Part of our Operations agents
AI agents for real estate operations teams
Actionist is an AI automation tool whose agents operate the apps your real estate operations team already uses. Prepare the evidence behind each sale milestone before the progression meeting.
The board says exchange is close. The file still has an unanswered enquiry and an unconfirmed survey visit.
AI Employees for Real Estate Operations in 4 simple steps
Manual Time
We'll go over where you currently waste your time doing manual tasks.
Actionist Automations
We'll show you exactly how Actionist can automate these manual tasks.
Your Benefits
How much time and money you'll save by onboarding AI agents.
Easy to use
We'll show you how easy it is to enable AI across your business.
Where you spend your time
We know how your week actually goes
- Progression built on dated evidenceTrack written milestone confirmations by property reference, with tentative dates kept separate from confirmed ones.
- Legal enquiries with named ownersOrganise the conveyancer enquiry list and draft specific chasers for coordinator approval.
- Survey access with explicit permissionCompare surveyor requests with approved access arrangements before the coordinator confirms a visit.
- Listing readiness before publicationCheck the approved factual fields and required-document references before an owner authorises portal changes.
- Completion authority checked at the deskGather the written authority references the responsible staff need before confirming completion or key release.
- Caseload handovers another owner can usePrepare a property-by-property action queue with sources, deadlines, and unresolved questions.
And hundreds of other tasks you do manually..
An agent can take a lot off your team's plate. Take a look below to see the time and cost you could save by adding AI agents to your Real Estate Operations team's day.
Where the hours go
A proposed exchange date is copied into the same field as a confirmed one. By the next progression meeting, nobody can remember which solicitor message supported the change.
Prepare a property-level comparison of the board and dated source confirmations. The coordinator resolves disagreements and keeps tentative dates visibly separate.
Conveyancing questions arrive in several attachments with reused enquiry numbers. A chase goes to the wrong party because the team has lost the original question and its response owner.
Build an enquiry index that keeps the source version and responding party beside each item. Draft specific chasers for coordinator approval, without interpreting legal answers.
The surveyor has proposed a visit, but the owner approved another window and the escort is covering a different property. Three diaries appear to say the appointment is settled.
Compare the written request, property permission, and escort availability. Present options to the coordinator and hold every external confirmation until approved.
A sale reaches its target completion day with a green board card but no clear written completion authority in the file. The coordinator has to search email while colleagues ask about the keys.
Collect the relevant written authority references into an exception checklist. Responsible staff verify completion and decide key release; a target date or payment screenshot never supplies that authority.
Actionist Will Automate
What one automation looks like
A week with your Real Estate Operations agents
Some of the apps for your Real Estate Operations team
Some apps for your property coordination desk. Find hundreds more in the Actionist App Store.
Your Agent wakes up Automatically whenever something happens
Your agents watch the apps you already use and act the moment something happens, usually within about a minute, handle it based on your instructions, 24/7.
Your benefits
Where the time goes back
What you do manually today
What your agent runs for you
- Operations90 min / weekReconstruct a milestone date
The coordinator searches email threads to find whether a date was proposed or actually confirmed.
Operations Agent0 minA dated source comparisonThe agent lists both the board value and the supporting message in Sheets for coordinator review.
- Operations100 min / weekUntangle enquiry attachments
Staff open successive attachment versions to work out who owes an answer to each conveyancing question.
Operations Agent0 minA question-to-owner indexThe agent prepares an enquiry register with the original wording and version link, plus a chase draft held for approval.
- Operations60 min / weekReconcile professional-visit arrangements
The desk checks the survey request, owner email, and escort calendar separately before suggesting a time.
Operations Agent0 minA permission-backed visit draftThe agent compares the three records and proposes access windows for the coordinator to approve.
- Operations75 min / weekCheck factual listing readiness
A coordinator copies owner-supplied fields into a draft property record while trying to spot missing references.
Operations Agent0 minA factual discrepancy worklistThe agent shows mismatches and evidence gaps in a review table before the property professional authorises publication.
- Operations60 min / weekAssemble completion authority evidence
Staff look through correspondence to locate the exact confirmation supporting a completion checklist item.
Operations Agent0 minAn authority-reference checklistThe agent gathers the source links and flags ambiguity for the responsible professionals, without releasing keys or moving funds.
What that's worth
Calculate what your team saves
Based on typical team usage: the visible tasks plus a few other automations the agent runs: ~4 hrs / person / week of admin work automated.
How easy it is to use
We'll do all the heavy lifting for you.
From entering your website address to having a working AI team, no effort from you.
- Step 1
Enter your website
- We'll research your business
- Automatically configure everything for you
- Step 2
Actionist Auto
Optional- Watches you work
- Creates your agents, workflows and schedules
- Step 3
Marketplace
- Hundreds of apps, plus agents and workflows
- Pre-configured by other users
- Step 4
Invite your team
- We'll automatically onboard them too
- Focus on the things that matter
Enter your website URL for a personalised demo
See exactly what Actionist would automate for your business.
You stay in control
A property transaction cannot be made legally ready by a tidy checklist. These example agents organise evidence and draft coordination work; the agency and its professional advisers decide what a confirmation means and what may happen next.
Enquiry indexes retain the original text and sources. Conveyancers interpret title, searches, contract terms, and exchange or completion authority.
Messages to sellers, buyers, surveyors, and solicitors stay in a coordinator approval queue before sending unless you deliberately widen Approval Modes.
The examples never transfer money or release keys and access codes. Responsible people verify authority and carry out the agency's completion and entry procedures.
Limit connections to the property records needed for each task. Review confidentiality obligations and provider handling before sharing client or conveyancing material.
More Real Estate teams
More use cases for Real Estate Operations teams
Frequently asked questions
Does our real estate operations team need to be technical?
How do we get started with a sale-progression task?
Can we build custom AI agents around our conveyancing process?
How quickly can we set up the first coordination check?
How should we handle sensitive buyer and seller records?
Will it decide that a sale can exchange or complete?
Can it work in an agency portal without an API?
How do we prevent a professional visit from becoming unapproved access?
How do we teach it the standard of our progression notes?
Put evidence behind the next progression meeting
Bring a redacted sale file to a free demo and review one milestone or survey-access task with your coordinator.