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iamproperty

New lettings property was added and assigned to you.

Askpilot
Checking steps for adding 42 Eastgate Gardens to the market...
Creating todos...
4 todos created...

Askpilot

Hi Mark, I've reviewed the new instruction for 42 Eastgate Gardens and created an action plan. There are 4 steps to get this property market-ready. Shall we work through them?

MH

Mark Houser

Yes, let's go.

Askpilot

Reasoning: I'll pull the landlord instruction confirmation template and check the compliance status for 42 Eastgate Gardens against current regulations.

Task: New lettings instruction — 42 Eastgate Gardens

Reasoning: Searching for instruction confirmation template and checking compliance certificate status...

View all

Search Company templates.

Term: Landlord instruction confirmation letter

Content: Dear [Landlord Name], Thank you for instructing [Agency Name] to manage the letting of your property at [Address]. Please find enclosed our terms of business...

View all

Search UK Regulations knowledge source.

Term: Lettings compliance pre-marketing checklist

Content: Before marketing a rental property, the following must be in place: valid EPC (Energy Performance Regulations 2012), gas safety record CP12 (Gas Safety Regulations 1998), and satisfactory EICR (Electrical Safety Standards 2020)...

View all

Askpilot

I've drafted the instruction confirmation letter for 42 Eastgate Gardens. Please review and send it to the landlord.

Landlord: J. Whitfield — j.whitfield@email.co.uk

Instruction Confirmation

Dear Mr Whitfield,

Thank you for instructing us to manage the letting of your property at 42 Eastgate Gardens. We are pleased to confirm receipt of your instruction and enclose our terms of business for your records.

We will now arrange compliance certificates, prepare the property listing for your approval, and publish to the major portals once everything is in order...

View full letter
MH

Mark Houser

Sent, thanks.

Askpilot

I've checked the certificates for 42 Eastgate Gardens. The EPC is valid (rating D, expires Nov 2026), but the gas safety CP12 expired last month and there's no EICR on file. Here's what needs to be arranged:

Compliance Status

EPC

Valid — Rating D, expires Nov 2026

CP12 Gas Safety

Expired last month — Contact Gas Safe engineer. 1 boiler, 1 gas hob.

EICR

Not on file — Contact NICEIC electrician. Allow 2–3 hrs on site.

Give the tenant 24 hrs notice before each visit.

Let me know once both certificates are received and added in the system.

MH

Mark Houser

Both done, please check.

Askpilot

Reviewing: Checking CP12 and EICR certificates for 42 Eastgate Gardens...

CP12 and EICR both look good — filed and compliant. Let's move on to the property listing.

Askpilot

I've drafted the listing for 42 Eastgate Gardens. Please review and approve if everything looks correct.

Search Company templates.

Term: Property listing description template

Content: Standard listing format: headline, property type, key features (beds, baths, EPC), description paragraph, material information section with council tax band, tenure, and utilities...

View all

Search UK Regulations knowledge source.

Term: Material information requirements for property listings

Content: Under National Trading Standards guidance, property listings must include material information: council tax band, tenure, utilities, flooding risk, and any restrictions affecting the property...

View all

42 Eastgate Gardens

3 bed semi-detached house

£1,250 pcm
3 beds 1 bath EPC D

A well-presented three bedroom semi-detached house in a quiet residential area, close to local amenities and transport links. Modern kitchen, rear garden, and off-street parking.

Material Information

Council tax: C Freehold Gas central heating Mains drainage No flooding risk
View full listing
MH

Mark Houser

Looks good, approved.

Askpilot

Publishing

Rightmove — listing uploaded

Zoopla — listing uploaded

OnTheMarket — listing uploaded

42 Eastgate Gardens is now published on Rightmove, Zoopla, and OnTheMarket with photos and floorplan attached. Let me know if you'd like to adjust anything.

MH

Mark Houser

Just checked the listings, looks awesome!

Askpilot

All todos are complete. Shall I close this task and move it to done?

MH

Mark Houser

Yes, close it. Great job!

Task closed and moved to done
MH

Mark Houser

Draft a rent arrears letter for tenant at 15 Oak Lane

Askpilot

Search Company Templates knowledge source.

Term: Rent arrears notification letter

Content: Standard arrears letter template: Dear [Tenant Name], Our records indicate that your rent payment of [Amount] due on [Date] for [Property Address] remains outstanding...

View all

Search Company Policies knowledge source.

Term: Rent arrears escalation procedure

Content: If rent is overdue, follow escalation steps: Day 1–3 send arrears notification, Day 7 follow-up call, Day 14 formal warning, Day 30+ refer to legal team...

View all

I've drafted a rent arrears notification letter for the tenant at 15 Oak Lane. The rent is 12 days overdue so I've used your standard Day 1–14 template. Please review and send.

Tenant: Sarah Mitchell — s.mitchell@email.co.uk

Rent Arrears Notification

Dear Ms Mitchell,

Our records show that your rent payment of £1,250 due on 23 February 2026 for 15 Oak Lane remains outstanding. This is now 12 days overdue.

Please arrange payment at your earliest convenience. If you are experiencing financial difficulty, please contact our office so we can discuss available options...

View full letter
MH

Mark Houser

Looks good, send it.

Askpilot

Letter sent to s.mitchell@email.co.uk. I've also logged this in the tenant's arrears history. Shall I close this task?

MH

Mark Houser

Yes, close it.

Task closed and moved to done
Ask anything...
iamproperty View all
MH
Mark Houser
New task is assigned to you

Property 42 Eastgate Gardens
is ready to be added to the market

Action required

Your daily work, turned into tasks automatically

Unlock Your Estate Agency's Full Potential

Estate agency team reviewing Askpilot dashboard on desktop computer
40% less admin time

Manage more properties without hiring

Askpilot knows every process your agency runs so it assists your team to complete their work faster, step by step. Nothing gets missed, skipped, or left incomplete.

Confident professional woman in modern office
Experts from day one

Your team performs like experts from day one

Every process is embedded in Askpilot. New team members don't need to learn how things work. It walks them through every step and answers any question.

Estate agency team reviewing property pipeline on large screen
Faster time to market

Every property moves faster through your pipeline

Askpilot drafts letters, prepares listings, checks compliance, or assists with any work. Your team reviews, approves, and stays in control.

Any Task, Handled Instantly

Tasks flow in from your connected tools or get created by your team. Askpilot assigns them to the right person and assists them to completion. Nothing slips through.

Brand Marketing

Qualify Lead

4 todos

Valuation

Conduct Inspection

7 todos

Instruction

Compliance Check

6 todos

Marketing

Launch on Portals

3 todos

Brand Marketing

Send Marketing Pack

5 todos

Valuation

Prepare Report

8 todos

Instruction

Agree Terms

3 todos

Brand Marketing

Book Valuation

2 todos

Pre-booked

Tenant Referencing

9 todos

Marketing

Update Advertisement

4 todos

Valuation

Market Analysis

5 todos

Pre-booked

Offer Accepted

6 todos

Marketing

Discuss with Landlord

3 todos

Pre-booked

Contract Prep

7 todos

Pre-booked

Landlord Approval

2 todos

Marketing

Monitor and Adjust

4 todos

Move In

Key Handover

5 todos

Move In

Pre-move-in Prep

8 todos

Pre-booked

Deposit Collection

3 todos

Move In

Inventory Check-in

6 todos

Move In

Landlord Confirmation

2 todos

Instruction

Prepare for Marketing

7 todos

Valuation

Landlord Followup

4 todos

Marketing

Notify Tenants

3 todos

Get Up and Running in Less Than an Hour

1
Make Askpilot Yours

Teach Askpilot how your agency works

Connect your tools, upload your knowledge, and map your processes. Askpilot learns your compliance rules, daily workflows, and way of working.

Learn about PROCESS.md
2
Create Tasks

Tasks are assigned automatically or created by your team

Connect your tools, upload your knowledge, and map your processes. Askpilot learns your compliance rules, daily workflows, and way of working.

New chat
Ask anything...
iamproperty View all
MH
Mark Houser
New task is assigned to you

Property 42 Eastgate Gardens
is ready to be added to the market

Action required

List 42 Eastgate Gardens

iamproperty

New lettings property was added and assigned to you.

Askpilot
Checking steps for adding 42 Eastgate Gardens to the market...
Creating todos...
4 todos created...

Askpilot

Hi Mark, I've reviewed the new instruction for 42 Eastgate Gardens and created an action plan. There are 4 steps to get this property market-ready. Shall we work through them?

MH

Mark Houser

Yes, let's go.

Reasoning: I'll pull the landlord instruction confirmation template and check the compliance status for 42 Eastgate Gardens against current regulations.

Askpilot

I've drafted the instruction confirmation letter for 42 Eastgate Gardens. Please review and send it to the landlord.

MH

Mark Houser

Sent, thanks.

Askpilot

CP12 and EICR both look good — filed and compliant. Listing published on Rightmove, Zoopla, and OnTheMarket.

Askpilot

All todos are complete. Shall I close this task and move it to done?

MH

Mark Houser

Yes, close it. Great job!

Task closed and moved to done
MH

Mark Houser

Draft a rent arrears letter for tenant at 15 Oak Lane

Askpilot

Search Company Templates knowledge source.

Term: Rent arrears notification letter

Content: Standard arrears letter template: Dear [Tenant Name], Our records indicate that your rent payment of [Amount] due on [Date] for [Property Address] remains outstanding...

View all

Search Company Policies knowledge source.

Term: Rent arrears escalation procedure

Content: If rent is overdue, follow escalation steps: Day 1–3 send arrears notification, Day 7 follow-up call, Day 14 formal warning, Day 30+ refer to legal team...

View all

I've drafted a rent arrears notification letter for the tenant at 15 Oak Lane. The rent is 12 days overdue so I've used your standard Day 1–14 template. Please review and send.

Tenant: Sarah Mitchell — s.mitchell@email.co.uk

Rent Arrears Notification

Dear Ms Mitchell,

Our records show that your rent payment of £1,250 due on 23 February 2026 for 15 Oak Lane remains outstanding. This is now 12 days overdue.

Please arrange payment at your earliest convenience...

View full letter
MH

Mark Houser

Looks good, send it.

Askpilot

Letter sent to s.mitchell@email.co.uk. I've also logged this in the tenant's arrears history. Shall I close this task?

MH

Mark Houser

Yes, close it.

Task closed and moved to done
Ask anything...
iamproperty View all
MH
Mark Houser
New task is assigned to you

Property 42 Eastgate Gardens
is ready to be added to the market

Action required

3
Get Work Done

Works with your team to complete every task

Askpilot follows your processes step by step. It drafts documents, checks compliance, prepares listings, or assists with any task you need to get done. Your team reviews and approves at every stage.

Designed Around How Estate Agencies Actually Work

Your processes work. The problem is everything that slows them down scattered knowledge, manual assignments, things falling through the cracks.

Askpilot removes all of that. It knows where every property is, what needs doing, and who should do it. It pulls your knowledge together, prepares the work, and guides your team through to completion.

The way your estate agency should have always worked.

For Every Role

Directors & Owners

Your team handles more properties without new hires. Properties move faster. Compliance risk drops. Every decision backed by data.

Negotiators

Get your letters drafted, listings prepared, and compliance checked — automatically. Need to look something up? Just ask.

Property Managers

Know exactly what needs attention today — deadlines, landlord updates, and next steps all handled for you. Unsure about a process? Just ask.

Branch Managers

See which properties are on track, which are stalling, and who needs support — without asking anyone. Need a summary or report? Just ask.

Administrators

Get walked through every step — references, contracts, compliance forms — with documents pre-filled and any question answered along the way.

Compliance Teams

Every deadline and obligation across every property — tracked automatically so nothing gets missed. Need to check a regulation? Just ask.

New Starters

Every process explained, every question answered — so new team members become experts from day one.

Any Role

No matter your role, you get guided through your tasks step by step — and can ask any question about your agency's processes or policies.

Secure and Ready for Enterprises Out-of-the-Box

EU Data Processing and Hosting
Your company's data is processed and hosted entirely within the EU, ensuring compliance with regional data protection regulations.
Single Sign-On (SSO)
Simplify access with enterprise-grade Single Sign-On, giving your team secure, seamless entry with existing credentials.
Permission-Based Data Access
Every team member only sees the data they've been given access to. No one can reach beyond their permissions — not even through AI.
We Don't Use Your Data to Train AI
Your business data remains yours. It's never used to train AI models outside your organization. Complete data ownership and transparency guaranteed.
Audit & Compliance Logging
Every interaction logged. Full access traceability. Searchable audit log. Exportable for regulatory compliance.
Cost Monitoring & Usage Governance
Account-level cost and usage monitoring by default. Per-user cost and usage tracking and quotas available on demand.

PROCESS.md

A simple, open format for teaching AI agents how your business operates.

Introduced by Askpilot as the foundation for mapping your business processes to AI.

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