Vellum
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The modern ledger for estate agencies.

Vellum unifies contacts, properties, tenancies and client money in a single cloud-native system, purpose-built for the way UK agencies actually work. Compliance-safe by default, fast by design.

Start free 14-day trial Request a demo
  • No credit card
  • 14 days, full access
  • UK data residency

Why agencies are stuck with outdated systems

Legacy software slows you down at exactly the moment you need to move. Most agencies run on tools that were never built for the way modern branches, teams, and client money actually work.

  • Scattered data, no single source of truth

    Contacts live in one system, properties in another, tenancies in a spreadsheet. Every handover introduces risk and every audit starts with a search.

  • Manual matching that loses leads

    Sorting applicants by hand is slow and inconsistent. Good enquiries go cold while your team rebuilds the same shortlist from scratch.

  • Compliance risk around client money

    Client account reconciliation is a monthly fire drill. One missed entry can mean a regulatory conversation you did not want to have.

One operating system, five jobs done properly

Vellum is not a CRM with a lettings label. It is the operating layer for an estate or lettings agency, built around the workflows you already run.

Every record, in one place

Vendors, applicants, landlords, tenants and properties live on a single graph. No more copy-paste between spreadsheets and siloed databases.

  • One timeline per contact, per property, per tenancy
  • Branch-level visibility without exporting to Excel
  • Role-based access for owners, managers, negotiators, and admin

Shortlists that build themselves

Vellum scores every new property against your live applicant list and surfaces the best matches in seconds, with clear reasons attached.

  • Match scores you can show the vendor on the call
  • Automatic shortlist updates as applicants register
  • Fewer cold leads, faster lets, more instructions won

Reconciliation you can actually trust

Every rent receipt, deposit, and payment is ledgered in a tamper-evident client account. Month-end becomes a five-minute review, not a two-day audit.

  • Per-property, per-tenancy client account ledgers
  • Reconciliation status visible at a glance
  • Clear audit trail for ARLA, Propertymark, and HMRC

An assistant that knows lettings

Draft viewings, summarise applicant notes, and write marketing copy in the language of estate and lettings. Vellum's assistant respects your permissions, your data, and your brand voice.

  • Drafts in the language of UK lettings, not generic SaaS
  • Operates inside your role-based access controls
  • No training on your data, no leakage to public models

No server room, no upgrade weekends

Vellum runs in your browser, on any device. Updates ship continuously. Backups, security patches, and scaling are handled before you ask.

  • Automatic updates with no scheduled downtime
  • Encrypted in transit and at rest, with UK data residency
  • Works on a negotiator's tablet or a director's laptop

Domain fit you can feel on day one

Vellum is shaped by years of work with multi-branch UK agencies, not adapted from a generic CRM.

  • Multi-branch

    Cross-branch search, transfer, and reporting built in, not bolted on.

  • Multi-role teams

    Owner, branch manager, negotiator, admin, finance, with permissioned views.

  • Audit-grade trail

    Every change timestamped and attributable. Ready for inspection at any time.

  • UK data residency

    Data stays in UK regions. Aligned to UK GDPR from the ground up.

Built for the agencies that actually run the street.

Three ways to run an agency

Legacy software is heavy, generic CRMs miss the domain, and Vellum is purpose-built for UK estate and lettings.

Capability
Legacy agency software Desktop-era, expensive to maintain
Generic SaaS CRM Modern look, missing the domain
Vellum Modern, purpose-built, affordable
Modern UX
Domain-specific
Compliance-safe money
Multi-branch native
Affordable to run
AI that knows lettings

Built for this Partial or paid extra Not supported

Try Vellum for fourteen days, on us

No credit card. No procurement call. Set up in an afternoon, with a partner team on hand if you want it.

  • Spin up a workspace in minutes
  • Bring contacts and properties from a spreadsheet
  • Cancel any time, keep your data export

Get started with Vellum

Tell us a little about your agency. We will follow up within one working day.

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Answers before you commit

  • How does data migration work?

    We provide a guided import for spreadsheets and a managed migration for legacy systems. You keep full visibility of every field as it lands, and we run a parallel reconciliation period before you switch over.

  • How is my data secured?

    Vellum is encrypted in transit and at rest, with UK data residency, role-based access controls, and a full audit trail. We publish a security overview on request and run third-party penetration tests annually.

  • Is Vellum GDPR compliant?

    Yes. Vellum is designed for UK GDPR from the ground up, including data subject access workflows, retention controls, and a clear data processing agreement. We act as processor for the personal data you control.

  • Can I run more than one agency or branch?

    Yes. Vellum supports multi-agency and multi-branch operations with permissioned access, cross-branch search, and consolidated or per-branch reporting.

  • How transparent is pricing?

    Pricing is per active user, with volume tiers for larger agencies. We share full pricing on a short call once we know your branch and seat count, so you do not have to guess from a marketing page.

  • What support is available?

    Every workspace includes in-app help, a named onboarding contact during your first month, and email support. Larger agencies can add a dedicated partner manager and a phone-hour service.