Turn property emails into reviewed, CRM-ready records.
Gather the facts, spot gaps and conflicting details, and draft one request for what is missing. Your team reviews the record before handing it to the CRM you already use.
14 Example Lane, Wakefield
Asking price: £275,000. I will send the EPC. Earlier asking price: £285,000. Can viewings be after 4pm?
£275,000 and £285,000. Staff compare the sources.
Add it to one editable information request.
Reviewed facts, outstanding checks and the next action.
The information is usually there. It just arrives in the wrong shape.
A vendor or landlord rarely sends a perfect CRM record. Details arrive across emails, follow-ups, attachments and conversations. Someone still has to read it, decide what matters, copy it across, chase the gaps and keep the record straight.
Rent today. EPC tomorrow. Access instructions later. The property record gets patched together over time.
Details are copied from email into CRM fields, notes, portal records and internal checklists.
Long emails can contain twenty useful facts. A few missed items become tomorrow’s chasing.
From one messy email thread to one working record.
Before
- Vendor or landlord email with property details mixed into free text
- Follow-up messages add deposit, EPC, access and management notes
- Staff copy details manually into several places
- Missing information is spotted late or chased from memory
After
- Structured property record built progressively as information arrives
- Missing details, conflicting values and review items shown clearly
- One editable request collects the next set of missing details
- Clean internal handoff when the core record is ready for CRM entry
Import. Check. Request. Review. Hand over.
Import the property email
Paste a vendor or landlord email, or import a marked message through the configured Gmail connection.
Extract useful facts
Property, contact, rent or price, EPC, council tax, deposit, access and other details are proposed for review.
Request what is missing
Select missing details and conflicting values. Create one editable request to send through your agency email account.
Review the evidence
Paste the reply, compare the proposed changes with the source, resolve conflicting values and check the facts.
Hand off to the CRM
Preview, copy or download a reviewed internal summary. Outstanding supporting checks remain clearly labelled.
It is not another estate agency CRM.
Property Dossier Studio sits in front of the CRM. It handles the messy intake stage, then hands over a cleaner, reviewed property record to the systems your team already uses.
Property Dossier Studio is for
- Structuring vendor and landlord emails
- Building the property record progressively
- Showing what is missing or still needs review
- Keeping source evidence against key facts
- Preparing a clean CRM handoff
It is not trying to be
- Your CRM
- Your property portal
- An AML provider
- A legal or regulatory compliance certificate
- A replacement for agent judgement
Less copying. Fewer loose ends. A clearer handoff.
Progressive property dossiers
Follow-up emails can update the same working property record without starting again.
Evidence and conflict review
View the original email behind imported fields. When a new value differs, compare both sources and record your decision.
Missing-information requests
Draft a concise request for selected gaps. Record that you sent it, then review the reply as proposed updates.
CRM-ready handoff
Once core information is reviewed, staff can copy or download a compact internal transfer summary.
Show us how one instruction reaches your CRM.
Use an anonymised or redacted vendor or landlord instruction. We’ll follow one instruction from import to handoff, including a missing-information request and a reply. A branch pilot can measure handling time, corrections caught and repeated chasing. Scope and price are agreed before the pilot starts.
The obvious questions.
We already have a CRM. Why would we need this?
Because the Studio handles the unstructured information before the CRM record is ready. It is designed to reduce the reading, copying, checking and chasing that still happens around the CRM.
Does it verify legal compliance?
No. It records what has been supplied, what source it came from and what the agent has reviewed. Official, legal and document checks remain separate and the agency keeps responsibility for professional judgement.
Does it only work with Gmail?
No. You can paste an email from your usual mailbox. The current build supports pasted emails and a configured Gmail marked-email connection. Other mailbox integrations are not included yet.
Does it update my CRM automatically?
No. The current handoff uses a copy-ready or downloadable text summary and a structured JSON export. Your team transfers the reviewed record. Direct CRM integrations are not included.
Does reviewed mean independently verified?
No. Review records that staff checked the information against the supplied source. A statement in an email remains a statement from its sender. Official or document verification needs its own evidence.
Does the app send requests for me?
No. It creates an editable draft for your team to copy or download. You send it through your agency email account and record that it was sent.
Can I hand over a record while some details are missing?
Yes, after the identity checks, conflict resolution and staff approval. The summary labels supporting gaps and review states. Marketing pack creation has a separate, fuller checklist and approval.
Can it handle lettings and property management?
Yes. The current workflow supports lettings information such as deposit, furnishing, availability, gas safety, EICR, maintenance authority, stopcock, fuse board and access instructions.
Is this only for the UK?
The current pilot is configured for England. Country-specific property workflows can be added separately rather than pretending one ruleset fits every market.