Practice Performance Matters

Estate Agency Cloud Management Software 

Estate Agency case management software addresses all the main issues facing Solicitor Estate Agents in Scotland, England, Wales and Northern Ireland and assists them in the management and operation of busy property branches.

Manage properties with ease

Designed to store important information about the property and the seller. From this section users can manage every aspect of the property, log its status, determine the nature and extent of the agency involvement, establish charge rates, attach photos and schedules, view new and previous matches and manage key release and return. There are extensive analysis fields that enable users to conduct sophisticated searches and to set up information, so it is available for matching.

Enquiry & Viewing Management

Manage multiple enquiries and matching. The Prospects’ details and a specification of their requirements are taken and need only be entered once. Capabilities to report on the source of the enquiry and the nature of the enquiry.

Manage and maintain viewings, including whether the property manager or the client is required to be present or whether both should be present? Record viewing dates and times and the results of the viewing.


Reporting & analysis per property


Check on activity levels against the properties and check on properties where there is no activity. Searches can be specified by office, manager responsible, property and date.

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