KEY INTEGRATIONS
A homeowner or resident portal, whether built in-house, provided by a third party or bundled with your CRM, gives your buyers a place to access their documents after handover. That is a useful communication channel.
What a portal cannot do is validate whether the documents inside it are complete, correct and compliant.
A portal does not check whether the warranty certificate for Plot 12 was issued before legal completion. It does not chase the missing EPC from your delivery partner through a structured sourcing workflow. It does not auto-classify incoming documents and map them to the correct plot. It does not tell your compliance team which plots across the portfolio have documentation gaps against the mandatory checklist.
Guided Home is not a portal. It is the governed record behind the portal. Document Intelligence classifies and organises. Document Assurance validates completeness. Document Sourcing chases what is missing. The Homeowner Portal then gives the buyer access to a record that has already been validated, not a folder of whatever was uploaded.
If you have an existing portal you want to retain for resident communication, Guided Home can sit behind it as the assurance and governance layer. The portal becomes the distribution surface; Guided Home becomes the source of truth.
Questions
Guided Home is not a portal. It is the governed record behind the portal. The portal distributes documents. Guided Home governs the record.
A homeowner or resident portal gives residents a place to access their documents after handover. It is a useful communication channel, but it cannot validate whether the documents inside it are complete, correct and compliant.
In Guided Home, Document Intelligence auto-classifies incoming documents, organises them and maps each one to the correct plot.
Document Assurance validates that the record is complete. The portal then gives residents access to a record that has already been validated.
Document Sourcing chases what is missing from the record, such as a missing EPC from your delivery partner. It does this through a structured sourcing workflow.
Yes. Guided Home can sit behind your existing portal as the assurance and governance layer. The portal stays the distribution surface for resident communication, and Guided Home becomes the source of truth.
