Use case
Prepare a specialist handover
Give the next adviser a concise opportunity brief with relevant sources, context and unanswered questions.
Can the next professional quickly understand what is known and what they need to check?
How the workflow works
Turn the first signal into a useful next investigation.
- 01Select the relevant record information
- 02Include source links and dates
- 03State the decision question
- 04Assign the next investigation
Useful outputs
- Readable brief
- Source references
- Open-question list
- Named next step
Boundaries that remain
- The receiving adviser checks the source material
- Private information is shared deliberately
- The brief does not replace an appointment
Relevant audiences
Useful across the teams involved in property research.
Decision boundary
The record supports investigation, not a final decision.
LOF does not certify ownership, title, planning status, availability, viability, value, insurance suitability, lending suitability or investment returns. Source records may be incomplete, delayed, conflicting or wrong.