What we need to see
Representative documents, the fields you need and examples of scans, missing pages or difficult layouts.
Document extraction · Property & estate agents
Property Paperwork In. Clean Data Out.
Estate agency runs on paperwork: tenancy agreements, EPCs, surveys, AML/KYC packs, property pack documents. Each one carries data that needs to land in your CRM, your portal feed, your compliance log. Manual entry is the bottleneck, and the error source. AI does it in seconds, consistently, with full audit trail.
Tell us the task, your current tools and where the work gets stuck. We will help you choose a sensible first scope.
The property & estate agents reality.
New listing comes with a property information pack, EPC, tenancy terms (if applicable), survey reports, schedule of fittings, AML/KYC documents. Each piece of data needs entering into your CRM and your portal feeds. Multiply across 100 listings per branch and you have a full-time data-entry job.
The work in context · Illustrative scenes
Start with the property & estate agents workflow.
Use representative inputs from the business to scope document extraction. Agree what the system prepares and what a person needs to check.
Make the handover part of the build.
Test normal work, missing information and failures with the team, then hand over clear review steps and practical guidance.
Tuned for property & estate agents.
01
Multi-document pipeline
EPC ratings, floor plans, tenancy terms, AML documents, each routed to its own extraction pipeline with the right schema. Output lands in your CRM + portal feed format.
02
Compliance verification
AML/KYC documents checked for required elements (correct ID type, date validity, address match). Anything missing flagged before the listing goes live.
03
Portal feed enrichment
Extracted EPC, dimensions, energy performance feed Rightmove and Zoopla data fields. No retyping.
04
Audit trail for ICO and HMRC
Every extraction logged. Every decision auditable. Access and retention controls are agreed with your data-protection lead. Document-handling chain-of-custody maintained.
We integrate with what you have.
- Property CRMs (Reapit, Alto, Jupix, Veco)
- Portal feed gateways
- AML/KYC platforms (Credas, SmartSearch)
- EPC databases
- Document management
We check your software version, available API or export, access permissions and any supplier fees before quoting. If a reliable connection is not available, we will explain the practical alternatives.
Prove it on your own work first.
How we judge the pilot
Check field accuracy against a human-labelled sample and measure the time still needed to verify the output.
What stays in your hands
Keep the source beside each extracted value. A named reviewer checks critical fields before downstream use.
Fixed fee, phased delivery.
£4,800-£12,000 for build, ~£300-£500/month for hosting
From £4,800excluding VAT
Document extraction for property & estate agents
- Workflow audit + industry-specific spec
- Build, integrations, and tuning to your real data
- Deployment, handover and agreed access controls
- Hosting, AI usage and ongoing support quoted separately
Things people in this industry ask us.
01How does it handle AML/KYC documents?
ID documents, proof of address, source of funds. Extracted, structured, and verified against requirements. Flagged for human review where photo quality, document type, or completeness is in doubt.
02What about EPC integration?
EPC PDFs are read for energy ratings, recommended improvements, and key metrics. Auto-populates Rightmove/Zoopla feed fields. Reduces "did anyone update the EPC field" friction.
03How accurate is it on hand-marked surveys?
Modern vision models are robust to scanned and hand-marked surveys. Handwritten notes captured. Floor plans recognised with rough dimensions. Anything genuinely unreadable flagged for human entry.
04Does it work with our existing CRM?
Yes, Reapit, Alto, Jupix, Veco. Extracted data flows into the right CRM fields. Where the CRM lacks an API, we use email or file-based interfaces.
05What about data protection?
We document the data flow, provider terms, retention and access controls for review with your data-protection lead. The system supports your process; it does not replace your compliance responsibilities.
Zoom out.
Related solutions.
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Turn the idea into a working system.
What could work
better for you?
A new website. More customers. Less admin.
Tell us where you want to get to. Chris or Kay will reply within one working day.