The instruction acquisition operating system for UK estate and letting agents

Turn your patch into a connected prospecting engine.

ProspectOS gives UK estate and letting agents one connected system for identifying vendor and landlord opportunities, running controlled campaigns, organising follow-up and understanding what contributes to valuations and instructions.

See ProspectOS on my patch

For independent, hybrid and multi-branch sales and lettings agencies.

The instruction acquisition problem

Most agencies know how to prospect. The problem is keeping the work connected.

Portals help market today's instructions. CRMs organise enquiries after they arrive. But spotting opportunity, deciding what matters, launching relevant activity and maintaining follow-up often remain split across different tools and individual memory.

Problem 01

Opportunity appears between busy days

Property changes, competitor movement and off-market signals can become relevant while the team is occupied with viewings, valuations and progression.

Problem 02

Prospecting stops when the diary fills

When activity depends on spare time, useful campaigns are delayed, targeting becomes inconsistent and follow-up becomes uneven.

Problem 03

Results disappear across disconnected systems

A campaign, response, valuation and instruction may sit in different places, making it difficult to understand which activity deserves to be repeated.

One connected workflow

From property signal to an owned next action.

ProspectOS connects property intelligence, campaign activation, follow-up and performance reporting that often sit across separate data tools, spreadsheets, print platforms and lead-management systems.

STEP 01

See

Review daily-updated property and market activity across the postcodes available to your branch.

STEP 02

Prioritise

Use filters, property history, supported signals and reason tags to identify the opportunities worth attention.

STEP 03

Activate

Turn a selected property or shortlist into a relevant branded campaign, manually or through controlled automation.

STEP 04

Work

Give enquiries and prospecting opportunities an owner, stage, follow-up and valuation pathway through Pipeline.

STEP 05

Learn

Compare recorded activity, cost, postcode performance and outcomes to understand what may deserve to be repeated.

One connected operating system

Six focused modules. One instruction acquisition workflow.

Each module performs a specific job while preserving the branch, postcode, property, campaign and outcome context needed for the next step.

01

Map

Understand the patch, filter relevant property opportunities and decide where your team should focus.

02

Automations

Apply repeatable prospecting rules using automatic or review-required campaign execution.

03

Landlords

Review supported ownership information, connect landlord and property context and organise relevant lettings outreach.

04

Pipeline

Give selected opportunities and incoming enquiries an owner, stage, next action, valuation and recorded outcome.

05

Studio

Create reusable, approved A4 and A5 campaign assets that remain consistent with the agency’s brand.

06

Insights

Compare recorded activity, costs, postcodes and outcomes to decide what may deserve to be repeated.

Campaign activation

Direct mail that is ready when the reason to send appears.

Create reusable branded campaign assets in Studio, then use them from a property, shortlist, automation or Pipeline opportunity. Targeting, creative, recipient review, campaign cost and send history remain connected to the relevant branch and property context.

Campaign workflow
Active
Create branded A4 letters and A5 postcards for repeatable prospecting campaigns.01
Apply approved branch branding, templates and personalisation.02
Preview the campaign and intended recipients before dispatch.03
Use automatic or review-required campaign execution where supported.04
Retain campaign and send history for follow-up and reporting.05
Your AgencyA4

Dear Homeowner,

We noticed your property has recently changed on the market. If you are reviewing your next move, our local team can give you a clear view of current demand in your area.

SW3 · REF 0421
PROPERTY UPDATE · SW3

Your local market has moved. Let's talk through your next step.

Explore Studio and campaign workflows
We'll walk through how campaigns connect to property context, review controls and outcome tracking.
Explore Studio and campaign workflows
ProspectOS WhatsApp Assistant · In development

Ask your patch. Decide the next action.

In development: the ProspectOS WhatsApp Assistant is planned to help authorised users review supported property signals and prepare next actions away from the desk. ProspectOS will remain the system of record, and material changes will still require the usual permissions and confirmation.

Ask about the patch

Use everyday language to review supported property changes and opportunity signals within the branch, market and postcode scope available to your user.

Understand the signal

Review the qualifying signal, relevant date and context before deciding whether the opportunity deserves attention.

Prepare the next action

Open the relevant work in ProspectOS or prepare a supported next step. Material changes must still follow normal permissions and confirmation controls.

Questions may be answered conversationally, but campaign, Pipeline and record changes must remain governed by the user’s permissions and the normal confirmation process.

🏠
ProspectOS
planned experience

What changed in SW11 Sales since the last verified refresh?

Scope: Battersea branch · Sales · SW11. I found five supported changes: three price reductions and two back-to-market properties. No actions have been taken. Would you like to review the matches?

Yes, show me the matches.

The five matches are ready to review in ProspectOS. Each shows the qualifying signal and relevant date. Nothing will be sent without the normal checks and approval.

Message…
Built around the agency

One connected prospecting workflow for every part of the team.

Agency owners

Build a more measurable vendor and landlord opportunity pipeline while maintaining oversight of territory, activity and spend.

Branch managers

Keep prospecting consistent when calls, viewings, valuations and progression take over the diary.

Valuers and negotiators

Identify relevant local opportunities, build familiarity and organise the next action before valuation day.

Lettings managers

Move from rental-property opportunity to ownership context, landlord outreach and managed-stock follow-up.

Hybrid agents

Build a consistent local presence using focused targeting and branded creative without needing a marketing department.

Multi‑branch teams

Give branches a shared prospecting method while retaining branch, postcode, user, campaign and reporting controls.

Controlled prospecting

Scale activity without losing control of the patch, brand or budget.

Automation is useful only when territory, recipients, spend, permissions and follow-up remain governed. ProspectOS is designed around controlled execution rather than indiscriminate campaign volume.

Postcode-scoped

Activity is limited to the postcodes available to the active branch.

Own-listing checks

Eligibility checks help prevent campaigns being sent to properties the agency already represents.

Duplicate-send protection

Configured cooldowns help prevent repeated contact during the branch’s chosen period.

Review before send

Qualifying properties can wait for team approval before campaign activity progresses.

Spend controls

Wallet balances and configured campaign limits help branches manage activity and cost.

Roles and branch access

Permissions govern who can view, edit, approve, spend and administer branch activity.

Patch walkthrough

See ProspectOS across your own patch.

See how ProspectOS connects property intelligence, controlled campaign activity, organised follow up and performance reporting using a postcode relevant to your agency.

30 minute walkthrough
Guided session
One sample record
Your patch
Sales, lettings or both
Your focus

We will show one relevant Sales or Lettings workflow, from identifying the opportunity to deciding the next action and reviewing the commercial outcome.

Book your ProspectOS demo

Add your details, then choose a time.

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