KEY INTEGRATIONS
Document Assurance
Completion documentation gathered during delivery becomes the foundation for every future transfer: from first occupation through portfolio transactions. Guided Home ensures the right evidence is collated, controlled and permanently accessible.
One vault for everything
Upload any document type, including Homeowner User Guides (HUGs), warranties, EPCs, compliance certificates, contracts and manuals, to a secure cloud vault. AI reads and classifies documents on upload. Access is controlled by role, so each party sees exactly what they should, nothing more.
Mandatory compliance tracking
Create mandatory document checklist packs per plot type and assign them across developments. The platform tracks what is present and what is absent across every plot, and sends automated reminders so nothing reaches handover incomplete.
Homeowner access
From the day keys are handed over, homeowners access their complete document pack through a clean, simple portal. No login complexity. No lost emails. Documents persist through the full lifecycle of the home, and Hugo AI can answer questions directly from them.
Questions
Document Assurance is the authoritative record for completion documentation on Guided Home. Evidence gathered during delivery is collated, controlled and permanently accessible, from first occupation through later portfolio transfers. HUGs, EPCs, warranties and completion certificates are captured once, with AI classification, mandatory checklist packs and read-receipt tracking.
The vault holds Homeowner User Guides (HUGs), EPCs, warranties, compliance certificates, contracts, legal packs and manuals. Any document type can be uploaded to the secure cloud vault. Access is controlled by role, so each party sees exactly what they should, nothing more. Visibility is set per document: private, stakeholder, or homeowner access.
AI reads and classifies documents on upload. No manual tagging is required. Documents land in the vault already classified, with access still controlled by role.
Create mandatory document checklist packs per plot type or development and assign them across developments. The platform tracks what is present and what is absent across every plot. A portfolio-wide gap view shows exactly which plots are missing required documents. Automated reminders run on any cadence: daily, weekly, monthly, or at key intervals, so nothing reaches handover incomplete. Site documents can be bulk-downloaded for a complete compliance export.
Yes. Read-receipt tracking shows which homeowners have opened each document.
From the day keys are handed over, homeowners access their complete document pack through the Homeowner Portal. No login complexity. No lost emails. HUG, warranty pack, EPC and certificates stay accessible from the portal. Password-protected documents are viewable securely in-app. Hugo AI surfaces document content in plain English. The record persists through ownership changes, never reconstructed and always available.
