Case study

How we automated and streamlined our client onboarding

Read on to hear about Power Bespokes experience with Kotini

About Charles David Casson

Charles David Casson is a family-owned, independent, award-winning estate and letting agent for Chelmsford and the surrounding areas. With over 150 years of combined experience, they’re dedicated to achieving the best results and making moving homes as stress-free as possible.

The Baldock brothers running the show prioritise the human side of estate agency, aiming to minimise stress during the moving process. Their residential sales and lettings business has become a blueprint for success, now available as a franchise and self-employed property partner opportunity.

These guys are also lettings experts, having built and grown the HMO Network, a national network of HMO specialist letting and managing agents with a shared vision to drive standards upwards in the HMO industry.

What we wanted to achieve

As a director of the company, I focus on running and growing the business, working on it rather than necessarily in it.

One of my valuers took some time off, which caused me to be a little more hands-on with our residential sales. I immediately enjoyed getting back out, meeting clients and valuing properties but hated the number of tabs and systems I had open back at the office just to a listing on the market.

I wanted a better way to get my residential sales on the market, not just for me when I’m stepping back into business but for my team so they’re not wasting their time.

What does Charles David Casson have to say about Kotini?

Matt Baldock

Owner of Charles David Casson

It makes life so much easier to onboard a client in one place. Kotini simplifies our process, we don’t want to be mucking about with different systems and logins! I’ve got less tabs open on my desktop, less systems to forget passwords for, it’s a dream.

Beyond the system itself, the team behind Kotini is always there to help. I wanted to move away from using PDFs to share material information and start adding all the information to the property listing as per the National Trading Standards guidance. I asked Kieran and the team if they could create a digital space for each of my listings, and within a week, they had it live.

The team and I share and attach this link to listings, eliminating manual printing or PDFs. Adding this to listings automatically makes us NTS compliant, reducing our admin while boosting information for potential buyers empowering informed decisions earlier in the process.