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What’s In A Box ?

Whats Inside The Box ?

In A Box is built specifically for estate & lettings agents — a streamlined platform that brings your key operational needs into one place. It helps reduce admin, improve compliance, and free up your time to focus on running and growing your business.

The system is modular, so you can access exactly what you need, when you need it — from audits and document creation to incident tracking, marketing automation, and so much more.

Each module is designed to be simple and effective. New features are added regularly in response to agent feedback and industry developments. Explore what’s inside the box below — and if you have questions, we’d love to hear from you.

Documents & Forms Generator

This module allows members to generate customised forms and documents easily. They can select from a range of pre-designed templates and generate professional forms or documents tailored to their specific needs with their company information being automatically populated.

  • How it Works: Easily generate customised forms and documents by selecting from pre-designed templates. The platform populates information, ensuring efficiency and accuracy.
  • Members Benefit: Streamline administrative tasks with professionally tailored forms and documents, saving time and maintaining consistency.

Checklists

The dashboard includes a checklist module that enables members to manage a structured and organised approach to managing daily, weekly, monthly, and annual tasks from cleaning the goldfish tank to anti-money laundering regulations! This module will give you that push you need to stay on top of your requirements, allowing you to focus on the needs of your business.

  • How it Works: Manage structured task lists for daily, weekly, monthly, and annual activities. Prioritise, and allocate tasks efficiently for a more organised business.
  • Members Benefit: Ensure nothing falls through the cracks, maintaining a systematic approach to business tasks.

Audits

The In A Box platform incorporates an audit module that empowers members to complete internal audits and log results. This feature helps members stay organised, demonstrate compliance, and maintain a digital record of outcomes.

  • How it Works: The integrated audit tracking system enables members to complete internal audits and log results. Stay organised, demonstrate compliance, and track outcomes efficiently.
  • Member Benefit: Audit your business to ensure your processes are working, and to catch issues before regulators or clients do .Therefore ensuring operational efficiency.

Incident Reports

This module will be home to a single location for members to record and store any business events such as data breaches, AML referrals, complaints.

  • How it Works: Store crucial business events in a centralised digital location.
  • Member Benefit: Maintain a comprehensive record of business incidents, facilitating transparency and aiding in compliance and risk management.

Anniversary Cards

Members can access a variety of anniversary card templates, customise them with their branding or personal touches, and generate professional-looking anniversary cards for their clients.

  • How it Works: Choose where you would like to target your marketing geographically by postcode, pick a template and automatically celebrate the anniversary of home owners in the area.
  • Member Benefit: Generate personalised and professional anniversary cards effortlessly, fostering new client relationships.

Members Resource

Members will have access to useful websites, industry specific FAQ’s, a full list of relevant laws and guides, with our handpicked suppliers we recommend.

  • How it Works: A simple one stop location for a full range of industry information as and when you require it.
  • Member Benefit: Stay informed with up-to-date industry resources, empowering members to make well-informed decisions.

Join In A Box today and take control of your business!

In summary, In A Box provides a comprehensive and user-friendly platform equipped with essential tools tailored to meet the specific needs of UK property market From generating documents to maintaining organised checklists and incident reporting, our platform is designed to enhance operational efficiency, compliance, and overall business success.

Welcome to a new era of business excellence – welcome to In A Box!

 

Book a demo with In A Box

Discover how In A Box simplifies your day-to-day operations, strengthens compliance, and supports sustainable growth. Built for estate agents, our platform helps you stay focused, efficient, and ready for whatever the day brings.
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