How it works
From motivated seller to reserved deal
One structured flow. One operating system. Everything connects, so nothing falls through the cracks.
Learn the workflow
Start in the academy. Work through structured paths — the business model, lead generation, qualification, negotiation, packaging, investor management and compliance.
- • 8 learning paths
- • Worksheets and templates
- • Bookmarks and progress tracking
- • UK-focused language and examples
Capture & qualify leads
Bring every motivated seller into one place. Run a consistent qualification framework. Track motivation, condition, numbers and timeline so nothing is missed.
- • Unified lead inbox
- • Qualification scoring
- • Urgency and completeness signals
- • Follow-up reminders
Analyse & package
Work through valuation and rent ranges, refurb, fees and risk flags. Get a clear viability picture before you commit. Then prepare a buyer-ready pack with one record of truth.
- • Valuation low / mid / high
- • Rental ranges and margins
- • Risk flags and recommendations
- • Packaging QA toggle
Send, reserve & manage
Match the deal to the right buyer in your investor CRM. Track sent / interested / reserved. Manage reservation fees, assessment periods, finance and legal milestones through to completion.
- • Investor matching
- • Reservation fee tracking
- • Finance and legal milestones
- • Stage audit history
Ready to walk through it live?
Book a 20-minute platform walkthrough and we'll show you the full workflow with a real example.