Switching to Street.co.uk? A Lettings Team's First-90-Days Checklist

Switching to Street.co.uk works best as a three-phase, 90-day project: data audit and migration in weeks 0–2, core workflows and team adoption in weeks 3–6, and integrations and optimisation in weeks 7–12. Street moves your data with Bridge, its six-step migration tool, and assigns dedicated onboarding specialists. But the preparation your team does before go-live — and the discipline after it — decides whether the switch actually pays off. This checklist sets that work out for a UK lettings team.

Key takeaways

• Audit contacts, tenancies, compliance documents and archived correspondence before anything is exported. Dirty data is the single biggest migration risk.
• Street's published migration process runs through six steps — data analysis, final export, Bridge import, deduplication, Street import and go-live — and Street says "you never touch a spreadsheet". It does not publish fixed timelines, so confirm dates with its onboarding team.
• Plan 90 days in three phases: migrate and configure (weeks 0–2), embed daily workflows (weeks 3–6), reconnect portals, referencing, accounts and email (weeks 7–12).
• Set a hard cut-over date. Running two CRMs in parallel for months is the most common reason adoption fails.
• Baseline your metrics — enquiry response times, arrears, certificate expiries, admin hours — before go-live, so you can prove the switch worked at day 90.

Why are lettings teams moving to Street.co.uk?

Street.co.uk pitches itself as "software worth switching for": a modern, design-led CRM covering sales, lettings, property management and client accounting, with an Agent App plus branded client apps, and 24/7 online booking for viewings and valuations. Its Street AI tools cover listing generation, call handling and photo enhancement, and the company lists 14+ industry awards since 2023, including EA Masters Supplier of the Year.

For lettings teams specifically, Street's lettings product advertises automatic tracking of gas safety, EICR and EPC certificates with alerts before expiry, automated applicant matching, and maintenance handled through connected tenant, contractor and landlord apps. Independent reviews are strong too: 4.9/5 from 22 reviews on Kerfuffle's Street review page as of July 2026.

If you are still deciding rather than already committed, read our comparison of Street, Alto and Reapit first. A migration is far cheaper to get right once than to repeat.

What should you audit before migrating to Street?

Migration copies your data faithfully — including the mess. Spend the fortnight before export cleaning five areas:

• Contacts. Merge duplicate landlords, tenants and applicants; fix email addresses and phone numbers; archive dead records rather than migrating them.
• Tenancies. Check rent amounts, payment dates, break clauses and renewal dates on every live tenancy. Confirm each deposit shows the scheme, amount and registration date — deposits must sit in a government-approved tenancy deposit scheme within 30 days of receipt.
• Compliance documents. Gas safety records, EICRs, EPCs, licences and right-to-rent checks. Street's expiry alerts only work if documents arrive with the correct dates attached.
• Archived correspondence and notes. Decide what genuinely needs to move and what can live in a read-only export of the old system.
• Suppliers and contractors. Migrate an active list only, with up-to-date insurance and Gas Safe details.

Your first 90 days on Street: the phased plan

Phase	Focus	Checklist items
Weeks 0–2	Data migration and setup	Finish the data clean; agree scope and dates with your Street onboarding specialist; run the Bridge export, import and deduplication; spot-check a sample (e.g. ten tenancies end to end: rent, deposit, certificates, notes); configure branches, users, permissions and templates; give every user the sandbox training account.
Weeks 3–6	Core workflows and team adoption	Run enquiries, viewings, applications, tenancy progression and maintenance in Street only; complete Street's structured training and set StreetWise videos as the first port of call; appoint an internal champion per branch; hold a weekly issues triage; switch the old CRM to read-only.
Weeks 7–12	Integrations and optimisation	Reconnect portal feeds, referencing, deposit and AML tools; move client accounting processes across; get email working against Street records; review which automations to switch on; compare day-90 metrics with your pre-migration baseline.

Street says onboarding timelines "vary by agency size and data complexity", so treat the week numbers as a planning frame and let Street's onboarding team confirm the real dates.

How does Street's migration and onboarding process work?

According to Street's switch page, Bridge transfers data from "major estate agency CRMs" in six structured steps, with automatic processing and intelligent cleansing to fix duplicates and formatting. Support during and after onboarding includes a sandbox training account with test data, the StreetWise in-platform video library, and dedicated onboarding specialists — Street's phrase is that your specialist "doesn't disappear the day you go live".

Day-to-day help runs through live chat, phone, email and in-platform tickets from a Manchester-based team; Street claims a 30-second average live-chat response time on its support page. What its public pages do not state is a fixed migration duration or a named list of source CRMs — Street's onboarding team will confirm both for your specific system.

The "rebuild your stack" moment: portals, referencing, accounts and email

Around weeks 7–12 you rebuild everything that hung off the old CRM. Portal feeds to Rightmove, Zoopla and OnTheMarket run as direct feeds from Street. Then work through Street's integrations directory for the rest: referencing (Goodlord, HomeLet), deposits (TDS Insured, SafeDeposits Scotland), compliance and AML (Landmark, Smart Compliance), inventories, payments and comms — plus a REST API Street describes as free and open, with webhooks. Our guide to the best Street integrations to reconnect first helps you sequence this.

Email is usually the last piece, and the one teams forget to plan: enquiries, maintenance reports and landlord queries still land in Outlook, not in the CRM. Street's integrations directory lists inbox tools such as Lanten, an Outlook add-in that surfaces the matching contact, property and tenancy beside each email and drafts replies for your approval, so correspondence feeds the new CRM rather than bypassing it. See our guide to getting email flowing into Street from Outlook for the options.

What are the common pitfalls when switching CRM?

• Migrating dirty data. Duplicates and missing certificate dates surface as failed alerts and mis-matched records for months. Clean first, migrate second.
• Running two systems too long. A short parallel period is sensible; an open-ended one means nobody commits. Set a cut-over date and make the old CRM read-only.
• Skipping training. Ten roles clicking around unaided produces ten different processes. Use the structured onboarding and sandbox account Street provides, and record your own "how we do it here" workflows.
• No owner, no baseline. Name one person accountable for the switch, and capture pre-migration metrics — otherwise day 90 arrives with nothing to measure against.

How do you measure success after 90 days?

Compare against your baseline: average time from enquiry to viewing booked; percentage of managed properties with in-date gas safety, EICR and EPC records; arrears actions taken on schedule; hours per week spent on admin and re-keying; and adoption itself — daily active users and whether work is logged in Street rather than in spreadsheets and inboxes. If most measures have moved the right way, the switch has paid for itself; if not, you have a specific list for your Street account contact.

FAQs

How long does CRM migration take for a letting agency?

Street does not publish a fixed timeline. Its FAQs say Bridge "is designed to move fast" and that onboarding varies with agency size and data complexity. As a planning assumption, treat data migration and setup as a matter of weeks and full team adoption as roughly a quarter — and confirm dates with Street's onboarding team before you give notice on your old contract.

What should you audit before switching CRM?

Five things: contact records (deduplicated, with valid details), live tenancies (rents, key dates, deposit registrations), compliance certificates with correct expiry dates, archived correspondence you genuinely need, and an active supplier list. Anything you would not re-enter by hand is worth cleaning before it migrates.

Can you import data from Alto or Reapit into Street?

Street says its Bridge tool is designed to work with "major estate agency CRMs", but its public pages do not name specific systems. Ask Street's onboarding team to confirm support for your exact CRM and version, which fields carry across, and to run a sample migration you can inspect before the final export.

Do you need to keep access to your old CRM?

Most agencies keep read-only access or a complete export for a period after go-live, because deposit disputes, audits and accounting queries can reach back years. Check your outgoing provider's contract for post-termination access and data-export terms before you set your cut-over date.

Ready to make the inbox part of the move easy? See how Lanten connects Outlook to your CRM at lanten.ai.