Case management
Staircasing handled without the spreadsheets
Manage staircasing from first enquiry to completion, tracking valuations, legal milestones and equity changes on a single tenancy record.
- 100%of actions evidenced
- Everystatutory deadline tracked
- 1case record per matter
- 0cases lost between teams
What it means
For the resident
Buying more of your home is a tracked process with a next step, not an exchange of emails.
For your Homeownership team
Valuations, offers and completions run through one workflow instead of a spreadsheet held by one person.
Staircasing without the spreadsheet
Valuation windows tracked
RICS valuations expire, and an expired valuation restarts the process. Validity is tracked so transactions do not stall at the last step.
Equity that stays accurate
Each transaction updates the equity split and the resulting rent, so the tenancy record reflects reality rather than the last time someone reconciled it.
Legal milestones visible
Solicitor instruction, memorandum of staircasing and completion tracked together, so nobody is waiting on someone who is waiting on them.
Rent recalculated automatically
Post-staircasing rent follows from the new equity share, removing the manual recalculation that most often introduces error.
What Propsys360 covers for staircasing
- Staircasing enquiry and eligibility assessment
- RICS valuation instruction and validity tracking
- Equity share and premium calculation
- Lease terms and staircasing restrictions
- Solicitor instruction and legal milestone tracking
- Memorandum of staircasing recording
- Rent recalculation on completion
- Final staircasing and freehold transfer
- Mortgagee consent and lender liaison
- Staircasing pipeline and completion reporting
How it works
The path a case takes from the moment it arrives, and what happens automatically at each step.
Enquiry and eligibility
The enquiry is logged and checked against lease terms, including any restrictions on minimum share or final staircasing.
Valuation instructed
A RICS valuation is instructed with its validity period tracked, so the transaction cannot quietly expire mid-process.
Legal progress
Solicitors are instructed and milestones tracked, with both sides visible on one record.
Completion
Equity, rent and lease records update together on completion, and the memorandum is recorded against the property.
Before and after: staircasing
Every system demonstrates well. What matters is the difference in an ordinary working week — the steps that disappear, the chasing that stops, and the questions your team can answer on the spot instead of promising to look into it.
| Today | With Propsys360 |
|---|---|
| Staircasing is handled in spreadsheets between finance and housing. | One case from application to completion, with the record updated as it moves. |
| Rent is recalculated manually after a share change. | Equity, rent and charges are recalculated against the tenancy. |
| Valuations and legal milestones are tracked separately. | Valuation, mortgage and completion dates sit on the case. |
What staircasing has to get right
Housing runs on specifics — statutory timescales, tenure types, the return that has to be filed next month. This is the detail that decides whether a system survives contact with your operation, and the reason a general-purpose platform usually cannot.
- Application and eligibility checks
- Valuation and share price calculation
- Equity progression and rent recalculation
- Mortgage lender and solicitor tracking
- Exchange and completion milestones
- Final staircase to full ownership
- Service charge and ground rent impact
- Reporting across the shared ownership portfolio
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. Most providers start with one or two and add the rest as their existing contracts end.
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
The difference it makes
Source: Results reported by housing providers using Propsys360; illustrative where stated. Individual results vary.
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
“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
Proof from housing providers
Frequently asked questions
Does it handle final staircasing to 100%?
Yes, including freehold transfer where the lease provides for it, and the different treatment houses and flats receive.
What happens if a valuation expires?
Validity is tracked and flagged before expiry, since an expired valuation means re-instruction, additional cost and a frustrated leaseholder.
Does rent update automatically?
Yes. The revised rent follows from the new equity share on completion, which removes the most common source of post-staircasing error.
Can we see the pipeline?
Yes. Enquiries, valuations in progress and pending completions report as a pipeline, with stalled cases visible.
See a staircasing transaction end to end
Thirty minutes from enquiry to completion, including valuation tracking and how rent recalculates on the new equity share.