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The platform/Casework

THE WHOLE STORY, CLOSE AT HAND

Casework

Give the property, people, paperwork and next action one shared home.

Proply / Harbour & Co.Example workspace

Casework

Your agency, together
LETTING · DUBLIN 4

14 Pembroke Lane

Marketing
Next action
Document review
Open tasks
3
People
2
NEXT ACTION

Review the letting documents

Keep the landlord’s instruction and supporting documents together before the next step.

RECENT ACTIVITY

Property details recorded

Landlord instruction received

Documents ready for review

Interactive example · Select a record to explore. Changes stay in this page.

Connected to the work around it.

A letting moves through many hands and many decisions. The case record keeps that work together, so the next person can see the current position, supporting documents and outstanding tasks before carrying it forward.

Explore it with your team

The details that make a difference.

One record to return to

Move between the overview, people, documents, communications, tasks and history without losing the case context.

A visible next action

See the closest outstanding commitment and the tasks still open. Keep a due date and accountable person attached to the work.

Evidence beside the decision

Keep supporting documents and reviewed proposals with the letting workflow, including instructions, applications, offers and handover steps.

FROM FIRST STEP TO NEXT STEP

How it fits into the day.

  1. 01

    Set up the case

    Connect the property, relevant people and agency context so the work starts with a shared record.

  2. 02

    Build the supporting picture

    Attach relevant conversations, organise documents and record the tasks needed for the next decision.

  3. 03

    Review and move forward

    Check the proposed step and its evidence, then record the decision within the authority available to your role.

Where this is today.

The Ireland letting workflow is available for synthetic pilot review. Live signatures, external publication and client operations require separate release checks; an internal approval is not a portal listing.

Our Ireland pilot approach

Keep exploring.

Conversations

Keep the enquiry, the conversation and the follow-up in the same picture.

Properties

See the portfolio clearly. Open the fuller picture when you need it.

AI and approvals

Review the proposed action with the detail needed to make a decision.

START WITH YOUR WORKFLOW

Let’s see where Proply fits.

A practical walkthrough, built around your agency’s day.

Talk about a pilot