Free Guides & Playbooks

AI resources for every property role

Free guides, playbooks, checklists and tools — organised by the type of property business you run.

Guides for estate & sales agencies

Estate Agencies

AI Readiness Checklist

Score your agency's AI readiness across 5 dimensions — lead response, CRM integration, staff training, compliance, and automation depth.

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Estate Agencies

Response Time Benchmarks

How fast do UK estate agencies respond to leads? Benchmark data from 500+ agencies and why speed directly wins more instructions.

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Estate Agencies

AI Chatbot Comparison Guide

Yield vs generic chatbots — a side-by-side comparison of features, lead conversion rates, portal integrations, and UK property knowledge.

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Estate Agencies

Material Information 2026 Guide

Everything estate agents need to know about Material Information regulations — what's required, when, and how AI can help you stay compliant.

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Estate Agencies

10 AI Skills Pack

The 10 AI skills every UK property professional needs in 2026 — with downloadable prompt templates and workflow blueprints.

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Estate Agencies

The Property LinkedIn Machine

How to generate a consistent stream of inbound vendor and landlord leads from LinkedIn using AI-powered content systems.

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Estate Agencies

Free Lead Leakage Audit

How many leads is your agency losing right now? We mystery-shop your website and portal responses — and show you exactly where you're leaking revenue.

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Estate Agencies

AI Valuation Prompt Templates

20 ready-to-use AI prompt templates for valuation prep, market commentary, vendor communication, and listing descriptions.

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Guides for property investment advisors

Investment Advisors

Portfolio Intelligence Guide

How AI monitors 200+ risk signals across your client portfolio — flagging yield compression, void risk, lease events, and price drift before they become problems.

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Investment Advisors

Investment Memo Template Pack

6 AI-powered investment memo templates for BTL, HMO, commercial conversion, development, and portfolio acquisition — ready to use with ChatGPT or Claude.

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Investment Advisors

Comparable Disposal Playbook

A step-by-step guide to finding and analysing comparable land and property disposals using AI — replacing hours of manual research with a 5-minute process.

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Investment Advisors

Market Demand Analysis Guide

How to use AI tools to analyse local rental demand, price trends, and planning pipeline data — building better investment cases in less time.

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Investment Advisors

Property Data Sources Cheatsheet

Every free and paid UK property data source — from Land Registry and EPC registers to planning portals and flood risk APIs — with AI integration tips for each.

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Investment Advisors

10 AI Skills for Investment Advisors

The 10 AI skills that are transforming investment advisory in UK property — from automated market research to AI-drafted client reports.

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Investment Advisors

10 Claude Skills for Property Investors

AI-powered prompts and templates for deal sourcing, underwriting, market analysis, and portfolio management — built specifically for UK property investors using Claude.

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