Estate Agents
Every viewing has the answer. PocketRep writes it down.
Estate agents have details discussions at viewings then forget half of it by the next one. PocketRep records the conversation, picks out what the prospect actually wants — the budget, the personal details, the deal-breakers — and lands it straight in your CRM before you're back in the car.
For·Letting and Sales AgentsBuilt for·Branches of 5–50 reps
The Brief
Build the AI assistant for agents who spend their day out of the office, not on Zoom — and make every viewing count toward the next deal.
Letting and sales agents live on the road. Back-to-back viewings, client calls between, and admin that piles up by 6pm. Most CRMs were designed for inside sales reps at desks — not for someone holding a brochure in one hand and a key in the other. PocketRep was built for the field.
What PocketRep does for letting & sales agents
From recording to CRM-ready notes in under three minutes — with the details a vendor or applicant actually cares about, pulled out automatically.
PocketRep listens for what matters in property conversations: the family setup, the budget signals, the school catchment, the must-haves, the deal-breakers, the objections, the next step. It writes them up in seconds, lets you check them, and pushes them into HubSpot, Pipedrive, Attio — or your branch's CRM via our integration partner.
And then the workflow takes over
Drafted follow-up emails, hot prospect alerts, property match suggestions — generated from what was actually said in the viewing.
Every PocketRep account ships with a library of pre-built workflows for letting and sales agents. Post-viewing follow-up emails. Hot prospect alerts to the branch manager. 48-hour nurture sequences. Property match suggestions for the prospect's must-haves. You deploy them in minutes; you approve every send the first few times; once you trust them, they run themselves.
Not just another note-taker
Gong is for Zoom calls. Fireflies is for Teams meetings. PocketRep is for the conversations that actually happen at properties, in branches, and on doorsteps.
Online meeting AI captures meetings that already had a recording. PocketRep captures the meetings that didn't — the in-person conversations where everything is said, written down nowhere, and lost by the next viewing.
Explore other use cases
Try PocketRep with one of your viewings this week.
We're onboarding letting and sales agencies today! Install on iOS or Android, connect your CRM in minutes, record your next viewing, and see the difference yourself.