Enter each property once. Keep the whole record together.
EstatePilot keeps listings, portal enquiries, viewings, correspondence and offers around the same property record—so your team spends less time re-keying updates and can find the full history when it matters.
30-minute demo · Data import included · Written quote at the end
An illustrative record for one listing, showing an enquiry, a viewing, an offer through the Widget, the AML file, the auction and the sale all landing on the same client and the same listing.
From first enquiry to closed sale, keep the history together
When the CRM, website, inbox and compliance folder are separate, your team becomes the integration. EstatePilot gives every module the same listing and client records.
Listings, clients, viewings, offers and call logs linked to each other, so the record does not live only in someone’s inbox or memory.
- Listings linked to vendors, applicants and offers
- Team calendar for viewings, valuations and meetings
- Every call, email and offer on the record
- Import your book of business at onboarding
For principals
See the agency in one place
Keep listings, clients, offers and activity in the same system instead of reconciling separate tools.
For administrators
Stop rebuilding the file
Update the property once and keep its viewings, correspondence, offers and supporting documents together.
For negotiators & auctioneers
Pick up any enquiry with the full history in front of you
See the client, property, viewings, correspondence and offers before you reply or make the next call.
Change systems without retyping your agency
Moving from Acquaint, Property CRM, Offr or another system starts with your existing records—not an empty CRM.
- 01
Agree the scope
Identify the listings, clients and history that need to move from the system you use today.
- 02
Import the records
EstatePilot brings the agreed data across as part of onboarding, rather than asking your team to retype it.
- 03
Check what landed
Your team reviews the imported book of business and raises anything that needs correcting.
- 04
Switch when ready
Your team signs off the imported records, then chooses when to start working from EstatePilot.
The record forms as your team works
EstatePilot helps your team keep the activity and supporting documents used in PSRA and AML work with the property and client they belong to.
- PSRA
- Keep calls, viewings, offers and bids with the listing and the time they were recorded.
- AML recordsCriminal Justice Act 2010
- Keep identity, address and proof-of-funds documents with the client record for staff review.
- GDPR
- EU-hosted data, access controls and an activity trail support your agency’s data-handling processes.
- Correspondence
- The solicitor’s thread sits on the sale, not in one person’s mailbox.
- Audit history
- Return to the viewing, offer and bid history months later without assembling it from several systems.
Take private-treaty offers—or move the same property to auction
Keep working by phone, email and across the desk. Add the Website Widget or Live Auction only when those channels suit the agency and the property.
Take offers on your own site
Buyers submit through the Widget, while phone, email and in-person offers can still be recorded by your team.
From private treaty to auction
The listing, enquiries, viewings, existing offers and buyer records stay with the property when the sale method changes.
Online and in-room bidding
Run both channels from one lot, with bidder approval and an optional Stripe-held deposit before online bidding.
Practical questions from agencies
Start with switching, your current website and what the platform does—and does not—take responsibility for.
See one of your listings on EstatePilot.
Bring one of your listings. In 30 minutes, we’ll show how its client history, correspondence, offers and compliance records fit together—and give you a written quote.