How Letting Agencies Can Boost Compliance and Efficiency with Core Workflows in CRM Systems

What is Core Workflows and Why It Matters to Landlords

Street Group, a notable PropTech provider, has introduced Core Workflows — a new feature within their CRM system designed specifically for letting agencies. This tool enables agencies to create, enforce, and automate customised operational processes, embedding their own ‘playbooks’ directly into the CRM. For landlords, this means that agencies can now ensure consistent handling of critical compliance tasks such as property onboarding and sales offer due diligence across all branches and teams.

Consistency in these areas reduces the risk of errors or oversights that can delay lettings or sales, and ensures regulatory standards are met uniformly. For landlords, especially those with multiple properties or who rely heavily on agency support, this translates to smoother transactions and fewer compliance headaches.

Practical Implications Across Landlord Profiles

• Single-unit landlords: While you may not interact daily with agency workflows, the increased compliance and consistency help ensure your property is onboarded correctly and offers are processed without avoidable delays.

• HMO and portfolio landlords: Agencies managing multiple properties or HMOs benefit most, as the automation of compliance steps reduces human error and maintains consistent standards across complex operations.

• Accidental landlords: If your property is managed by an agency, the feature provides reassurance that your agent’s processes are monitored and standardised, reducing risks associated with informal or inconsistent handling.

What Agencies Are Doing Differently

Agencies using Core Workflows can now:

• Mandate specific steps in property onboarding and sales due diligence, preventing staff from skipping essential compliance actions.
• Use real-time dashboards to track progress and identify bottlenecks or compliance gaps early.
• Automate reminders and approvals, reducing manual follow-ups and errors.

This means landlords can expect a higher standard of operational rigour from their agents, potentially speeding up lettings and sales processes and reducing compliance-related risks.

Recommended Next Steps for Landlords

1. Engage with Your Letting Agent: Ask whether they use or plan to implement Core Workflows or similar CRM automation tools. Understanding their operational rigour helps you assess risk and service quality.

2. Review Your Compliance Expectations: Clarify with your agent how they handle key compliance steps, like Right to Rent checks, gas safety certificates, and tenant referencing, and whether these are embedded in their CRM workflows.

3. Schedule Check-Ins: Set up regular reviews with your agent to discuss process adherence, using dashboard data where possible to monitor progress and compliance.

4. Consider Your Own Processes: If you self-manage, think about adopting digital tools to automate and enforce your compliance workflows similarly.

How Rentals & Sales Can Support You

Our expert team offers portfolio reviews and compliance audits tailored to your landlord profile. We can assess your letting agent’s operational standards and advise on workflow improvements or technology adoption. Additionally, our pricing and tenant management strategies are designed to complement these operational enhancements, ensuring your portfolio runs smoothly and compliantly.

Compliance disclaimer: This article provides general information based on current industry developments and does not constitute legal advice. Landlords should consult relevant professionals for personalised guidance.