PropTech Residential Sales CRM — UK Estate Agency Group

Property Portal API Integration: Rightmove Data Feed: properties submitted via Rightmove RTDF (Real Time Data Feed) XML — property details, photos, floorplans, EPC. Zoopla Property Feed: XML submission, similar structure. Automated portal sync: property instruction → CRM → automatic portal submission within 15 minutes. Price reduction: portal update within 5 minutes of price change in CRM (competitive advantage — Rightmove shows "Just Reduced" badge). Listing performance analytics: Rightmove Analytics API — views, saves, contact rate per listing. Automated Valuation and Land Registry Integration: HMLR Price Paid Data API: comparable sale prices for subject property by postcode and property type (3-bed semi in postcode X: last 10 sales). OS Places API: UPRN (Unique Property Reference Number) → property type, build date, EPC rating, and address verification. Automated valuation report: comparable sales map + property details + suggested asking price range — generated automatically for valuation appointments. Valuer note: automated report is a starting point — valuer override with justification required. WhatsApp Business API for Client Communication: WhatsApp Business Platform (Meta): template messages (approved by Meta — for transactional updates: viewing confirmation, offer received, sale progressed, completion date). Two-way conversation: negotiator and buyer/vendor communicate via WhatsApp through the CRM (conversation logged, GDPR-compliant). Open rates: WhatsApp template messages: 98% open rate vs 22% email (UK estate agency benchmark). TPO compliance: all client communications logged in CRM — audit trail for complaint resolution. AML/KYC for Estate Agency: MLRs 2017: estate agents must conduct AML checks on vendors and buyers at point of sale. KYC: Onfido identity verification (passport/driving licence + selfie) — integrated in CRM vendor onboarding. Source of funds: source of funds declaration for purchases above £50,000 (enhanced due diligence). PEP and sanctions screening: Dow Jones Watchlist API — automatic screening on every client. Suspicious Activity Report (SAR): CRM prompts negotiator to file SAR if suspicious activity detected during transaction.