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For Principals & Directors

Run the agency on leading indicators, not on hindsight.

See revenue, costs, lead sources, compliance deadlines, AI usage — all in one dashboard. Make decisions on leading indicators, not last month's P&L.

The problems we hear

What every conversation starts with

Performance data is always last month's — never this morning's

Lead-source ROI is invisible; VPA spend has no attribution

Compliance deadlines (licence, CPD, trust audit) live in someone's diary

AI usage and cost is unpredictable when budgeting

Commission splits and conjunctional agreements eat your Sundays

How EstateOS helps

The wins

One approval inbox

AI drafts, portal uploads, and trust items waiting on you — one queue with batch actions where policy allows.

Weekly principal digest

Optional email summary of what still needs your sign-off — so nothing sits in draft limbo.

Live performance dashboard

Agent metrics, agency metrics, sales + PM revenue in one view. Plain-English summaries where available.

Lead-source attribution

Every contact and enquiry stamped with source. VPA ROI by channel. No more guessing where the deals come from.

Compliance calendar built in

Licence expiries, CPD, trust schedules, tenancy notice periods, routine inspections, bonds — proactive alerts.

Transparent AI fair-use cap

Every tier publishes its monthly AI call cap and overage rate. Budget AI cost like you budget anything else.

Commission & splits, automated

Gross, GST, splits, conjunctional, referrer — bookkeeper-ready statement on settlement.

FAQ

Questions from for principals & directors

Straight answers about AI review, tiers, and what EstateOS does today.

Can principals see AI usage and cost across the agency?
Yes. Dashboards show monthly AI call consumption against your tier allowance and projected overage — published rates, not surprise invoices at quarter end.
Does EstateOS guarantee compliance with state tenancy law?
No software vendor can guarantee legal compliance. EstateOS provides state-aware workflows, reminders, and document drafts; your agency and advisers remain accountable.
How do we evaluate EstateOS for the whole office?
Book a principal walkthrough with your sales and PM leads. We import a sample CSV, walk portals and AI review flows, and leave you a recording plus a migration checklist.

See it in your workflow.

30-minute walkthrough tailored to for principals & directors. Bring your tools, keep the recording.

Book a walkthrough