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Agency suite · for estate agents

Run the sales pipeline from first enquiry to paid commission.

Agency keeps listings, leads, inspections, offers and deals in one pipeline, and sends every commission through the same books as the rest of your accounts. Your team sees where each deal stands without asking around.

What it solves

The problems this suite is built for.

01

Enquiries are lost between phone calls and chats

Each lead is recorded with its source, the agent responsible and the next follow-up, so no enquiry depends on one person remembering it.

02

Nobody can say where a deal stands

Offers and deals move through stages, and the pipeline report shows what is open, what is stuck and what is close to closing.

03

Commission is argued over after the sale

Splits between agents are recorded against the deal and paid through the books, so the amount owed is never a matter of memory.

04

Listings go stale

Prices, photos and status sit on the listing itself, and inspections are tied to it, so the team works from one current record.

What is in it

What the Agency suite includes.

Listings and leads

The front of the pipeline, before anyone makes an offer.

Listings

Photos, asking price and status for every property you market.

Lead pipeline

Leads with their source, the agent responsible and follow-up dates.

Inspections

Schedule viewings against a listing and record how each one went.

Deals and commission

From the first offer to the agent being paid.

Offers and deals

Track each offer and deal through its stages until it closes.

Commission splits

Divide commission between agents on a deal and pay it through the books.

Deal and pipeline reports

Pipeline and closed value, the source-to-close funnel, inspection conversion, listing velocity and commission realised.

The finance desk

Accounting is part of every suite.

What Agency records is posted to the same ledger your accountant works in, with no second system to reconcile.

  • Invoices and payment vouchers with approval
  • Bank accounts and reconciliation
  • VAT and withholding tax, posted automatically
  • Journals, period close and financial reports
  • Audit trail of every change
  • Roles and permissions for your team

Who it is for

For estate agents.

  • Estate agencies that list and sell or let on behalf of owners
  • Teams of several agents who share one pipeline and split commission
  • Principals who want to see deal progress and commission owed without chasing staff

Try Agency with your own records.

Request a trial and we set up a workspace for you. Add another suite later and the bundle discount applies from the next invoice.