AI knowledge base for estate agents when someone asks about the energy performance certificate, zoning or agency agreement for a property.

If they are filed, you can ask for them – the answer gives the transaction, the date of verification and the document it comes from, for example the copy of the ID or the extract from the Register of Beneficial Owners. If the system finds no record for a transaction, it tells you so. Whether this meets your due diligence obligations is not something it assesses; it shows what is there and what is not. You will usually make this document type available to the office only.

The answer gives the value you need, together with the date of issue and the issuer from the certificate itself – so you can see which year it dates from and work it out from there. Nothing is calculated or estimated; if the system finds no certificate for the property, it tells you so. For the listing it can produce a draft in which every statement has its source – none of it is sent or posted automatically. In the first weeks after go-live, try two or three properties to see whether HWB and fGEE are picked up correctly from your certificates.

No. Answers come from your records – that is, from the extract you have filed for the property, along with the date it was obtained. You still run the search itself through your clearing agency; you file the result, and from then on anyone in the office can ask about it, instead of the same property being looked up three times. You decide whether web searches are allowed at all, at three levels: not allowed, only after approval in the chat, or always allowed. Your property documents stay in your own instance and are not used to train language models.

Only what their role allows. Property files, particulars and floor plans can be opened up to them, while commission agreements, sole agency agreements and identity verification records stay with the office. Access depends on the document type, not on the individual file – otherwise someone would have to update it property by property. During onboarding you can use a restricted role to see what comes back.

You upload the new documents; the system suggests which property they belong to. Older statements stay in your records, because in the autumn people regularly ask about the previous year’s figures. A person confirms which document type each one is – statement, minutes, resolution – because it determines who can see it. In the first weeks after go-live, check whether it’s clear which of several years is the most recent. And when your documents don’t contain the answer – how the renovation costs are split, for example – it tells you so.