Platform overview

Partnership handover and property transactions

Complete the deal knowing what is ready, what is missing and who owns the next move.

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.

See a live Deal Room example Explore how it works

A focused walkthrough of a live handover workflow, from requirements to acceptance.

Guided S106Riverside Quarter partnership handover
In review
Operational readiness72%
42homes in scope
6open evidence gaps
2actions overdue
Built for the teams carrying the transferHousebuilder PartnershipsDevelopment and TechnicalRP Acquisitions and MobilisationOperations and Compliance

The commercial reframe

Completion changes responsibility. It does not guarantee readiness.

The legal transaction may have a completion date. The operational record rarely arrives as one complete, accepted package.

Requirements sit in spreadsheetsEach party works from a different picture of what complete means.
Decisions remain in emailOwnership and exceptions are difficult to trace when teams change.
Evidence gaps appear after transferThe receiving organisation inherits rework at the point it needs to mobilise.

Two organisations, one handover record

Give both sides clarity before responsibility moves.

Housebuilder teams

Development, Partnerships and Technical leaders

  • Coordinate requirements and contributors around one transfer
  • Expose missing evidence before it becomes completion-stage chasing
  • Keep ownership and decisions visible when teams or dates change

Receiving-provider teams

Development, Mobilisation and Operations leaders

  • See what is ready, open and accepted before responsibility moves
  • Review evidence in context instead of reconstructing it from folders
  • Carry a clearer operational record into mobilisation and aftercare

The connected workflow

Define what complete means before the handover starts.

Deal Room connects the people, work, evidence and acceptance boundary around one transfer.

01

Deal Team

Bring the people responsible for the transfer into one role-based workspace.

02

Project Plan

Set milestones, owners and target dates before work becomes urgent.

03

Connected decisions

Keep contextual notes, mentions and decisions with the deal record.

04

Requirements and packs

Organise the agreed evidence requirements around the transfer.

05

Readiness and assurance

Surface what is ready, missing or still under review.

06

Explicit acceptance

Record the acceptance boundary before responsibility moves.

See it work

Walk through a live Deal Room example.

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.

Try the Deal Room

Click anywhere to explore

Deal Room
Manage property transfer deals, invitations and handover progress
27
Active
4
Proposed
12
Completed
43
Total
ProposerProjectStartStatus
Northstone Land Co. Riverside Quarter 12 Apr 2026 Active
Meridian Group Park Gate 01 Mar 2026 Active
Guided Homes Ltd Elm Court 20 May 2026 Proposed
FromProjectPlotsValue
Summit Residential Canary Wharf East 34 plots £12,200,000
Redwood Developments Maple Lane 18 plots £6,750,000
ProposerProjectCompletedStatus
Birchwood Group Station Quarter 14 Jan 2026 Completed 52 plots
Crown Residential The Maltings 03 Mar 2026 Completed 28 plots
Guided Homes Ltd Ashfield Park 19 Apr 2026 Completed 41 plots
Define Deal
2
Select Scope
3
Deal Details
4
Document Pack
5
Review & Send
Select Scope
Choose which sites and individual plots to include in this deal
Riverside Quarter Essex · 42 plots
Scope Summary
0
Plots Selected
Define Deal
Select Scope
3
Deal Details
4
Document Pack
5
Review & Send
Deal Details
Provide the deal name, completion date, and invitee information
£
Invitee Details
Northstone Land Co.
Sarah Northstone
Director of Land Acquisitions
sarah@northstoneland.co.uk
Define Deal
Select Scope
Deal Details
4
Document Pack
5
Review & Send
Document Pack
Attach mandatory evidence packs. Both parties must meet all requirements before acceptance.
Define Deal
Select Scope
Deal Details
Document Pack
5
Review & Send
Review & Send
Review your deal summary and send the invitation to Northstone Land Co.
Deal Summary
Deal Name Riverside Quarter: Land Transfer
Sites Riverside Quarter, Park Gate
Total Plots 70 plots
Completion 31 December 2026
Est. Value £18,500,000
Invitee
SN
Sarah Northstone
Northstone Land Co.
sarah@northstoneland.co.uk

More than one transaction type

One capability, configured around the deal.

Guided S106

Coordinate the housebuilder and Registered Provider handover from early requirements through readiness and acceptance.

Bulk transactions

Give acquisition and disposal teams one controlled record for scope, evidence, actions and transfer.

Joint ventures

Keep shared milestones, responsibilities and decisions visible across organisational boundaries.

Land and asset transfers

Structure the evidence and acceptance route around the transaction without replacing legal advice.

Connected by design

Keep the handover connected to the operational record.

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.

Explore Document AssuranceExplore Procore connectivity

Clear product boundaries

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.

See how Guided Home removes the chasing from property handovers.

Walk through a live example from requirements and roles to evidence, readiness and acceptance. See how one connected Deal Room reduces admin, exposes gaps earlier and gives both sides a clear record before responsibility moves.

Book a live Deal Room walkthrough See it work