Readiness gates
A plot does not move until the evidence you set is present. Gates sit on pack release, stage visibility and homebuyer access. Incomplete plots stay with the operator.
Handover Governance
Operator software for the teams that run the customer: readiness gates, journey stages, pack release, video updates and aftercare communications. One operational record from reservation through aftercare and beyond. The resident app is the surface homeowners and tenants open. This is the product that decides what is released, to whom, and when.
The structural problem
A resident app can show a pack, a stage and a message. It cannot prove that the plot was ready, that the pack was complete, or that the right person saw the right information at the right time. That proof sits with the operator, not with the person in the home.
The product
Handover Governance is the operator platform for Sales, Customer Care and Delivery. It is the control layer behind the resident app. Homeowners and tenants open a white-labelled surface at yourcompany.guidedhome.co, with Apple and Android apps. This page is the product that decides what that surface may show.
It does not replace Deal Room. Deal Room governs partnership handover and property transactions between organisations. Handover Governance governs the customer journey on the same operational record.
How release is controlled
Five controls sit between the operator and the resident. Each one is a decision. None of them is a portal feature on its own.
A plot does not move until the evidence you set is present. Gates sit on pack release, stage visibility and homebuyer access. Incomplete plots stay with the operator.
Reservation, exchange, completion, occupation and aftercare are stages on one record. Each stage has owners, milestones and a defined view for the resident.
The handover pack is assembled from Document Assurance. Release is a control, not an email. The resident receives the pack when the gate opens.
Operators send video updates tied to a plot and a stage. The homebuyer sees the update when that stage is live.
Letters, mentions and aftercare messages stay on the same plot record after keys move. The journey does not end at completion.
Operator capability
These capabilities are live. They are the work Sales, Customer Care and Delivery do before the resident is allowed to see the home.
One stage model from reservation through aftercare and beyond, with a named owner on each move.
Hold pack release, stage visibility and homebuyer access until the configured evidence is present.
Release the handover pack as a governed act. The resident does not receive an incomplete pack.
Send plot-level video updates that appear only at the live journey stage.
Keep aftercare letters and messages on the same record that ran handover.
Drive work and customer letters from milestones. Mention owners. Send stage letters when a stage is reached.
Issue and track reservation forms from the operator workspace, not from a separate sales inbox.
Capture options and upgrades against the plot, with e-sign on the same record.
Book and evidence appointments against the plot and the current stage.
Run surveyor pre-inspections before keys move. Findings stay on the plot.
Work the plot from operator mobile apps. Site capture runs in Guided Site on the App Store.
Complete checklists, record acceptance and collect e-sign before responsibility transfers to the homebuyer.
Who it is for
Sales and Customer Care
Issue reservation forms. Capture options, upgrades and choices with e-sign. Book appointments. Release packs and video updates only when the gate is open. Continue aftercare communications on the same plot, with milestones, mentions and automated stage letters.
Delivery
Hold readiness gates on evidence. Run surveyor pre-inspections and checklists with acceptance and e-sign. Capture on site in Guided Site. Delivery sees the same journey stages Sales and Customer Care use. The resident does not.
Two products, one record
The resident app is what homeowners and tenants open. Handover Governance is the operator platform behind it. Do not treat them as the same product.
Connected by design
Deal Room is the governed workspace for partnership handover and property transactions. Housebuilders, housing associations and BTR operators use it when responsibility moves between organisations.
Handover Governance is the governed journey for the person who will live in the home. A plot can sit in both. Readiness in Deal Room does not release the resident pack. Pack release here does not accept a partnership transfer. Two controls. One record.
Resident surface: Homeowners and tenants use the resident app. They do not operate Handover Governance.
Partnership transfer: Deal Room records organisational acceptance. It does not replace this customer journey.
Release: Guided Home records the configured gate and the release act. It does not make a legal completion decision for either party.
Programme outcomes
49%
60%
100%
94.4%
Trusted by Places for People, Latimer, Bargate, Durkan, City & Country, and many more.
Questions
The resident app is the surface homeowners and tenants open. Handover Governance is the operator platform that decides what is released, to whom, and when. Sales, Customer Care and Delivery run the journey here. The resident sees only what the gates allow.
No. Deal Room governs partnership handover and property transactions between organisations. Handover Governance governs the customer journey from reservation through aftercare. They sit next to each other on the same record.
Readiness gates. Pack release, journey-stage visibility and homebuyer access stay closed until the configured evidence is present. An incomplete plot does not become a live resident record.
Yes. Aftercare communications, defect context and the plot record continue on the same operational record after keys move. Nothing is reconstructed for the defects liability period or later occupation.
Yes. Site teams capture inspections and defects in Guided Site, the iOS app, and operator teams work the same plot record from operator mobile apps. Guided Site is on the App Store.