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Guides and answers for Propily, the AI-powered CRM for UK estate and letting agencies.
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Academy
Guided courses to get your agency live with Propily.
Reference
Every Propily feature, explained.
Academy
Guided courses to get your agency live and winning.
- Getting startedGo from a fresh account to a working agency setup in under an hour.
- Set up your AI receptionistGet the always-on receptionist answering and booking, in your voice.
- Working the lead pipelineTurn enquiries into booked viewings with a pipeline that works itself.
- Lettings end-to-endRun a tenancy from applicant to move-in, with portals and maintenance.
- Staying compliantBuild AML, Right-to-Rent, and document compliance into your everyday flow.
- Going live: onboarding & migrationThe path from paid account to fully live, with our team alongside you.
Reference
Every Propily feature, explained.
- Propily 101What Propily is and the core records everything hangs off.
- The AI receptionistHow the 24/7 receptionist answers, qualifies, and books.
- Leads & pipelineStages, qualifying, confidence scoring, and follow-ups.
- Properties & matchingManage stock and let AI match listings to the right applicants.
- Inbox & messagingWhatsApp, email, team chat and portal messages in one inbox.
- ComplianceCertificates, Right to Rent and AML checks, deposits, notices and audit trails.
- Contracts & financeE-signatures, rent and landlord payments, and open banking.
- Lettings & portalsTenancies, landlord and tenant portals, and maintenance.
- Account settingsAgency profile, branding, team, roles, and branches.
- BillingPlans, allowances, add-ons, invoices, and Go-live setup.