01
Join & show your credentials
Create your workspace and submit your business and relevant PPRA credential details for review.
For property professionals
Help clients prepare for the decisions around a move.
Give buyers and sellers practical preparation tools, with accountant collaboration for self-employed clients and a clear path to a planning conversation.
Your journey through the network
02
Prepare before an offer
Share the income and cash tools. Self-employed clients can ask their accountant to prepare the lender’s required income evidence.
03
Review the change
A new bond, sale proceeds, rental income or transfer of ownership can create questions around income, liquidity and wills.
04
Stay helpful after transfer
Offer a follow-up review and a useful home-owner campaign. Clients choose their professionals and any introductions.
THE RIGHT MOMENT
When a conversation becomes useful.
Before a purchase
Separate deposit, transaction costs and emergency cash; the lender determines credit eligibility.
Open the relevant tool →Bond and offer stage
Explore how repayments and household costs would be funded during an income interruption.
Open the relevant tool →Sale proceeds received
Accountant confirms tax and commitments before a longer-term investment discussion.
Open the relevant tool →Transfer or ownership change
Review wills, beneficiaries and estate liquidity with the appropriate professional.
Open the relevant tool →YOUR FIRST SERVICE
A buyer-readiness campaign kit
Start with a reusable campaign draft. Save a collaboration brief for Know Your Numbers to review; publication and paid media require an agreed scope.