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**Page:** Workflow automation for lettings agency | 30+ hours saved per month | Merto Software Solutions

**Description:** A London property agency was losing 30+ hours a month to manual tenancy admin and client communications. Merto automated their workflows and gave that time back from week one.

**Canonical:** https://mertosolutions.com/case-studies/london-lettings-agency-workflow-automation

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Property

# 30 hours a month back for a London lettings agency

Every tenancy required the team to manually prepare documents, chase signatures, send compliance reminders, and update records across multiple tools. Admin was growing faster than headcount.

Industry Property · Services Custom Software, Workflow Automation · Published October 2025

The full story

## The challenge

Property admin is relentless. A tenancy does not end when a tenant signs. It ends after the references, the agreement, the deposit registration, the inventory check, the compliance certificates, the move-in pack, and the filing. Each of those steps involves someone doing something manually.

Keystone Lettings was running a successful operation across several London postcodes. Their team was experienced and client-focused. The issue was not ability. It was volume.

Every new let added the same series of tasks to the pile. Documents prepared by hand. Emails drafted individually. Chasers sent when someone remembered to send them. Compliance certificate reminders sitting in a notebook until a deadline loomed. Records updated in one system, then updated again in another.

The workload was not going to shrink as the portfolio grew. A director came to us with a clear question: could the routine parts of this process run without the team having to drive every step?

## The solution

We mapped every stage of the tenancy lifecycle and identified which steps were consistent and which required human judgement. The goal was to automate the consistent ones so the team’s time went to the steps that actually needed it.

Document preparation was the first target. Tenancy agreements, welcome packs, deposit confirmation letters, and compliance documents now generate from templates with the correct property and tenant details filled in automatically. A task that previously took thirty to forty-five minutes takes under two.

Communication workflows trigger at the right moments without anyone setting a reminder. A new tenant receives their pre-move information in the right sequence. A landlord receives updates when key stages complete. Compliance reminders go out at the correct intervals before certificate expiry dates.

We connected the automated workflows to the records system the team already used. When a workflow completes a step, the record updates. The team can see the current state of every tenancy without opening a separate audit trail.

Where human judgement was needed, we kept a person in control. Anything requiring a bespoke response, a negotiation, or a professional decision stayed with the team. Everything that did not was handed to the system.

## The result

In the first full month after go-live, the team recovered more than thirty hours that had previously been absorbed by manual admin. That time went back into viewings, client calls, and the work that actually requires a person.

Tenancy turnaround improved because document preparation no longer queued behind other tasks. Compliance deadlines stopped feeling like last-minute fires because the reminders were already running.

The team described the biggest change as headspace. The routine tasks were covered. The things that needed thinking about got more attention because the things that did not were no longer competing for the same time.

If your operation is spending professional hours on tasks a well-built workflow could handle, that is worth fixing.

What changed

After go-live, the shift showed up in the week first. Then it showed up in the numbers. Here is what that looked like on the ground.

30+ hours saved per month

previously absorbed by manual admin tasks

Faster tenancy turnaround

with automated document workflows

Consistent client communication

without relying on anyone remembering to chase

How we approached this

Custom Software Development Workflow Automation

## Ready to stop losing time to systems that don't work?

You have just read how one team moved from firefighting to a calmer rhythm. If you want the same clarity for your own operation, start with a conversation. We will listen first, then map what a fix could look like in plain English.

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