Provide a faster response to your Landlord and Tenant Clients
Workflow

The product provides a full workflow tool to cover lease renewals, rent reviews, break clauses and dilapidations enabling surveyors to work faster and gather information more easily. 

The whole process and associated workflow can be recorded in an electronic format meaning any associated documents or files are stored within the case file as per RICS regulations.

The product allows management and surveyors to see work being done across their business, to share data, research and collaborate.

Comparables/Research

Our software can hold a mixture of information including comparable information. This may be information supplied by other commercial agents, property data suppliers, or internal agency deals.

Comparable evidence can be input directly into the system or automated by other data sources such as spreadsheets.

Full details of the lease or sale, key dates and parties involved in the transaction may be recorded. Comparable evidence can be analysed and produced in a variety of user-defined formats.

Triggers or reminders can be recorded against any transactions and the system provides labour saving analysis of all lease renewal and rent review activity, through a collection of reports. The reports are generated via drag and drop to permit user-defined content and format of each report.

Rent Reviews/Break Clauses

Triggers are recorded against transactions and the system provides labour saving reminders and analysis of all lease renewal, break clause and rent review activity. 

Customisable automated emailers can be generated for prospecting and lead generation using the in-built marketing tools. 

 

Integrations

Agency Pilot CRM integrates with EPC, Planning, Land Registry and Business Rates to provide a one-stop shop of information to aid the surveyor.

Reports

Agency Pilot CRM provides labour saving analysis of all activity, through a collection of standard reports. The reports are generated via drag and drop functionality to permit user-defined content and format of each report.

Our in-built data visualisation tools allow intuitive reporting via a user-friendly interface, making it easier to analyse and manipulate your data.