Your team is working flat out.
But you still can't see the pipeline.
Your CRM, your accounting software, your contract platform, Rightmove, spreadsheets — none of it talks to each other. You're relying on manual reports that are wrong by the time you read them. We fix that in weeks, not months.
Every letting agency we walk into has the same five problems.
The systems work individually. But nobody can see across the whole business. The MD is the most expensive person in the building — and they're spending their time chasing updates instead of growing the portfolio.
"I can't see the pipeline — what's at viewing stage, what's stuck at referencing, what's overdue for move-in."
"Someone spends half their week building reports that are wrong by the time I read them."
"Compliance deadlines are in a spreadsheet. Gas safety, EPC renewals, deposit protection — I don't fully trust it."
"The CRM's got the data but the team has workarounds for the workarounds. Nobody uses it properly."
"The team works reactively — whatever shouts loudest gets done first. Nobody knows what's actually urgent."
"If I'm not in the office chasing things, stuff falls through the cracks. I can't step away."
What happened when we fixed this at a 12-person letting agency.
A student lettings agency in the North West. 12 staff. A property CRM, accounting software, contract signing platform, deposit protection, and M365 — none of it connected. The MD was relying on daily staff updates and a spreadsheet pipeline he didn't fully trust. Here's what changed.
"The combined property dashboards mean I'll see the full pipeline without asking anyone. My customer service manager can stop preparing reports for me and actually support our students — that's how we keep them year after year."
— Managing Director, North West Letting Agency
From reactive to visible. In weeks.
We don't sell you software. We connect the systems you already have and build a dashboard that shows you the whole business in real time. Your team works from priorities. You see trends, not just today's fires.
The MD gets a daily briefing — without asking anyone
Every question you currently chase staff to answer, delivered to you automatically. Pipeline status, overdue tasks, compliance alerts, occupancy trends. Email or live dashboard — your choice.
The team sees what's urgent every morning
No more starting the day by checking seven systems and reacting to whoever shouts loudest. A prioritised task list tells each person exactly what needs doing next.
Compliance deadlines alert you before they're missed
Gas safety, EPC renewals, deposit protection, tenancy end dates — tracked automatically with alerts that fire before the deadline, not after. The spreadsheet retires.
Your customer-facing staff actually face customers
When the CSM isn't compiling reports or chasing updates, they can do what you hired them for — proactive tenant support, retention, and relationship building that keeps lets renewing.
You see trends — not just where you are today
Pipeline velocity. Seasonal patterns. Staff productivity. Conversion rates by source. The data you already have, finally visible and useful for strategic decisions.
Three stages. No lock-in. Just results.
We walk in, watch how your team actually works, and map every wasted hour. You get a costed report showing exactly where time and money is going — most agencies are surprised by the number.
We build your operational dashboard and connect your existing systems. Small, targeted automations feed the data in automatically. Your team stops doing manual work. You start seeing the full picture.
Ongoing support as your agency grows. System monitoring, automation maintenance, new dashboards as you need them. Including M365 management if you use it. Your technology partner, not just a one-off project.
Find out what your agency's inefficiency is actually costing you.
30 minutes. No pitch. We'll look at how your team works, where the time goes, and what it would take to fix it. Most agency owners we speak to had no idea how much was falling through the cracks.
Book your free reviewLetting Agency Operational Visibility — William Peers Advisory
William Peers Advisory helps letting agency owners with 10-25 staff see what's actually happening across their operations. We connect existing systems — including Arthur Online, Reapit, Alto, Street.co.uk, Expert Agent, PropCo, Loop, Xero, QuickBooks, Signable, DocuSign, PandaDoc, DPS, TDS, Rightmove, Zoopla, OnTheMarket, Microsoft 365, and Google Workspace — into a single operational dashboard that gives MDs real-time visibility of the lettings pipeline, compliance deadlines, task priorities, and team productivity. Based in the North West, serving letting agencies across Liverpool, Merseyside, Lancashire, Manchester, and the wider region. Free operational reviews available. Typical results include 18 hours per week saved on manual reporting, £18,000 per year in recovered staff costs, and full pipeline visibility from enquiry to move-in.