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Job 6 of 18ChatGPTCopilot

Write sales progression chase emails for solicitors, brokers and buyers

Chasing the chain eats a big part of the working day. Ready-to-send, specific chase emails save time and get clearer answers.

Time: 30 minutes once, then 1 minute per chaseTool cost: you can start with a free AI tool

A free AI chat tool, or Copilot if your firm licenses it, then your CRM's email templates

Steps

List the milestones you chase: memorandum of sale, ID and AML checks, searches ordered, mortgage valuation, mortgage offer, enquiries raised and answered, exchange date.
Run the prompt below for one template per milestone and per recipient (solicitor, broker, buyer).
Save them in your CRM with placeholders. Don't paste client names into public AI tools.
Send each with a specific question and a date for a reply.

The exact prompt

Copy, paste, then fill in the [brackets]

Write short chase email templates for a [UK] estate agent's sales progressor.
For each milestone [list], write one email to the [buyer's solicitor / seller's solicitor / mortgage broker / buyer], under 70 words, asking one specific question with a reply-by date.
Placeholders: [PROPERTY REF], [NAME], [DATE]. Polite, specific, no blame. Don't give legal or mortgage advice.

✓ Check before you send

No personal data went into a public AI tool.
Each email asks one clear question.
You never pass on legal or mortgage advice yourself.

UK notes extra

Personal data in sales files must be handled securely. ICO advice for small businesses.

Last reviewed Oct 2026. Free tools change. If a screen looks different, the steps still apply.Back to top ↑

More AI jobs for estate agents

Draft a listing that includes all the material information
Send vendors a weekly update they actually value
Turn scattered viewing feedback into clear themes (subscribers)
Follow up a valuation with a personal, persuasive letter (subscribers)
Answer applicant questions accurately and quickly (subscribers)
Send buyers and sellers an update at every milestone, before they ask (subscribers)
Turn your progression notes into a one-page chain summary (subscribers)

See all 18 jobs in the estate agents playbook → · AI agent playbooks for estate agents →

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