Property investment / Alderstones
Qualifying and matching property investors, without the manual sift
Built to remove the manual qualification and matching work from the owner’s week.
01The business
The business
Alderstones works in property investment, connecting prospective investors with properties that suit them.
02The problem
What wasn't working
Every new investor enquiry needed the owner’s personal attention before anyone knew whether it was a good fit. Most of that time went on assessment, not on the conversations that actually move a deal forward.
Matching investors to properties was manual too, and every change of preference meant starting the matching again.
03The old process
How it used to run
- 01Investor enquiry arrives
- 02Owner reviews it personally
- 03Suitability assessed by hand
- 04Properties matched by hand
- 05Preferences change — matching starts again
04What Setavo changed
What we changed
- Qualification moved into the system, so investors are assessed against set criteria before the owner is involved.
- Qualified investors are matched to suitable properties automatically.
- Investors who dislike a match can update their own preferences and receive a different one.
05The system
The investor system
- 01Investor enquiry
- 02Qualified against criteria
- 03Matched to suitable property
- 04Preferences updated by investor
- 05New match delivered
06The operational result
The result
The qualification and matching that used to sit with the owner now happens in the system, so personal time can go to investors who already fit.
The building blocks behind this
Systems
Custom CRM Development
Pipelines, follow-up and reporting shaped around how you actually sell.
Systems
Business Systems
Spreadsheets, inboxes and disconnected tools replaced with one purpose-built system.
Automation
AI & Workflow Automation
The copying, chasing and updating handled by the system, not your team.