Platform overview

Document Assurance

Capture it once. Carry it forward.

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.

Try the Document Vault

Click anywhere to explore the AI upload flow

Document Packs
1.Reservation Pack
Affordability Schedule (5-year costs)
Management & estate charges
Part-exchange terms
Reservation fee & refund terms
2.Conveyancing Pack
3.Completion Pack
4.Aftercare Pack
Document Checklist
Add all required documents to complete the document checklists.
Affordability Schedule (5-year costs) Pack: 1. Reservation Pack 620 plots
5 of 620 plots
1% Complete
Affordability Schedule (5-year costs)
Management & estate charges overview
Part-exchange / assisted-move terms
Reservation fee & refund terms
Signed Reservation Agreement
Tenure-specific conditions
Document Library
Upload, auto-label and match documents to checklist slots.
Click to browse files
or drag & drop here
PDF DOCX JPG PNG
Match Existing Documents 434
Analysing documents with AI…
Extracting names, tags and matching to your checklist
AI Analysis Complete 8 documents analysed · 6 matched · 2 require review
Matched: ready to upload
PDF Affordability_Schedule_v2.pdf 97% match
AI Name: Affordability Schedule (5-year costs)
LegalReservationFinancial
Affordability Schedule (5-year costs) · All plots
DOCX Management_Charges_Essex.docx 94% match
AI Name: Management & Estate Charges Overview
ManagementCharges
Management & estate charges overview · Essex plots
PDF Reservation_Fee_Terms.pdf 91% match
AI Name: Reservation Fee & Refund Terms
LegalReservation
Reservation fee & refund terms · All plots
PDF Tenure_Conditions_Pack.pdf 88% match
AI Name: Tenure-Specific Conditions
LegalTenure
Tenure-specific conditions · All plots
DOCX Part_Exchange_Agreement.docx 85% match
AI Name: Part-Exchange / Assisted Move Terms
AgreementConveyancing
Part-exchange / assisted-move terms · All plots
PDF Signed_Reservation_Agreement.pdf 99% match
AI Name: Signed Reservation Agreement
SignedReservation
Signed Reservation Agreement · Plot 2011
Unmatched: drag onto a checklist slot to assign
PDF Gas_Safety_Report.pdf
AI Name: Gas Safety Certificate
SafetyCertificate
No checklist match found. Drag to assign.
FOLDER EPC_Certificates
AI Name: EPC Certificate Pack
EPCEnergyCertificate
No checklist match found. Drag to assign.
Reservation Pack
Slots fill as you accept documents →
Affordability Schedule (5-year costs)
Management & estate charges overview
Part-exchange / assisted-move terms
Reservation fee & refund terms
Signed Reservation Agreement
Tenure-specific conditions
6 documents matched and uploaded · 2 remaining
Document Packs
1.Reservation Pack
Affordability Schedule (5-year costs)
Management & estate charges
Part-exchange terms
Reservation fee & refund terms
2.Conveyancing Pack
3.Completion Pack
4.Aftercare Pack
Document Checklist
Add all required documents to complete the document checklists.
Affordability Schedule (5-year costs) Pack: 1. Reservation Pack 620 plots
6 of 620 plots
1% Complete
Affordability Schedule (5-year costs)
Management & estate charges overview
Part-exchange / assisted-move terms
Reservation fee & refund terms
Signed Reservation Agreement
Tenure-specific conditions
Document Library
All matched documents have been assigned.
Match Existing Documents434

One vault for everything

The authoritative record, not another folder.

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.

  • Homeowner User Guides (HUGs), EPCs, warranties, certificates, legal packs, and manuals in one place
  • AI auto-classifies documents on upload, with no manual tagging required
  • Granular visibility controls: private, stakeholder, or homeowner access per document
  • Read-receipt tracking: know which homeowners have opened each document

Mandatory compliance tracking

Define what's required. Track what's missing.

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.

  • Mandatory document checklist packs per plot type or development
  • Portfolio-wide gap view: see exactly which plots are missing required documents
  • Automated reminders on any cadence: daily, weekly, monthly, or at key intervals
  • Bulk-download site documents for a complete compliance export

Homeowner access

A permanent home for their paperwork.

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.

  • HUG, warranty pack, EPC, and certificates always accessible from the portal
  • Password-protected documents viewable securely in-app
  • Hugo AI surfaces document content in plain English: "What does my warranty cover?"
  • The record persists through ownership changes, never reconstructed and always available
Also in the platform Homeowner Portal → Hugo AI → Inspections & Defects →

See Document Management in action.

We'll show you how the compliance vault integrates with your handover and aftercare workflows, and how read-receipt tracking changes buyer conversations.