Free playbook for letting and property management agencies

The Letting Agency AI Playbook

10 calls and tasks your agency can hand to AI: what each one costs you today, what AI takes over, what stays with your team, and how to measure the gain. It takes about 15 minutes to work through.

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How to use it

Three steps

1. Read the 10

Tick the ones that happen in your agency every week.

2. Rough size each one

Use the line at the bottom of each card. Rough numbers are fine: you're looking for the big ones.

3. Pick your top three

Those are where AI will pay for itself first. Start with one.

Hourly cost, all in: annual salary × 1.25, divided by 1,650 working hours. A £28,000 salary is roughly £21 an hour. Use your own currency if you prefer.

The playbook

10 calls and tasks to hand to AI

1

After-hours landlord valuation enquiries

Landlords who ring or message in the evening or at weekends about letting a property. If nobody answers, some will instruct the agency that does.

What AI takes over
Answers any time, takes the property details, books the valuation straight into a valuer's diary and confirms it by text and email.
What stays with your team
The valuation itself and every fee conversation.
The hard gain to measure
Revenue we can trace: new instructions from valuations booked by the system, identified by booking reference.
Rough size it
Missed after-hours landlord calls a month × your average first-year fee = ______
2

Portal and website applicant enquiries

Replying to every enquiry quickly, asking the qualifying questions and offering viewings. Slow replies lose good applicants to other agents.

What AI takes over
Replies within minutes, asks your qualifying questions, and books suitable applicants into viewing slots you've released.
What stays with your team
Judgement calls on borderline applicants and anything about fair treatment, which follows your policy.
The hard gain to measure
Revenue we can trace: lets agreed from viewings the system booked; fewer void days on your managed properties.
Rough size it
Enquiries a week × minutes to reply and book = ______
3

“When is the contractor coming?” calls

Tenants ringing for updates on a repair that is already logged. Each call is short, but they arrive all day and interrupt the work that actually moves repairs forward.

What AI takes over
Answers the call or message, looks up the job, gives the tenant the booked date or the latest status, and logs that the tenant was updated.
What stays with your team
Anything the system can't see, upset tenants, and anything involving safety.
The hard gain to measure
Fewer temp or overtime hours on the phones; out-of-hours answering service no longer needed.
Rough size it
Calls a week about existing repairs × minutes each = ______
4

Viewing confirmations, reminders and no-shows

Confirming viewings, sending reminders, rebooking when people cancel, and wasted trips when they don't turn up.

What AI takes over
Confirms each viewing, sends reminders, offers a new slot when someone cancels, and tells the negotiator before they set off.
What stays with your team
The viewing itself.
The hard gain to measure
Negotiator hours and travel costs on wasted trips.
Rough size it
No-shows a month × cost of a wasted trip = ______
5

Chasing references and tenant documents

Chasing applicants, guarantors, employers and previous landlords for the documents and references you need.

What AI takes over
Sends the requests, chases on a schedule, checks what has arrived against your list, and tells your team when a file is complete.
What stays with your team
Every decision on whether an applicant passes, and any legal checks your team must do in person.
The hard gain to measure
Admin hours that were paid for; faster move-ins mean fewer void days.
Rough size it
Tenancies a month × hours of chasing each = ______
6

Landlord update and statement questions

Landlords asking whether rent has arrived, what a deduction was for, or what's happening with a repair.

What AI takes over
Answers routine questions from your system, sends the right statement or update, and passes anything sensitive to the property manager.
What stays with your team
Relationship conversations, complaints and anything about fees.
The hard gain to measure
Property manager hours; landlords who stay because they feel looked after.
Rough size it
Landlord calls a week × minutes each = ______
7

Repair reporting and urgency triage

Taking the report, asking the right questions, getting photos, deciding how urgent it is, and typing it into your system.

What AI takes over
Takes the report by phone, WhatsApp, email or web form, asks your standard questions, collects photos, sorts it by urgency using your rules, and creates the job.
What stays with your team
Emergencies go straight to a person. Your team checks anything outside the rules.
The hard gain to measure
Admin hours that were paid for by overtime or agency cover; contractor call-outs avoided by better first-time information.
Rough size it
Repairs reported a month × minutes to log each one = ______
8

Contractor dispatch and chasing

Sending each job to the right contractor, chasing a date, confirming access with the tenant, and chasing again when nothing happens.

What AI takes over
Sends the job to your approved contractor for that trade and area, chases for a date, books access with the tenant and escalates to your team if there's no reply in time.
What stays with your team
Choosing new contractors, approving quotes above your limit, and disputes.
The hard gain to measure
Hours that were paid for; faster completion means fewer repeat calls and complaints.
Rough size it
Jobs a month × chasing messages per job = ______
9

Early rent arrears reminders

Polite first reminders when rent is late, and logging promises to pay.

What AI takes over
Sends friendly reminders on your schedule, records replies and payment promises, and flags anything unresolved to your team.
What stays with your team
Every conversation beyond the first reminders, hardship cases, and any formal or legal step.
The hard gain to measure
Rent collected sooner; hours spent on routine chasing.
Rough size it
Late payments a month × minutes of chasing each = ______
10

Renewals and safety certificate reminders

Tracking tenancy renewals and certificate expiry dates, and chasing landlords and contractors before they lapse.

What AI takes over
Tracks the dates, sends reminders to landlords, tenants and contractors, books renewals of certificates, and warns your team well before anything is overdue.
What stays with your team
Signing off compliance and any decision with legal consequences.
The hard gain to measure
Renewal fees not missed; admin hours; penalties and void time avoided.
Rough size it
Renewals and certificates a year × hours of chasing each = ______
Size your agency

Your top three

Write your three biggest numbers here. Count only hard gains: costs that would actually stop and revenue you could trace. Time back is a bonus.

TaskCost or lost revenue a yearHard gain?
1.£Yes / No
2.£Yes / No
3.£Yes / No
Total£
Ground rules

How to do this well

  • The AI always says it is an AI, and anyone can ask for a person.
  • Emergencies, complaints, fees, legal steps and judgement calls stay with your team.
  • Set clear rules for urgency and for when the AI hands over, and check them in the first weeks.
  • Agree how you'll measure each gain before you switch anything on.
  • Keep tenant and landlord data in your own systems wherever possible, under UK and EU GDPR or your local data protection law.

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