Home buy stage progression management overview
A stage-focused approach to home buy case management supports a housing organisation's desire to ‘get it right first time’ and promotes the drive towards a more streamlined plan to fulfilling the requirements of each scheme, with robust services delivered by capable, well-trained staff around admitting or denying applications, calculating sale prices, making offers and managing delays. Any number of customer-facing and internal stages can be created to suit the working practices of the housing organisation: some can be dovetailed with the legal requirements set out for each scheme, whilst others can be created in line with 'best practice' recommendations. For example, an initial custom stage within the 'Right to Buy' scheme could exist to support tenants in completing and submitting their applications; thus reducing the work involved in aborted submissions, as well as encouraging responsible, considered applications. A logical and subsequent stage would then be to focus on checking all received application forms, with inherent tasks covering all elements of the rigorous verification procedures: the correct address of the property, the inclusion of all signatories, details of any previous tenancies, etc.
Only one stage can be active at any one time within a home buy case, and that stage must be completed or cancelled - along with the inherent tasks - before the next sequential stage can be launched. Once a stage has been cancelled or completed it cannot be reactivated for the same home buy case. Whilst each stage exists in isolation, it is rational for them to be structured into chronological phases such that they are, in effect, inextricably linked and therefore the completion of one stage would logically lead the end user to the activation of the next. In progressing an individual home buy stage, a number of possible status values are applicable: Live, Complete, Mandatory Complete (indicating that all inherent mandatory tasks have already been completed) and Cancelled.
Separate help articles have been created for each key aspect of home buy stage progression management, including: