Setup & automation
Demo only. Settings are stored in this browser and nothing is sent.
Email connection
Not connected — outbound email off, scheduler off.
Automation runs only when this app is open or when you run a check. Reminders are drafts for the agent to approve, never sent automatically.
- Verified sign-in for agents and each conveyancing firm
- Secure database with per-firm access rules and audit retention
- Verified sending domain and an outbound email provider
- Inbound reply parsing matched on the KT-RPL reference, with sender checks
- Server-side scheduled follow-up checks (quiet hours, pauses, de-duplication)
- Firm opt-in, data-processing agreement and privacy notice
Reply requests
1 open
- Simulated delivered
Have the management pack replies come back from the managing agent, and is anything outstanding?
KT-RPL-0901 · Flat 4, 27 Beacon Street · Tom Ellery, Oakridge Conveyancing · next follow-up 4 Nov
Details & audit
- 30 Oct · Alex Morgan: Request queued locally (unsent). Demo simulation — no email sent.
- 30 Oct · Alex Morgan: Simulated delivered — demo only, no real email left this browser.
Demo controls · simulated automation · clock: 6 Nov 2026
Quiet hours 19:00–08:00 · Mon–Fri only
Who can do what
- Estate agent
- Requests updates, records reported chain/readiness, proposes dates, records key handover after a named release.
- Buyer's conveyancer
- Replies and approves summaries for their side, confirms buyer readiness and lender items, confirms dates.
- Seller's conveyancer
- Replies and approves for their side, confirms exchange and completion, names the key-release authoriser.
- Buyer / seller
- Reads approved updates for their own sale only; asks private questions; can opt in to comment publicly.
Recent automation & audit
- 4 Nov · tx-ashfield · Alex Morgan — Proposed 4 Dec as a target completion date (not agreed).
- 30 Oct · tx-orchard · Tom Ellery — Exchange confirmed by seller's conveyancer.
- 30 Oct · KT-RPL-0901 · Alex Morgan — Simulated delivered — demo only, no real email left this browser.
- 30 Oct · KT-RPL-0901 · Alex Morgan — Request queued locally (unsent). Demo simulation — no email sent.