Up and running in 5 business days
Our structured onboarding process means you see real value immediately — no months-long implementation projects.
From first call to fully operational
We've refined our onboarding over hundreds of lettings agency clients. Here's exactly what to expect.
- 01
Discovery call (30 min)
We learn your agency — team size, software, bottlenecks, and goals. No obligation, no hard sell.
- 02
Scoping & proposal
We send a clear written proposal: services, SLAs, costs, and contract terms. Typically within 24 hours.
- 03
Agreement & NDA
Sign the service agreement and data processing agreement. We take UK GDPR seriously.
- 04
System access & setup
We connect to your property management software. Your IT team's involvement is minimal.
- 05
Workflow mapping
We shadow your current processes for 1–2 days to document exactly how tasks should be handled.
- 06
Go live
Your EPO team takes on agreed tasks. You'll feel the relief from the very first day.
Everything about getting started
We'll need read/write access to your property management platform and any communication tools you use (email, Slack, WhatsApp Business). We document all access granted in your service agreement.
Absolutely. Many clients start with inbox management or referencing and expand as they see results. There's no pressure to take all services at once.
Every client has a named backup VA who is briefed on your processes. Cover is seamless.
Our agreements require 30 days' notice. We return all your data and access credentials on exit. No lock-in, no penalties.