Streamline your agency with comprehensive property management, sales progression, lettings management, and compliance tools designed specifically for estate agents in England and Wales.
TRUSTED BY ESTATE AGENTS ACROSS ENGLAND AND WALES
8
Instruction Types Supported
50+
Task Templates Included
3
Portal Feeds Supported
UK
Based & Hosted
From instruction to completion, Casebook provides a complete suite of tools designed specifically for the way estate agents work.
Manage properties from instruction to completion with customisable workflows, automated task lists, and key date tracking for all instruction types.
Book and manage viewings with calendar integration, automated confirmations, feedback collection, and viewing statistics per property.
Track offers, counter-offers, and best & final bids. Record buyer details, proof of funds, and mortgage agreements in principle.
Visual chain tracking with status updates for every party. Key milestones, automated chase tasks, and fall-through risk indicators.
Tenant referencing, AST generation, deposit registration, rent collection, maintenance requests, and certificate expiry tracking.
Give clients secure access to view viewing feedback, offers, sales progression updates, and lettings statements.
Pre-configured workflows and task templates for every instruction type, designed with input from practising estate agents and surveyors.
Residential Sales
Residential Lettings
Commercial Sales
Commercial Lettings
Land Sales
New Build
Auction
Valuations
Meeting the highest standards for data protection, estate agent regulation, and financial compliance.
Full compliance with TPO codes of practice for residential sales and lettings.
Subject access requests, right to erasure, consent management, and breach notification tools.
Integrated identity verification for vendors, buyers, landlords, and tenants under Money Laundering Regulations.
Track EPC ratings, gas safety certificates, EICR reports, and other compliance documents with expiry alerts.
See how Casebook can streamline your agency. We'll walk you through the features most relevant to your business and answer any questions.
Affordable plans for agencies of all sizes. Start free, upgrade anytime.
For solo agents
For growing agencies
For large agencies
Experience the difference that purpose-built property management software can make for your agency.
No credit card required. Full access to all features.