Industries › Estate agents
The admin app for estate agents
Built for a UK estate agency: 8 ready-made features for your work, plus the essentials every business needs – in one app that runs on your own computer.
- Free for 30 days
- No card, no sign-up
- £99 once, no subscription
Features for estate agents
Switch any of them on or off whenever you like.
Valuations
Book market appraisals and follow up potential sellers until they instruct.
New instructions
Get terms signed, ID checked, EPC and material information ready before marketing.
Listing copy
Track property descriptions and portal listings from draft to approved.
Viewings and feedback
Book viewings, confirm with both sides and collect buyer feedback.
Offers
Log every offer, qualify the buyer and record when it was put to the seller in writing.
Sales progression
Track each agreed sale from memorandum to completion and chase the chain.
AML checks
Record ID and source-of-funds checks for every seller and buyer.
Completion fees
Send fee invoices to sellers' solicitors and track payment on completion.
Plus the essentials every business needs
Contacts
One place for customers, suppliers and other contacts with their details and history.
Invoices and payment chasing
Track invoices you've sent, see what's overdue and draft polite reminders.
Supplier bills
Log bills from suppliers, check them against orders and see what's due to pay.
Staff records and onboarding
Keep staff details, right-to-work checks, training and onboarding steps in one place.
Tasks
A simple to-do list with owners and due dates for anything that doesn't fit elsewhere.
Document register
Track important documents – insurance, licences, contracts and policies – and their renewal dates.
Weekly brief
A short Monday summary of money, deadlines, risks and decisions – written with Claude's help.
Reference notes built in
The app's help panel includes notes like these, checked against official sources on 13/11/2026. Rules change, so confirm each one at the source.
| Item | Rule or timing (as checked) | Confirm at |
|---|---|---|
| Material information in listings | Include price, tenure, council tax band and other material facts before marketing | NTSELAT material information guidance |
| EPC for sale | Must be commissioned before marketing; valid 10 years | gov.uk/buy-sell-your-home/energy-performance-certificates |
| Offers to seller | Pass on promptly and in writing | Estate Agents Act 1979 – NTSELAT guidance |
| Redress scheme membership | Must belong to an approved scheme at all times | gov.uk – estate agents redress scheme |
| AML customer due diligence | Before business relationship; both buyer and seller; keep records 5 years | gov.uk – estate agency business AML guidance |
| HMRC AML registration | Must be registered before trading; renew annually | gov.uk/guidance/money-laundering-regulations-registration |
| Stamp Duty Land Tax return (buyer's solicitor) | Within 14 days of completion – note for chain updates | gov.uk/stamp-duty-land-tax |
The app never hard-codes legal deadlines into your records: you enter your own dates. This is general information, not legal or professional advice.
Try it with your own business name
It takes a couple of minutes. Your app is built in your browser – nothing is uploaded.
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