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Property enquiries.
Clearer handoffs.

For UK estate and lettings teams whose enquiries get stuck between the inbox, CRM and calendar. We build one follow-up workflow, with a named owner and human approval.

14-day founding pilot · £1,250 · One workflow

Property enquiry workspace with floor plans, a key and a chartreuse routing marker

A valuation request,
from inbox to owner.

Fictional example. This illustrates the proposed process, not a live integration or a customer result.

  1. Capture the request

    Website form: “I’d like a valuation next month.”

    One record keeps the request and its source together.

  2. Check the context

    Area, timeframe and contact consent are checked.

    Missing an area? Flag it for follow-up before routing.

  3. Give it an owner

    The area matches a branch’s agreed coverage.

    The enquiry goes to its named valuation desk.

  4. Pause for approval

    A suggested response reaches the responsible person.

    They review the message and appointment before either is confirmed.

If the area is outside coverage

Pause the routine route. Pass the enquiry and the reason to the exception owner; do not invent an appointment or promise.

What stays under human control?

Routine capture and routing follow agreed rules. Appointments, messages, pricing exceptions and unusual cases stay with a named person. The handover records the trigger, required context, owner and approval gate.

Try the interactive fictional demo

One workflow.
Fourteen days.

A focused build in your existing tools, with a baseline, pilot readout and plain-English handover.

Is this pilot right for your team?

A fit: repeatable enquiries, existing tools and a named person who can own exceptions.

Not a fit: fully autonomous decisions, scraped outreach or unreviewed regulated advice.

  1. Day 1

    Scope

    Choose the workflow, owner and baseline.

  2. Days 2–5

    Map

    Agree the handoffs and approval rules.

  3. Days 6–11

    Build

    Connect approved tools; test exceptions.

  4. Days 12–14

    Review

    Read out the pilot and hand over the guide.

Where does your
handoff get stuck?

Founding pilot conversations are open. Describe one workflow; we’ll check the fit and, if suitable, agree a written scope before any payment or production access.

Please do not send customer lists, credentials or production data at enquiry stage.

Prefer to write directly?
hello@followlane.com

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