A portal enquiry at 9pm, a valuation request from someone quietly weighing up their next move, a missed viewing from a buyer who's already found the house — all of it is revenue sitting in your CRM until someone reaches out. SeedPath makes sure someone always does, immediately, whatever time it comes in.
Not a new system to learn, not another inbox to check. This runs underneath the enquiries you already get.
Portal leads, valuation requests and callback forms receive a relevant response while the customer's interest is still live.
Mortgage, viewing, valuation and conveyancing intent is identified through the conversation and routed appropriately.
An unanswered call or missed appointment returns to an active conversation instead of becoming a dead CRM activity.
Managers can see whether the call happened, whether it was answered, what happened next and which team owns the follow-up.
This can sit anywhere along the funnel, but two points consistently matter most: the first point of contact, and the moment a viewing is booked.
This typically leads to 11.3% of applicants registered proceeding to a booked appointment.
Illustrative averages across current deployments as of July, 2026. Actual results vary by lead source, price band, and how quickly a lead is first contacted.
Illustrative examples — based on real customer conversations — showing the two moments above in practice.
A portal enquiry arrives outside office hours. The reply is immediate, relevant, and opens the mortgage conversation naturally rather than bolting it on.
9:41pm — nobody on your team was awake to answer this.
The mortgage appointment is missed. Rather than the lead going quiet, it's re-engaged, rebooked, and carried through to a scored outcome.
The missed viewing never became a dead lead in the CRM.
Estate agents are paid when an appointment completes or mortgage business is arranged — not when a calendar event is created. SeedPath engages the opportunity, follows the appointment through, records what actually happened and retries missed contact rather than leaving the result open to interpretation.
A booking exists in the CRM, but the branch cannot reliably see whether the appointment happened, started on time, reached the customer or produced a meaningful next step.
The broker experiences missed contact and mixed intent, but often lacks a consistent record that separates lead quality from contact performance and follow-up execution.
adviser_score: 62/100
lead_score: 76/100
For managers, this creates one account of whether the opportunity was worked and what it produced. Lead quality, contact performance and operational follow-through can be measured separately — and the retry loop addresses the missed opportunity rather than merely reporting it.
The full detail lives in our technical documentation. Here's the short version.
Only the information needed to hold the conversation is processed, handled under UK GDPR principles, and never sold on or repurposed.
Eligibility and next-step decisions are made by clear, testable rules — not left to an AI's best guess — so outcomes stay consistent and explainable.
Ambiguous or sensitive cases that meet the review criteria are routed to your team rather than progressed automatically.
