Tier 3
Branch OS
Full operational and compliance infrastructure for multi-branch agencies or those preparing for acquisition.
Setup from
£19,995 setup
Monthly from
£1,795/month
What's included
Five additional components, built and run for you.
Everything in Lead-to-Instruction
All lead capture, operational automation, and email triage components — plus the full retainer support that covers them.
AML / Source of Funds automation
Automated Anti-Money Laundering and Source of Funds checks at instruction, with full audit trail documentation. Integrates with the major AML identity-check providers. You get a defensible compliance record — not a checkbox on a paper form.
Renters' Rights Act compliance pack
Right to Rent check workflows, deposit protection alerts, Section 21 and Section 8 notice tracking, and documentation management — updated as legislation changes. When the Act's provisions come into force, your systems already reflect them.
Sales progression chaser
Automated chasing of solicitors, mortgage brokers, and surveyors at every stage of the sale. Weekly pipeline report showing where each deal is stuck and how long it has been there. Your negotiators focus on deals that need a human — everything else moves automatically.
Multi-branch dashboard
A single view of enquiry volume, response times, pipeline health, and compliance status across all branches. Management reporting that takes minutes to read, not hours to compile.
Monthly retainer
£1,795/month covers:
Legislation changes. Portals update their APIs. Your processes evolve. The retainer covers all of it — without the conversation about additional fees.
Everything covered in Lead-to-Instruction
Compliance pack updates as legislation changes — no additional fee
AML rule updates and provider API maintenance
Sales progression workflow adjustments as your process evolves
Cross-branch reporting, anomaly alerts, and benchmark analysis
Quarterly strategic review with your AI Partner contact
Every engagement starts with The AI Audit.
We spend two days inside your agency, map your full operation — including compliance exposure — and give you a written report. The £750 is fully credited if you commission Branch OS.
Book an AI Audit →