The platform
The operating system underneath every Kalea agency.
The platform is not sold as software and is not publicly available. It exists to run the agencies we own — one runtime holding the CRM, the compliance record, the diary and the comms, with AI agents doing the work between instruction and completion.
My Day: everything AI has already handled is gone. What remains is the short list that genuinely needs a person.
What the platform does
One system, instruction to completion.
Every agency we acquire moves onto the same runtime. The shopfront stays local; the work underneath is run by one set of agents that never forgets a deadline.
- 01
Valuation and instruction
Enquiries answered within minutes, valuations booked into the right diary, terms of business and onboarding evidence assembled before the appraisal is written up.
- 02
Listings and material information
Parts A to C gathered, checked and held at the publication gate. Nothing goes live until the information is complete and lawful to publish.
- 03
Offers and buyer checks
Offers logged, position and funding verified, identity and source-of-funds checks run, and every qualification recorded against the file.
- 04
Post-offer chasing
The chase runs itself. Solicitors, lenders, surveyors and the chain are followed up on schedule, with each answer written back to the file.
- 05
Exchange and completion
Chain dependencies tracked to the day, risk surfaced early, and both sides briefed so exchange dates hold instead of slipping.
Every file, and what is blocking it
Tracker holds the whole pipeline from offer to completion, with the next blocking step on each file and who owes the answer. No status meeting required.
Compliance that assembles itself
AML, material information and the audit trail are produced as the work happens, not reconstructed the week before an inspection.
A diary that fills itself
Viewings and valuations are booked, confirmed and rearranged automatically, with feedback collected and written back without anyone chasing it.
The AI workforce
AI does the transaction. People do the relationships.
We are not adding a chatbot to an agency. The transactional operation is run by agents, with humans holding the decisions that need a person.
Run by AI
- Chasing solicitors, lenders and the chain
- Material information and pack assembly
- Compliance, AML and audit trails
- Diary, viewings and feedback
- Vendor, buyer and applicant comms
- Reporting, fees and reconciliation
Stays human
- Valuations and winning the instruction
- Negotiating offers
- Difficult conversations with clients
- Judgement on price, risk and chains
- Local knowledge and reputation
- Anything a person should hear from a person
Migration
We replace the stack, not just add to it.
Records, files, documents and history move across on a dual-run, so nothing is lost and no one works two systems for long. Contracts and licences come off the books.
- Reapit
- Rex
- Salesforce
- HubSpot
Replaced by one runtime, with the data migrated and reconciled before cutover.
Thinking about selling your agency?
Tell us a little about the business and we'll come back with an indicative valuation. Nothing is shared with anyone outside Kalea.
Get a valuation