Platform overview

Scheme onboarding and offboarding for managing agents and housing providers

Every scheme arrives differently. Onboard them all the same way.

And hand them back the same way.

Guided Mobilise gives managing agents, block managers and housing providers one governed process for taking on a residential scheme and for handing it on. The pack is collected, classified and validated against your checklist, every task has a named owner, and the record survives the change of agent.

Book a 30-minute walkthrough How offboarding works
Built for the teams taking schemes on and handing them back Managing Agents Block Managers Housing Providers Mobilisation and Compliance

The structural problem

The information arrives from everywhere. The standard has to come from you.

A scheme lands because you won the mandate, because stock is transferring, or because a development reached practical completion. Whatever the trigger, the handover pack arrives through whichever channel the other side prefers.

One large managing agent described it to us plainly. Information "comes from so many different avenues, and that is our biggest challenge: how it comes in, where it comes in from, who it comes in from". Email, share links, the client's own data room, the developer's intranet. Their ask was one word: "standardised".

A dozen workstreams, one spreadsheetCompliance, systems, health and safety, handover packs and defects run in parallel, tracked in a spreadsheet and an inbox.
The pack arrives in piecesO&M manuals, warranties, the fire strategy, test certificates and Building Safety Act information reach different people at different times, or do not arrive at all.
The plan lives in three people's headsWhen one of them leaves, the mobilisation is reconstructed from fragments.

The two ends of the transfer

Onboarding and offboarding are the same transfer, run in opposite directions.

The continuity gap is that the record does not survive a change of responsibility. Guided Mobilise treats taking a scheme on and handing it back as one governed process on one record, with the party uploading and the party receiving reversed.

Onboarding

Receive the scheme against your checklist, not theirs.

A large agent takes on hundreds of schemes a year, each from a different developer or contractor and each in a different format. Guided Mobilise makes your onboarding checklist the template: workstreams, milestones and tasks with named owners, a live view of what is done, overdue or at risk, and a board-ready PDF for every stakeholder update.

Every document is requested, classified and validated against your acceptance rules before the scheme is accepted. The mobilisation team inherits a governed record it can operate from rather than a filestore to sort.

Offboarding

Hand the scheme on within four weeks, with nothing to reconstruct.

Moving leaseholders from one managing agent to another is one of the sector's most persistent complaints. On 27 May 2026 the Housing, Communities and Local Government Committee recommended that an independent regulator for managing agents, with enforcement powers, be written into the Commonhold and Leasehold Reform Bill. The Property Institute's guidance already expects all relevant information to reach the client within four weeks of the handover date and reconciled accounts within three months, and is clear that the documents belong to the client.

Because the record that onboarded the scheme is the record you hand on, offboarding is a deal type on the same template. The incoming agent's checklist becomes an added workstream. Anything that happened outside the platform is added to complete the picture, and the transfer is evidenced item by item.

How one scheme moves through it

One scheme, six connected steps.

Guided Mobilise runs in Deal Room, the governed workspace where developers, contractors, consultants and your operations team work on the same scheme. External partners join by secure link, with no new logins.

01

Collect

Document Sourcing

Request, chase and receive the handover pack through structured workflows instead of email threads and a tracker spreadsheet.

02

Organise

Document Intelligence

Every incoming document is classified, labelled and mapped to deal, site, building and plot, so a raw filestore becomes a searchable golden-thread archive.

03

Validate

Document Assurance

Documents are checked against your acceptance and compliance rules. Gaps and non-compliance surface before you accept the scheme.

04

Plan

Project Plan and Deal Team

Workstreams, milestones and tasks templated for the deal type, each with a named owner. Defects and snags stay tied to plot and site through the Defect Connectivity Hub.

05

See

Executive Dashboard

A portfolio view of mobilisation progress, document completeness and handover risk across every scheme, for the directors accountable for it.

06

Ask

Hugo

"What is outstanding on Block C?" "Do we have the fire strategy?" Hugo answers from the scheme record itself, with the source alongside.

Run one live scheme with us

Bring one scheme you are taking on or handing back.

We configure your checklist as the template and run it live. Thirty minutes. No migration or procurement exercise.

Book a 30-minute walkthrough

The regulatory calendar

What changes, and when.

The obligations that make the scheme record a regulated document are arriving in sequence. Each date below links to the published source.

  1. 17 March 2026

    RICS publishes the 4th edition of the Service Charge Residential Management Code. It applies to landlords, managing agents, RMCs and RTMs from 7 April 2026.

    RICS
  2. 27 May 2026

    The Housing, Communities and Local Government Committee publishes its pre-legislative scrutiny of the draft Commonhold and Leasehold Reform Bill and recommends an independent regulator for property managing agents with enforcement powers.

    Committee report
  3. 3 June 2026

    The Property Institute reviews its F07 Management Handovers guidance: members must deal with any handover in a professional, competent and efficient manner, with agreed timescales.

    TPI F07
  4. 15 July 2026

    Government response on leaseholder protections under the Leasehold and Freehold Reform Act 2024. At least five statutory instruments to be laid later in 2026, with 12 months' notice for private landlords and 24 for social landlords. Leaseholders see the changes from 2027.

    GOV.UK
  5. October 2026

    Social Tenant Access to Information Requirements commence for registered providers.

    GOV.UK
  6. 2026 to 2027 session

    The Commonhold and Leasehold Reform Bill is introduced to Parliament, as committed in the King's Speech.

    Commons Library
  7. Pending

    A separate government response on mandatory qualifications for managing agents, consulted between July and September 2025.

    Commons Library

Guided Home is not affiliated with any of the bodies named. Dates are as published by the source linked.

What changes for your team

From the day the scheme arrives to the day it leaves.

One standard per scheme type

Your checklist is the template, whoever is on the other side of the transfer.

Gaps visible before acceptance

Validation runs as documents arrive, so what is missing is known before the scheme is yours.

A handover inside the four-week expectation

The record that onboarded the scheme is the record handed on, item by item.

Portfolio view of mobilisation risk

Progress, completeness and handover risk across every live scheme.

Connected by design

Guided Mobilise runs in Deal Room.

Deal Room is the governed workspace where every party to a scheme transfer works in parallel. Guided Mobilise is what managing agents and housing providers buy to run onboarding and offboarding in it, alongside the modules already on the asset record. Resident-facing services stay where you run them today.

Explore Deal Room Explore Document Assurance Explore Executive Dashboard

Clear product boundaries

Acceptance: Guided Home records the agreed workflow and acceptance boundary. It does not make a commercial or legal decision for either party.

Access: Information is visible according to role, entitlement and the configured participation model. External partners join the room via a secure link.

Regulatory interpretation: Guided Home records what was requested, supplied and accepted. It does not give legal advice on obligations under the Leasehold and Freehold Reform Act, the RICS Code or a management agreement.

Standardise the next onboarding before the next hundred arrive.

Bring one scheme you are taking on or handing back. We configure your checklist as the template and run it live in thirty minutes, with no migration or procurement exercise.

Book a 30-minute walkthrough Talk to us about offboarding