Case management
Safeguarding referrals recorded, shared and followed through
Raise a safeguarding referral from any case, flag vulnerability on the resident record and evidence every action, so a concern is never lost between teams.
- 100%of actions evidenced
- 1resident record, every team
- 0concerns lost between teams
What it means
For the resident
The concern you raised is acted on, and you do not have to repeat a difficult story to each new person.
For your safeguarding lead
Every referral, decision and contact with partner agencies sits in one chronology you can evidence at any time.
Safeguarding concerns that are seen, shared and acted on
Raised wherever the concern appears
A repairs operative, a housing officer or a contact centre colleague can raise a safeguarding referral from the case they are already working on.
Vulnerability on the record
Vulnerability flags sit on the resident record, so every colleague who opens it sees the context before they act.
Multi-agency work in one place
Contact with social care, police and support agencies is recorded on the case rather than in an officer's own notes.
Related cases linked
Hoarding, ASB, domestic abuse and disrepair cases for the same household can be linked, so a pattern is visible across teams.
What our safeguarding case management software covers
Everything a safeguarding lead needs to evidence what was done, by whom and when.
Referrals from anywhere
Safeguarding referrals raised from any channel, or from any case a colleague is already working on.
Vulnerability on the record
Vulnerability and risk flags on the resident record, visible to every colleague who opens it.
Partners and linked cases
Contact with partner agencies recorded, with hoarding, ASB, domestic abuse and disrepair cases linked.
Follow-up and evidence
Tasks, reminders and SLA monitoring, a full chronology, and reporting on open referrals and outcomes.
How it works
The path a safeguarding concern takes, from first sighting to closure.
Concern raised
Any colleague raises a safeguarding referral from the resident or case record they are working on.
Assessed and assigned
The referral is assessed, given an owner and linked to related cases for the same household.
Actions and referrals
Contact with partner agencies, visits and support are recorded on the case as they happen.
Reviewed and closed
The case closes with an outcome and a complete chronology, or stays open with the next review date tracked.
What safeguarding in housing has to get right
Safeguarding sits across every service. A concern spotted during a repair or an ASB case should reach the right person the same day, and residents who need extra help with their tenancy should get it through tenancy support. Propsys360 keeps all of it on the same housing case management system (CMS), so the full picture is never split across teams.
More of the platform
Each part of Propsys360 works from the same tenancy, property and person record, so nothing is re-keyed and nothing drifts out of step.
Integration Platform & Tools
Fits what you already run
Propsys360 connects to the housing, finance, field and compliance systems you already use, orchestrates the processes between them, and replaces the legacy platforms you want to leave behind.
- Microsoft and data
- Finance and payments
- Repairs and contractors
- Residents and compliance
Trusted housing technology for housing associations, councils and public-sector landlords
- 557KTenants supported
- 1.5M+Repairs managed
- £57M+Repairs processed p.a.
- 4.75MCustomer cases
- 500KArrears cases managed
- G-Cloud 15 Supplier
- Microsoft Solutions Partner
- Cyber Essentials Plus Certified
- Cyber Essentials Certified
- ISO 9001
- ISO 27001
- ISO 20000-1
- ISO 14001
What housing providers say
Named people at named organisations, in their own published words.
“We realised that we had a gap around the golden thread of data, in terms of the availability and accessibility of the data we held in seventeen different systems… That meant colleagues could immediately see all non-compliant properties.”
Jake Le Page Head of Building Safety Regulations Notting Hill Genesis
“Neo brought strong Dynamics 365 expertise, worked collaboratively with our internal teams and applied Microsoft best practice within a live operational environment… We would be pleased to recommend them as a Microsoft Dynamics 365 partner within the housing sector.”
Wayne Human Head of IT Change Sage Homes
“The successful deployment of this solution has significantly increased transparency and improved the operational efficiency of our contact centre, allowing us to deliver greater value to our customers.”
Philip Wragg Infrastructure Programme Manager — VIVID
“The Neo Technology model allows us to scale our development capacity, accelerating our transformation programmes while future-proofing our business, while achieving substantial industry cost savings.”
Group CIO Notting Hill Genesis
Frequently asked questions
Who can raise a safeguarding referral?
Any colleague with access to Propsys360, from the case or resident record they are already working on, so a concern seen during a repair or a tenancy visit is captured straight away.
Does Propsys360 replace the local authority safeguarding process?
No. Propsys360 records your organisation's referral, actions and contact with partner agencies, so you can evidence what you did and when. The statutory enquiry stays with the local authority.
Can a safeguarding referral be linked to other cases?
Yes. A safeguarding referral can sit alongside hoarding, ASB, domestic abuse or disrepair cases for the same household. See anti-social behaviour and complaints handling.
See a safeguarding referral followed through
We will follow a referral from first concern to closure using realistic case data.