The transaction portal
your CRM doesn't have.
Your CRM stores the deal. Estate Agent AI keeps it moving. Vendors, buyers, solicitors and contractors all see live progress through one branded portal — without leaving Alto, Reapit, Street, or whatever you already use.
14-day free trial · No card required · Works alongside Alto, Reapit, Street, Jupix
◀ What you see in the dashboard
What your vendor sees ▶
3 Bed Semi · Lower Parkstone
📍 BH14 8TQ · Agreed: £425,000
Connected to this deal
Mr & Mrs Williams
Vendor
Sarah Thompson
Buyer
James Carter
Vendor's solicitor · Carter & Co
Linda Hart
Buyer's solicitor · Hart Legal
Mike Patel
Mortgage broker
Transaction portal · Frost & Co
3 Bed Semi · Lower Parkstone
£425,000
Welcome, James Carter (Vendor's solicitor)
Current stage
Searches received
📊 LATEST UPDATE FROM YOUR AGENT
Local authority searches came back clean yesterday. The buyer's mortgage offer is expected by Friday, after which we'll move straight to the enquiries stage. Currently on track for exchange in approximately 3 weeks.
Documents
12
Parties
5
Messages
8
One deal. Two views. Same source of truth. Add the vendor, the buyer, both solicitors, the mortgage broker, the surveyor — each gets their own secure link. No login. No app. No more "what's happening with my sale?" phone calls.
303K+
UK fall-throughs/year
15-20hrs
Saved per week
< 60s
Lead response, 24/7
30s
Listing generation
The £8,000 phone call
Most deals don't fall through.
They go silent first.
303,000 UK property deals collapse every year. Most because nobody knew what was happening at a critical moment. The vendor stopped trusting. The buyer started doubting. The solicitor got distracted. Silence killed the deal.
Sound familiar?
Vendors calling at 4pm asking 'what's happening with my sale?'
Solicitors not responding for days, deals stalling
Buyers going quiet because they don't know what stage they're at
Rightmove enquiries unanswered overnight — buyers move on
Scrambling for AML documents before an HMRC inspection
Spending an hour writing every property description
How it works
From sold STC to completed,
everyone in the loop.
You set it up once. Then every party stays in sync automatically — without you having to chase or update anyone.
01
Add the deal
Sold STC. Import from your CRM or enter the property and agreed price in 30 seconds.
02
Add the parties
Vendor, buyer, both solicitors, mortgage broker, surveyor. Whoever is involved.
03
Each gets a secure link
Branded as your agency. No login. No app. Works on any device, any time.
04
Everyone stays in sync
Live progress, documents, AI status updates, two-way messaging. The deal moves forward without silence.
The platform
Seven tools.
One platform.
The transaction portal is the headline. Everything else is what your team does between deals — and Estate Agent AI handles all of it. Every feature listed here is live and working.
Feature 1 of 7 · The killer feature
One portal.
Everyone in the loop.
Vendor. Buyer. Both solicitors. Mortgage broker. Surveyor. Contractors. Each gets a secure link — no login, no app. They see exactly where the deal is, every document, and can message you directly. You look like the most organised agent they've ever worked with.
WHAT EACH PARTY SEES:
Transaction portal · Frost & Co
3 Bed Semi · Lower Parkstone
£425,000
Current stage
Searches received
📊 LATEST UPDATE FROM YOUR AGENT
Local authority searches came back clean yesterday. The buyer's mortgage offer is expected by Friday, after which we'll move straight to the enquiries stage. Currently on track for exchange in approximately 3 weeks...
Documents
12
Parties
5
Messages
8
THE MAGIC:
🔗 No login required
Just click the secure link in your email
🎨 Branded as your agency
Your colours, your logo — looks bespoke
📊 AI status updates
Plain English summaries, generated on demand
📄 Document vault
Contracts, searches, EPCs — all in one place
💬 Two-way messaging
Solicitors can reply directly to you
📋 Activity timeline
Every action logged, audit-ready
Feature 2 of 7
Listings in 30 seconds, not 45 minutes.
Tap a few feature chips, hit generate. Get a polished Rightmove description, social post, window card, email teaser, and Material Information — all at once. DMCCA-compliant by default.
- DMCCA-compliant Material Information auto-populated
- Four tone styles: Premium, Family, First-time buyer, Investment
- British English, no clichés, no 'boasts' or 'nestled'
- Saves to your library — edit, copy, post anywhere
Stunning Three Bedroom Family Home with South-Facing Garden
£425,000 · Semi-detached · 3 bed · Freehold
📍 BH14 8TQ · Lower Parkstone
Key features
A beautifully presented three bedroom semi-detached family home in the heart of Lower Parkstone, offered with no onward chain. The property has been recently refurbished throughout and benefits from a modern fitted kitchen, a generous south-facing rear garden, and ample off-road parking...
Feature 3 of 7
Reply to every lead in under 60 seconds. 24/7.
Rightmove and Zoopla enquiries forward to your unique inbox. Claude reads them, qualifies the buyer, and replies instantly with a viewing booking link. Configurable tone, custom qualification questions, full conversation history.
- Never miss a lead — even at 11pm on a Sunday
- Personalised replies in your tone of voice
- Lead pipeline: New → Qualified → Viewing → Offer
- Hot/Warm/Cold scoring to prioritise your time
Sarah Thompson · sarah@example.com
Rightmove enquiry · 11:47pm
SARAH
Hi, I'd love to view the 3 bed semi in BH14 this weekend if possible. Cash buyer, no chain.
AGENTAI · 11:48pm
Hi Sarah, thank you so much for your enquiry about the lovely Lower Parkstone semi! That's wonderful news that you're a cash buyer with no chain — exactly what our vendors are hoping for.
To make sure we find you the perfect viewing slot, could I ask: what's your ideal timeframe for moving, and are there any specific features that drew you to this particular property?
You can book a viewing here: calendly.com/your-agency
✓ Replied in 47 seconds · Status: AI Responded
Feature 4 of 7
Never lose another deal to silence.
Every live deal on one kanban board. AI flags stalling chains, drafts chase emails, generates plain English status updates for vendors. Cut fall-throughs before they happen.
- 9 stages from Sold STC through to Completion
- Risk indicators: green / amber / red
- AI status summaries on demand
- Target exchange and completion dates
Sold STC
3 bed semi · BH14
£425k
3 bed semi · BH14
£425k
Searches
3 bed semi · BH14
£425k
3 bed semi · BH14
£425k
Mortgage
3 bed semi · BH14
£425k
3 bed semi · BH14
£425k
Exchange
3 bed semi · BH14
£425k
Completed
3 bed semi · BH14
£425k
3 bed semi · BH14
£425k
Risk alert: 2 deals in Searches over 4 weeks — chase solicitors
Feature 5 of 7
HMRC-ready at all times.
KYC checklists, secure document collection, sanctions and PEP screening, and a full immutable audit trail. Every check timestamped. Every change logged. Bulletproof for inspections.
- 5-step KYC checklist per client
- ID, address, source of funds, sanctions, PEP
- Standard or enhanced risk levels
- Immutable audit log — every change tracked
Mr & Mrs Williams
Vendor · Standard risk
Progress
4 / 5 complete
Feature 6 of 7
A week of social posts, in 30 seconds.
Pick any listing, hit generate. Claude writes 5 different angles for you — Just Listed, Price Spotlight, Area Info, Viewing CTA, and a seasonal post — ready to copy and paste into Facebook and Instagram.
- 5 different post types per listing
- 120-180 word captions with emojis and hooks
- 15-20 relevant hashtags including local area
- One click to copy and paste anywhere
🆕 JUST LISTED
✨ NEW TO MARKET ✨
Three bedroom family gem in the heart of Lower Parkstone — and it's offered with NO ONWARD CHAIN! 🎉
📍 Walking distance to outstanding schools
🌳 Beautiful south-facing garden
🚗 Off-road parking for two cars
🏖️ Just minutes from Sandbanks beach
Book your viewing this weekend before it's gone! 👇
#LowerParkstone #PooleProperty #BournemouthHomes #FamilyHome #NoChain #DorsetLife #PropertyForSale
Feature 7 of 7
Win more instructions with branded reports.
Type an address into your phone in the car park, hit generate, and walk into the vendor meeting 30 seconds later with a branded printable market appraisal. You look more prepared than anyone they've spoken to.
- AI-generated price range with reasoning
- Executive summary, market context, comparables
- Property strengths & considerations
- Marketing strategy + estimated time to offer
- Branded with your colours, print to PDF
Market appraisal · Frost & Co
42 Sandbanks Road
BH14 8TQ
Recommended asking price
Executive summary
This well-presented three bedroom family home occupies an enviable position in the heart of Lower Parkstone. The combination of recent refurbishment, south-facing garden, and proximity to outstanding schools creates strong appeal for...
Time to offer
3-4 weeks
🖨️ Print to PDF · Share with vendor
Use it your way
All-in-one platform or CRM add-on.
You choose.
Option A · Standalone
Your complete platform
New agency, sole trader, or fed up with your existing CRM? Estate Agent AI handles your listings, leads, deals, compliance, marketing, and the transaction portal. Everything in one place.
Best for: agencies launching fresh or independents managing under 50 properties
Option B · CRM add-on
Sits alongside your CRM
Already using Alto, Reapit, Street, or Jupix? Don't replace it. Add Estate Agent AI to do the things your CRM doesn't — the portal, AI lead replies, vendor reports, social content.
Works alongside: Alto · Reapit · Street.co.uk · Jupix · Dezrez · AgentPro
Simple pricing. Real results.
14-day free trial on all plans. No card required.
Starter
Faster listings and consistent marketing for solo agents.
Professional
Never miss a lead. Never lose momentum on a deal.
Agency
Full AI-powered operations with compliance peace of mind.
+ one-time setup fee of £1,000–£2,000
Common questions
No. Estate Agent AI sits alongside Alto, Reapit, Street, Jupix — whatever you use. We handle the AI-powered tasks your CRM can't do.
Most agencies are live within a week. We handle setup, branding, and training. Your team saves time from day one.
All data encrypted at rest and in transit, UK-compliant hosting. Document uploads use secure tokenised links. Fully GDPR compliant.
14-day free trial, no card required. 30-day money-back guarantee on all paid plans. No lock-in contracts.
Ready to give every party a portal?
Join the independent agencies in Dorset already using Estate Agent AI to close more deals.