Voti for estate agencies
The agency answers the same in every branch
The procedure, the fees and what was signed on each instruction stop depending on who you ask. Potens, the intelligence inside Voti, answers with the agency’s own document in front of it and cites which one and which page.
What the agency has already written down
It goes up exactly as it is: PDF, Word, Excel or plain text. It is indexed in seconds, with the status visible, and from that moment its contents can be asked about.
- Procedures manual· p.9
- Fee scale· p.1
- Instruction letter (template)· p.2
- Conveyancing paperwork guide· p.5
- Viewing checklist· p.1
- Inter-agency collaboration contract· p.3
- Data protection policy· p.4
- Regulatory update· p.6
Nothing is rewritten or summarised: it is indexed and cited. And deleting a document deletes what was indexed from it.
Three questions that come in off the street
The answers come from the agency’s document, not from the model. When no document supports one, Potens says so, and the question is logged without an author on the list of what still needs writing down.
What paperwork do we need before signing an instruction?
The list from the agency’s own procedure, in order and with who checks it.
Conveyancing paperwork guide· p.5How is the fee split on a collaboration?
What the signed collaboration contract says, with its terms.
Inter-agency collaboration contract· p.3What do we check before closing a viewing?
The agency’s checklist, point by point.
Viewing checklist· p.1
What runs out on an instruction
A deadline is not an appointment. It is an entity with a type, a due date, an owner and a severity, and the severity is computed on the server: seven days out it becomes a warning, two days out it becomes critical. Each morning it goes to whoever owns it, in the app and by email, in their language.
- The end of a sole agency periodType expiry, with its date and its assigned owner.
- The deadline on a deposit agreementLogged as a deadline, with an owner and a severity.
- An insurance policy or a licence up for renewalWith its owner, in the morning notice.
Who sees whose instructions
Voti has five roles, from owner to guest, and the role sets the starting point. The detail does not come from it: it comes from per-document, per-person permissions, granted and withdrawn one at a time. Denial always wins, and they protect against Potens too — a document outside someone’s reach never enters their answer, whole or in fragments.
- Someone who joined this week
- The procedures and the fee scale opened to them. Nothing else.
- Whoever runs a portfolio
- The instructions and contracts for their clients.
- A partner from another agency
- Only the collaboration contract that concerns them.
- Admin
- The whole archive, and the record of every access and every denial.
What adapts to your agency, and what does not
There is no estate agency edition of Voti. There is a description of the agency — written at sign-up, changed whenever it needs to be — that Potens carries into every answer.
- It does not manage properties or publish listings: Voti has no property records and connects to no portal.
- It is not a property CRM with buyer matching. The CRM holds prospective clients, not stock.
- It ships with no templates or property corpus. The archive is the agency’s own, and suggested questions come from its own documents.
The procedure is already written down. It just does not answer yet.
Upload the manual and the fee scale, log one sole agency period with its owner, and see in seven days whether it fits.