The edition for estate agencies
The Real Estate Edition is built for the eight years in between.
Your customer buys or sells about once a decade. Every other edition on this site counts something that happens weekly, and this one has to be good at the years when nothing happens at all.
Start here
The gap is the product.
An agency wins the second instruction in the years when it is earning nothing from that person. This edition is organised around that stretch rather than around the month a property is on the market.
Most agency software forgets a client the day they complete.
The engine setting that differs
A calendar you do not control.
Retail decides when a promotion runs. An agency does not decide when a tenancy ends. This edition is driven by dates that already exist in your files, each one known months or years before it matters.
| The date | Known in advance by | What it triggers |
|---|---|---|
| End of a tenancy | Six to twelve months | The renewal conversation, early enough that the tenant has not already looked elsewhere. |
| A safety certificate expires | Twelve months | The landlord is told before the date, not after it, and the record shows who was told and when. |
| A mortgage fixed rate ends | Two to five years | A handover to your own mortgage side, at the only moment it is welcome. |
| The anniversary of a completion | Exactly one year, then every year | The cheapest contact in the industry, and the one almost nobody sends. |
| A valuation with no instruction | From the day it happened | A seller who went elsewhere or went nowhere. Both are worth a different message. |
| A withdrawn or expired listing | From the day it came off | A vendor who still wants to move, held by the branch rather than lost. |
Each row above is the same mechanism the engine runs everywhere: a counter watching a condition, doing something the moment it is met. The condition here is a date arriving instead of an amount being reached.
The record
One person, four relationships, one record.
The same person is often two of these at once, and an agency usually holds them as two or three separate contacts. That is why the same household gets a landlord letter and a first-time-buyer letter in the same week.
Selling now, or valued and not yet instructed. Counted on the days since the valuation.
On the register with a budget, an area and a number of bedrooms. Counted on what has come to market that matches.
One or several properties, each with its own dates. Counted on certificates, renewals and the yield conversation.
In a tenancy with an end date, and a future buyer nobody treats as one. Counted on the months to renewal.
A landlord who is also a tenant is one person.
Where it sits
Behind the property software and the portals you already pay for.
You replace nothing. The edition reads what happened from your property software and gives you a programme on top of it.
YOURS
Listings, offers and the chain
Your property software keeps the stock, the offers, the progression and the fees.
YOURS
The portals
Advertising a property stays exactly where it is. Vivalto never lists anything.
OURS
The person and the dates
One record per person, the four relationships above, and every date that has to be acted on.
NOBODY'S, HERE
Identity checks stay out
Identity documents and anti-money-laundering checks belong in the system that performs them, and this edition holds neither.
The connection to your property software is the first thing we build, and we build it with your team.
Who inside the agency
The negotiator leaves. The relationship should not.
In this industry the relationship usually lives in one person's phone, and it walks out with them. That is a records problem before it is a marketing problem.
Who owns the contact, and which branch
Ownership on the record, so a contact belongs to the agency and to a branch, and a handover is a change of a field rather than a conversation nobody has.
What the branch is actually sitting on
How many valuations went unconverted, how many tenancies end this quarter, how many anniversaries fall next month. Three counts a branch manager cannot get today.
Where the introductions came from
Referrals to your mortgage or conveyancing side, recorded against the person who made them, which is the only way that side of the business is ever fairly credited.
What an agency asks first
The four questions we answer first.
Do we move off our property software
No. Your property software stays the record for stock, offers and progression. This edition sits beside it and holds the person and the dates.
Does it match new stock to our applicant register
That is a group with conditions, which is what a segment is. A register entry with a budget, an area and a number of bedrooms is a condition, and a property arriving is the event that tests it.
What we cannot do without your team is read your stock. The connection that carries a new listing across is work, and it is the first work we do.
We have twelve branches. Is that twelve installations
No. One installation carries several brands or branches, each with its own settings, and a person is one record across all of them. That is how the engine runs multi-brand operators.
Does it hold identity documents for our anti-money-laundering checks
No, and we argue against it. Those checks belong in the system built to perform them. This edition holds who someone is to your agency and what dates matter to them, and nothing that an anti-money-laundering file should hold.
Tell us what happens to your clients after completion.
Thirty minutes, on your own numbers. You see the product running, and we go through the register of dates above against what your property software already knows.
hello@vivalto.ai