From listing properties to closing deals, Agency Office covers the full lifecycle. Here's every module in detail.
A fully featured listing suite built for commercial property and business transfers. Works on desktop and mobile browsers. Automation handles portal feeds, enquiry responses, and applicant matching from the moment you list.
Sectors, sub-sectors, accommodation schedules, lease terms, business financials, trading hours — all native, not bolted on.
One platform handles commercial sales, lettings with tenancy management, and business transfer listings with turnover and profit fields.
Properties are automatically fed to Rightmove and commercial property portals. Update once, publish everywhere.
Incoming email enquiries trigger instant, customisable responses — so applicants hear back in seconds, not hours.
Create professional property particulars with marketing packages. Premium, Featured, and Standard listing tiers.
Filter by location, sector, price range, floor area, tenure, and custom criteria. Save searches for quick access.
A centralised contact database with intelligent matching. The system finds the right buyers for every property automatically — filtered by sector, location, budget, and your own custom criteria.
Store contacts with full interaction history, contact methods, preferences, and linked properties. Every touchpoint in one place.
Automatic matching by sector, location, budget, floor area, and custom criteria. Applicants are matched to properties instantly.
When a new property matches an applicant's criteria, they're notified automatically. No manual searching required.
See which applicants open your emails and click your property links. Identify the hottest leads and act first.
Detailed requirement profiles with sector preferences, budget range, location criteria, and custom fields tailored to your agency.
Identify and merge duplicate contacts automatically. Keep your database clean without manual effort.
An integrated diary for the whole team. Schedule viewings, log activity, and sync with Google Calendar and Outlook so everyone stays on the same page.
See your schedule at any zoom level. Drag and drop to reschedule. Print daily schedules for agents on the road.
Two-way calendar sync keeps Agency Office and your external calendar in step. Viewings appear on your phone automatically.
Book viewings linked to properties and applicants. Automated confirmation emails and reminders keep everyone informed.
Capture feedback after every viewing. Track interest levels and follow up with the right applicants at the right time.
Schedule multiple applicants for the same property and time slot. Manage group viewings without double-booking.
Log calls, meetings, and interactions against contacts and properties. Full activity history for every record.
Track every offer from first bid to completion. Visualise the full sales chain, monitor key milestones, and never miss a critical date.
Create, track, and compare multiple offers per property. Full audit trail of every bid, counter-offer, and decision.
Visualise the entire chain with status per party. See who's waiting on what and where the bottlenecks are.
Track surveys, searches, exchange, and completion dates. Automated reminders ensure nothing falls through the cracks.
Track mortgage and funding position per buyer. Know exactly where each party stands before exchange.
Export a printable offers book for vendors showing all bids, dates, and status — professional and transparent.
Link buyers, vendors, solicitors, and agents to every transaction. Everyone's details and status in one view.
Drive business with targeted email and SMS campaigns. Set up automations that trigger on events — new matches, viewing confirmations, status changes — and let the system do the follow-up.
Create and send targeted email campaigns to filtered audiences. Schedule sends for optimal delivery times.
Reach contacts via text message for urgent updates, viewing reminders, or time-sensitive opportunities.
Set up automated emails triggered by events — new match, offer received, viewing booked. The system follows up so you don't have to.
Track opens, clicks, and engagement per campaign. See which messages resonate and refine your approach.
Data-driven decisions for agency principals. Track activity, pipeline, and performance across offices with flexible reporting and export to Word or Excel.
Track negotiator activity by date, office, or department. See who's making calls, booking viewings, and closing deals.
Build bespoke reports with flexible parameters and chart overrides. Save templates for recurring reports.
One-click export to professional Word documents or Excel spreadsheets. Ready for board meetings or vendor reports.
Control which reports are visible to which staff. Principals see everything; agents see their own activity.
Centralised document storage linked to properties, contacts, and transactions. Templates, access control, and bulk operations built in.
Link floor plans, EPCs, contracts, ID checks, and correspondence directly to the relevant record. Everything in context.
Standardised templates for common documents — terms of business, property particulars, confirmation letters.
Control who can view, edit, or download documents. Sensitive files stay protected.
Upload multiple documents at once. Batch operations for tagging, moving, and archiving.
Agency Office uses AI to help you write better content, faster. Property descriptions, emails, and documents — all in your agency's tone of voice.
Generate professional, engaging descriptions from your listing details. Edit and refine with AI suggestions until the tone is perfect.
Draft client emails, follow-ups, and marketing messages with AI assistance. Professional tone, personalised content, every time.
Build professional documents, reports, and marketing materials with intelligent content suggestions and polished formatting.
Full control over how the platform works for your agency. Custom fields, role-based permissions, multi-office support, and branding — no development needed.
Add bespoke fields to any module. Tailor the platform to your agency's specific data requirements without writing code.
Granular permissions at module, function, and data level. Every screen and button can be permission-controlled.
Manage multiple branches with shared or separate data. Department-specific settings and reporting.
User accounts, roles, logon hours, and activity tracking. Onboard new staff in minutes.
Choose dark or light theme. The platform adapts to your preference with modern, accessible design.
No servers to maintain, no software to install, no backups to manage. Always up to date, always secure, always available.