Home handover software that governs the journey, not just the login.

Home handover software is the operator platform a residential organisation uses to hand over material information across the whole customer journey, for any building and tenure. For sales and shared ownership that runs from reservation through exchange and completion, across the DLP, and into the lived-in experience, and on through re-sales, staircasing and future handovers. Evaluate it on journey stages and milestones, the evidence trail, and what the occupant can actually open. Guided Home is that software: Handover Governance for your team, Document Assurance and Inspections & Defects as the evidence layer, and a white-label resident app at yourcompany.guidedhome.co plus native Apple and Android apps. It is a comprehensive platform, not a browser-only portal.

What the category should mean is set out on the home handover product page. This page is the software buying question: can you run journey stages and milestones, release a pack under control, and show what the occupant opened.

How to choose

Most software sold under this name is a pack, a snagging app, or a browser-only portal. Use these questions before you buy the surface.

  1. Can a plot be held at a journey stage until the milestone evidence is present?
  2. Is the pack a controlled release, or a folder emailed on the day?
  3. Do defects sit on the same record as the handover condition?
  4. Can you show what the homebuyer or tenant received, and when they opened it?
  5. Does the occupant get your brand, or the vendor's?
  6. Does partnership handover live in a different product? If yes, that is correct. Do not force it into the customer journey.

Best for

  • Delivery and Customer Care in multi-site UK residential
  • Housebuilders, housing associations and BTR operators, across any building and tenure
  • Teams that must evidence journey stages, pack release and aftercare on one plot record

Not for

  • Site-only snagging as the whole product
  • CRM replacement
  • Legal completion software

A portal is a browser. Guided Home is a platform.

A portal is web browser only. Guided Home is a comprehensive platform: full admin for the operator, and homeowner access on native Apple and Android apps for phones and tablets, plus the white-label surface at yourcompany.guidedhome.co. Others typically cannot offer that native surface.

What Guided Home is in this category

Handover Governance is the operator platform for Sales, Customer Care and Delivery. Journey stages and milestones, pack release and aftercare stay on one plot record, from reservation through exchange, completion, the DLP and the lived-in experience. Document Assurance validates the pack against the checklist. Inspections & Defects keep snagging and the condition of the home on that same record, rather than in a separate ticket log.

The occupant then opens the white-label resident app at yourcompany.guidedhome.co, or the native Apple and Android apps, and sees only what those stages have released.

Typical handover software versus Guided Home

The table is the usual buying mistake, stated plainly. A browser login or a folder is not the journey.

What to test Typical handover software Guided Home
Journey stages and milestones A status field or a go-live toggle Reservation, exchange, completion, DLP and lived-in on one record. A plot can be held until the milestone evidence is present.
Pack release A folder emailed or uploaded on the day A controlled release from the plot record. The occupant sees only what that stage has released.
Defects on the same plot Tickets in a separate snagging log Inspections and Defects sit on the same plot record as the handover condition and the pack.
White-label app and native apps A portal: web browser only, often in the vendor's brand White-label resident app at yourcompany.guidedhome.co, plus native Apple and Android apps on phones and tablets.
Partnership / S106 transfers Forced into the customer journey A separate product for partnership and bulk transfers, not the occupier journey.
NHQC and Ombudsman evidence Hard to reconstruct what was released, to whom, and when Evidence of what was released, to whom, and when, on the same record you can show.

What teams measure

Trusted by Places for People, Latimer, Bargate, Durkan, City & Country, and many more. Guided Home programmes show 49% fewer handover errors, 60% less handover administration, 100% documentation completeness at transfer, and 94.4% customer satisfaction.

What to read next

Questions teams actually ask

What is home handover software?

Home handover software is the operator platform a residential organisation uses to hand over material information across the whole customer journey, for any building and tenure. For sales and shared ownership that runs from reservation through exchange and completion, across the DLP, and into the lived-in experience, and on through re-sales, staircasing and future handovers. Evaluate it on journey stages and milestones, the evidence trail, and what the occupant can actually open. Guided Home is that software: Handover Governance for your team, Document Assurance and Inspections and Defects as the evidence layer, and a white-label resident app at yourcompany.guidedhome.co plus native Apple and Android apps. It is a comprehensive platform, not a browser-only portal.

How do you choose home handover software?

Ask six questions. Can a plot be held at a journey stage until the milestone evidence is present? Is the pack a controlled release, or a folder emailed on the day? Do defects sit on the same record as the handover condition? Can you show what the homebuyer or tenant received, and when they opened it? Does the occupant get your brand, or the vendor's? Does partnership handover live in a different product? If yes, that is correct. Do not force it into the customer journey.

How is a portal different from the Guided Home platform?

A portal is web browser only. Guided Home is a comprehensive platform: full admin for the operator, and homeowner access on native Apple and Android apps for phones and tablets, plus the white-label surface at yourcompany.guidedhome.co. A pack is files on completion day. Neither a pack nor a browser login is the operator platform that runs journey stages and milestones across the whole customer journey.

Is Guided Home a snagging or defect tool?

Yes, and much more. Guided Home captures and manages defects and snagging on the same plot record as the rest of the handover. That work sits inside the broader platform: material information across the whole customer journey, journey stages and milestones, a white-label resident app at yourcompany.guidedhome.co plus native Apple and Android apps, an evidence trail of what was released, and aftercare through the DLP and the lived-in experience.

Who should buy home handover software?

Delivery and Customer Care in multi-site UK residential: housebuilders, housing associations and BTR operators, across any building and tenure. It is not a CRM replacement or legal completion software, and it is not site-only snagging as the whole product.

What if I already have a customer / resident app we're happy with?

You can use Guided to collate the handover record, capture defects, etc., and we share the information that should be visible to the resident via API into your existing app.

Where do partnership, S106 and bulk transfers sit?

Organisational handover, partnership transfers from housebuilder to registered provider, S106 and bulk transfers sit in Deal Room. That is a different product for the partnership record, not the occupier journey. Do not force it into the customer journey.

See the operator platform that governs the journey.

Book a demo of Handover Governance and the white-label resident surface. We will walk reservation through the lived-in experience against a plot, not a browser login.