Real estate automation

Real estate automation that starts with one record, not another tool

Automation fails in agencies when it is bolted between systems that do not agree. Propily automates the work because the enquiry, the property, the tenancy and the certificates are already one record: change something once and everything that depends on it follows.

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Enquiry to viewing, automatically

An enquiry by phone or WhatsApp is answered in seconds, qualified, and booked into a viewing, with the lead created in the CRM and the conversation attached. Nobody copies details from a voicemail.

Tenancy changes that carry through

Change a tenancy date once and the rent schedule, the agreement and the compliance dates follow it. Renewals are put to the landlord in their portal as a yes or no.

Repairs that route themselves

A tenant's repair report creates a timestamped job, notifies the landlord, collects their approval in the portal, assigns the contractor and records the fee in that month's finances.

Listings and compliance without the spreadsheet

Properties go to Rightmove, Zoopla and SpareRoom from the record you keep, and certificates close to expiry are flagged before they lapse, not found afterwards.

Automation you can hand to an assistant

On top of the automatic flows, Trinity, Propily's AI assistant, does the one-off work on request in plain English: find the leads you have not called, book the viewing, raise the repair. The same actions are available to Claude through the Propily connector.

Questions agencies ask

What can be automated in an estate agency?

Answering and qualifying enquiries, booking viewings, keeping rent and compliance dates in step with the tenancy, routing repairs to landlords and contractors, and sending listings to the portals. Propily does all of these on one record.

Do we need Zapier or another integration tool?

Not for the core agency work. Because enquiries, sales, lettings, compliance and listings are one system in Propily, the automations run inside it rather than between separate products.

Will automation send things to clients without us knowing?

Every automated step is recorded on the record it touched, and actions run within your agency's settings and each member's role, so you can see what happened and when.