ClearPath Property AI works across the whole transaction. It prepares the valuation, assembles the Material Information, writes the listing, matches the applicants, coordinates the viewings and reads the feedback, handles the offers, produces the Memorandum of Sale, watches the chain and keeps your clients informed. Your people keep the valuation, the negotiation and the relationship.
Databases, portals and dashboards organised the work and handed every job back to a person. ClearPath is different: the Material Information gets assembled, the listing gets written, the applicants get matched, the feedback gets read, the Memorandum of Sale gets produced and the chain gets chased — before anyone in the office picks it up.
1. The CRM stores the data 2. Your negotiator does the valuation 3. Your negotiator compiles the pack 4. Your negotiator chases the chain 5. Your negotiator answers the 9pm call 6. Your negotiator does the compliance.
1. AI wins the instruction 2. AI compiles the Material Information 3. AI runs the AML file 4. AI matches and chases the buyers 5. AI answers clients 24/7 6. Your negotiator approves.
ClearPath works underneath your CRM and takes the job itself — the valuation prep, the packs, the portals, the diary, the applicants, the offers, the chains, the tenancies, the compliance. Your team keeps the valuation, the negotiation and the client. The platform does everything else, in your agency’s voice.
A market appraisal with every figure cited to Land Registry comparables — drafted before you knock. More valuations a week, more boards up.
Parts A, B and C compiled from the title, the vendor and NPTN, every fact checked to source — not nine days of forms and chasing.
Particulars written in your tone, checked against the pack, published to Rightmove, Zoopla and OnTheMarket — and kept in step on every change.
Applicants answered in seconds at any hour, qualified, matched and booked into the diary — every lead scored and followed up, feedback captured after every viewing.
Captured, qualified and presented in writing as the rules require — the negotiation position drafted from real comparables and the buyer’s chain.
Solicitors, lenders, surveys and the up-chain chased continuously — weak links flagged weeks early, the save drafted before the deal slips.
2–3 comparable conveyancing quotes from your chosen firms, assembled by AI in seconds — any CMS, any search provider. Your referral fee disclosed on the audit chain; the instruction lands at the solicitor verified and pre-populated. No handling fee, no captive searches.
Referencing, Right to Rent, deposits, certificates, maintenance coordination, renewals and arrears — run in real time across every tenancy on the book.
ID, screening and source of funds at instruction, the risk rationale written automatically — your audit trail regulator-ready, always.
Pipeline, chain health, fee forecast, branch performance — Mission Control is the agency’s dashboard, live all day. Decisions made on today’s numbers, never last month’s.
Mission Control on your phone, approvals over WhatsApp, SMS and email — the platform comes to wherever the day takes you, viewings included.
When the sale is agreed the AI assembles comparable conveyancing quotes from the firms on your own panel — any case management system, any search provider — in seconds. The client picks in their app, everything already held on the transaction populates the instruction, your referral fee is disclosed and sealed to the audit chain, and the file reaches the solicitor complete. Your panel, your relationships, your fee.
Sale agreed; the AI assembles two or three comparable quotes from the firms you choose — in seconds, while the applicant is still on the phone.
The client picks in their own app. Your referral fee is disclosed to them and sealed to the audit chain — clean on day one, clean at audit.
Identity and source of funds are completed before the instruction lands — verified once, relied on by every firm in the transaction.
The matter arrives at the solicitor pre-populated and funded. No handling fee, no captive searches — the solicitor side is free.
A preconfigured panel of local firms. You keep the disclosed referral fee — £150–£300 is typical — and your client gets quotes in seconds instead of days.
Per-branch panels and fee cards on one engine — every branch quoting the same way, with group reporting across the lot.
In-house arm first, panel second, partner rail third — your priorities, configured not coded, with a panel-operator view across every member firm.
Work happening underneath your team from the first enquiry to the last call of the day. These are the hours it hands back.
An applicant enquires on a three-bed after close. Answered in seconds, qualified, matched — and booked in for Saturday 10am. In the diary before you’ve finished dinner.
Eight comparables within half a mile, cited to Land Registry, the pricing strategy drafted. Your appraisal ready before the doorbell rings.
The up-chain survey has gone quiet. Flagged before it breaks, the chase to the solicitor drafted, the vendor briefed. One tap to send.
Gas safety at Flat 3 expires in 21 days. Engineer booked, landlord approval requested with the quote, the certificate auto-filed on completion.
Listings moved online. Applicant databases moved online. Every match, every call-out, every chain check — still done by humans. Software stored the data. It never ran the agency.
Auto-descriptions, auto-photos, auto-valuations — faster, more accurate. Still producing outputs for humans to send. The agent wrote every offer reply, raised every chain check, every time.
60 specialist AI Agents — one orchestrator, stage supervisors, narrow-expert executors — run the complete agency operation end-to-end. Every stage automated. Every risk surfaced. Every decision presented for one-click approval. Not a tool. Not an assistant. The platform that runs the agency.
Most AI you have seen so far is a tool. You type a prompt, it writes back, and a person still has to do the job. ClearPath reads the transaction, works out what it needs, and gets on with it.
Agentic AI works differently. Each agent is a specialist with a defined job, a clear goal, the rules of your industry, and authority to take action. It perceives what’s changed in your data, decides what should happen next, executes the work, and reports the outcome — continuously, 24 hours a day, without being asked.
On ClearPath Property AI, 60 specialist AI Agents — each trained on UK estate agency law, process and best practice — run alongside your human team. ClearPath AI do the work. Your people approve the decisions and own the relationships.
This is software that finally works the way you’d hire a person to work.
The agent continuously watches your data, your portals, your CRM, and the world outside — looking for signals that matter.
It reasons against the rules of UK estate agency, your firm’s policies, and the specific situation — and chooses the right course of action.
It executes the work — drafting documents, sending messages, updating your CRM, booking the next step. The actual job, not a suggestion.
It logs what it did, why, and what changed — and surfaces any decisions that need your approval before going out.
ClearPath Property AI is not a CRM feature. It is a purpose-built agentic system — a hierarchy of orchestrator, supervisor and specialist agents running on frontier foundation models, grounded in the law and practice of UK estate agency.
The Estate Agents Act, the Consumer Protection Regulations, Material Information requirements, HMRC AML obligations, tenancy law — and the evidence that matters: Land Registry comparables, title data, NPTN feeds.
Every figure in an appraisal, every fact in a pack, every line in a negotiation brief carries its source. You can check anything the AI produces — which is why you can trust it.
ClearPath AI carry the work to the decision. Valuations, offers, compliance escalations and anything client-material wait for a human yes — and only those.
Every agent action signed, timestamped and immutable — the file your regulator wants, built as the work happens. UK data residency throughout. Your data is never used to train shared models.
One orchestrator, a supervisor for every stage of the sale and the lettings book, and execution agents each expert in one narrow piece of the job — which is why ClearPath can do specialist work right across the agency rather than one task well. Every agent knows the exact rules, forms and process for its stage of UK estate agency — Estate Agents Act 1979, Consumer Protection Regulations, Material Information Parts A, B and C, HMRC anti-money-laundering supervision, the Tenant Fees Act and the deposit schemes — scoped and tested by working agents.
Holds every Journey on the book — sale, letting or auction. Publishes each stage objective as an event, watches every deadline, and links the sale into the wider transaction through ClearPathOS™.
Pulls verified property data from the National Property Transaction Network the moment a listing opens — title, tenure, flags — so the file starts complete, keyed to its UPRN.
Opens the listing. Decomposes the instruction into vendor onboarding, the agency agreement and the file setup — the vendor verified once, the Digital Property ID created at the start.
Onboards the vendor — identity verified in their own app, ownership checked against the registered title.
Drafts the agency agreement to the firm's terms — sole or multi, fee, tie-in — ready for e-signature.
Runs the market appraisal — comparables assembled, pricing strategy drafted — every figure cited to real sales.
Assembles the comparable evidence — sold prices, time on market, £/sq ft — cited to Land Registry data.
Drafts a defensible asking-price strategy from the comparables and the vendor's objectives.
Every listing. Every applicant. Every tenancy. Every chain. One connected workflow.
Up-chain solicitor confirms re-application underway. Agent has contacted 2 other agencies in chain. Vendor advised. Chasers drafted.
The Chain Visibility Agent tracks every party in every chain — every other agency, every solicitor, every lender. It detects weak links weeks before they collapse, contacts the relevant firms, drafts vendor briefings, and surfaces decisions for one-click approval.
1 in 3 chains fall apart. Most do because nobody saw it coming. ClearPath Property AI sees everything coming.
See chain visibility →The Applicant Matching Agent runs against your full active buyer database every time a listing changes. It scores every match by fit, affordability, chain status and behavioural signals. The top matches are messaged automatically — within minutes of going live.
No more spreadsheets. No more "I'll send the new ones tomorrow". The right buyers see the right listings the moment they hit the market.
See applicant matching →The AML & Compliance Agent runs sanctions screening, source of funds analysis and PEP checks on every vendor and applicant. Powered by ClearPath Risk & Compliance AI. Partial matches assessed in context. nominated officer referral drafted. Listing paused until cleared. Every decision written, cited and auditable.
Built to the same regulator-facing standard as our Compliance product. Used by 1,500+ UK firms before this generation.
See risk & compliance →Vendors and applicants ask questions at 11pm on a Sunday. The Client Communication Agent answers instantly, accurately, in plain English — on WhatsApp, SMS, email or your client portal. No agent required. Every message logged and read-receipt confirmed.
The result: NPS goes up. Out-of-hours calls go down. Your team's evenings come back.
See the client app →Chain fall-through is down 24% already. Eight of my staff have gone back to actually selling instead of chasing AML, solicitors and lenders. Our list-to-exchange is heading for 41 days.
It’s like hiring sixty specialists overnight. They handle the admin. My team handles the relationships.
Agencies of every size run sales and lets on ClearPath Property AI. These are the differences it makes to a book — on time to exchange, on fall-through, on capacity, on the vendors who stop ringing.
The agency put its whole sales book through ClearPath Property AI. Material information compiled before listing, the memorandum issued the day the offer was agreed, and progression chased continuously instead of weekly.
The Fall-Through Agent surfaced weak links three to four weeks before they broke: expiring offers, stalled surveys, silent solicitors. Chasers sent, vendors briefed, chains realigned. 53 deals that would have died, banked instead.
One sales progressor was at capacity holding 95 transactions by phone and spreadsheet. The same team now runs a progression book three times the size — chain health scored continuously, chasers automatic, the progressor handling only the calls that need a human.
Vendors used to wait days for a progression update. The Client Communications Agent now answers in seconds, in plain English, on WhatsApp — and the weekly vendor progress report writes itself. “Any news?” calls down by two thirds.
The pack that now blocks every listing used to take over a week of vendor forms and chasing. The Material Information Agents compile Parts A, B and C from the title, the seller and NPTN, verify every fact to source, and hand the negotiator a finished, compliant pack.
Referencing, Right to Rent, deposits, certificates, renewals and arrears all run on the very same 60 AI Agents as the sales side. Gas and electrical certificates renewed before they lapse, every deposit protected on time, fourteen tenancies renewed a week without a chase.
A five-branch agency agreeing 18 sales a month. The platform is a real cost, and this is what it protects: the commission on the sales that would otherwise have fallen through.
Based on UK industry averages: 29.8% fall-through rate · £420k avg property price · 1.4% avg agency fee. Your savings will vary — book a 30-minute call and we’ll model it on your last 12 months of completions.
Every vendor and buyer gets the ClearPath app: live status, plain-English answers, documents signed and identity done on their phone. The Transaction Hub shows the whole move as one journey — agent, conveyancer, broker, lender — so the client always knows what’s happening and what happens next.
Nothing to replace and nothing to migrate. ClearPath works across the CRMs, portals, data sources and registries your agency already runs on — Alto, Reapit, Jupix, Dezrez and Street among them, Rightmove, Zoopla and OnTheMarket for the listings — reading from them and writing the finished work back into them.
Live the day you sign up. Your data never migrates — because your CRM stays. Your team keeps working exactly as they do today.
Estate agency is HMRC-supervised for anti-money-laundering — and the agent is the first operator in every transaction. On ClearPath, that first verification becomes the foundation of the whole chain: identity, screening and source of funds done once at instruction, the Digital Property ID created at the start — then relied on by the conveyancer, the broker and the lender under the Multilateral Reliance Framework, on one shared audit chain.
Vendors and buyers verify identity biometrically in the ClearPath app at onboarding — checked against the registered title, never re-keyed downstream.
Open-banking source-of-funds in minutes, the risk rationale written automatically — the file your HMRC inspection wants, built as the sale runs.
Screening doesn’t stop at onboarding. A change of circumstance mid-sale triggers a fresh check and an alert — before it becomes a problem at exchange.
At sale agreed, the buyer is referred to a panel conveyancer in one tap — the quote built from the file, the referral fee disclosed and written to the audit chain.
Identity handed across with the memorandum · nothing re-sent, nothing re-keyed · the chain stays connected
The government-commissioned Open Property Roadmap (CFIT, May 2026) calls for every transaction to start with a UPRN-keyed digital identity for the property, created by the first operator — the estate agent. That is exactly how ClearPath Property AI works today: every listing keyed to its UPRN at instruction, every fact carried forward on open standards.
The Digital Property ID created the moment the instruction opens — title, tenure and flags pulled from NPTN and HMLR, attached to the UPRN for life.
Material information captured to the Property Data Trust Framework and BASPI schemas — portable, verifiable, accepted by the conveyancer without re-keying.
The industry is moving from 120 days to 28. ClearPath Property AI is the AI that puts those rails to work — consuming trusted data, producing decisions, evidencing every one.
ClearPath Property AI is built for independent agencies winning their first 50 instructions a month — and for the largest UK networks managing 200+ branches. Same agents. Same record. Different stories.
For solo, multi-branch and ambitious independent agencies. Stop drowning in admin. Go back to selling.
A single workflow that runs every stage of every transaction — from listing intake to completion handoff — without re-keying into five systems, chasing AML by email, or guessing at chain status.
AI handles the listing intake, the AML & ID, the applicant matching, the offer comms, and the chain visibility. Your team goes back to what they do best — winning instructions, advising vendors, building relationships.
For the largest UK networks and ambitious mid-market groups. One platform across every branch and brand.
One platform across every branch and brand — with consistent operations, central compliance visibility, and group-wide chain intelligence. No more 100 different software stacks.
Standardise listing intake, AML, applicant matching and offer management across the entire estate. Catch fall-through risk early — at branch, region and group level. Compliance audit-ready by default, every transaction.
ClearPath provides five AI platforms for estate agents, law firms, conveyancers, mortgage brokers, lenders and regulated businesses. The AI works inside the transaction: it reads the documents, carries out the work, produces the outputs and keeps things moving, while your people make the decisions that need their judgement. Property AI is complete on its own — and where the other platforms are in play, authorised information and progress move with the transaction.
Listing → buyer
offer accepted
60 AI Agents · clearpathproperty.app
Instruction →
HMLR registered
79 AI Agents · clearpathlegal.app
Fact-find →
mortgage offer
69 AI Agents · clearpathlend.app
One canonical record across every platform. Risk and compliance run underneath, shared between Property, Finance and Legal. Verified once, carried forward — the chain stays connected from listing all the way to registration.
Every agent action is logged, explainable, and audit-ready. Estate Agents Act 1979 compliance, Consumer Protection from Unfair Trading Regulations, AML obligations — all baked into the platform, every transaction. And your data is yours: never used to train shared models, UK-resident, deleted when you leave.
Every tier does the work across the whole transaction — the valuation prepared, the Material Information assembled, the listing written, the applicants matched, the viewings coordinated, the offers handled, the Memorandum of Sale produced, the chain watched and the client kept informed. What changes between tiers is the size of agency it is built for, and how far the oversight reaches across your book.
Independent agencies and small firms building capacity without hiring
Multi-branch agencies and growing groups running at scale
For networks, groups and the largest UK estate agency businesses — bespoke
No setup fees. 12-month term. Onboarding, migration and training included. ClearPath Risk & Compliance AI is built in on every tier — identity, screening and source of funds for every party to the sale, inside the platform rather than as a separate product. Send us your last twelve months and we will come back within a day with a written proposal and a return model built on your own numbers.
Every stage of the transaction run by AI, on real books, in real agencies, today.
£0 setup · all 60 AI Agents active from day one · first listing live in days · money-back if you’re not 100% satisfied.
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