Platform Features
Everything your agency needs.
Nothing you don't.
Built by agents who got tired of legacy CRMs that cost a fortune, take months to implement, and still can't tell you where your deals are. XchangeHero does it all — from first valuation to completion day.
Every deal, every stage — nothing falls through the cracks
Most agents lose control of deals because their CRM has no structure. XchangeHero enforces a strict 8-stage compliance-gated pipeline — from Pre-Market right through to Completion. You can't skip a step, which means your team can't either. Instructed solicitors, AML checks, signed contracts — each milestone is verified before the deal advances. No more guessing where a sale is up to at 4pm on a Friday.
- Horizontal deal timeline visible at a glance
- Mandatory artifact checklist per stage (AML, EPC, TOB, Mortgage Offer…)
- Red/amber/green status flags surface blockers before they become problems
- Full audit trail for every deal — invaluable for compliance inspections
See the whole chain — and exactly where the risk is
A chain is only as strong as its weakest link. XchangeHero gives you a live map of every property in the chain so you can spot the property that's slowing everyone else down. With one glance you know who's waiting on a survey, who's chasing a mortgage offer, and where a solicitor has gone quiet. Stop waiting for bad news — start managing the chain proactively.
- Visual chain map linking all properties from bottom buyer to top vendor
- Risk indicators surface delays before they cascade up the chain
- Automatic cross-deal updates — progress in one property reflects across the chain
- Share chain health status directly with vendors to build trust and cut calls
Manage every viewing — no more spreadsheet chaos
Juggling viewings across dozens of properties in a shared inbox or spreadsheet is a full-time job. XchangeHero gives your team a single place to schedule, confirm, and track viewings on every listed property. Feedback is logged automatically, giving vendors real-time confidence that you're working their property hard — without the chasing calls.
- Viewing calendar per listing — no double-bookings, no missed slots
- Post-viewing feedback captured and linked to the property record
- Vendor portal view — vendors can see viewing activity without calling in
- Filter by property, negotiator, or date range in seconds
Know your customers and vendors inside out — all in one place
Scattered contact records across your old CRM, email, and sticky notes mean your team is always flying blind. XchangeHero builds a complete picture of every buyer and vendor — their linked properties, deal history, communications log, and current status — on a single screen. When a buyer calls, you know exactly where they are before you even say hello.
- Unified contact record linking buyers, vendors, solicitors, and surveyors
- Full communications timeline automatically populated from emails
- Buyer and vendor profiles linked directly to their active deals
- Search across all contacts instantly — no more digging through inboxes
Your whole agency on one screen — not 14 different reports
Most agency managers spend Monday morning pulling together a picture from half a dozen different sources. XchangeHero's agency dashboard gives you the complete view in real time — active deals, upcoming exchanges and completions, deals at risk, team performance. Run your morning meeting from a single screen, not a stack of printouts.
- Exchanges and completions due this week — front and centre
- Deals blocked by missing compliance documents highlighted automatically
- Negotiator performance across listings, viewings, and offers
- Instant drill-down from summary to deal-level detail
Convert more valuations — and stop losing them to the competition
A valuation is your first chance to win the instruction. XchangeHero lets you record the valuation, track the outcome, and follow up automatically — so no warm lead goes cold. Every valuation is linked to the property record, giving you a full history of what was valued, at what price, and what happened next.
- Log valuations against any property with price, condition, and notes
- Track valuation outcomes — instructed, lost, or pending follow-up
- Valuation history per property for price evolution reporting
- Feeds directly into the listing workflow the moment an instruction is confirmed
Manage every offer in real time — keep vendors and buyers informed
Offer management by email thread is a compliance disaster waiting to happen. XchangeHero captures every offer, logs the buyer's proof of funds and MIP status, and gives you a structured process for presenting and accepting. Vendors see the offer history. Buyers know where they stand. And when an offer is accepted, AML checks and compliance tasks are triggered automatically.
- Structured offer log with buyer financial status per offer
- One-click present to vendor with full offer details
- Accepted offer triggers automatic AML and compliance check workflow
- Full offer history preserved — critical for fall-through and re-marketing scenarios
Switching CRM shouldn't mean starting from scratch.
We know the pain. Your entire agency history is buried inside a system that takes three clicks to do anything, charges you per user, and hasn't had a meaningful update since 2014. The idea of migrating feels impossible — so you stay stuck.
XchangeHero's import tool is built to get you out of your old system and up and running in a matter of hours, not months. We handle the heavy lifting — contacts, properties, deal history, and all — so your team picks up exactly where they left off, just in a platform that actually works.
- Import contacts, properties, and listings in bulk from a CSV export
- Field mapping tool handles messy legacy data formats
- Historical deal data preserved — nothing gets lost
- Go live the same week you decide to switch
We import from your current system, including:
Ready to see it in your agency?
Start a free trial today — no credit card required, no 12-month contract, no consultant fees. Just a CRM that works the way your agency does.