Proposal Preparation AI
Advisers were spending the equivalent of one full time employee per month on research and proposal assembly that could be systematised. leaving the work that needed human judgment under resourced.
- Timeline
- Six week build with a two week adviser adoption period before the workflow was treated as standard operating procedure.
- Scope
- Process audit of existing sourcing and proposal workflows, AI tooling design and configuration, yield modelling standardisation, neighbourhood scoring methodology, proposal template design, and adviser onboarding.
- Model
- Built alongside the advisers who would use the system daily. The proposal template was drafted, used on real cases, revised, and used again before being locked, we did not ship a design that hadn't survived contact with actual client requirements.
The outcome
Proposal preparation time reduced from ~8 hours to under 90 minutes per case, with consistent output quality.
Findings
What we built it around.
Automated property sourcing layer
multi source filtering against client criteria (budget, area, property type, yield target, timeline) with ranked shortlist output
Standardised yield and financial modelling engine
gross yield, net yield, cash on cash return, and mortgage scenario calculations from a single data input set
Neighbourhood analysis scoring model
transport, schools, rental demand, and capital growth indicators compiled into a repeatable area profile
Proposal generation layer
structured template assembling sourcing shortlist, financial model, area profile, and investment framing into a client ready document
Quality review checkpoint
adviser review and annotation step before any proposal is sent, ensuring human judgment on client fit and negotiation positioning
Results
What changed.
Average proposal preparation time reduced from approximately 8 hours to under 90 minutes per case, a reduction of over 80%, freeing approximately 120 hours of adviser capacity per month
Yield calculation standardisation: all financial outputs now produced from a single methodology, eliminating adviser to adviser variance in how investment returns were presented to clients
Simultaneous case capacity increased: the team can now handle multiple sourcing requests in parallel without queue based delays, reducing average client response time from days to hours for the sourcing stage
Proposal quality consistency: output format and section completeness are now uniform across all advisers and all cases, no client receives a materially different quality of proposal based on which adviser is handling their case
Structured neighbourhood data layer built as a byproduct: area profiles produced for sourcing purposes are stored and reused, meaning the marginal cost of each subsequent research request in a known area falls toward zero over time
Takeaway
Proposal preparation time reduced from ~8 hours to under 90 minutes per case, with consistent output quality.
Real estate / PropTech
Start a discovery
Most engagements begin with a conversation about context.
We do not send a proposal before we understand the problem. Start by telling us about your decision context. We will identify the highest leverage intervention areas before any scope is agreed.