Every scheme arrives differently. Onboard them all the same way.
Guided Mobilise gives property managers, block managers and housing providers one governed process for onboarding and offboarding residential schemes against The Property Institute's four-week handover expectation.
Delighted to see the response to Guided Mobilise: our solution helping property managers, block managers and housing providers to mobilise, onboard and offboard schemes in record time. One governed process for taking a residential scheme on, and for handing it back in under 4 weeks, helping teams comply with the latest guidance.
Agents and housing providers recognise the problem immediately: every scheme arrives differently, and the pack still lands through email, share links and someone else's data room.
The Property Institute already sets the clock. Its Changing Managing Agents guidance expects all relevant information to reach the landlord within four weeks of the handover date (leaseholder contacts, contractors and insurance as a minimum). Reconciled accounts follow within three months. The documents belong to the client, not the agent.
Four weeks only works if the pack already exists as a record. If the outgoing team is reconstructing it from inboxes and share links, the four weeks disappear into the search.
Guided Mobilise digitises your process. Your checklist is the template. Workstreams, milestones and named owners. Documents requested, classified and validated by our Document Assurance engine before you accept the scheme. Offboarding is the same transfer in reverse, evidenced item by item against that four-week expectation.
Every scheme arrives differently. Onboard them all the same way.
See Guided Mobilise, read what TPI expects from a managing agent handover, book a demo, or talk to us.
How Guided Home helps
The four-week expectation in The Property Institute's Changing Managing Agents guidance is a transfer clock, not a search window. Once the pack is still being reconstructed from email and share links, the clock is already spent. That is the gap Guided Mobilise closes: one governed process for taking a scheme on and for handing it back, so the incoming team accepts against a known record rather than someone else's data room.
It runs in Deal Room, where your checklist becomes the template: workstreams, milestones and named owners on both sides of the transfer. Document Sourcing requests and chases each item against its due date. Document Intelligence classifies what arrives and maps it to the building it belongs to. Document Assurance then validates the pack against your acceptance rules before you take the scheme, so the gap list is issued while the outgoing party is still under contract to close it.
For the directors accountable for a portfolio of these transfers, the Executive Dashboard shows document completeness and handover risk across live schemes. Offboarding is the same transfer in reverse, evidenced item by item against the four-week expectation. If a scheme is arriving or leaving, book a demo and we will run your checklist as the template.
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