The best operations layer is the one your team forgets is there because it just works.
LoftyWorks is the all-in-one solution for letting agents and estate agents - combining client accounting with real-time bank integration, a sales and lettings CRM, and full property management tools including compliance tracking and maintenance workflows. Agents using LoftyWorks cut back-office costs by up to 35% and typically improve compliance metrics by 10% or more compared to running multiple separate systems.
A typical mid-size letting agency has a CRM, a separate client accounting system, a banking relationship for client money, a bookkeeping service or software subscription, and a deposit management process. Each one has its own login, its own support contact, and its own fee. The data does not flow between them without manual re-entry - and that re-entry is where errors and compliance risks accumulate.
When the person who knows how the accounting reconciliation works leaves, that knowledge walks out with them. If your compliance processes are documented in someone's head rather than enforced by the software, every staff change is a compliance risk event. Systems that build compliance into the workflow rather than the training programme are more resilient to the turnover that is a feature of every letting agency.
Paying separately for a CRM, an accounting platform, a banking product, and bookkeeping services means your total technology cost is higher than it needs to be - and none of those systems produces value by interacting with the others. The integration work your team does manually between them is unproductive time that a unified platform eliminates.
Mismatched deposit records between your CRM, your deposit scheme, and your client account are a routine finding in CMP audits. When the three sources disagree, your team spends hours reconciling them - and the compliance risk is real until the reconciliation is complete. A deposit audit tool that works across all three sources removes this problem from your annual exposure.
When a tenancy is updated in your CRM, that change does not automatically update your client accounting records. When a payment is received, your property managers do not see it in the CRM until someone manually updates it. The lag between financial reality and what your team can see creates the conditions for errors, arrears surprises, and landlord queries that should not need to happen.
LoftyWorks is built by a team with Propertymark-qualified bookkeepers and property managers, and designed around the compliance and operational needs of UK letting agents. The platform starts at £25 per month and replaces the cost and complexity of multiple separate subscriptions.
LoftyWorks automates rent collection, payments, and landlord statements with a direct real-time connection to your bank. Reconciliation happens as money moves. There is no end-of-day batch run, no separate accounting software subscription, and no manual matching between your bank and your CRM records.
The LoftyWorks CRM automates lead marketing, tracks prospects, and manages the full tenancy lifecycle from applicant to renewal. Sales and lettings pipelines are managed in the same system as your client accounting, so your team has one view of each relationship rather than one per system.
Tenancy lifecycles, maintenance workflows, compliance documentation - gas safety certificates, energy ratings, how-to-rent guides - are all tracked within LoftyWorks. Automated reminders flag upcoming compliance deadlines before they become overdue. Your team is notified in time to act, not in time to explain why they did not.
LoftyWorks built DepositAudit as a dedicated tool for reconciling tenant deposit records across your CRM, client account, and deposit protection scheme. Approved by all three TDP schemes, it is the fast, simple way to confirm your deposit records are accurate before an audit catches a discrepancy you did not know existed.
For agencies that want to outsource as well as automate, LoftyWorks offers Propertymark-qualified bookkeepers and property managers as a service layer on top of the software. This combination of software and specialist human support is what LoftyWorks describes as unmatched collaboration and expertise in the industry.
LoftyWorks supports client money accounting, profit and loss accounting, and service charge accounting - covering letting agents, block managers, and commercial agents in one platform. You do not need a different system for each part of your business.
LoftyWorks is built to handle the migration from existing systems cleanly, with Propertymark-qualified support throughout. The platform is designed for agents who want to consolidate, not just add another subscription.
Your Kerfuffle AM and the LoftyWorks team review your current setup - CRM, accounting, banking, and bookkeeping arrangements - and map what each component of LoftyWorks replaces. You get a clear view of total cost savings before you commit.
LoftyWorks manages the migration of your landlord, tenant, and property data from your current systems. Propertymark-qualified bookkeepers are involved in the accounting setup to ensure the client money configuration is correct from day one.
The LoftyWorks bank integration connects directly to your client account, replacing the manual reconciliation process with automated real-time matching. From the moment it is live, your team is starting the day with payments already allocated rather than needing to process them.
CRM, client accounting, property management, compliance tracking, and deposit audit are all running from one login. Your team has one view of each landlord, tenant, and property - with no manual transfers between systems and no version conflicts between records.
LoftyWorks provides ongoing support from Propertymark-qualified staff. When a compliance question arises or an unusual accounting situation occurs, you have access to people who understand the letting industry rather than generic software support agents.
LoftyWorks works with Kerfuffle to give CTP members a structured onboarding route. Your Kerfuffle AM reviews the full pricing structure with you - including what LoftyWorks replaces in your current setup and what the net cost change looks like - before any commitment is made.
Starting price
LoftyWorks starts at £25 per month for full platform access. The Kerfuffle member route includes a structured cost comparison against your existing system subscriptions before you commit - so you know the net saving before you switch. Migration support and Propertymark-qualified onboarding are included.
A walkthrough of the full LoftyWorks platform: real-time client accounting, the CRM, property management and compliance tracking, and the DepositAudit tool - followed by a review of how LoftyWorks would replace your current system stack.
See exactly how LoftyWorks connects client accounting, CRM and property management in one platform, what real-time bank integration looks like in practice, how DepositAudit protects you at audit, and what the migration from your current setup would involve. Bring details of your current system stack and the LoftyWorks team will map the transition on the call.
LoftyWorks leads the market with our combination of professional property management services and innovative software solution. Our Propertymark-qualified bookkeepers and property managers, plus specially developed software, help busy agents get away from the headaches of managing their business and back to doing what they love.LoftyWorks Propertymark Regional Conference exhibitor - all-in-one property management for UK letting agents
LoftyWorks was founded in 2020 and is based in Horsham, West Sussex. The platform was built by people who understand UK letting agency operations from the inside - including the compliance complexity, the client money requirements, and the deposit audit exposure that most software vendors do not address directly. The combination of software and qualified human support is designed for agencies that want a long-term partner, not just another tool to manage.
PropTech That Pays Back is the Kerfuffle initiative that rewards estate agents with kredits when they actually use what they have bought - not just when they sign the contract. LoftyWorks is not on the platform presently. Register your interest below if you would like to see them added.
Kerfuffle members get a cost comparison, terms reviewed before committing, and migration support throughout. LoftyWorks starts at £25 per month and replaces multiple separate subscriptions.
Want to talk through how LoftyWorks would work for your agency?
Grab fifteen minutes with the Kerfuffle team. We will walk you through the member offer, map it against your current system setup, and figure out whether LoftyWorks is the right consolidation for your team.
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