Growth, recovers lost income, ensure compliance, and free up your team to focus on high value work.
Acquisitions
Portfolio Health Check
Comprehensive audit of property portfolio, analysing declared stock versus incomes, revenue leakage, compliance risks and client account snapshot reconciliation. Professional due diligence that puts you in a stronger negotiating position.
Result: London agency discovered £42K client account debt and identified potential compliance fines worth £15K.
Data Migration Accelerator
Streamlined transfer of property, tenant, and landlord data from legacy systems with automated validation. Reduces manual data entry time and ensures business continuity during system transitions.
Result: Regional agency with 500 properties completed entire system migration in 2 weeks instead of 2 months, saving £25K in staff costs.
Acquisition Readiness Service
Comprehensive pre-acquisition health check and optimisation program that analyses your agency's operational, financial, and data integrity to maximise valuation and streamline due diligence.
Result: Agency owner increased their valuation by £350K after resolving critical issues. Another client reduced due diligence from 6 months to 6 weeks.
Client Accounting
Move from Excel to Open Banking
Spot check of your Excel reconciliation and activation of open banking reconciliation service. Move from manual to automated. Eliminates hours of manual data entry and reduces human error in your reconciliation process.
Result: Agencies typically save 8-12 hours per month in manual reconciliation time. One client reduced reconciliation errors by 95% within the first month.
Automatic Reconciliation Service
Review of agentOS usage to activate automatic reconciling of rents in and payments out. We configure your system to match transactions automatically, flagging only exceptions for manual review.
Result: Medium-sized agency reduced daily reconciliation time from 2 hours to 15 minutes. Annual time saving equivalent to £18,000 in staff costs.
Client Account Reconciliation Service
Expert review and reconciliation of your client account, identifying discrepancies and providing a clear audit trail with recommended corrective actions. Ensures compliance with client money protection requirements.
Result: Growing agency discovered £12,000 in misallocated client funds resolved in 3 days, saving 40+ hours of staff time.
CMP Special Measures Resolution Service
Emergency response service to address CMP scheme audit requirements and resolve reconciliation issues within mandated deadlines. Direct liaison with CMP scheme auditors.
Result: Agency facing CMP suspension resolved £45,000 in unexplained variances in 5 days, preventing expulsion from CMP scheme.
CMP Sign-Off Service by ACCA Accountant
Comprehensive preparation and review of your client account for CMP sign-off by our ACCA qualified accountant, ensuring efficient certification for CMP scheme compliance.
Result: Multi-branch agency saved £2,800 in accountant fees by reducing review time from 5 days to 2 days. Another client avoided £5,000 in emergency accountant fees.
Client Account Snapshot Service
Rapid diagnostic review of client account health with actionable recovery plan, focusing on identifying potential client account debt.
Result: Agency owner discovered £15,000 shortfall accumulated over 2 years. Snapshot review identified source in 48 hours with 12-month recovery plan.
Accounts Reconciliation for Non-agentOS Clients
Full client account reconciliation service for agencies not currently using agentOS. We upload your bank statements into our specialist reconciliation tools to identify discrepancies, trace missing transactions, and produce a clear audit trail. Ideal for agencies using legacy systems, spreadsheets, or other property management software who need expert reconciliation support.
Result: Non-agentOS agency identified £8,500 in unreconciled transactions within 5 working days. Service acts as a gateway to understanding the benefits of agentOS and AgentPay for future migration.
Accounts Reconciliation for Calmony Clients
Dedicated client account reconciliation service for agencies using Calmony banking services. We leverage the direct integration between Calmony and agentOS to provide seamless reconciliation, identifying discrepancies between your Calmony account and client records. Includes full audit trail and recommendations for process improvements.
Result: Calmony client reduced monthly reconciliation time by 75% and identified £6,200 in historical discrepancies. Ongoing service ensures continuous compliance with CMP requirements.
Compliance
Agency Compliance Automations Service
End-to-end compliance registration and renewal management including ICO, Ombudsman, HMRC AML, GDPR, and website compliance. Proactive management of all renewal deadlines.
Result: Growing agency avoided £25,000 in potential fines when service identified missing HMRC registration after opening new branch. Another client saved 15 hours per month of director time.
OFSI Compliance Readiness Service
Comprehensive landlord verification and compliance preparation ensuring your agency meets all OFSI requirements. Automated screening against sanctions lists with ongoing 24-hour monitoring.
Result: London agency discovered two sanctioned beneficial owners, protecting them from potential criminal charges and £1M+ in fines.
Compliance AI Users Automation Setup
Implementation of automated compliance tracking and notification system for property certifications, powered by AI user agents. We install intelligent AI users that work alongside your team to monitor compliance deadlines, automatically create maintenance jobs, schedule certification renewals, and proactively alert you to expiring documents. The AI users handle repetitive compliance tasks 24/7, freeing your team to focus on client relationships.
Result: Medium-sized agency avoided £30K in potential fines by catching 15 expired gas certificates before audit. AI users reduced compliance administration time by 80%.
Renters' Reform Bill Readiness Service
Comprehensive preparation service to ensure your agency is fully compliant with the Renters' Reform Bill requirements. We audit your current processes, update your documentation, train your team on new obligations including the abolition of Section 21, new grounds for possession, the Property Portal registration, and the Private Rented Sector Ombudsman requirements. We install AI user agents to automate ongoing compliance monitoring, manage new notice periods, track Property Portal submissions, and ensure your tenancy agreements meet the new standards.
Result: Early-adopter agencies report 40% reduction in compliance-related queries from landlords. AI users ensure zero missed deadlines for Property Portal registrations and automatically update processes as regulations evolve.
AML Audit
Assessment of your AML exposure and recommendations for updated AML processes. AI-powered review of client data to identify gaps in your current anti-money laundering procedures.
Result: HMRC AML fines are increasing. Typical audit identifies 15-20 gaps in AML processes. One agency avoided £12,000 in potential fines by addressing issues before HMRC inspection.
Tenancy Signing and Referencing Service
End-to-end tenancy signing and referencing service ensuring all paperwork is compliant with current legislation. We handle the entire process from initial tenant application through to signed tenancy agreement, including Right to Rent checks, comprehensive referencing (credit, employment, landlord, and affordability), guarantor processing, and digital signing. Our team ensures every tenancy starts on a solid legal foundation with complete documentation.
Result: Agencies using our service report 60% faster tenancy turnaround times and 35% reduction in failed tenancies due to thorough upfront referencing. Average saving of £450 per tenancy in avoided void periods and re-letting costs.
Annual CMP Review for Insured Scheme
Review deposits to identify those no longer requiring cover. We audit your entire deposit portfolio, identify deposits that have been released but not updated, and ensure you are not paying premiums for properties no longer under management.
Result: Average agency recovers £1,200-£2,500 annually in unnecessary deposit protection premiums. One client discovered 47 deposits still being covered for properties sold 18 months prior.
Annual HMRC Reporting Section 19
Review and submission of Section 19 reporting requirements. We compile all required landlord payment data, verify accuracy against your records, and submit compliant reports to HMRC on your behalf.
Result: Eliminates 20+ hours of annual administrative work. Ensures 100% compliance with HMRC requirements, avoiding penalties of up to £3,000 per incorrect return.
Customer Software Development
Custom Software Development
Deliver custom development using custom fields, custom reports, API, automations, webforms and downloadable apps. Software that precisely fits your agency's unique market positioning and processes.
Result: Your CRM does exactly what you need for your agency's specific requirements. Typical custom development delivers 3x return on investment within 12 months through efficiency gains.
API Software Development for Proptech
API integration development for third-party proptech solutions. We build secure, robust integrations between agentOS and your chosen technology partners.
Result: Seamless data flow between systems eliminates double-entry. Average agency saves 5-10 hours per week in manual data transfer between platforms.
MCP Software Development for Proptech and Other Services
Model Context Protocol (MCP) integration development enabling AI agents to communicate directly with agentOS and third-party services. We build MCP servers that allow AI assistants to access your property data, execute workflows, and interact with external proptech platforms seamlessly. This next-generation integration approach enables intelligent automation across your entire technology stack.
Result: MCP integrations reduce manual intervention by 90% for routine queries. AI agents can instantly access property data, tenant information, and execute actions without human involvement, saving 15-20 hours per week.
Software Requests: Accelerated Development
Got a software request that's on our roadmap but will take time to reach? Put it to the front of the queue. We fast-track development for features you need now, allowing you to group with other agentOS customers to share development costs and get features delivered months ahead of schedule.
Result: Shared development costs reduce individual investment by 60-80%. Features delivered 3-6 months ahead of standard roadmap timelines. Priority access to new functionality gives you competitive advantage.
IT Services
Data Migration to Another CRM
Full data migration service if switching to a competitor system. Understand the true cost of switching before making decisions. We provide detailed analysis of migration complexity and timeline.
Result: Clear understanding of true switching costs prevents costly surprises. Typical migration quote reveals 40-60% higher costs than competitors initially estimate.
IT Security Audit and Penetration Testing
Comprehensive IT security audit assessing whether your business is exposed to potential data breaches. We conduct penetration testing against industry security standards, identify vulnerabilities in your systems, and assess your risk exposure to the 10% of annual turnover GDPR fine that can result from a data breach. Includes detailed remediation recommendations and compliance roadmap.
Result: Peace of mind for corporate landlords and compliance requirements. Identifies an average of 8-12 security vulnerabilities per assessment. One client avoided potential £180,000 GDPR fine by addressing critical security gaps before a breach occurred.
Microsoft
Microsoft Licence Management
Complete management of your Microsoft 365 licences. We ensure you have the right licence types for each user, optimise your subscription costs, manage user provisioning and de-provisioning, and handle licence renewals. Stop overpaying for unused licences or missing features your team needs.
Result: Average agency saves 15-25% on Microsoft licensing costs through proper optimisation. One client discovered they were paying for 12 unused licences, saving £2,400 annually.
Microsoft Teams Phone System
Microsoft Teams phone system service fully integrated with your existing Microsoft 365 environment. We handle the complete setup, number porting, call routing, voicemail configuration, and staff training. Options available for startups and established offices. We've installed this system in our own business and experienced significant cost savings while improving team collaboration.
Result: We saved £4,800 annually in our own business by switching to Teams phones. Average client saving of £150-300 per user annually compared to traditional phone systems. Unified communications improve team response times by 25%.
Microsoft Email and Outlook Management
Full management of your Microsoft email infrastructure. We configure email routing, spam filtering, security policies, shared mailboxes, distribution groups, and email signatures. Ensure your team's email is secure, professional, and compliant with industry standards.
Result: Properly configured email reduces spam by 95% and prevents phishing attacks. Consistent email signatures across all staff improve brand professionalism. Average setup saves 3-4 hours per new employee.
SharePoint Data and File Management
Organisation and management of your SharePoint environment for document storage, team collaboration, and data management. We structure your SharePoint sites, set up document libraries, configure permissions, and create workflows for document approval and retention.
Result: Structured SharePoint reduces time searching for documents by 70%. Proper permissions prevent data leaks and ensure compliance. Automated workflows save 5-10 hours per week on document management.
Hardware Monitoring and Software Management
Extended IT management covering the hardware within your business. We monitor device health, manage software updates and security patches, track warranty status, and ensure all machines are running optimally. Proactive management prevents downtime and security vulnerabilities.
Result: Proactive monitoring reduces unplanned downtime by 80%. Automatic updates ensure security patches are applied within 24 hours. Average agency avoids 2-3 days of lost productivity annually from preventable IT issues.
Performance
Missed Invoice Recovery Audit
Detailed analysis of historical transactions to identify charges applied but not invoiced and recoverable funds within your client account.
Result: Regional agency recovered £28,000 in unbilled maintenance fees from past 18 months. Another client found £15,000 in missed renewal fees.
Business Dashboard
Bespoke dashboard of your business metrics. Instantly focus on what's important so you can make critical decisions that drive growth and profit.
Result: Real-time visibility enables faster decision making. Clients report identifying growth opportunities worth £20,000+ within first quarter of use.
Performance Optimisation Dashboard
Centralises KPIs, sales targets, and individual performance metrics in a real-time interactive BI dashboard. Transforms scattered Excel sheets into actionable insights.
Result: Mid-sized agency increased team performance by 32%. Top performer exceeded targets by 45% with real-time progress visibility.
Operational Efficiency and Missing Automations Assessment
Detailed analysis and optimisation of your customer journeys, agency workflow processes and resource allocation.
Result: Family-run agency reduced property management overhead by 25% while increasing portfolio by 30%.
Revenue Optimisation Analysis
Comprehensive analysis comparing your revenue generation and charging model against all our other agentOS clients. We benchmark your fee structures, identify services you could introduce, highlight where you're undercharging compared to the market, and provide specific recommendations to increase your revenue per property.
Result: Manchester agency increased management fee revenue by 18% while maintaining 98% client retention. Average analysis identifies £15,000-40,000 in untapped annual revenue.
Making Tax Digital for Landlords App
We're launching an app that enables your agency to offer Making Tax Digital (MTD) compliance services directly to your landlords. From April 2026, landlords with property income over £50,000 must submit quarterly tax updates to HMRC, dropping to £30,000 from April 2027. Your landlords will need a solution, and you can be the one to provide it.
The app pulls rental income data directly from agentOS, allowing landlords to review and submit their quarterly returns with minimal effort. You offer this as a subscription service to your landlord base, generating recurring revenue while solving a genuine compliance headache for your clients.
Result: At £3 per landlord per month, an agency with 200 landlords generates £7,200 in additional annual revenue. Larger portfolios of 500 landlords would earn £18,000 per year. Strengthens landlord relationships by positioning your agency as their trusted compliance partner, reducing churn and increasing retention.
We configure your agentOS system to track and charge contractor commissions on maintenance work. When you introduce contractors to landlords or manage maintenance projects, you can earn a commission on the work completed. We set up the tracking, invoicing, and reporting to ensure you capture this revenue consistently.
Result: Earn over £2,500 per annum for smaller agencies, £10,000+ for medium portfolios, and £25,000+ for larger operations. Turn your contractor relationships into a profitable revenue stream.
Bills Included Utility Schedule
Set up a bills-included service for your managed properties. We configure the utility management and billing system to allow you to offer all-inclusive rent packages to tenants, with you managing the utilities and earning a margin on the service. Particularly valuable for HMOs and student lets.
Result: Earn over £300 per property per year. A 50-property HMO portfolio generates £15,000+ in additional annual revenue. Tenants value the simplicity, landlords appreciate the reduced void risk.
Rent Guarantee Service Setup
Configure your agency to offer rent guarantee services to landlords. We set up the product offering, pricing structure, documentation, and integration with agentOS to track covered properties and manage claims. Provide landlords with peace of mind while generating additional revenue.
Result: Earn over £240 per property per year. A portfolio of 100 guaranteed properties generates £24,000+ in additional annual income. Reduces landlord concerns about tenant default and strengthens retention.
Compliance Fee Implementation
Set up a compliance fee structure charged to landlords for the ongoing compliance management of their properties. We configure automated charging, tracking, and reporting for compliance services including gas safety, electrical certificates, EPC management, and legionella risk assessments.
Result: Earn over £5,400 per annum for smaller portfolios, scaling to £21,600+ for medium agencies and £43,200+ for larger operations. Positions compliance as a valuable service rather than a cost centre.
Rainmaker Optimisation
Configuration and optimisation of your agentOS system to align with Rainmaker best practices. Rainmaker is an organisation that recommends proven approaches for agency growth and profitability. We help configure your software to implement their methodologies, ensuring you get maximum value from both Rainmaker's guidance and your agentOS investment.
Result: Agencies following Rainmaker methodology with properly configured software report 20-30% improvement in key performance metrics. Ensures your technology supports rather than hinders your growth strategy.
AI Reports: AI Data Analysis
AI-powered analysis and reporting on your agency data. Ask questions in plain English and receive instant insights from your data.
Result: Reduces report generation time from hours to seconds. Enables data-driven decisions without specialist analyst skills.
Automations and AI Users Identification
Comprehensive analysis of your business's manual processes to identify opportunities for AI users and automations. We compare your workflows against what our other customers are successfully using, identifying proven automations and AI user implementations that could transform your operations. You'll receive a prioritised roadmap of automation opportunities ranked by impact and ease of implementation.
Result: Typical assessment identifies 15-20 automation opportunities. Average time saving of 40 hours per month across identified processes. Clients implementing recommended AI users report 50% reduction in routine administrative tasks.
Power BI Reporting
Custom Power BI reporting and dashboard development.
Result: Professional-grade business intelligence at fraction of enterprise costs. Average ROI of 400% within first year of implementation.
Excel Builds and Macros
Custom Excel builds and macro development for specialist reporting needs.
Result: Automates repetitive spreadsheet tasks. Average time saving of 5-10 hours per week on reporting.
Custom AI Dashboard
Within new dashboard, use custom reports to pull through data for agent-specific AI prompts. Ask AI anything and get answers from your data.
Result: Instant answers to complex business questions. Reduces analysis time by 90% compared to manual reporting.
Revenue Generation Opportunities
Landlord Self-Assessment Reports
Issue and charge for landlord self-assessment tax reports. Provide your landlords with a comprehensive summary of rent received, fees, expenses, and tax guidance. Reports are automatically generated from agentOS data and can be charged as an additional service, creating a new revenue stream for your agency.
Result: Great value-add service for landlords. Agencies charge £25-50 per report, generating £5,000-15,000 additional annual revenue. Strengthens landlord relationships and reduces end-of-year queries.
Referencing
Tenant Referencing Automation Service
End-to-end automated referencing solution combining compliance checks, lead generation, and cost reduction through in-house processing. Includes Right to Rent, credit checks, ID verification.
Result: Medium-sized agency saved £24,000 annually while reducing processing time by 60%. Gained 14 new managed properties from landlord leads discovered during tenant references.
agentOS Referencing
Full referencing service delivered as professional service. We handle all tenant referencing on your behalf using agentOS integrated tools.
Result: Save £35-45 per reference compared to external providers. Average agency processing 50 references monthly saves £21,000-27,000 annually.
Sales and Marketing
Prospecting Data
Reports on potential prospect opportunities in your market, including addresses on leads.
Result: Targeted prospecting increases conversion rates by 40%. Average client gains 8-12 new instructions from first data set.
Website Builds
We build richly integrated websites that connect directly with your agentOS CRM system, ensuring property listings, availability, and pricing are always up to date. Each website features an AI agent that sits front and centre, handling visitor enquiries 24/7, qualifying leads, booking viewings, and capturing contact details automatically. Your website becomes an active member of your team, not just a digital brochure.
Result: Professional online presence increases enquiry rates by 25-40%. AI agent captures leads outside office hours, typically generating 15-20 additional qualified enquiries per month. Mobile-optimised sites capture 60% more leads.
Professional Brochure Design
High-quality brochure design services.
Result: Professional marketing materials increase instruction win rate by 15-20%. Consistent branding builds trust and recognition.
Customer Surveys
Customer surveys for agents. Get genuine feedback on what your clients are thinking and wanting.
Result: Opens up selling opportunities for more professional services. Average survey identifies £8,000+ in upsell opportunities.
Social Media Recommendation Campaign
Review all email templates and add soft automations to ask for recommendations. Monthly prize draws for referrals.
Result: Referral programs generate 15-25% of new business for participating agencies. Cost per acquisition 70% lower than paid advertising.
Portal Lead Addresses: Property Prospecting Service
We mine your portal lead data to identify properties in your market that are available to rent or let. These properties are automatically added to your agentOS system as prospects. You can then use the integrated Land Registry functionality to identify the property owner and begin targeted marketing to them. Turn passive portal data into an active prospecting pipeline.
Result: Convert existing data into new instructions. Average client identifies 20-30 prospecting opportunities per month. Agencies report 5-8 new instructions per quarter from Land Registry follow-ups.
Website Benchmarking
Benchmark your website against customer showcase journeys. Identify gaps in your current website that leak visitors.
Result: Increase ROI from your website by generating more conversions. Reduce PPC costs by 20-35% through improved conversion rates.
Email Footer Design
Add links to promote apps and services. Setup for all staff on agentOS and O365 emails. Includes updated legal disclaimers.
Result: Professional email footers increase app downloads by 40%. Consistent branding across all communications builds trust.
Training and Development
Company Procedures Web App
We build a custom web application that sits within agentOS, housing all your company procedures in one accessible location. Building on your existing processes and agentOS software flow, we create a branded, searchable procedures hub that your team can access directly from their CRM. Good and up-to-date procedures, your brand, your services, integrated where your team already works.
Result: Get teams delivering your vision consistently. Reduces onboarding time by 50% and ensures compliance across all staff. In-CRM access means 80% higher usage than standalone documentation.
New Starter Training
We deliver your induction and software training so you can focus on day-to-day operations.
Result: New hires productive faster with consistent onboarding experience. Reduces manager time spent on training by 80%.