New course · 2026
Copilot for Estate Agents
Use Microsoft Copilot confidently, safely, and effectively across everyday agency work inside Microsoft 365. Practical, hands-on, and designed for immediate application.
FORMAT
Tech check + half-day live workshop + 1-hour hackathon
AUDIENCE
Negotiators & Property Managers, Branch & Team Leaders, Sales & Lettings Agents. Not developers.
DELIVERY
Live online · UK/IRE times
REQUIRES
Microsoft 365 Copilot license (business or enterprise)
€ 600
per person.
inc. hackathon
Module 1
Optional · 1 week before
9 November, 10am - 11am
Module 2
16 November, 10am - 1pm
Module 3
Module 4
23 November, 10am - 11am
What you'll learn
This course shows sales agents, lettings negotiators and branch managers how to use Copilot for Microsoft 365 to take the friction out of agency life.
Practical and hands-on, built around listings, appraisals, offers, tenancy documents and client communications. You leave with prompt patterns you can apply to live deals the same week.
- Turn rough property notes into polished listing descriptions
- Draft client-ready appraisal reports and market commentary
- Spot gaps in tenancy agreements and offer letters before they cause problems
- Track leads, viewings and follow-ups consistently across your pipeline
- Capture inspection notes using voice and photos on the move
- Sense-check landlord and vendor instructions against your compliance checklist
- Apply responsible-use principles aligned to estate agency governance
Who it's for
Microsoft 365 users across estate agency who want to get real value from Copilot, not just dabble with it. No technical background required.
Negotiators and property managers
You spend significant time in Outlook, Teams, Word and Excel. This course shows you how Copilot can cut the repetitive work and improve the quality of your outputs — from viewing follow-ups to tenancy documents.
Branch and team leads
You want your team using Copilot consistently and effectively. This course gives you the fluency to lead adoption and identify the highest-value use cases across sales and lettings.
Sales and Lettings Agents
You are juggling listings, viewings, clients, and paperwork every single day. This course shows you how Copilot speeds up the repetitive tasks so you can spend more time closing deals and less time on admin.
Course structure
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Pre-course · 9 November, 10am - 11am
Tech check
Delivered as a live half-day session with a bonus hackathon one week later. Hands-on throughout with live demos, guided exercises, and practical examples drawn from real roles and scenarios.
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Module 1 · 7 October, 10am - 1pm
Turn property notes into market-ready output
- Turn bullet-point property notes into compelling listing descriptions
- Convert valuation data into structured appraisal reports
- Generate market commentary from comparable sales and local data
- Draft tailored vendor and landlord update letters at scale
- Produce portal-ready descriptions optimised by property type and price bracket
Module 2 · 16 November, 10am - 1pm
Spot issues in offers and tenancy documents early
- Cross-reference offer terms against vendor instructions
- Identify missing clauses or unusual conditions in tenancy agreements
- Sense-check AML and compliance documents before submission
- Flag discrepancies between instructed price and offer conditions
- Summarise lengthy legal packs into plain-English client briefings
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Module 3 · 16 November, 10am - 1pm
Track pipeline and client actions consistently
- Build prompt patterns for offer progression and status tracking
- Standardise viewing feedback summaries across negotiators
- Generate consistent vendor update reports from Teams notes and emails
- Support compliance auditability through consistent documentation
- Reduce duplication in weekly pipeline and branch performance reporting
Module 4 · 16 November, 10am - 1pm
Property-side Copilot using voice and photos
- Capture inspection observations and maintenance notes using voice
- Sense-check property conditions from photos against prior inventory reports
- Generate check-in and check-out reports on the move
- Send observations directly into Teams, email or your CRM immediately
- Draft routine inspection letters from voice notes before leaving the property
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Go further with the AI Institute
Our team builds automations. Your team runs them.
Agent Build
This course is where it starts, not where it ends. For those who are ready to go further, the AI Institute works directly with estate agency teams to build automations - listing workflows, tenant screening pipelines, client communication sequences - and hands them back through targeted training so your team can run and maintain them without depending on outside support.
About the instructor
Beau Warren
Microsoft Copilot specialist
Beau Warren leads IT and AI adoption at The Panel since 2022 and has worked with the AI Institute since 2024 to bring practical AI skills to professionals. Beau is known for sharing real-world ways to use AI that people can put to work straight away.
Frequently asked questions
Do I need a coding or technical background to take this course?
None at all. Our courses are specifically designed for working professionals, executives, and design teams who want practical AI skills, not a computer science lecture.
- If you are taking a Copilot course, basic familiarity with standard Microsoft 365 apps (Word, Excel, Outlook) is all you need.
- For Claude Code, Claude handles the actual coding while you direct it using plain English.
- For visual or industry-specific paths like Nano Banana or Built Environment, we focus entirely on practical workflows, layout options, and project management—never complex programming.
Is my project and financial data secure, and can I use my own files?
Yes, absolutely. Security and confidentiality are our highest priorities, especially for our AEC and Finance cohorts:
- Data Privacy: Microsoft Copilot and Claude enterprise plans respect your existing corporate IT permissions. The AI only sees data you are already authorized to access, and your inputs are never used to train public models.
- Course Work: Live workshop sessions use anonymized dummy data so you can focus entirely on mastering techniques in a safe environment. You will then be given clear frameworks to confidently apply those exact same prompts to your live, proprietary project files between modules.
How is this training different from free courses or generic AI tutorials?
The market is flooded with generic "how to write prompts" videos. Our edge is entirely different:
- Live, Expert Facilitation: You are learning in real-time alongside an executive-level peer group, guided by practitioners from companies actively deploying AI in the real world.
- Always Up-to-Date: The second an AI model drops a new feature, we rebuild our exercises. You are getting a cutting-edge playground, not stale theory.
- Workflow Integration: We don't just teach tools in a vacuum; we show you exactly how they talk to your existing ecosystem - whether that’s integrating Claude with Microsoft 365 or feeding Nano Banana concepts downstream into Revit, Rhino, and Photoshop.
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Copilot for Estate Agents
Two sessions. One project. Outputs you'll actually use at work.
Module 1 ·
9 November, 10am - 11am
Module 2 ·
16 November, 10am - 1pm
Module 3 ·
Module 4 ·
23 November, 10am - 11am
