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Signature workflow

Turn project files into a property record that remains useful

Documents, specifications, assets, photographs, warranty information and activity remain attached to the correct building and home through strata transition, ownership and occupancy change.

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Living property record HomeBook product view
A focused product state grounding the living property record workflow.

Workflow outcome

The strata corporation and strata manager inherit usable information, while building knowledge stays with the property rather than one person.

Documents, specifications, assets, photographs, warranty information and activity remain attached to the correct building and home through strata transition, ownership and occupancy change.

Living property record product workflow
A HomeBook product view used within the living property record workflow.

How the work moves

A clear route from first action to completion

  1. 01

    Developer

    Create once

    Bulk-create project, unit and purchaser records.

    Team decision
    Teams confirm structure and permissions.
    Record
    Canonical property records
  2. 02

    Project teams

    Attach context

    Add documents, specifications, assets, photos and warranties.

    Team decision
    Owners validate completeness.
    Record
    Structured home and building information
  3. 03

    HomeBook

    Monitor

    Flag missing uploads and expiring records.

    Team decision
    Teams resolve exceptions.
    Record
    Completeness and expiry history
  4. 04

    Management

    Inherit

    Receive role-appropriate building and resident information.

    Team decision
    Both parties approve the transition scope.
    Record
    Management transition record
  5. 05

    Owners & residents

    Continue

    Use the same record through occupancy and ownership changes.

    Team decision
    Authorized access transfers without losing history.
    Record
    Lifetime property record

Enterprise evaluation

Everything your team needs to evaluate HomeBook

Explore implementation, security and measurable results before a product walkthrough.

Implementation & integrations

See how HomeBook can start with one project and work around the existing stack.

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Security & privacy

Explore the access, accountability and approval controls built into HomeBook workflows.

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Results

See the operational and customer-experience improvements HomeBook is designed to deliver.

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Apply this workflow

Bring the current process, role hand-offs and approval points.

HomeBook will map them into the product journey and identify the evidence needed to evaluate the change.

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