ProspectOS is designed for UK estate and lettings agents handling branch access, campaign activity, property intelligence, user permissions and billing records.
Users only see the branches, modules and account areas they are permitted to access.
Postcodes, campaigns, pipeline records, reports and users can be scoped by branch.
Campaign sends, approvals, wallet activity and platform actions are logged for accountability.
Payments are handled by trusted payment providers. ProspectOS does not store full card numbers.
We use trusted infrastructure, print, data, analytics and support suppliers with appropriate safeguards.
Our approach is written around UK GDPR, PECR and the needs of UK estate and lettings agencies.
ProspectOS uses role based permissions so agencies can control who can manage users, billing, branches, postcodes, campaigns and account settings. Multi branch accounts can separate access by branch, helping teams work their own territory without unnecessary visibility across the whole agency.
Full control across the whole agency, including users, billing, branches and account settings.
Manage users, campaigns, postcodes and activity within their assigned branch.
Work day to day within the modules and branches they are permitted to access.
See relevant records and reports without making changes or sending campaigns.
Access can be removed quickly when someone leaves or changes role.
Key platform actions are recorded so agencies can review who did what and when.
ProspectOS is not only designed to protect accounts. It is designed to give agencies more control over how campaigns are created, approved, sent and tracked.
Campaigns respect the postcodes an account is entitled to work.
Helps avoid sending prospecting mail to your own live listings.
Reduces the risk of contacting the same address twice in error.
Sends are checked against available wallet balance before dispatch.
Limits and checks help keep campaign spend under control.
Automations can be reviewed before activity goes out.
A clear record of what was sent, to where and when.
Approvals are logged so accountability is clear.
ProspectOS is designed around the practical data protection responsibilities of UK estate and lettings agencies. Where an agency uses ProspectOS to run its own campaigns, the agency is responsible for ensuring it has the correct lawful basis and marketing permissions for its prospecting activity. ProspectOS provides the platform, workflows, audit records and controls to support responsible use.
How we collect, use, store, share and protect personal data.
Read moreHow we use cookies and similar tracking technologies on our website.
Read moreThe terms that apply to using ProspectOS and our services.
Read moreHow we process personal data on your behalf as processor.
Read moreThird-party suppliers we use to deliver the platform.
Read moreProspectOS is built on trusted infrastructure and works with carefully selected suppliers to deliver, process and support the platform.
Security is a shared effort. A few simple habits help keep your agency account and data safe.
For security, privacy, account or data protection questions, contact ProspectOS.
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