AI for Estate Agents and Lettings Teams

What's inside

1. Level 1: What AI Can and Can't Do in Agency WorkFree
   You'll see where AI assistants like ChatGPT, Gemini, Claude and Microsoft 365 Copilot really help estate agents and lettings teams, where they fall short, and what dated evidence shows about how the profession uses them now.
2. Level 2: Choosing Approved Tools Under Your Workplace PolicyFree
   We'll work out which AI tools your firm allows, how business and consumer versions differ in how they handle data, and what your workplace AI policy expects of you.
3. Level 3: UK GDPR: What Never Goes Into a Tool
   You'll learn how UK GDPR and client confidentiality apply when you use AI, and build a simple habit of anonymising details before you paste anything into a tool.
4. Level 4: Writing Accurate Property Descriptions and Adverts
   We'll take your verified property facts and turn them into a clear, appealing description and portal advert, using a prompt that keeps the AI stuck to the facts you gave it.
5. Level 5: Material Information and Unfair Trading Rules
   You'll learn what National Trading Standards material information guidance asks for in listings, and how the unfair trading rules now in the Digital Markets, Competition and Consumers Act 2024 apply to misleading adverts, whether a person or an AI wrote them.
6. Level 6: Photos, Captions, Floor Plans and Virtual Staging
   We'll use AI to help you pick photos, write captions and check floor plan details, and draw a clear honesty line on virtual staging and image editing so buyers and tenants are never misled.
7. Level 7: Answering Enquiries and Booking Viewings
   You'll build AI-assisted replies to buyer and tenant enquiries and viewing requests that stay accurate, friendly and consistent, and you'll learn which questions must always go to a person.
8. Level 8: Preparing Valuations with Checked Comparables
   We'll use AI to organise your valuation prep and comparables, then check every figure against real sold-price and market data so your own professional judgement sets the figure.
9. Level 9: Clear Vendor and Landlord Updates
   You'll draft regular vendor and landlord updates with AI that are honest about feedback, progress and setbacks, without overpromising or sharing anything you shouldn't.
10. Level 10: Tenancy Paperwork and Reminders
    We'll use AI to organise tenancy admin, such as move-in checklists, renewal and compliance reminders and plain-English summaries, while the legal documents and deadlines stay under human control.
11. Level 11: Equality Act Duties and Fair Lettings
    You'll learn how Equality Act 2010 duties apply to lettings and sales, and how to make sure AI-drafted adverts, screening wording and replies never discriminate, directly or indirectly.
12. Level 12: The Renters' Rights Act Changes in Outline
    We'll go over the main Renters' Rights Act 2025 changes at a high level, including the end of section 21 and the move to periodic tenancies from 1 May 2026, and how to keep your AI templates up to date.
13. Level 13: AML, Client Money and the Property Ombudsman Code
    You'll learn where AI can support anti-money-laundering checks, client money handling and Property Ombudsman code duties, and why identity checks, risk decisions and money decisions stay human.
14. Level 14: Local Marketing and Social Media
    We'll use AI to plan and draft local marketing and social media posts that build your profile, while keeping every property claim, area claim and testimonial true.
15. Level 15: Catching Made-Up Facts and Bias
    You'll build a repeatable review routine for catching invented facts, wrong figures and biased wording in any AI output before it reaches a client, buyer or tenant.
16. Level 16: Being Open About Your AI Use
    We'll work out when and how to be open with clients, colleagues and the public about your AI use, especially for images and communications, so trust is never put at risk.
17. Level 17: Using AI to Deepen Your Own Expertise
    You'll learn to use AI as a study partner that quizzes you, explains regulations and tests your reasoning, so your own judgement grows instead of depending on the tool.
18. Level 18: Talking to Managers and Colleagues About AI
    We'll prepare you to have useful conversations with your manager and team about AI, including raising risks, suggesting safe uses and helping shape a sensible workplace policy.
19. Level 19: How the Role May Change and Your 30-Day Plan
    You'll look honestly at how agency and lettings roles may change over the next few years, without overclaiming, and turn what you've learned into a personal 30-day plan.
20. Level 20: Final Challenge: A Full Listing-to-Let Review Exam
    In this final challenge you'll take a realistic property case from description and adverts through enquiries, updates and tenancy admin, using AI safely and checking every step against the rules from the whole course.

Access

The first 2 levels are free with a free account. Every level, the podcast edition and the AI tutor come with All Access at £4.99/month or any Creator plan — see pricing.

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