Welcome to AgencyOS

Tell us about your agency.

We handle everything technical. Your job is simply to fill this in. It takes about eight minutes, and the last step is about your existing portfolio, which is what turns an empty system into yours.

Step 1 of 6 · Your Agency Saved
Step 1

Your Agency

Details that appear throughout your system, on every email, document and invoice.

The name you trade under, shown on all emails and documents.

Your full legal name as registered at Companies House. This appears on invoices and bank transfer instructions, so it must match your bank account exactly.

Continuous digits, country code first, no spaces. Replace the leading 0 with 44, so 07700 900000 becomes 447700900000.

Registered business address

Your main administrator

This is the person who will log in and run the system. They receive the invitation to set up the first account.

The email this person will log in with. Your invitation and portal link go here, so use the individual's own work address, not a shared inbox.

Used only during setup if we need to reach them quickly.

Step 2

Your Branding

What your clients see, the logo and colours on your emails, statements and invoices.

This is the branding your tenants, landlords and contractors see on everything that comes from you. Send us your logo and colours and we handle the rest.

This appears on your client emails, statements and invoices. Can't upload here? Email it to info@bournenco.com with your agency name in the subject line.

Brand colours

Colour codes start with # followed by six letters and numbers, for example #0a4254. Your designer or website provider will have these.

Used on your email headers, statements, invoices and your landlord and contractor pages.

Used for buttons and highlights on those same client facing emails and pages.

A third colour used for small highlights. Leave it blank and we'll derive one from your accent.

Step 3

Email & Web

How your system sends email from your own address, and where your tenant reporting widget will live.

We set up all email infrastructure for you. We just need your domain and the addresses to use, then we send you two short DNS records to add, which takes about two minutes.

The part after the @ symbol. We verify this so your system sends from your own address, not ours.

All automated emails, to tenants, landlords and contractors, come from here.

Where internal alerts and invoice copies go. Can be the same as above.

Your website

The tenant reporting widget is a small snippet that sits on your site. Knowing your platform lets us prepare the right install instructions.

Step 4

Financial

Used on the fee invoices and landlord payment instructions your system generates in your name.

Bank details

Please take extra care here. These details are inserted word for word into payment instructions your landlords see. Triple check every character.

Exactly as it appears on your account. We recommend all capitals, that is how it displays to landlords.

Invoice settings

Your invoice code starts every invoice number the system generates. Most agencies use their initials, so Hartwell Lettings would use HL, giving HL-2026-001.

2 to 4 capital letters. Used on invoices passed from your contractors to your landlords.

Usually your contractor code with an F added.

Copies of the fee invoices your system raises are sent here for your books. Leave blank to use your internal notifications address.

The percentage you add to contractor costs. You can adjust this per landlord or per job once live. Enter the number only, for example 10.

Step 5

Your Current Setup

So we can plan how your existing portfolio moves across. This is the part that turns an empty system into your system.

After you submit, we send you a ready to fill spreadsheet for your properties, landlords, tenants and contractors. If you can already export those from your current software, even better.

Client money & deposits

RentOS reconciles rent from your bank statement export. Knowing the bank lets us match your statement format before go live.

Appears on deposit related correspondence. You can add this later.

Your data (optional now)

No need to have everything ready this minute. Attach what you have; we send a clean template and help you fill any gaps before go live.

One real export (redact names if you prefer) lets us confirm rent reconciliation reads your bank's format. This is the single most useful thing for a smooth first rent run.

Step 6

Final Details

Almost there. A few last things, then our team takes it from here.

The full suite is pre-selected. Untick anything you're not taking right now; you can add modules later.

We'll agree a realistic date once we have your portfolio. Leave blank if flexible.

What happens after you submit

  1. We confirm receipt. You get a confirmation within a few hours of submitting.
  2. We send your data template and the two DNS records for your domain.
  3. We build and load your system, your branded portal with your properties, landlords, tenants and contractors.
  4. You go live. We send your portal address and login key, and confirm your first rent run and first job end to end.

Please complete the highlighted fields before continuing.

Your details are used only to set up and operate your AgencyOS system. Stored securely, never shared with third parties.
AgencyOS is a product of Bourne & Co Estates Ltd · Lanchester, County Durham · info@bournenco.com

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