Survey-to-report automation for chartered surveyors, property managers, and landlord service providers.
Each one is purpose-built for property operations rather than a generic template. They are set out in full below.
Automate survey allocation, tracking, and quality assurance so chartered surveyors can focus on delivering accurate, RICS-compliant reports.
Managing survey instructions across multiple fee earners, lender panels, and referral sources with spreadsheets and email leads to missed SLAs, duplicated work, and inconsistent quality. Without a single source of truth, practices struggle to scale.
Scattered Instructions
Survey instructions arrive via email, portals, and phone, making it easy to miss deadlines or duplicate allocations.
Manual Allocation
Matching the right surveyor to each instruction based on location, qualification, and capacity is time-consuming and error-prone.
Quality Inconsistency
Without standardised templates and automated checks, report quality varies across fee earners, risking RICS compliance.
Poor Visibility
Practice managers lack real-time insight into pipeline volume, surveyor utilisation, and SLA performance.
Centralised Instruction Intake
Capture survey instructions from lender panels, referral partners, and direct clients into a single queue with automatic deduplication.
Smart Surveyor Allocation
Auto-assign instructions to the most suitable surveyor based on postcode, RICS competency level, current workload, and panel membership.
Standardised Report Templates
Enforce RICS Red Book and HomeBuyer Report templates with mandatory fields, validation rules, and photographic evidence requirements.
SLA Countdown Tracking
Automatically calculate lender SLA deadlines and escalate when surveys risk breaching turnaround targets.
Practice Performance Dashboards
Monitor surveyor utilisation, average turnaround time, rejection rates, and revenue per instruction in real time.
Survey instructions are captured automatically from lender portals, emails, or the client portal and logged with property details.
The system matches the instruction to an available surveyor based on location, panel membership, and competency, then sends a mobile notification.
The surveyor completes the inspection using a mobile form, uploads photographs, and the system populates the standardised report template.
A senior surveyor reviews the report against RICS compliance checks, approves it, and the system submits the final report to the instructing party.
40%
Faster Turnaround
Automated allocation and template-driven reporting cut average survey completion time significantly.
95%+
SLA Compliance
Proactive deadline tracking ensures lender turnaround targets are consistently met.
60%
Less Admin Time
Surveyors spend less time on paperwork and more time on fee-earning site inspections.
Coordinate site visits across multiple surveyors, inspectors, and regions with intelligent diary management and route optimisation.
Coordinating inspection appointments across field staff, property occupants, and managing agents using phone calls and shared calendars wastes hours every week. Double-bookings, wasted travel, and no-shows erode margins and frustrate clients.
Manual Diary Coordination
Admin staff spend hours calling occupants, cross-checking surveyor calendars, and juggling appointment changes.
Excessive Travel Time
Without route planning, surveyors criss-cross postcodes, wasting fuel and losing billable inspection slots.
High No-Show Rates
Occupants forget appointments when confirmations rely on a single phone call or email with no automated reminders.
Online Appointment Booking
Let occupants and managing agents self-book inspection slots via a branded portal, synced to surveyor availability.
Route-Optimised Scheduling
Group inspections by postcode cluster and suggest optimal visit sequences to minimise travel between sites.
Automated Reminders
Send SMS and email reminders at configurable intervals before the appointment to reduce no-shows.
Drag-and-Drop Rescheduling
Quickly reassign or move appointments with drag-and-drop, automatically notifying all affected parties.
Field Staff Live View
See real-time surveyor locations and appointment status so dispatchers can respond to cancellations or delays instantly.
When a survey instruction or periodic inspection is due, the system identifies the property, required inspection type, and access arrangements.
Available slots are sent to the occupant or managing agent via email/SMS. They select a convenient time through the booking portal.
The system groups confirmed appointments by geography and assigns them to the nearest qualified surveyor, optimising the daily route.
Automated reminders are sent 48 hours and 2 hours before the visit. The surveyor receives a mobile briefing pack with property details and access notes.
Once the inspection is marked complete on the mobile app, post-visit actions (such as report generation or follow-up works) are triggered automatically.
30%
More Inspections Per Day
Route-optimised diaries allow surveyors to fit more site visits into each working day.
70%
Fewer No-Shows
Automated multi-channel reminders dramatically reduce missed appointments.
5 hrs/wk
Admin Time Saved
Self-service booking and automated confirmations free office staff for higher-value tasks.
Change structured inspection data into polished, RICS-compliant property reports in minutes, not hours.
Surveyors spend more time writing up reports than they do on site. Copy-pasting from previous reports introduces errors, formatting is inconsistent, and version control is non-existent. The result: delayed delivery, compliance risk, and lost fee-earning time.
Time-Consuming Write-Ups
Surveyors spend 2-3 hours per report manually drafting text, formatting tables, and inserting photographs.
Inconsistent Quality
Without enforced templates, report style and completeness vary between surveyors, raising RICS audit risk.
Version Control Issues
Multiple drafts circulate via email, making it unclear which version is current and who approved what.
Slow Lender Turnaround
Manual report production means lender SLAs are frequently at risk, jeopardising panel standing.
Template-Driven Reports
Define RICS-compliant report templates with pre-populated clauses, conditional sections, and mandatory fields that auto-fill from inspection data.
Clause Library
Build a searchable library of approved condition descriptions, caveats, and recommendations that surveyors select during write-up.
Photo Auto-Insertion
Photographs captured during the inspection are automatically placed in the correct report sections based on room or element tags.
Completeness Validation
The system flags missing mandatory sections, unsigned declarations, or incomplete condition ratings before a report can be submitted.
Audit Trail & Versioning
Every edit, approval, and submission is logged with timestamps and user IDs, providing a full audit trail for RICS compliance.
The surveyor completes a structured mobile form during the site visit, capturing condition ratings, measurements, and photographs.
The system populates the selected report template with inspection data, inserts photographs, and applies the clause library selections.
The surveyor reviews the draft, adds narrative commentary, and adjusts any auto-populated sections before marking the report ready for QA.
A senior surveyor completes the quality check, the report is digitally signed, and the final PDF is delivered to the instructing party automatically.
70%
Faster Report Production
Template-driven generation with auto-populated data slashes the time from inspection to finished report.
100%
Template Compliance
Mandatory field validation ensures every report meets RICS format and content requirements.
2x
Surveyor Throughput
Surveyors can handle twice the instruction volume when report writing time is halved.
Automate the full tenancy lifecycle, from referencing and onboarding to renewals and deposit returns, so property managers never miss a critical date.
Managing hundreds of tenancies with spreadsheets and calendar reminders is a recipe for missed renewals, late deposit registrations, and compliance failures. Letting agents and property managers need a system that keeps every tenancy on track automatically.
Missed Critical Dates
Renewal deadlines, break clauses, and deposit registration windows are easily overlooked without automated reminders.
Manual Referencing
Chasing references and credit checks via email extends void periods and delays tenant onboarding.
Deposit Compliance Risk
Failing to register deposits within the statutory 30-day window exposes landlords to penalty claims of up to 3x the deposit.
End-to-End Tenancy Lifecycle
Manage every stage from applicant referencing through check-in, periodic inspections, renewals, and check-out in a single workflow.
Automated Referencing
Trigger tenant referencing and credit checks through integrated providers, with results returned directly into the tenancy record.
Critical Date Alerts
Automatic reminders for lease expiry, break clauses, rent reviews, deposit registration deadlines, and gas safety certificate renewals.
Deposit Registration Tracking
Track deposit receipt, scheme registration, and prescribed information issuance with countdown timers and compliance status indicators.
Document Generation
Auto-generate tenancy agreements, Section 21 notices, inventories, and check-in/check-out reports from tenancy data.
Tenant & Landlord Portals
Give tenants and landlords self-service access to documents, maintenance requests, and tenancy details.
Tenant applies via the portal, triggering automated credit checks, employment verification, and landlord references through integrated providers.
Once approved, the system generates the tenancy agreement, schedules the check-in inspection, and sets up deposit registration and prescribed information tasks.
Critical date alerts fire for inspections, rent reviews, gas safety renewals, and lease expiry. Maintenance requests route to approved contractors automatically.
Before lease expiry, the system prompts the renewal or notice process. At check-out, it triggers inventory comparison, deposit return calculations, and final account settlement.
100%
Deposit Compliance
Automated tracking ensures every deposit is registered within the statutory window with prescribed information issued.
50%
Shorter Void Periods
Faster referencing and automated onboarding get tenants moved in sooner.
80%
Less Admin per Tenancy
Automated document generation and reminders dramatically reduce manual effort per tenancy.
Track gas safety certificates, EICRs, fire risk assessments, and Building Safety Act obligations across your entire portfolio with automated reminders and audit-ready records.
The Building Safety Act, fire safety regulations, and existing statutory duties create a complex web of obligations. Managing certificates, inspection dates, and remediation works across hundreds of properties using spreadsheets leaves dangerous gaps that can result in prosecution, fines, or worse.
Expired Certificates
Gas safety certificates, EICRs, and fire risk assessments lapse without anyone noticing until an audit or incident occurs.
Building Safety Act Complexity
New duties under the Building Safety Act require structured safety case management for higher-risk buildings, adding layers of compliance.
Fragmented Records
Compliance documents are scattered across email, filing cabinets, and contractor systems, making audit preparation painful.
Contractor Coordination
Chasing gas engineers, electricians, and fire risk assessors for completed certificates and remediation reports wastes hours.
Certificate Expiry Dashboard
A real-time dashboard showing compliance status for every property, colour-coded by urgency: valid, expiring soon, or overdue.
Automated Renewal Scheduling
The system automatically schedules renewal inspections in advance of certificate expiry and assigns them to approved contractors.
Contractor Management
Maintain a register of approved contractors with qualification verification, auto-dispatch work orders, and track completion.
Centralised Document Store
Store all certificates, risk assessments, and remediation records against the property record with full version history.
Building Safety Case Support
Structure and maintain safety case reports for higher-risk buildings as required by the Building Safety Act.
Each property is configured with its applicable compliance requirements: gas safety, EICR, fire risk assessment, legionella testing, asbestos survey, and Building Safety Act duties.
The system generates work orders and dispatches them to approved contractors at the configured lead time before each certificate expires.
Contractors complete inspections, upload certificates and any remediation recommendations. The system validates document completeness.
Any remedial works identified during inspections are logged as tasks, assigned to contractors, and tracked through to verified completion.
All compliance data is maintained in a searchable, auditable format with full history, ready for regulatory inspection or portfolio reporting.
100%
Certificate Currency
Automated renewal scheduling ensures no certificate expires without a replacement inspection being arranged.
90%
Faster Audit Prep
Centralised, searchable compliance records make audit preparation a matter of minutes, not days.
0
Compliance Breaches
Proactive alerting and escalation eliminate the risk of expired certifications going unnoticed.
Simplify the dilapidation process from initial schedule of condition through to final settlement, with structured inspections, costings, and negotiation tracking.
Dilapidation matters involve multiple parties (landlords, tenants, building surveyors, and solicitors) with extensive documentation, costings, and negotiations. Without a structured process, claims drag on, evidence is lost, and settlements are sub-optimal.
Unstructured Inspections
Surveyors record dilapidation items inconsistently, making it difficult to produce a defensible schedule of dilapidations.
Lost Documentation
Photographs, lease clauses, schedules of condition, and correspondence are scattered across systems and inboxes.
Protracted Negotiations
Without clear costings and a structured negotiation trail, dilapidation matters take months longer than necessary to settle.
Structured Inspection Forms
Mobile-optimised inspection forms capture each breach item with clause reference, description, photograph, and estimated cost in a consistent format.
Automated Costings
Apply cost rates from your schedule of rates to each item, generating a priced schedule of dilapidations with one click.
Negotiation Tracking
Record offers, counter-offers, and agreed items against each line of the schedule, maintaining a full negotiation audit trail.
Schedule Generation
Auto-generate the formal schedule of dilapidations document, terminal schedule, or quantified demand from inspection data.
Document Bundling
Compile all evidence (photographs, lease extracts, schedules of condition, and correspondence) into organised bundles for negotiation or litigation.
A break clause or lease expiry triggers the dilapidation workflow, pulling in lease terms, the schedule of condition (if any), and property details.
The surveyor conducts a detailed inspection using structured forms, recording each breach item against the relevant lease clause with photographs and measurements.
The system applies cost rates, generates the priced schedule of dilapidations, and compiles the evidence bundle for service on the tenant.
Offers and counter-offers are tracked per line item. Once terms are agreed, the system generates the settlement agreement and triggers any remedial works instructions.
45%
Faster Settlement
Structured processes and clear documentation accelerate negotiation and settlement timelines.
100%
Evidence Integrity
Every photograph, clause reference, and cost estimate is linked and auditable from day one.
30%
Higher Recoveries
Thorough, well-documented claims with accurate costings achieve better settlement outcomes for landlords.
Track Energy Performance Certificate expiry, manage assessor appointments, and ensure MEES compliance across your entire property portfolio.
Since April 2023, it has been unlawful to let a property with an EPC rating below E under the Minimum Energy Efficiency Standards (MEES). With proposed tightening to a C rating, landlords and agents who do not proactively manage EPC renewals face fines of up to £30,000 per property and inability to let.
Expired EPCs
EPCs have a 10-year validity period, and across a large portfolio, it is easy to lose track of which certificates need renewal.
MEES Non-Compliance
Properties rated F or G cannot be legally let. Without portfolio-wide visibility, non-compliant properties slip through.
Manual Assessor Booking
Coordinating domestic energy assessors across multiple properties and tenants is time-consuming and prone to scheduling conflicts.
Portfolio EPC Dashboard
View the EPC rating and expiry date for every property in your portfolio at a glance, with filters for rating band, expiry window, and MEES compliance status.
Expiry & MEES Alerts
Receive automated alerts when EPCs are approaching expiry or when a property falls below the minimum rating threshold for letting.
Assessor Scheduling
Automatically schedule EPC assessments with approved domestic energy assessors, coordinating access with tenants or agents.
Improvement Recommendations
Track recommended energy efficiency improvements from EPC reports and model the cost and rating impact of each measure.
Import existing EPC data from the EPC Register or upload manually. The system establishes the baseline rating and expiry date for every property.
The system continuously monitors expiry dates and MEES thresholds, flagging properties that need attention based on configurable lead times.
When renewal is due, the system dispatches a work order to an approved energy assessor and coordinates access with the tenant or managing agent.
The new EPC is uploaded, the property record is updated, and any recommended improvements are logged for landlord review and budgeting.
100%
EPC Currency
Automated expiry tracking and renewal scheduling ensure every property in the portfolio has a valid EPC.
£0
MEES Fines
Proactive alerts and remediation tracking eliminate the risk of letting a non-compliant property.
3x
Faster Renewals
Automated assessor scheduling and tenant coordination cut the time from expiry alert to new certificate.
Track mandatory HMO licences, selective licensing schemes, and local authority conditions across your portfolio with automated renewal reminders and condition monitoring.
Operating an unlicensed HMO or renting in a selective licensing area without a licence can result in unlimited fines, rent repayment orders, and inability to serve Section 21 notices. With over 60 selective licensing schemes across England, keeping track is a significant challenge for multi-area landlords and agents.
Complex Licensing Landscape
Different local authorities operate different schemes with varying conditions, fees, and renewal cycles, creating a patchwork of obligations.
Missed Renewals
Licence applications take months to process. Failing to submit renewals in time leaves properties unlicensed with no Section 21 recourse.
Condition Non-Compliance
Licences come with conditions (maximum occupancy, fire safety measures, waste management) that must be actively monitored.
Licence Register
Maintain a central register of all licences by property, type (mandatory HMO, additional HMO, selective), status, and expiry date.
Renewal Countdown
Automated reminders start months before expiry to allow for the lengthy application process, ensuring no licence lapses.
Condition Checklist Tracking
Each licence condition is logged as a checklist item with evidence requirements, due dates, and compliance status.
Scheme Lookup
Identify which licensing schemes apply to each property based on its local authority area and property type.
Compliance Reporting
Generate portfolio-wide licensing compliance reports for management boards, landlord clients, or local authority audits.
Each property is assessed against applicable licensing schemes (mandatory HMO, additional HMO, and selective licensing) based on location, property type, and occupancy.
The system generates application checklists, tracks required documents (floor plans, gas certificates, management declarations), and monitors submission and approval status.
Licence conditions are broken down into actionable tasks with deadlines and evidence requirements. Non-compliance triggers escalation alerts.
Renewal reminders fire well in advance of expiry. The system compiles all compliance evidence for simpler renewal applications and local authority inspections.
100%
Licensing Coverage
Every applicable property has a valid licence or a pending application, eliminating the risk of prosecution.
£0
Rent Repayment Risk
Full licensing compliance eliminates the risk of tenants claiming rent repayment orders for unlicensed letting.
6 months
Renewal Lead Time
Automated alerts ensure renewal applications are submitted well within processing windows.
From comparable evidence gathering to final sign-off, simplify the valuation process for RICS-registered valuers working across residential and commercial portfolios.
Gathering comparable evidence from multiple sources, applying adjustments, and producing Red Book compliant valuation reports is labour-intensive. When valuers each have their own approach, consistency suffers and turnaround times extend, putting lender panel targets at risk.
Comparable Evidence Gathering
Valuers spend significant time searching Land Registry, Rightmove, and internal databases for comparable transactions and listings.
Inconsistent Methodology
Without standardised adjustment frameworks, two valuers can arrive at materially different figures for similar properties.
Compliance Burden
RICS Red Book (Global Standards) requires specific disclosures, assumptions, and reporting formats that are easy to miss manually.
Comparable Evidence Search
Search and retrieve comparable sales, lettings, and valuations from integrated data sources including Land Registry, listing portals, and your own internal database.
Adjustment Grid
Apply standardised adjustments for location, condition, size, and tenure to comparable evidence, with a clear audit trail of the valuer reasoning.
Red Book Report Templates
Pre-configured templates ensure every valuation report includes mandatory RICS disclosures, assumptions, caveats, and the correct basis of value.
Senior Valuer Sign-Off
Route completed valuations through a configurable approval workflow before they are issued, with conflict of interest checks built in.
Valuation History Database
Build an internal database of every valuation completed, creating proprietary comparable evidence for future instructions.
The instruction is logged with property details, purpose of valuation, required basis of value, and lender or client requirements.
The valuer searches integrated data sources, selects relevant comparables, and applies the adjustment grid to arrive at an indicated value.
The system populates the Red Book report template with property details, comparables, adjustments, and the valuer opinion of value.
The report passes through the approval workflow, is digitally signed by the responsible valuer, and delivered to the instructing party. The valuation is logged in the internal database.
50%
Faster Evidence Gathering
Integrated data sources and search tools cut the time spent finding and verifying comparable evidence.
100%
Red Book Compliance
Template-enforced disclosures and mandatory fields ensure every report meets RICS Global Standards.
35%
More Valuations Per Valuer
Simpler workflows let valuers handle more instructions without compromising quality or compliance.
Bring buyers, sellers, solicitors, mortgage brokers, and estate agents into a single transaction workflow with real-time progress visibility and automated milestone tracking.
The average property transaction in England and Wales involves at least six parties and takes 20 weeks to complete. Poor communication, opaque progress, and manual chasing are the primary causes of fall-throughs, costing the industry billions annually.
Opaque Progress
No single party has full visibility of where the transaction stands, leading to constant phone calls and emails asking "what's happening?"
Manual Milestone Chasing
Estate agents spend hours chasing solicitors, brokers, and surveyors for updates on searches, mortgage offers, and exchange readiness.
High Fall-Through Rates
One in three property transactions falls through, often due to delays and poor communication rather than genuine deal-breakers.
Disconnected Chains
When transactions form chains, a delay in one link cascades through the entire chain without early warning.
Shared Transaction Timeline
All parties access a shared timeline showing key milestones (offer accepted, searches ordered, mortgage offer received, exchange, completion) with real-time status updates.
Multi-Party Portal
Buyers, sellers, agents, solicitors, and brokers each have role-appropriate portal access to update their milestones and communicate within the transaction.
Automated Milestone Chasing
When a milestone is overdue, the system automatically sends reminders to the responsible party and escalates to the agent if not resolved.
Chain Management
Link related transactions into chains and visualise the chain status, identifying bottlenecks that could delay the entire sequence.
In-Platform Communication
Keep all transaction communication in one place with threaded messaging, reducing the risk of lost emails and miscommunication.
When an offer is accepted, the agent creates the transaction, adds all parties (buyer, seller, solicitors, mortgage broker), and the milestone timeline is established.
Each party updates their milestones (memorandum of sale issued, searches ordered, survey booked, mortgage application submitted) visible to all stakeholders in real time.
When milestones slip past their target date, the system sends automated reminders. Persistent delays trigger escalation alerts to the managing agent.
As exchange readiness is confirmed across the chain, the system coordinates the exchange date. Post-completion tasks (key handover, SDLT filing, registration) are triggered automatically.
4 weeks
Faster Completion
Transparent progress tracking and automated chasing reduce the average time from offer to completion.
50%
Fewer Fall-Throughs
Better communication and early bottleneck detection significantly reduce transaction failure rates.
80%
Less Chasing
Automated milestone reminders and self-service updates eliminate the majority of manual progress chasing.
Tell us the one process causing the most pain and we will tell you whether it fits a 30-day pilot, and what the scope and fixed price would be.
