Happy Webs
№ 01 / SolutionDocument 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.

№ 02The promise

The promise

< 30 sec per property pack
90%+ extraction accuracy after tuning
Compliance-ready audit trail for ICO and HMRC
№ 03Where it hurts

Where it hurts

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.

№ 04What we actually build

What we actually build

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. ICO data-protection compliance baked in. Document-handling chain-of-custody maintained.

№ 06Typical stack

Typical stack

We integrate with what you have.

  • Property CRMs (Reapit, Alto, Jupix, Veco)
  • Portal feed gateways
  • AML/KYC platforms (Credas, SmartSearch)
  • EPC databases
  • Document management

If your stack isn't listed, ask — almost always we can integrate. We've connected to bespoke MES, ancient on-prem systems, and email-only interfaces.

№ 07Pricing

Pricing

Fixed fee, phased delivery.

£4,800–£12,000 for build, ~£300–£500/month for hosting

From £4,800

Document extraction for property & estate agents

  • Workflow audit + industry-specific spec
  • Build, integrations, and tuning to your real data
  • Live deployment in your environment
  • Ongoing tuning + accuracy monitoring
№ 08Questions

Questions

Things people in this industry ask us.

01 How 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.

02 What 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.

03 How 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.

04 Does 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.

05 What about data protection?

ICO-compliant by design. Personal data stays in your environment. Zero-retention API contracts with AI providers. Full DPA available.

№ 09The pattern

The pattern

See document extraction for other industries.

Use case hub

Document extraction

Every business has the same data-entry tax.

Let's see if we can help.

A 15-minute chat with Chris & Kay. No slides. No pitch deck. You tell us what's on your plate; we follow up by email with real thinking.

Studio81 Penny Meadow, Ashton-under-Lyne, OL6 6EL
HoursMon–Fri · 09:00–17:00 GMT