5 reasons why automation is your agency’s best ally
According to a Business Report by Zapier, approximately 88% of small businesses found that automating some of their tasks helped to put them on a level playing field with larger competitors. In the report, Zapier revealed that, by utilising automation, businesses were able to stay competitive and quickly adapt to an unexpected crisis, while empowering team members to spend less time on busywork and more on creative or strategic projects. Despite these findings, many estate agents who would massively benefit from automation are still overly cautious when it comes to implementing it into their day-to-day.And this is largely understandable as a major part of the industry is entirely reliant on those face-to-face interactions, especially when it comes to things like a probate sale, or complex negotiation for offers. But, automating elements of your role isn’t about replacing this personable touchpoint. Automation can help mitigate the admin-heavy tasks in your day, and at a time where recruiting, training, and retaining agents can be difficult, it becomes your best ally. Here are 5 ways that Street.co.uk’s in-built automation can save you hours of time and become your biggest ally…
Match applicants to their dream home in a few clicks.
Matching applicants with their perfect property is at the core of what you do, but managing to do it while on the phone to the applicant can be difficult. Street.co.uk saves you time and effort while simultaneously driving more business by effortlessly matching applicants on your database with their perfect property in a few clicks.
Street.co.uk Applicant Matching works by automatically pairing applicants with all the properties that match their requirements. If you’re on the phone to an applicant, you can view all the properties that match without needing to manually search through stock.
Alternatively, you can email applicants their perfect match in a follow up email. At the touch of a button, any suitable property will be sent directly into an applicant’s inbox, helping to maximise the chance of booking a viewing and making a subsequent sale. You can even track these emails to quickly view whether an applicant has opened and clicked on your emails, enabling you to create a priority call list and encourage a real viewing.
Navigate the logistics of appointment booking.
How often do you feel like you’re juggling the logistic headache of figuring out availability, locations, and travel times when booking appointments? Rather than handling that all by yourself or taking time out of your colleagues’ days, you can rely on Street.co.uk.
Street.co.uk’s online booking system automatically optimises your calendar, helping to organise a variety of different appointments, seamlessly. It takes a variety of availability factors into account which means that things like traffic, vendor availability, and job role are all considered within the booking platform.
What’s more, Street.co.uk streamlines the admin of confirming appointments with instant confirmations sent to applicants, so you can remove countless calls and back-and-forth emails from your To Do list.
Street.co.uk can even help you navigate pre-qualification, transforming what is typically an incredibly time-consuming and manual job into something seamless. Before an applicant can even reach the page to book an appointment online, they’re asked a set of pre-qualification questions regarding their buying and financial position. That means, without you having to do a thing, you’ve gained valuable data which you can use to prioritise your call list.
Because Street.co.uk is a CRM built with you in mind, we understand that you need complete control over online bookings. That’s why our system is intuitive and configurable, leaving you in the driver’s seat to confirm which days and times are made available to your customers.
Automate your communication and marketing to take it to the next level.
From responding to emails to writing up property descriptions for new listings, communication and marketing tasks will likely take up hours of your day. With Street.co.uk’s AI model, you can effortlessly power your processes in a multitude of ways, saving your entire team hours of time.
Street AI completely eradicates the need to spend hours drafting different and equally compelling property descriptions for each of your listings. Simply add in some key features about the property and, in just seconds, Street AI drafts tailored content to match it. Street AI also helps to quicken the process of responding to emails and even auto-enhances your property photos!
And, the AI is fine-tuned for the estate agency industry, even coming with integrated American-English translations to ensure your content and communications are accurate every time. The AI can even be trained from pieces of your past content which means you can maintain your unique brand voice, while benefiting from the incredible efficiencies of AI content generation.
Minimise risk and maximise time when it comes to compliance.
Staying compliant shouldn’t slow you down or consume your day, and we won’t let it.
With increasing pressures on being compliant coming from every angle, getting it right is becoming even more important. Thankfully, Street.co.uk allows you to completely streamline the compliance process when it comes to automating risk-based tasks.
You can enjoy complete peace of mind and maintain team momentum with everything from automated, electronic AML checks to digital property questionnaires that cover Material Information.
Street.co.uk alleviates the pressure of staying on top of compliance with clearly defined anti-money laundering checks for applicants and vendors - enabling your team to work through tasks to ensure important checks are never missed. Checks are passed to our specialist compliance partners with live updates that keep you in the loop for what has passed or failed.
When it comes to Material Information, we’ve got you covered with digital, integrated Property Information Questionnaires (PIQs). You can build your own questionnaire by adding, removing, or editing the available questions to send to your vendors.
We’ve even pre-populated a set of questions based on the typically asked questions in PIQs and, for your peace of mind, we’ve marked any that capture material information requirements, including Parts B and C.
Simplify your bookkeeping and enjoy seamless client accounting.
Forget about mistakes made by manual accounting… We’ll help save hours of your time and remove the stress of reconciliation with our seamless client accounting software that helps you to process incoming and outgoing payments with total ease.
You can rely on consistent and accurate reconciliation with a workflow that’s purely driven by bank statements, creating a single source of truth for your accounts. When you upload statement data, your settings will automatically save for future imports, automatically aligning them correctly to eradicate the risk of error.
With Street.co.uk Client Accounting, you can easily establish customised and specific matching rules for references, payees, descriptions, and more to effortlessly link statement transactions to every tenancy. But don’t worry, every payment will still be accurate, and our software will even notice any time there’s conflict with your payment rules, flagging the discrepancies for you to review.
Handling multiple different transactions at once can feel overwhelming… Thankfully, with Street.co.uk you can reduce the need for manual input and receipt and reconcile all transactions in just one single click, without needing to manually review each one.
And, when it comes to exporting invoices, you can do it from Street.co.uk to Xero and Quickbooks at the click of a button, saving you from yet another manual and time-consuming task.
From streamlining communications to simplifying compliance tasks, automation is an essential part of maintaining your agency’s momentum without needing to rehire or retrain members of the team. Just like those 88% of businesses in Zapier’s report, implementing these solutions isn’t about replacing the human touch, it’s about enhancing it.
Ultimately, relying on more automated processes will empower entire teams in your business, allowing them to focus on what truly matters: building relationships and growing business.
If you want to find out more about how Street.co.uk can help support your agency with automation and other functions to reduce the busywork, get in touch with the team here.