Estate Agent Admin Support
Estate agent admin support, to streamline your office task and free up time to focus on selling properties and growing your agency.
Our Admin Support Services are designed to streamline your workflow, ensure compliance, and free up your time so you can focus on building client relationships and closing deals. Whether you’re looking for foundational support or a fully managed administrative service, we offer three tailored packages to suit your needs.
Which Package is Right for You?
Bronze Package
Ideal for agents needing basic admin support to organise tasks, maintain compliance, and improve efficiency.
Silver Package
Best for agents looking for enhanced client communication, listing management, and viewings coordination.
Gold Package
Perfect for agents scaling their business, needing full transaction support, lead generation, and premium database management.
Admin Support Core Features
Included in all packages. You’ll be added to a WhatsApp group with the Agent Support Team, where you can:
Get quick updates on tasks.
Request urgent admin support.
Stay informed about key deadlines, compliance needs, and ongoing workflows.
This ensures seamless communication and faster resolutions to your queries.
Choose Your Package
Bronze
Package
Tailored Support to Elevate Your Real Estate Business.
£225/ per month +VAT
At this level, we provide essential admin support to help you lay a strong foundation for growth, taking key administrative tasks off your plate while keeping you in control of your business.
Client Database & Follow-Up Management – Level 1
We’ll guide you on making the most of your client database. Learn how to effectively use tags, workflows, and automated reminders to stay connected with your clients. We will:
Organise your database with appropriate tags.
Enrol contacts in workflows to run a seamless touch campaign.
CRM & Productivity Support – Level 1
Boost your daily productivity with training and structured support. We’ll walk you through:
Leveraging the daily production checklist to stay on track.
Using the dashboards with agenda and reminders to ensure no opportunity is missed.
Weekly Property Performance Reports
We’ll provide you with a comprehensive weekly report on your property listings’ performance.
You’ll receive key data insights, allowing you to make
informed decisions.
You will be responsible for analysing and forwarding these reports to your clients.
Business Compliance Assistance
We’ll assist with compliance documentation and tracking to ensure your business meets all regulatory requirements.
Business Plan & Performance Tracking
We’ll help maintain your business plan by keeping records of:
Listed properties, price reductions, under-offer properties, and pipeline deals.
Helping you track your business growth and progress.
Silver
Package
Enhanced Support for Seamless Business Operations
£375/ per month +VAT
Building on the foundation of our Bronze Package, the Silver Package offers advanced tools and assistance to take your business to the next level. Here’s what you’ll gain in addition to Bronze-level services:
Client Database & Follow-Up Management – Level 2 (Advanced)
We help you maintain a clean and organised database, making sure nothing slips through the cracks. Our support includes:
Adding and importing contacts into the database (from the lists you provide).
Conducting regular housekeeping to keep your database up to date and relevant.
Client Relationship & Communication
Strengthen your client relationships with our help:
We’ll send pre-agreed text messages and quarterly newsletters to your contacts via WhatsApp or SMS, ensuring consistent communication.
Listing Appointment Management
Stay on top of your appointments effortlessly:
Book listing appointments through Rex.
Send reminders to clients before their appointments.
Follow up with a post-valuation email to leave a professional impression.
Listing via CRM & Productivity Tool
We handle the administrative side of your listings:
Update each tabs
Upload compliance documents.
Complete all necessary steps to ensure your listing is ready for approval.
CRM & Productivity Tool – Level 2 (Managing Viewings & Offers)
We make scheduling and follow-ups a breeze by:
Organising and scheduling viewings.
Sending reminders to clients and agents.
Managing feedback and offers efficiently to keep your transactions moving forward.
Exchange Notifications & Invoices
Helping keep everyone informed after the exchange:
We’ll support the exchange notification process in line with your agency’s procedures.
Raise invoices if you’re using Home Accountant, streamlining your accounting needs.
Reminders for Handwritten Cards
A customisable calendar for important occasions (birthdays, anniversaries, holidays).
Monthly email or text reminders of upcoming occasions, complete with recipient details.
A curated list of card design ideas and handwriting tips for inspiration.
Weekly catch-up call
A dedicated session designed to review all ongoing activities and ensure everything is progressing smoothly. During this meeting, we:
Check pending tasks across admin, marketing, and sales support to ensure deadlines are met and nothing is overlooked.
Analyse performance reports to identify opportunities, gaps, or areas that need attention.
Conduct a short Tech 101 segment, where we walk through essential tools, platforms, and processes to keep everyone updated and confident with the systems we use.
Gold
Package
Tailored Support to Elevate Your Real Estate Business.
£575/ per month +VAT
With all the benefits of the Bronze and Silver Packages, the Gold Package offers an elite level of service tailored to ensure smooth operations and exceptional client experiences. Here’s what we bring to the table:
Client Database & Follow-Up Management – Level 3 (Premium)
Take your database management to new heights:
We’ll design and implement customised workflows for each tag or category, providing a personalised approach for your client communication.
In addition to the default workflows, we’ll create strategies that align with your specific needs.
CRM & Productivity Tool – Level 3 (Sales)
Streamline your sales process with dedicated support:
We’ll monitor and update your CRM & Productivity Tool after properties go under offer.
Tasks include uploading buyer compliance documents, adding solicitor information, and sending sales memos to ensure a seamless transaction process.
Basic Sales Coordination (Milestones & General Updates)
We’ll help you stay on top of every step in the sales journey:
Manage and track critical sales milestones using notes provided by you.
Assist with communication, such as copying and pasting emails between solicitors, to keep the process moving efficiently.
Prospecting & Canvassing
Expand your reach and identify new opportunities:
Use tools like Homesearch, Spectre, and Sprift to target potential leads and create tailored canvassing campaigns.
Leverage data-driven insights to uncover opportunities in the market.
The Gold Package is designed to deliver premium-level support, allowing you to focus on building relationships, closing deals, and scaling your business to new heights.
Enquire about packages
Complete the form below and a member of the team will call you back.
Contact us
Speak to our agent support team
info@agent-support.co.uk
Notes
Group agents require their own admin packages but receive a 25% discount.
For team agents, there is an additional charge of £150 per agent per month.
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