Industry-specific solutions
Systems for property.
Respond faster and manage more. Connect enquiries, viewings, tenancies and maintenance so nothing slips between your team and your tools.
- Property sourcing and investment companies
- Developers
- Estate and letting agents
- Property managers
What gets in the way
Where property businesses lose time.
The same three problems come up again and again. Each one has a fix that does not depend on anyone remembering.
Enquiries and viewing requests need an answer within minutes
Enquiries come from portals, your website and social media at all hours. A slow reply means the viewing or the call goes to someone else.
Each enquiry gets a reply and a way to book, and your team sees it with its source attached.
Deals, documents and compliance spread across inboxes
Offers, agreements, ID checks and certificates sit in different inboxes and folders. Finding out where a deal stands means asking the person handling it.
Each deal or tenancy has one record with its documents, checks and next step.
Maintenance and client updates depend on memory
A repair is reported by text, passed on by phone and followed up when someone remembers. Landlords and investors ask for updates the team has not had time to write.
Requests are logged, assigned and followed up, and clients can see progress themselves.
How it connects
One connected workflow.
Choose your kind of business. Each step hands over to the next automatically, with your team stepping in where judgement matters.
- 01
Investor enquiry
An investor enquiry is captured and qualified before anyone spends time on a call.
The system
- Asks about budget, experience and goals
- Creates the investor record
- Books a call for those who fit
Your team
Your team speaks to qualified investors.
- 02
Deal shared
A deal is packaged once and shared with the investors it suits.
The system
- Builds the deal page from the details you enter
- Shares it by private link
- Shows who has opened it and who is interested
Your team
A person approves anything that counts as a financial promotion before it goes out.
- 03
Agreement, then payment
The investor agrees the terms in their workspace before any payment step.
The system
- Sends the agreement for signature
- Opens the payment step only once it is signed
- Files the documents on the deal
Your team
Your team completes its checks on the investor.
- 04
Delivery tracked
Tasks, documents and reminders carry the deal through legal work, refurbishment and handover.
The system
- Tracks each stage of the deal
- Reminds whoever owns the next task
- Keeps the investor updated
Your team
Your team manages solicitors, contractors and anything out of the ordinary.
- 01
Property enquiry
An enquiry from a portal, your website or a call becomes a record against the property.
The system
- Logs the enquiry and where it came from
- Asks the first questions
- Offers viewing times
Your team
Negotiators speak to the buyers and tenants who are ready to move.
- 02
Viewing booked
The viewing is confirmed with both sides, and feedback is collected afterwards.
The system
- Books the viewing in the diary
- Sends reminders to both sides
- Asks for feedback and passes it to the owner
Your team
Your team carries out the viewing.
- 03
Offer to move-in
From an accepted offer, the checks and documents are tracked to completion or move-in.
The system
- Tracks referencing, ID and right to rent checks
- Collects the certificates the tenancy needs
- Sends agreements for signature
Your team
Your team negotiates, progresses the sale and carries out the checks.
- 04
Renewals and key dates
Every tenancy has dates that matter: the renewal, the rent review and the safety certificates.
The system
- Logs each date at move-in
- Starts the renewal conversation ahead of time
- Flags certificates that are about to expire
Your team
Your team agrees terms with the landlord and the tenant.
- 01
Maintenance request
A tenant reports a problem with photos, and it becomes a job.
The system
- Captures the request and the photos
- Sorts it by urgency
- Tells the tenant it has been received
Your team
Your team decides what is urgent and who should attend.
- 02
Contractor assigned
The job goes to a contractor with the details, and access is arranged with the tenant.
The system
- Sends the job to the contractor
- Agrees access with the tenant
- Chases jobs that have had no update
Your team
Your team approves quotes above the limit you set.
- 03
Work completed
The contractor confirms the work, and the job is closed with evidence.
The system
- Collects photos and the invoice
- Asks the tenant to confirm
- Updates the landlord
Your team
Your team approves the invoice.
- 04
Inspections and certificates
Inspections and safety certificates run to a schedule, not to memory.
The system
- Schedules inspections
- Tracks gas, electrical and energy certificates by expiry date
- Sends the landlord a report
Your team
Your team carries out inspections and instructs the engineers.
What we build
Everything we can fix for property.
Few businesses need all of it. We scope the build around what you already have and what is costing you most.
Growth systems
Funnels, CRM and follow-up. Every enquiry has a next step.
- Website and deal pagesA site that presents your properties or opportunities and sends every enquiry into one place.
- Investor and vendor qualificationA few questions sort enquiries by fit, and the right ones book a call.
- Investor, vendor and deal pipelineOne record for each person and each deal, with an owner and a next step.
Automation
Connected workflows. Less repetitive work for your team.
- Viewing booking and remindersViewings booked, confirmed and reminded on both sides, with feedback collected afterwards.
- Document and check trackingAgreements, ID checks and certificates tracked on the deal or tenancy, with a prompt when one is missing.
- Key-date triggersRenewals, rent reviews and certificate expiries each start their own reminders.
- Investor and landlord updatesRegular updates sent from the record, so nobody has to write them from scratch.
- ReportingEnquiries, viewings, deals in progress and maintenance jobs in one live view.
Custom software
Dashboards, portals and tools. Built for the way you operate.
- Investor portalEach investor sees their own deals, documents and tasks, with agreement before payment.
- Landlord and tenant portalLandlords see their properties and statements. Tenants report repairs and see progress.
- Deal command centreOne workspace that shows what needs attention today across deals, payments, compliance and delivery.
AI systems
Your business knowledge. Put to work with human oversight.
- Enquiry repliesAnswers questions about a property or a deal from the details you have published, and books a viewing or a call.
- Call answeringCalls are answered when the team is out on viewings. The details are taken and the next step is booked.
- Deal summary draftsDrafts a deal summary from the figures and documents you supply, for a person to check and approve.
- Knowledge assistantAnswers your team’s questions from your own procedures and templates, and shows where each answer came from.
How we build
Built for deals and tenancies.
Property work carries money, legal documents and regulated promotions. These are the rules we build to.
Legal and regulatory compliance stay with your business. We build the system around your process and do not give legal or regulatory advice.
See our approachPeople approve the sensitive steps
Financial promotions, offers and anything an AI has drafted wait for a person.
A history for everything
Documents, task changes and messages are logged, so the team can see what happened on a deal and when.
Access by role
Staff see their own work. Investors, landlords and tenants only see their own deals and properties.
Built in your accounts
The system and its data sit in accounts in your company’s name. Hosting and retention are agreed with you in the written scope.
Case study
MRM Group
A connected acquisition, deal and delivery system for a hands-off property operation.
- A public funnel connected to GoHighLevel
- An authenticated internal command centre for clients, deals and tasks
- Client and deal workspaces with agreement-before-payment flows
Do we have to replace our CRM?
No. We start with what you already use. On the MRM Group build, the public funnel feeds the CRM the team already had, so enquiries and follow-up stayed in one place.
Can investors or landlords see their own information?
Yes. Each client signs in to a portal that shows only their own deals, properties, documents and tasks.
How do you handle financial promotions?
The system prepares them and a person approves them. Nothing that counts as a financial promotion goes out without sign-off. We do not give regulatory advice, so the rules on what needs approval come from you and your advisers.
Does it work with the property portals?
Enquiries from portals can be brought into the system where the portal or your agency software allows it. We confirm what is possible during scoping.
How long does it take, and what does it cost?
Both depend on the scope. We start with an audit of how your business works now, then give you a written scope with the systems, integrations and measures we will judge the build by. Nothing is built until you have agreed it.
Guides
Guides for property businesses.
CRM and investor portal for property investment companies
Investor enquiries, deal workspaces and agreements in one system, with the MRM Group build.
Read the guideGUIDEAI receptionist: what it can and can’t do
Which calls a voice agent handles well, where it needs a person, and the UK rules on outbound calls.
Read the guideGUIDESpeed-to-lead: why the first hour decides most enquiries
What the research on response time found, and how to reply within minutes.
Read the guideLet’s map your property workflow.
Tell us where you are and what is getting in the way. We will scope it before anything is built.