Platform Features
Everything your agency needs.
Nothing you don't.
Built by agents who got tired of legacy CRMs that cost a fortune, take months to implement, and still can't tell you where your deals are. XchangeHero does it all — from first valuation to completion day.
Every deal, every stage — nothing falls through the cracks
Most agents lose control of deals because their CRM has no structure. XchangeHero enforces a strict 8-stage compliance-gated pipeline — from Pre-Market right through to Completion. You can't skip a step, which means your team can't either. Instructed solicitors, AML checks, signed contracts — each milestone is verified before the deal advances. No more guessing where a sale is up to at 4pm on a Friday.
- Horizontal deal timeline visible at a glance
- Mandatory artifact checklist per stage (AML, EPC, TOB, Mortgage Offer…)
- Red/amber/green status flags surface blockers before they become problems
- Full audit trail for every deal — invaluable for compliance inspections
See the whole chain — and exactly where the risk is
A chain is only as strong as its weakest link. XchangeHero gives you a live map of every property in the chain so you can spot the property that's slowing everyone else down. With one glance you know who's waiting on a survey, who's chasing a mortgage offer, and where a solicitor has gone quiet. When emails arrive from solicitors, lenders, or surveyors confirming progress elsewhere in the chain, the AI Inbox Agent reads them and updates the relevant chain link automatically. Stop waiting for bad news — start managing the chain proactively.
- Visual chain map linking all properties from bottom buyer to top vendor
- Y-branch support — one chain position splits into two parallel properties when a buyer is selling multiple homes
- AI Inbox updates chain milestones automatically from incoming solicitor, lender, and surveyor emails
- Risk indicators surface delays before they cascade up the chain
- Automatic cross-deal updates — progress in one property reflects across the chain
- Share chain health status directly with vendors to build trust and cut calls
Manage every viewing — no more spreadsheet chaos
Juggling viewings across dozens of properties in a shared inbox or spreadsheet is a full-time job. XchangeHero gives your team a single place to schedule, confirm, and track viewings on every listed property. Feedback is logged automatically, giving vendors real-time confidence that you're working their property hard — without the chasing calls.
- Viewing calendar per listing — no double-bookings, no missed slots
- Post-viewing feedback captured and linked to the property record
- Vendor portal view — vendors can see viewing activity without calling in
- Filter by property, negotiator, or date range in seconds
Instantly match new listings to your waiting buyers — automatically
The moment a property goes live, XchangeHero scans your entire applicant register and surfaces every buyer whose budget, bedroom count, preferred area, and property type fit. No more manually trawling your database or hoping someone remembers that buyer from three months ago. The right buyer gets called within minutes of a property hitting the market — and every contact has a full profile showing their linked properties, deal history, and communications log so your team always knows exactly where they stand.
- Auto-match new listings to active applicants the moment they go On Market
- Match by price range, bedrooms, location, and property type — all configurable per buyer
- Keyword matching on listing details versus buyer notes flags standout fits
- Full applicant register with one-click call, voicemail, or email action logged automatically
- Complete buyer and vendor profiles — linked deals, communications timeline, and current status on one screen
Your whole agency on one screen — not 14 different reports
Most agency managers spend Monday morning pulling together a picture from half a dozen different sources. XchangeHero's agency dashboard gives you the complete view in real time — active deals, upcoming exchanges and completions, deals at risk, team performance. Run your morning meeting from a single screen, not a stack of printouts.
- Exchanges and completions due this week — front and centre
- Deals blocked by missing compliance documents highlighted automatically
- Negotiator performance across listings, viewings, and offers
- Instant drill-down from summary to deal-level detail
Convert more valuations — and stop losing them to the competition
A valuation is your first chance to win the instruction. XchangeHero lets you record the valuation, track the outcome, and follow up automatically — so no warm lead goes cold. Every valuation is linked to the property record, giving you a full history of what was valued, at what price, and what happened next.
- Log valuations against any property with price, condition, and notes
- Track valuation outcomes — instructed, lost, or pending follow-up
- Valuation history per property for price evolution reporting
- Feeds directly into the listing workflow the moment an instruction is confirmed
Manage every offer in real time — keep vendors and buyers informed
Offer management by email thread is a compliance disaster waiting to happen. XchangeHero captures every offer, logs the buyer's proof of funds and MIP status, and gives you a structured process for presenting and accepting. Vendors see the offer history. Buyers know where they stand. And when an offer is accepted, AML checks and compliance tasks are triggered automatically.
- Structured offer log with buyer financial status per offer
- One-click present to vendor with full offer details
- Accepted offer triggers automatic AML and compliance check workflow
- Full offer history preserved — critical for fall-through and re-marketing scenarios
Switching CRM shouldn't mean starting from scratch.
We know the pain. Your entire agency history is buried inside a system that takes three clicks to do anything, charges you per user, and hasn't had a meaningful update since 2014. The idea of migrating feels impossible — so you stay stuck.
XchangeHero's import tool is built to get you out of your old system and up and running in a matter of hours, not months. We handle the heavy lifting — contacts, properties, deal history, and all — so your team picks up exactly where they left off, just in a platform that actually works.
- Import contacts, properties, and listings in bulk from a CSV export
- Field mapping tool handles messy legacy data formats
- Historical deal data preserved — nothing gets lost
- Go live the same week you decide to switch
We import from your current system, including:
Ready to see it in your agency?
Start a free trial today — no credit card required, no 12-month contract, no consultant fees. Just a CRM that works the way your agency does.