Everything you need to know about Estate Agent Co-Pilot
Getting Started
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.
Features & Capabilities
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.
Integrations
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.
Security &
Compliance
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.
Pricing & Billing
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.
Support
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.
Still Have Questions?
Our team is here to help. Start a free trial to test everything yourself,
or contact us for a personalized demo.