Property Journey Plan Guidance

Your property journey plan is more simple than it initially looks so do not be concerned. This page will guide you through each step of your journey from getting an Offer Accepted on a property right through to the property being fully occupied, and everything in between. 

Once Offer is Accepted

When your offer has been accepted on the property you will receive an email from the Partner Support Team with your specific Property Journey Plan. 

Checklist Tab

Instructions

Please work down through these systematically under the guidance of your PM 

Rent Sheet Tab Completion  

Now offer has been accepted please can you:

• Watch this Rent Sheet Tutorial Video in order to understand how to complete it. This is very important. 
• Complete the rent sheet - the yellow cells only. 
• Complete Upgrades tab
• Complete Overheads tab 

Please can you complete 

• Rows 13, 14, 27, 28, 34, 35, 36, 37, 38  within 2 weeks of offer accepted
• Rows 31, 32 33  within 4 weeks of offer accepted
• Rows 16-25, 30, 39  within 6 weeks of offer accepted

Rent sheet finally signed off pending small alterations just before property completion

Column I of Rent Sheet Tab

Please make sure your calculations  are very clear in column I on your Property Journey Plan so that we can easily understand how you came to the total in column G. 

Getting Quotes for Upgrades

Clearly getting good quotes from contractors will be necessary to complete the rent sheet. 

Please let the Partner Support Team know if you have any questions. 

However, please do also remember that the Upgrades & Utilities (HMO) or Upgrades and Utilities (self contained/2 bedrooms)  list all the items listed in the rent sheet. So please make sure you read that document in detail. 

Copies of Receipts/Invoices

Please ensure you keep hard copies on file of all your receipts/invoices or internet screen shots as these may be required to be sent with the rent sheet justifying the costs that have occurred.

Print for HB Tab

At the bottom of this rent sheet you can see the HB tab. This is the version you will print off for submission to Housing Benefit only once signed off by yourself, GP Admin and your PM. Here you will find the total charges that determine how much the resident's rent will be (core charges, eligible and ineligible) and so please ensure you have agreed these amounts and had them signed off with your PM and GP Admin team before you move your first residents in. 

This is a very important document.

Furthermore, our amazing Partner Support Team and your Partnership Manager will guide you through this spreadsheet.

‍