Every agency has someone who just knows: which applicant to call first, how to read a client who's about to go quiet, what a valuation should really say. My Team AI puts that way of working into client onboarding, applicant matching, valuation prep, and KYC/AML compliance, so it happens the same way every time.
The problem
Client and applicant details live across HubSpot, spreadsheets, and paper files. New starters learn onboarding by watching someone else do it. Matching an applicant to the right property still means someone remembering who's looking for what. Land Registry, the Electoral Register, and the portals all get checked, but rarely at the moment they'd actually help.
How it works
Most software just sits there until someone clicks it. My Team AI chases the KYC documents, matches the applicants, and drafts the outreach on its own, so your team spends less time on admin and more time in front of clients.
We map how your agency actually operates: the client journey, the applicant flow, the database cadence, the valuation process. The system is architected around your operating model, not adapted from a generic template.
Over 90 days we deploy the layer: KYC and AML-compliant onboarding flows, valuation briefing automation, off-market matching, and database outreach, connected to HubSpot, Land Registry, and the portals.
After go-live, the subscription keeps the layer running, maintained, and expanding. Every flow added compounds its value. The system learns your market and gets better at running it.
What it does differently
What's included
Every deployment is built around how your agency actually operates. It works across your tools, not trapped inside one of them.
Client onboarding, applicant qualification, valuation briefing, off-market matching, and database outreach, running from day one.
Applicant profiles get checked against your live and off-market stock, so a match comes with the reason behind it, not just a list of addresses.
Every step visible, compliance-safe for AML- and KYC-regulated work. Your team sees exactly what's happening and why.
A shared process library and live pipeline view, so the whole team benefits, not just whoever set the flow up.
HubSpot, Rightmove, Zoopla, Land Registry, QuickBooks, and Google Workspace, plus 195+ more via Composio.
Claude Opus prepares valuation analysis, Claude Sonnet handles matching and onboarding, Claude Haiku tracks compliance fast enough to run constantly.
Built for the way agencies work
Client and applicant onboarding follow the same structured flow every time, fully auditable and AI-assisted at every step. No step gets skipped, and no client or applicant is left without a response.
Client onboarding
Applicant onboarding
Pricing
Choose the build that fits where you are, then subscribe to keep it running and growing. Same platform, same standard of delivery, as every My Team AI deployment.
Step 1 — choose your build
Step 2 — choose how to pay
Step 3 — subscribe after go-live
Starter
Smaller teams running the core intake and matching flows after deployment.
Growth
Agencies running the full onboarding, valuation, and compliance layer.
Scale
Multi-branch agencies and portfolio operators managing several territories.
Proven in the market
Curtis Sloane, Holland Park's Finest Properties, is My Team AI's first subscription client and the proof point behind this platform.
Thirty-nine years of relationship intelligence and micro-market knowledge, much of it held only in people's heads. Client and applicant records scattered across HubSpot, spreadsheets, and paper files. Applicant matching that depended on someone remembering who wanted what.
That knowledge is now a searchable, AI-activated asset: applicant matches that come with reasoning, valuation briefings prepared in minutes instead of hours, and a database that runs its own outreach cadence. Off-market matching is attempted first, always.
A qualified applicant found at any stage takes the property off market immediately, an ethic enforced by the platform, not left to memory.
Apply for deployment →Self-Serve · Property
A complete growth system for estate agencies ready to turn their contact database into a revenue engine. Strategy, architecture, Claude prompts, automation workflows, and a 90-day roadmap — in one document.
What's included
For investors
My Team AI is raising a SEIS round. Up to 50% income tax relief, Capital Gains Tax exemption on exit, and loss relief if things go wrong — the most tax-efficient way to back an early-stage UK company.
We are building a profitable, recurring business — and SEIS means investors back us at the most advantageous point. Up to 50% of your investment back as income tax relief in year one. CGT-free on exit. UK-incorporated, London-based. Early investors participate in the upside of infrastructure that scales.
Full raise terms, SEIS eligibility, financial model, and 10-month execution framework are in the memo. UK-incorporated, London-based.
The memo is sent directly to you within 2 business days. No calls required before you read it.
Request the Investor Memo →The team
My Team AI runs lean — a founder, an engineer, and a technical adviser. Every engagement is worked directly, not delegated.