One record for the property, the people and the paperwork
Most agents juggle a CRM, a portal uploader, a compliance tool and a signing tool. Housebook puts them in one place, so a new instruction becomes a live listing, matched applicants, booked viewings and a signed, filed file without re-keying a thing.
- 1
Add the property
Details, photos, floorplan and EPC in one record, sales or lettings.
- 2
Publish once
Housebook sends it to your connected UK and US portals and shows what is live, queued or rejected.
- 3
Match and book
Matching applicants are found automatically. Viewings land in everyone’s calendar.
- 4
Verify and sign
AML, ID and Right to Rent checks and tenancy or sales paperwork complete in the same flow.
Viewings today
6
New applicants
14
Rent in arrears
2
Properties and portal status
- Live on portals
14 Elm Road
3 bed semi · For sale
- Live on portals
Flat 3, Cedar Court
2 bed flat · To let
- Needs EPC
9 Mill Lane
2 bed terrace · To let
Sample data for illustration.
Everything an Agency Needs, in One CRM
Sales, lettings, portals, compliance and follow-up, built for UK and US estate agents.
Sales and lettings property records
One record per property with photos, floorplans, EPC, tenure, council tax and documents. Sales and lettings in the same place, UK and US formats.
Publish once to the major property portals
Add a property and Housebook sends it to your connected UK and US portals. See what is live, queued or rejected, and fix issues like a missing EPC from one screen.
Applicant matching
Register applicants with budget, location and requirements. New properties are matched automatically and matched applicants can be emailed in one click.
Viewings and calendar sync
Book viewings against properties and applicants. Two-way sync with each person’s Outlook or Google calendar keeps your team out of double bookings.
Offers and sales pipeline
Track offers, vendor responses and progression from instruction to completion. Progression pauses automatically until AML and ID checks clear.
Lettings management
Tenancies, rent due and arrears, renewals, inspections and landlord communication in one dashboard, with the next action surfaced for every tenancy.
Compliance built in
AML and ID checks, Right to Rent, gas safety, EICR, EPC and deposit protection tracked per property and tenancy, with expiry reminders and a full audit trail.
Automated sequences
Email and SMS follow-up for new applicants, vendor valuations, rent reminders and tenancy renewals. Opted-out contacts are skipped and every send is logged on their record.
E-signature in the same record
Send terms of business, tenancy agreements and renewals for signature straight from the property. Signed documents file themselves against the right record.
Branches inside one organisation
Run several branches in one account. Filter the whole CRM by branch, assign staff to branches and give each person the access their role needs.
GDPR and data retention controls
Configurable retention periods for AML records, tenancy records and marketing consent, with export and delete on request.
Built for the UK and the US
Pounds or dollars, metric or imperial, UK and US addresses and compliance workflows. Set per organisation, with branch-level overrides.
For the UK and the US
Set the region for your organisation and Housebook follows it: currency, units, address format and the compliance workflow that applies to you.
United Kingdom
- Sales and lettings, GBP and metric
- AML identity checks and Right to Rent share codes
- Gas safety, EICR and EPC tracking
- Tenancy deposit protection monitoring
- UK property portal publishing
United States
- Sales and rentals, USD and imperial
- Buyer, seller and tenant onboarding
- ESIGN and UETA compliant signing
- Closing-file documents with audit trail
- US rental listing site publishing
Housebook CRM for estate agents
Housebook is included with your estate agency plan
Housebook is included with your SignFlow Now estate agency plan. No separate CRM licence and no per-seat CRM fee.
Housebook Solo
Independent agents and single-person agencies
Included with Pro
- Properties, contacts and applicants
- Applicant matching and viewings
- Lettings and sales pipeline
- Portal publishing
- Calendar sync (Outlook and Google)
- AML, Right to Rent and e-signature
Housebook Team
Growing agencies with several negotiators
Included with Team Starter and Team
- Everything in Solo
- Multiple users with roles
- Shared pipeline and team tasks
- Automated sequences
- Reports and activity feed
- Branch filtering
Housebook Agency
Multi-branch agencies and groups
Included with Business and Enterprise
- Everything in Team
- Multiple branches in one organisation
- Branch-level reporting and filters
- Retention and GDPR controls per organisation
- Priority onboarding and support