Xcho for Estate Agents and Legal Professionals

Most property businesses are sitting on more opportunities than they realise. There's the applicant who registered and went quiet, the homeowner who had a valuation and never listed, and the landlord who chose another agent. Then there are the tenancies coming up for renewal and the happy buyers who would gladly recommend you, if only someone asked.

The problem is rarely a lack of leads. It's a lack of time to follow them all up. Negotiators, lettings teams and property lawyers are busy with viewings, negotiations and transactions, so the follow-up that would win the next instruction keeps getting pushed back.

Xcho is an AI assistant built to close that gap. It's a lead engagement platform with a strong focus on re-engagement: it reconnects you with the contacts you've already earned, while also handling first contact with new enquiries. Conversations run over two-way SMS and WhatsApp, 24/7, and qualified contacts are booked straight into your diary. Because Xcho was developed by a financial services firm, compliance is built in, which matters in a sector where money, contracts and regulation are part of every deal.

Four campaigns, one assistant

Xcho runs four types of campaign, each aimed at a different point in the client relationship: Renewal, Reactivation, Recommendation and New Customers.

You can run one campaign or all four. Here's how each works for estate agents, letting agents, developers, investors and the property lawyers who work alongside them.

Reactivation: Extract value from your old database

Most agency CRMs hold thousands of contacts who never went any further: valuations that didn't become instructions, applicants who stopped looking, buyers whose chains collapsed, and people who registered for a development that sold out. Many went cold simply because nobody could get hold of them. They didn't answer an unknown number, and after a couple of voicemails your team moved on.

Xcho picks those conversations back up. It sends lapsed contacts a friendly, human-sounding opening message by SMS, moving to WhatsApp where available, so they can reply in their own time. Circumstances in property change constantly: families grow, jobs relocate, tenancies end and investors look for their next purchase. A few well-timed messages can turn a forgotten list into new instructions, applicants and viewings, without spending a penny on advertising.

Renewal: Stay ahead of the dates that matter

Property runs on fixed terms and deadlines, and each one is a chance to keep a client or lose them to a competitor. Keeping track of them all by hand is time-consuming, so many slip by unnoticed. Xcho handles that outreach automatically, for example:

• Tenancy renewals: contact landlords and tenants ahead of fixed-term end dates to arrange a renewal or re-marketing in good time
• Management agreements: check in with landlords before their agreement is due for review, and offer full management to let-only landlords Investor reviews: invite investors to an annual portfolio conversation, so you're first in line when they buy or sell
• Market appraisals: reach out to past buyers a few years after completion, when many start thinking about their next move

Recommendation: Let happy clients do the talking

Word of mouth has always been one of the strongest sources of business in property, but most agents only ask for referrals when they remember to. Xcho makes it routine. After a successful completion or a smooth tenancy, it checks in with the client and invites them to recommend you to friends, family or colleagues who might be moving.

Recommendation campaigns also introduce clients to the other services you or your partners offer, at a time when they're likely to need them. A buyer who has just completed may need a conveyancer for their next move or a will that reflects their new home. A landlord who is happy with a let may be interested in your management service or in adding another property to their portfolio.

New customers: first contact, properly qualified

New enquiries arrive from property portals, your website, valuation tools, social media and 'For Sale' and 'To Let' boards.

The people behind them rarely answer an unknown number, and they've often contacted several agents at once. Xcho makes first contact for you by SMS or WhatsApp, replies to questions at any hour using only the details you provide, and keeps the conversation going until they're ready to take the next step.

It also qualifies each enquiry before your team gives up any time, which saves a lot of wasted viewings and valuations. You decide what it asks, which could include:

• Buyers: budget, position (first-time buyer, cash buyer, sold subject to contract or not yet on the market) and whether they have a mortgage in principle
• Sellers and landlords: the property address, why they're moving or letting, and when they'd like to go to market
• Tenants: move-in date, number of occupants, pets, and whether they'll need a guarantor
• Investors: budget, cash or buy-to-let finance, and the type of property they want
• New-build buyers: preferred plot type, timescales, and whether they have a home to sell

The same questions work in reactivation campaigns too, where a contact's situation has often changed since they first enquired. Only once someone meets your criteria does Xcho move them towards a viewing, valuation or call.

Viewings and valuations, booked and rebooked

Whichever campaign a contact comes from, the goal is the same: a confirmed appointment. Arranging a viewing can take five or six messages before everyone agrees on a time, but Xcho does it in one conversation.

It connects with your existing calendar software, including Google Calendar, Microsoft 365 and Calendly, offers open slots by SMS or WhatsApp, and books the appointment into the right diary. That might be a valuer, a lettings negotiator, a sales executive at a development or a property lawyer.

When a buyer doesn't turn up, Xcho notices the missed or cancelled slot automatically and follows up with a short, friendly message offering another time. Viewings that would otherwise be written off get a second chance.

You can connect calendars for as many team members and branches as you need, with unlimited users on the Enterprise Plan.

Built to protect your reputation

Property involves some of the biggest financial and legal decisions people make, so every Xcho campaign follows a clear set of rules that can't be talked round:

• No financial, legal or tax advice, and no recommending a mortgage, lender or investment
• No valuation figures, rental yields or offer outcomes beyond what you've told it to share
• Only the listing and service details you give it, so it never makes up information about a property
• It confirms it's an AI in its first message, and again whenever asked
• STOP requests are respected on every campaign
• Attempts to override its instructions are ignored

Anyone who asks not to be contacted again goes straight onto your 'do-not-contact' list. Xcho checks that list before every message in every campaign, including messages your team sends manually, so nobody who has opted out hears from you again.

Fewer chases, more completions

Agents and property lawyers add the most value when they're valuing homes, conducting viewings, negotiating offers and progressing sales to completion. Re-engaging old contacts, chasing renewals and asking for referrals all matter, but they rarely get the time they deserve.

Xcho takes care of them quietly in the background, turning dormant databases, upcoming renewals, happy clients and new enquiries into a steady flow of booked viewings, valuations and instructions.

Ready to get more from the contacts you already have? Explore Xcho early access for estate agents, letting agents, developers and property lawyers - join our waitlist here.