Who it’s for
Construction
Home builders
From planning permission to cleared snagging list, your buyers see what is expected of them and what is decided, with no account to create
Renovation contractors
A quote changed by phone, a photo on WhatsApp: keep a record of what your client accepted during the works
Project managers
Several contractors, one owner: each limited-access participant reads only the items addressed to them, and approved quotes can be found again
Property and wealth
Estate agents
From mandate to deed: diagnostic reports gathered, offers compared, listing approved by the sellers, buyers kept informed
Property managers
From vacated flat to signed lease: complete applicant file, works approved by the landlord, inventory check booked without back-and-forth
Mortgage brokers
Loan term, insurance, bank offers: each borrower sees what is left to decide or send, and you can find who approved what
Wealth advisers
DER (entry document), engagement letter, client knowledge questionnaire, ID documents: each one requested, tracked and found in one place