Frequently Asked Questions

Click "Start Your Free 7-Day Trial" on any page, enter your email, and create a password. No credit card required. You'll get instant access to the full platform and can start uploading properties immediately.

Basic setup takes 2 minutes (logo upload, color customization, team invites). Adding your first properties takes about 5 minutes. Our OCR will automatically index your documents, and you can start testing the AI auto-responder within 10 minutes of signing up.

Yes. We support CSV imports for properties, contacts, and deals from most major CRMs. You can also manually add properties or use our bulk upload feature. Our support team can help with data migration if needed.

Yes. We provide guided onboarding tours, video tutorials, and a comprehensive help center. Our support team is available via email to answer questions. For annual contracts, we offer phone support and personalized training sessions.

When someone enquires about a property, our AI instantly analyzes the enquiry, retrieves the relevant documents (EPC, Home Report, brochure), writes a personalized response, and sends it within 30 seconds. You can review responses in your Universal Inbox and customize templates.

OCR (Optical Character Recognition) reads text inside your PDF documents. Type "EPC expiry date" and we'll search INSIDE all your PDFs to find it in 5 seconds. No more downloading and opening dozens of files to find one piece of information.

Our AI scores each lead 0-100 based on engagement (enquiries, viewings, portal logins), intent (messages, document views), profile (mortgage approval, timeline urgency), and behavior patterns. High scores (80-100) mean hot prospects ready to move; low scores (0-30) mean time-wasters.

Yes. Upload your logo and set your brand colors in Company Studio. The portals (Vendor, Buyer, Landlord, Tenant) will automatically reflect your branding. Clients access portals via magic links (no passwords needed).

Absolutely. We have dedicated modules for Sales Progression (offer → completion) and Lettings Management (tenancies, rent tracking, deposits, maintenance). You can manage both in one platform with separate workflows for each.

We're working on direct portal integrations. Currently, you can export property feeds in the format required by Rightmove/Zoopla and upload manually, or use your existing feed provider. Full portal sync is on our roadmap for Q2 2025.

Yes. We use Open Banking (secure read-only access) to connect your bank account. Transactions are auto-synced daily and AI categorizes them with 99% accuracy. We support all major UK banks (HSBC, Barclays, Lloyds, NatWest, etc.).

Yes. Our Smart Calendar syncs bidirectionally with Google Calendar, Outlook, and Apple Calendar. Viewings, valuations, and meetings created in Co-Pilot appear in your external calendar, and vice versa.

Yes. Our Maintenance module has WhatsApp integration. You can message contractors directly from the platform, and their responses sync back to the maintenance job card. This keeps all communication in one place for audit trails.

Yes. We use bank-level encryption (AES-256) for data at rest and TLS 1.3 for data in transit. Our servers are hosted in secure UK data centers with 24/7 monitoring. We conduct regular security audits and penetration testing.

Yes. We're fully UK GDPR compliant. We're registered with the ICO (Information Commissioner's Office), have a Data Protection Officer, and provide tools to help you comply with GDPR (consent management, data export, right to erasure, etc.).

Yes. You can export all your data (properties, contacts, documents, deals) at any time via CSV. If you cancel your subscription, you have 30 days to download your data before we delete it (90 days for archived backups).

Our Compliance Manager tracks certificate expiries (EPC, Gas Safety, EICR) with 30-day warnings, manages AML checks (ID, address, source of funds), stores compliance documents (insurance, professional body membership), and provides an AI assistant for compliance questions.

No. £1,200/month includes unlimited users. Whether you have 2 agents or 20, the price stays the same. No hidden "per seat" charges.

Everything. All 20+ modules, unlimited properties, unlimited users, unlimited documents, unlimited AI auto-responses, unlimited client portal access, unlimited storage, and all future updates. No add-ons or hidden fees.

For a 5-agent agency: £25k-£40k/year on reduced admin staff, £50k/year in extra revenue (30% productivity boost), £7k/year on consolidated software costs, and £20k-£50k/year in compliance risk mitigation. Total: £87k-£102k net savings in Year 1.

All plans include email support (24-hour response time), video tutorials, and a comprehensive help center. Annual contract customers get priority phone support and personalized training sessions.

Yes. Our support team can help migrate data from your current CRM. For complex migrations (10,000+ records), we offer assisted migration services. Contact us for a custom quote.

Yes. We have a comprehensive help center with 100+ articles, video tutorials, and step-by-step guides. It's searchable and covers every feature. You can also ask questions in our in-app chat.