Free checklist for UK estate agencies
Win back estate agency admin hours without losing the personal follow-up
Estate and letting agencies compete on speed, clarity and trust. The difficulty is that every portal enquiry, viewing, vendor update and offer creates another manual message for a negotiator to remember.
When follow-up relies on memory, good applicants wait too long, vendors chase for updates, and post-offer admin lands in the middle of fee-earning work.
This free checklist gives you a practical way to decide which estate agency touchpoints should be templated, triggered or reviewed by a person. It opens directly, with no details required. The form is only if you want to request a conversation about your workflow.
What is inside
- ✓Fast response steps for Rightmove, Zoopla and OnTheMarket enquiries
- ✓Applicant qualification, viewing confirmation and 24-hour reminder prompts
- ✓Vendor and landlord activity updates that reduce manual chasing
- ✓Post-offer follow-up, tenancy renewal reminders and review request timing
Get the free checklist
No form needed. Open the practical checklist now.
Read the checklistWant help applying it?
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When you're ready to fix it
The Operations Blueprint for estate and letting agencies
The enquiry that came in on Saturday and got answered on Tuesday is a lost instruction. We measure the time between enquiry, viewing and referencing, then map what to fix first.
- ✓Fixed £500 fee, paid before the session
- ✓Written Blueprint within 3 working days of the session
- ✓Desk-research starting point: around 45 hours a month to investigate, not a statistical result
- ✓Your estimates are based on your own team and workflows, not a fixed promise
- ✓If you start a Cortel retainer within 14 calendar days of the written Operations Blueprint being delivered, the £500 Blueprint fee is credited against your first retainer invoice.