KEY INTEGRATIONS
Partnership handover and property transactions
Bring requirements, actions, evidence and acceptance into one governed workflow. Housebuilders and receiving Registered Providers can reduce admin, expose gaps earlier and move responsibility with a clear record of what was agreed.
A focused walkthrough of a live handover workflow, from requirements to acceptance.
The commercial reframe
The legal transaction may have a completion date. The operational record rarely arrives as one complete, accepted package.
Two organisations, one handover record
Housebuilder teams
Receiving-provider teams
The connected workflow
Deal Room connects the people, work, evidence and acceptance boundary around one transfer.
Bring the people responsible for the transfer into one role-based workspace.
Set milestones, owners and target dates before work becomes urgent.
Keep contextual notes, mentions and decisions with the deal record.
Organise the agreed evidence requirements around the transfer.
Surface what is ready, missing or still under review.
Record the acceptance boundary before responsibility moves.
See it work
Explore how a transaction is scoped, structured and sent through a controlled Deal Room. In a guided walkthrough, we will also show the connected team, plan, readiness, evidence and acceptance route.
More than one transaction type
Coordinate the housebuilder and Registered Provider handover from early requirements through readiness and acceptance.
Give acquisition and disposal teams one controlled record for scope, evidence, actions and transfer.
Keep shared milestones, responsibilities and decisions visible across organisational boundaries.
Structure the evidence and acceptance route around the transaction without replacing legal advice.
Connected by design
Deal Room works with Guided Home’s Document Assurance, Packs and executive reporting. Procore connectivity can continue site defect information into customer care without making Deal Room a replacement for construction or legal systems.
Legal interpretation: Guided Home does not interpret Section 106 agreements or replace legal advice.
Access: Information is visible according to role, entitlement and the configured participation model.
Acceptance: Guided Home records the agreed workflow and acceptance boundary. It does not make a commercial or legal decision for either party.
Questions
Deal Room is the governed workspace for partnership handover and property transactions. It brings requirements, actions, evidence and acceptance into one workflow so housebuilders and receiving Registered Providers can see what is ready, what is missing and who owns the next move.
One capability, configured around the deal. Use cases include Guided S106, bulk transactions, joint ventures, and land and asset transfers.
No. Guided Home does not interpret Section 106 agreements or replace legal advice. It records the agreed workflow and acceptance boundary. It does not make a commercial or legal decision for either party.
Deal Room is the workspace for partnership and property transfers between organisations. Guided Mobilise is what managing agents and housing providers use to run scheme onboarding and offboarding inside Deal Room.
Housebuilder Partnerships, Development and Technical teams on the transferring side, and RP Acquisitions, Mobilisation, Operations and Compliance on the receiving side. Both sides work from one handover record.
Deal Team, Project Plan, connected decisions, requirements and packs, readiness and assurance, and explicit acceptance. Deal Room works with Document Assurance, Packs and executive reporting.
