How does hop integrate into the estate agent workflow?

Last updated: 8 September 2026

hop sits alongside what a branch already uses rather than replacing any of it.  It touches the process at three points: the valuation, the instruction, and the handover to the lawyer.  Your CRM stays where it is, your portal feeds stay where they are, and nobody has to learn a new system to run a valuation.

The three points it touches

At the valuation. Valuation Ready produces a property snapshot before you go in: a title deed extract, Material Information Lite, predicted transaction timescales and a Property Intelligence Report with a QR code you can share with the seller on the spot.  It is a conversation rather than a compliance step, and it is the part agents report winning instructions with, because you arrive knowing things about the property the seller assumed nobody could know.

At the instruction. Once you have the instruction, the full Snapshot assembles Material Information Parts A, B and C from verified sources including HM Land Registry, local authority records and the environmental registers.  The seller is invited to complete their part through a secure link rather than a printed pack.

At the handover. The same information flows into a Sale Pack for the lawyer, in Law Society licensed forms and data standards, so the file that reaches the firm is one they already recognise.  A logbook can be created from a completed Sale Pack or set up independently.

What it does not change

It does not replace your CRM or your case management system.  Those hold your business: your applicants, your pipeline, your fees, your people.  hop holds the property.

It does not change how you list, which portals you feed, or who you refer conveyancing to.  And it does not require a seller to use a particular solicitor.

What set up actually involves

Registering a firm takes minutes and access is available inside 24 hours.  There is no charge per seat and no long term commitment.  The branch interface is white labelled with your agency brand, so what a seller sees carries your name rather than ours.

Across a portfolio, the dashboard gives complexity scoring, risk flags, predicted timescales and compliance status by property, in summary and in detail.  That is the view that tells a branch manager which four instructions are going to cause trouble, before they do.

Why the workflow is moving this way anyway

The Home Buying and Selling Reform Roadmap, published in June 2026, commits government to legislating for a sales pack prepared before a property is listed, and to making digital logbooks and packs a standard part of every transaction.  A non-statutory Code of Practice for property agents and new material information guidance both arrive in 2026.

An agent already gathering information at instruction will experience that as paperwork.  An agent starting from scratch will be changing a listing process under a deadline.

Frequently asked questions

Does hop replace my CRM?

No.  hop works alongside existing CRM and case management systems.  Your CRM holds your business, hop holds the property information.

How long does it take to set up?

Registration takes minutes and access is available within 24 hours.  There is no per seat charge and no long term commitment.

Is it branded with our agency name?

Yes.  The seller facing interface is white labelled with your brand.

What does an agent actually do at a valuation?

Run a Valuation Ready snapshot before the appointment and share the Property Intelligence Report with the seller.  Everything after that follows from taking the instruction.

Try it on your next valuation

The easiest test is a property you are about to value.  Run it beforehand and see whether it tells you anything you did not know.

Snapshots run from an agent account, which we set up for your branch.  Get in touch and we will have you running your first Snapshot on a live valuation, or read more about hop Snapshots first.

This article is general information and is not legal advice.