Real estate automation
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, so each automatic step acts on the same data your team sees.
An enquiry by phone or WhatsApp is answered as it arrives, qualified, and booked into a viewing, with the lead created in the CRM and the conversation attached. Portal enquiries are turned into leads and followed up on WhatsApp. Nobody copies details from a voicemail.
Rent due is worked out from each tenancy and checked against your bank feed, arrears raise an alert, and reminders go to tenants by email, letter or WhatsApp. Renewals are put to the landlord in their portal as a yes or no.
A tenant's repair report creates a ticket with its urgency graded and a timeline, the contractor accepts the job from a link, and the cost is recorded against the property and deducted on the landlord's statement.
Certificates and licences close to expiry are flagged before they lapse, not found afterwards, and the landlord is told about their own property. Viewing reminders, no-show follow-ups and feedback requests go out without anyone setting them up each time.
You can add your own automations without code: when something happens in Propily, send an email or a WhatsApp message, create a task, post to Slack or call a webhook. For one-off work, Trinity, Propily's AI assistant, does it 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.
Answering and qualifying enquiries, booking viewings and sending reminders, following up portal leads, chasing rent and certificate renewals, and routing repairs to contractors. Propily does all of these on one record.
Not for the core agency work. Because enquiries, sales, lettings and compliance are one system in Propily, the automations run inside it rather than between separate products. Webhooks and Slack are there when you want to reach another tool.
Every automated step is recorded on the record it touched, with whether a person, the AI or the system acted, so you can see what happened and when.
Guides from the Propily help centre.
Forty minutes with someone who will set it up with you: what you run today, where the time goes, and which parts to switch on first.
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