Architecture

Domain and glossary

The words of Valere CRM and the things they name: 57 entities in four areas and how they link, the life of a Site, who owns what, a card for each entity, and the 175 terms of the glossary — as the blueprint has them, in the words the screens use.

The entities and how they relate

Every entity of the product on one diagram, with the links between them.

A piece of land has one record, the Site, from the first approach to Completed or Dead. A Lead source produces Candidate leads; Back Office accepts one and it becomes a Site at New Lead — Lead and Opportunity are phases of that one record, not two records (D-011).
Everything in the frame belongs to one Site: its appraisals, its buyer and contractor involvements, its tenders, its Heads of Terms — one per HoTs type, linked back-to-back (D-007) — its fees under one fee agreement (D-029), its exclusivity, its Legals record, and the gates and history behind it.
A Site has one landowner Account and may name a promoter (D-032). Buyers and contractors reach the Site through an Involvement each: one Account, many Involvements, one per Site.
A Buyer Involvement holds the buyer’s offers, every version kept. A Tender invites Contractor Involvements; each holds its bids, and a bid is read into a Quote comparison against the company’s one Benchmark.
An Account employs its Contacts. A Contact is a Key Contact on many Sites, by side, and may carry a Suppression entry that stops every send.
On the right, the work: a Site has Actions, links Documents in SharePoint and logs Activities — and so do Accounts and Contacts. An Outreach message goes from a Template to a Contact and is logged as an Activity.
Proposed updates and every AI output change nothing until a named person accepts them; an Exception request waits for a partner (D-012, D-035).
Below, the people and the rules: each User holds a role, may hold Duties, owns Actions and receives Notifications; every change is an Audit entry; Settings and lists — regions, stall rules, deal clocks, Reason Dead — are the admin’s, without a developer.

The Site: the record everything hangs off
An entity: open its card
Not yet a Site
A record that lives inside the one around it
An area of the domain
One, at this end of the link
manyMany, at this end of the link
Holds personal data of people outside Valere
Names a Valere user only

57 entities in four areas, 25 links drawn. Personal data as 02-architecture.md › Domain model marks it.

The life of a Site

From a Candidate lead to Completed or Dead: the stages, the statuses and what moves a Site on.

One record from the first approach to the close. Back Office and Land work the Lead stages; Site Review and Instruction Approval are the two gates before a formal instruction (LCY-C08, LCY-C13). At Instructed the Lead converts into an Opportunity in place, with all its history (LCY-C02).

After instruction no stage is typed: each move is the event the owning module records — the Preferred RP, the Preferred contractor, the agreed offer, the signed Heads of Terms, exchange, completion (LCY-C03, D-021). An invalid move is blocked and says why (LCY-C04); a move back needs a reason (LCY-C05).

Before instruction a Lead has a pre-instruction status, not a Site status: Mill Pond waits as “On Hold · Parked” — the appraisal outcome Parked (LED-C19). The Site status Active, Awaiting, Agreed or Parked applies from Instructed (LCY-C22).

by handthe owner of the stage moves the Site
an eventanother module records it, nothing is typed twice
an approvala named person approves a version
a gatethe move is blocked until the checks are met
a signaturethe agreement comes back signed
The function that owns the stage (its colour, and its name)
An end off the path

Who owns what

Which function owns, writes and reads each entity.

Owns: configures and changes everything in it (manage)
Writes: does the work it exists for (use)
Reads: sees, does not change
No access

Entity	Owned in	Back Office	Land	Partnerships	Construction	Partners / MD	Admin
The deal
Site	LCY	writesbefore instruction	writesto instruction; Site Review, the gate	writesAcceptable Offer, Under Offer, Legals	writesAcceptable Build; Construction Involved = Yes only	ownsexceptions, reopening	—configures the lists
Candidate lead	LGN	owns	reads	—	—	reads	ownsthe sources
Lead source	LGN	owns	reads	—	—	reads	ownsthe sources
Lead qualification	LED	writes	owns	reads	—	reads	—
Site Review record	LCY	writesbefore instruction	writesto instruction; Site Review, the gate	writesAcceptable Offer, Under Offer, Legals	writesAcceptable Build; Construction Involved = Yes only	ownsexceptions, reopening	—configures the lists
Instruction Approval item	LCY	writesbefore instruction	writesto instruction; Site Review, the gate	writesAcceptable Offer, Under Offer, Legals	writesAcceptable Build; Construction Involved = Yes only	ownsexceptions, reopening	—configures the lists
Stage move	LCY	writesbefore instruction	writesto instruction; Site Review, the gate	writesAcceptable Offer, Under Offer, Legals	writesAcceptable Build; Construction Involved = Yes only	ownsexceptions, reopening	—configures the lists
Closure record	LCY	writesbefore instruction	writesto instruction; Site Review, the gate	writesAcceptable Offer, Under Offer, Legals	writesAcceptable Build; Construction Involved = Yes only	ownsexceptions, reopening	—configures the lists
Appraisal	APR	writes	reads	reads	reads	writesthe approver	—
Site review checklist	APR	writes	reads	reads	reads	writesthe approver	—
Buyer Involvement	BUY	reads	reads	owns	reads	reads	—
Offer	BUY	reads	reads	owns	reads	reads	—
Offer Pro Forma	BUY	reads	reads	owns	reads	reads	—
Contractor Involvement	CTR	—	—	reads	owns	reads	—
Tender	CTR	—	—	reads	owns	reads	—
Bid	CTR	—	—	reads	owns	reads	—
Abnormal cost claim	CTR	—	—	reads	owns	reads	—
Commercial decision	CTR	—	—	reads	owns	reads	—
Quote comparison	BCB	—	—	reads	owns	reads	ownsbenchmark settings
Benchmark	BCB	—	—	reads	owns	reads	ownsbenchmark settings
Pre-quote estimate	BCB	—	—	reads	owns	reads	ownsbenchmark settings
Planning cost requirement	BCB	—	—	reads	owns	reads	ownsbenchmark settings
Heads of Terms	HOT	—	writesfee, exclusivity, the Land HoTs	owns	writesthe Construction HoTs	readsapproves	—
Fee	HOT	—	writesfee, exclusivity, the Land HoTs	owns	writesthe Construction HoTs	readsapproves	—
Exclusivity	HOT	—	writesfee, exclusivity, the Land HoTs	owns	writesthe Construction HoTs	readsapproves	—
Legal milestone and enquiry	LEG	—	writes	owns	writes	reads	—
Legal document	LEG	—	writes	owns	writes	reads	—
Due diligence item	LEG	—	writes	owns	writes	reads	—
Change, abnormal and risk	LEG	—	writes	owns	writes	reads	—
Schedule of accommodation	LEG	—	writes	owns	writes	reads	—
S106 and planning record	LEG	—	writes	owns	writes	reads	—
The parties
Account	ACC	writes	writes	writes	writes	reads	ownsmerges
Contact	ACC	writes	writes	writes	writes	reads	ownsmerges
Suppression entry	OUT	writes	writes	owns	writes	reads	owns
Buyer group	OUT	writes	writes	owns	writes	reads	owns
The work
Action	ACT	writes	writes	writes	writes	writes	—
Activity	ACT	writes	writes	writes	writes	writes	—
Notification	ACT	writes	writes	writes	writes	writes	—
Document	DOC	writes	writes	writes	writes	reads	—
Outreach message	OUT	writeslandowner approaches	writeslandowner approaches	ownspitches, chasers	writestender invitations	reads	ownsthe templates
Template	OUT	writeslandowner approaches	writeslandowner approaches	ownspitches, chasers	writestender invitations	reads	ownsthe templates
Proposed update	EML	writes	writes	writes	writes	writes	ownsthe app registration
Exception request	ADM	readssearch	readssearch	readssearch	readssearch	readsthe audit log	owns
Meeting view and week lock	VIW	readsown, the Sourcing views	readsown, regional	writesall regions; Partnerships Session	writesthe Construction view	ownsMD views, packs, league tables	—
Weekly review entry	VIW	readsown, the Sourcing views	readsown, regional	writesall regions; Partnerships Session	writesthe Construction view	ownsMD views, packs, league tables	—
KPI and closed month	VIW	readsown, the Sourcing views	readsown, regional	writesall regions; Partnerships Session	writesthe Construction view	ownsMD views, packs, league tables	—
Pack and report	VIW	readsown, the Sourcing views	readsown, regional	writesall regions; Partnerships Session	writesthe Construction view	ownsMD views, packs, league tables	—
Saved view	LED	writes	owns	reads	—	reads	—
People, rules and the system’s own records
User and role	ADM	readssearch	readssearch	readssearch	readssearch	readsthe audit log	owns
Duty	ADM	readssearch	readssearch	readssearch	readssearch	readsthe audit log	owns
Setting and list	ADM	readssearch	readssearch	readssearch	readssearch	readsthe audit log	owns
Working-day calendar	ADM	readssearch	readssearch	readssearch	readssearch	readsthe audit log	owns
Audit entry	ADM	readssearch	readssearch	readssearch	readssearch	readsthe audit log	owns
AI output	ADM	readssearch	readssearch	readssearch	readssearch	readsthe audit log	owns
AI request	ADM	readssearch	readssearch	readssearch	readssearch	readsthe audit log	owns
Scheduled job run	ADM	readssearch	readssearch	readssearch	readssearch	readsthe audit log	owns
Import batch	IMP	writes	—	writes	—	reads	owns

Each entity carries the access of the module that owns it, as 02-architecture.md › Roles and access gives it per role; the words under a mark are that table’s own limits.

A user edits the fields of their own function and reads the rest (LCY-C06). “Own” for Land means the Leads and Sites of its region (D-035). Construction sees only Sites with Construction Involved = Yes.

Amended at the merges (D-027, D-028, D-031): the Admin also configures the settings inside Documents, Heads of Terms, Views, Buyers, Contractors, Lead Generation, Benchmarking, Site Lifecycle, Appraisals and Actions; Land may start and revise the Land HoTs; Back Office has no access to the Weekly Regional Review; Partners / MD read every action and may move back or close any Site with a logged reason; an abnormal cost claim above an admin-set value needs a Partner / MD.

The entities one by one

Each entity: what it is, what it holds, what it links to, its states.

The deal

A Site and everything that belongs to it, from the first approach to completion.

Site

Personal data

The one record a piece of land has from the first approach to Completed or Dead; Lead and Opportunity are its two phases, not two records.

What it holds: Address, Site Code and Region, the landowner and an optional promoter Account (D-032), Deal Type, Construction Involved, units, planning applications, stage, status, an owner per function, the priority the regional lead sets.
Its states: Lead stages New Lead → … → Instructed with a pre-instruction status; Site stages Instructed → Acceptable Offer → Acceptable Build → Under Offer → Legals → Exchanged → Completed; Dead from any stage; Site status Active / Awaiting / Agreed / Parked from Instructed; Merged into a master Site.
Links to: Candidate lead Account Contact Appraisal Buyer Involvement Contractor Involvement Tender Heads of Terms Fee Exclusivity Legal milestone and enquiry Action Activity Document Stage move Closure record
Personal data: The landowner’s name and address when a private individual.
Comes from: LCY Site LifecycleLED LeadsLCY-C01LCY-C02LCY-C03LCY-C22LCY-C24LCY-C25
On this site: Site › Overview Lead page Leads From a candidate site to a formal instruction A Site parked, closed as Dead, and reopened

SampleChurch Farm, Rugby — CE-014, Central, 28 homes, Land & Build, at Legals, Active, Deal Health 55.

Candidate lead

Personal data

A site found by a collection run or drafted from an inbound email, waiting in the review queue; it is not a Site until Back Office accepts it (D-011).

What it holds: Address, site area, planning reference and status, units, owner and company details, title number where available, the source link and capture date, the contact candidates.
Its states: new → accepted (it becomes a Site at New Lead) / rejected / duplicate; rejected or duplicate → new with a reason; rejected as not reviewed after an age the admin sets (D-034).
Links to: Lead source Site Contact
Personal data: Applicant, agent and owner names from public planning and land data; the sender of an inbound email.
Comes from: LGN Lead GenerationEML Email, Calendar and TeamsLGN-C20LGN-C21LGN-C22LGN-C23LGN-C24LGN-C34EML-C18
On this site: Review queue From a candidate site to a formal instruction An email or a meeting becomes a record update

SampleMill Road, Sindlesham RG41 — Wokingham BC 262113, Outline · Approved, 1.9 ha, collected from the Wokingham BC planning portal on 2 Oct 2026 and accepted as Hatch Farm, SW-031.

Lead source

No personal data

A registered place candidate sites are collected from: an official or licensed dataset, a council planning portal or another site.

What it holds: Type, address, schedule, selection criteria, its terms-of-use position, whether collection is on, the rate limit, health and performance.
Its states: enabled / paused (by the Admin) / failing (seen by the system, the Admin is alerted).
Links to: Candidate lead Scheduled job run
Comes from: LGN Lead GenerationLGN-C01LGN-C02LGN-C10LGN-C29LGN-C30
On this site: Review queue From a candidate site to a formal instruction

SampleWokingham BC planning portal — the run of Fri 2 Oct 2026, 06:10, found Hatch Farm.

Lead qualification

Personal data

What Land records about a Lead before instruction.

What it holds: Motivation, decision-maker identified, exclusivity potential, likelihood to instruct, the follow-up tracker.
Its states: open → qualified.
Links to: Site
Personal data: The decision-maker’s name and notes when a private individual.
Comes from: LED LeadsLED-C08LED-C09LED-C24
On this site: Lead page From a candidate site to a formal instruction

SampleHatch Farm, 19 Oct 2026: “Retiring; wants certainty”; decision-maker Edward Marsh; exclusivity High; Likely.

Site Review record

Names a Valere user

One outcome of the team’s commercial go / no-go on a Lead; every review is kept (D-012).

What it holds: The outcome Go, Dead with a Reason Dead, or Pending with what is missing, its owner and date; the checklist findings it was held on.
Its states: kept: each review is a new record, none is overwritten.
Links to: Site Site review checklist
Personal data: The owner, as a user.
Comes from: LCY Site LifecycleLCY-C08LCY-C09LCY-C10
On this site: From a candidate site to a formal instruction

SampleHatch Farm, Mon 2 Nov 2026: Go — the title plan still to come from Edward Marsh.

Instruction Approval item

Names a Valere user

One check of the final gate before a formal instruction.

What it holds: The item, its evidence (a SharePoint link or a note), the reviewer and the date — or a partner’s named exception with its reason.
Its states: open → complete / excepted.
Links to: Site Document Exception request
Personal data: The reviewer and the approver, as users.
Comes from: LCY Site LifecycleLCY-C11LCY-C12LCY-C13LCY-C15
On this site: From a candidate site to a formal instruction The MD’s exceptions and decisions

SampleHatch Farm: “LPA planning portal comments checked” excepted by Rhys Calloway on Tue 10 Nov 2026 — the highways comments were not yet published.

Stage move

Names a Valere user

One change of a Site’s stage: the unit of its stage history (D-021).

What it holds: From, to, the user, the time, the days in the stage, and the reason where one is required (a move back).
Its states: immutable.
Links to: Site Activity
Personal data: The user who moved it.
Comes from: LCY Site LifecycleLCY-C30LCY-C31LCY-C05
On this site: Site › Overview From instruction to an acceptable offer

SampleOrchard Lane: Instructed → Acceptable Offer on Mon 26 Oct 2026, when Dana Whitfield chose Calder Valley Homes.

Closure record

Names a Valere user

The outcome of a closed Site: one per Site, with a dated entry for each closing (D-008, D-034).

What it holds: Outcome, Reason Dead, a sentence, final price and fee, the winning party where lost, lessons learned, the MD’s reason on a reopening.
Its states: one per Site with dated closing entries; reopened by the MD only.
Links to: Site
Personal data: The closer and the MD, as users.
Comes from: LCY Site LifecycleLCY-C25LCY-C26LCY-C28LCY-C29
On this site: A Site parked, closed as Dead, and reopened

SampleMill Croft, Banbury (CE-009): Dead on Mon 28 Sep 2026, No acceptable offer — “Keep a second RP warm until the board has approved.”

Appraisal

No personal data

Valere’s financial assessment of a Site, as a Private (developer) or an HA (package) appraisal.

What it holds: The unit stack, revenue (£ per sq ft, GDV), costs (build cost, S106, CIL, BNG), for HA the package as % of GDV with best and worst case, the residual land value; every input with its source and confidence.
Its states: draft → submitted → approved, or returned with a reason (D-034); outcome Instructed / Declined / Parked / Under Review; every version kept; an internal or a client version.
Links to: Site Site review checklist Pre-quote estimate Benchmark Document Schedule of accommodation
Comes from: APR Financial AppraisalsAPR-C01APR-C02APR-C04APR-C05APR-C19APR-C42
On this site: Appraisal From a candidate site to a formal instruction

SampleHatch Farm, HA appraisal: version 2 approved by Eleanor Shaw on Wed 28 Oct 2026 — GDV £10,876,800, residual £2,975,000; version 3 waits for her.

Site review checklist

No personal data

The checks run on an appraised Site ahead of Site Review.

What it holds: Hurdles, documents present and the latest, plans against the consent, NDSS, LPA comments, JR and BNG, the landowner’s expectation; each finding confirmed or dismissed by a person.
Its states: pending → complete; it runs again as documents arrive.
Links to: Appraisal Site Review record Outreach message
Comes from: APR Financial AppraisalsAPR-C29APR-C35APR-C36APR-C37
On this site: Appraisal From a candidate site to a formal instruction

SampleHatch Farm: “Public footpath crosses the north field” confirmed; “Flood zone 2 on the eastern boundary” dismissed.

Buyer Involvement

No personal data

The link between one Site and one Buyer Account, carrying that buyer’s journey on the Site.

What it holds: The buyer journey stage, the buyer’s Contact, the coverage date, the deadline, quality, the next step; one may be the Preferred RP.
Its states: Coverage → Teaser → Pitched → Interested → Offered → Agreed → Board → Approved; Not Interested at any point, with a reason; held at Coverage until a fee agreement is recorded.
Links to: Site Account Offer Outreach message
Comes from: BUY Buyers and OffersBUY-C01BUY-C02BUY-C03BUY-C05BUY-C23
On this site: Site › Buyers From instruction to an acceptable offer

SampleOrchard Lane × Calder Valley Homes: Offered, the Preferred RP since Mon 26 Oct 2026 — one of 15 RPs against a target of 15.

Offer

No personal data

A buyer’s priced proposal for a Site, kept in every version and compared like for like.

What it holds: Value, structure, per-unit figure, % of GDV, grade, the unique-offer flag, conditions, date, and the Employer’s Requirements version it is priced against.
Its states: received → under review → accepted / declined / withdrawn; grade Exceptional / Good / Acceptable / Weak.
Links to: Buyer Involvement Offer Pro Forma Proposed update
Comes from: BUY Buyers and OffersBUY-C14BUY-C15BUY-C17BUY-C18BUY-C19
On this site: Site › Buyers Morning Meeting From instruction to an acceptable offer

SampleCalder Valley Homes on Orchard Lane, version 2 of Thu 22 Oct 2026: £10,480,000, 73.8% of GDV, Good.

Offer Pro Forma

Names a Valere user

The pre-filled record completed only for an offer graded Acceptable or better.

What it holds: Unit and tenure mix, package, % of GDV, Valere fee, board approvals, programme, commentary, the reviewer.
Its states: draft → completed.
Links to: Offer
Personal data: The reviewer, as a user.
Comes from: BUY Buyers and OffersBUY-C25
On this site: From instruction to an acceptable offer

SampleCalder Valley Homes on Orchard Lane: “Strongest package; their Employer’s Requirements are already priced by two contractors.” — “Choose as Preferred RP.”

Contractor Involvement

No personal data

The link between one Site and one Contractor Account, carrying that contractor’s journey on the Site’s tender.

What it holds: The contractor journey stage with the date of each move, the contractor’s bids, and an outcome: Not proceeding, Declined, Unsuccessful or Withdrawn.
Its states: Coverage → Longlist → Tender Sent → Bids Returned → Priced → Preferred → Appointed; Not proceeding at any point, with a reason (D-032). Only on Sites with Construction Involved = Yes, after an acceptable offer.
Links to: Site Account Tender Bid Abnormal cost claim
Comes from: CTR Contractors and TendersCTR-C02CTR-C03CTR-C24CTR-C25
On this site: From an acceptable offer to an acceptable build

SampleOrchard Lane × Marlow & Pike Build: Preferred on Thu 12 Nov 2026, agreed build cost £7,975,000.

Tender

No personal data

One Site’s call for bids; the coverage of six contractors is counted per tender (D-012).

What it holds: The tender pack, the return date, the invited Contractor Involvements, the outcome.
Its states: preparing → issued → bids returned → closed, with the outcome preferred chosen / no acceptable bid / re-tendered / abandoned (D-034).
Links to: Site Contractor Involvement Outreach message Document
Comes from: CTR Contractors and TendersCTR-C08CTR-C09CTR-C27CTR-C28
On this site: From an acceptable offer to an acceptable build

SampleOrchard Lane: issued Wed 28 Oct 2026, returns by Fri 6 Nov; 4 invitations against a target of 6.

Bid

No personal data

A contractor’s priced tender return, kept in every version; logged by Construction only.

What it holds: Base price, itemised abnormals, £ per sq ft, fee % of build, grade, rank on base price, CSA status, the Employer’s Requirements version priced against.
Its states: returned → priced → preferred / unsuccessful / withdrawn / rejected; versions; grade Exceptional / Good / Acceptable / Unviable; CSA none / attached / acceptable (D-033, D-034).
Links to: Contractor Involvement Quote comparison Document
Comes from: CTR Contractors and TendersCTR-C11CTR-C12CTR-C13CTR-C15CTR-C17
On this site: From an acceptable offer to an acceptable build

SampleMarlow & Pike Build on Orchard Lane: base £7,640,000 + abnormals £335,000 = £7,975,000, Good, ranked 1 of 4.

Abnormal cost claim

No personal data

A contractor’s claim for an increase over the CSA between Heads of Terms and exchange (D-010).

What it holds: Change type, evidence, original and revised cost, the share of the CSA, the split across parties, Valere’s decision and reason.
Its states: submitted → approved (in full or in part) / rejected / more information; above an admin-set value a Partner / MD decides.
Links to: Contractor Involvement Change, abnormal and risk Commercial decision
Comes from: CTR Contractors and TendersCTR-C18CTR-C19CTR-C20
On this site: Site › Legals From Heads of Terms to completion

SampleWestbrook Construction on Church Farm, Wed 21 Oct 2026: unforeseen ground conditions, £74,000 — above the £50,000 that needs a partner.

Commercial decision

Names a Valere user

The record of a material change to the land, build, package or fee figures of a Site (D-010).

What it holds: The old and new figures, the reason, the evidence, the date, the approver.
Its states: immutable.
Links to: Site Abnormal cost claim
Personal data: The approver, as a user.
Comes from: CTR Contractors and TendersCTR-C21CTR-C22
On this site: From Heads of Terms to completion

SampleChurch Farm: build cost £6,320,000 → £6,394,000 after the approved ground claim.

Quote comparison

No personal data

One returned quote read into NRM headings and set against the Benchmark, the Employer’s Requirements and earlier quotes.

What it holds: The source document, the extracted lines with their confidence, base price and abnormals, differences in £ and %, the rate per sq ft, the flags, the reviewer’s notes and decision.
Its states: uploaded → extracted → reviewed → saved; void with a reason, kept and left out of the benchmark (D-034).
Links to: Bid Benchmark Planning cost requirement
Comes from: BCB Build Cost BenchmarkingBCB-C01BCB-C02BCB-C03BCB-C16BCB-C29BCB-C39
On this site: From an acceptable offer to an acceptable build

SampleMarlow & Pike Build’s return for Orchard Lane: read, waiting for Conor Higgins’s review on Mon 9 Nov 2026, 3 flags.

Benchmark

No personal data

Valere’s expected build cost by NRM heading, region, unit type and size — one for the company, not per Site.

What it holds: Figures built from historic CSAs and BCIS, each showing where it came from; Valere’s standard specification beside them.
Its states: current; rebuilt as CSAs are loaded or comparisons saved.
Links to: Quote comparison Pre-quote estimate Appraisal
Comes from: BCB Build Cost BenchmarkingBCB-C05BCB-C09BCB-C10BCB-C11BCB-C38
On this site: From an acceptable offer to an acceptable build

SampleQ3 2026 rates: Substructure £610,000 against BCIS £590,000 for Orchard Lane’s 46,800 sq ft.

Pre-quote estimate

No personal data

The early build estimate before any quote arrives, approved by Construction.

What it holds: Base build cost, abnormals estimated apart, assumptions, evidence, rate dates, confidence.
Its states: draft → approved; every version kept.
Links to: Site Appraisal Benchmark Instruction Approval item
Comes from: BCB Build Cost BenchmarkingBCB-C24BCB-C25BCB-C26BCB-C37
On this site: From a candidate site to a formal instruction

SampleHatch Farm: £4,950,000 (£187.5 per sq ft), approved by Conor Higgins on Fri 30 Oct 2026.

Planning cost requirement

No personal data

A cost item a consent or a technical report requires, used to flag an allowance a quote is missing.

What it holds: The item, its source document and page, the confidence, the cost heading, the reviewer.
Its states: proposed → confirmed / dismissed; only confirmed ones flag a quote.
Links to: Site Quote comparison
Comes from: BCB Build Cost BenchmarkingBCB-C19BCB-C20BCB-C23
On this site: From an acceptable offer to an acceptable build

SampleSection 278 highway works, drainage, ground conditions, ecology and BNG — the kind of item a confirmed requirement checks each of Orchard Lane’s quotes for.

Heads of Terms

No personal data

The agreed commercial terms between the parties before legals: one record per HoTs type, linked back-to-back (D-007).

What it holds: Type (Land / Land and Build / Construction), package, land and build values, fees, overage, conditions, the exclusivity date; every revision; the generated agreement.
Its states: draft → issued (sent for signature) → signed; withdrawn with a reason (D-034); a revision after signing is a new revision.
Links to: Site Fee Exclusivity Legal milestone and enquiry
Comes from: HOT Heads of Terms and ExclusivityHOT-C01HOT-C03HOT-C04HOT-C05HOT-C08HOT-C10
On this site: Site › Legals From Heads of Terms to completion

SampleChurch Farm, Land and Build HoTs: land £3,640,000, build £6,320,000, package £9,960,000 (74.2% of GDV), signed on Mon 5 Oct 2026.

Fee

No personal data

Valere’s income on a Site, one record per fee stream, all under the Site’s one fee agreement (D-029).

What it holds: The stream (agency, overage, contractor introduction, design / Reserved Matters), amount, basis, trigger, owner, the invoiced and collected marks.
Its states: basis agreed / contingent / speculative; not triggered → triggered → invoiced → collected (marked by hand), or not payable with a reason and a Partner / MD approver (D-034).
Links to: Site Heads of Terms
Comes from: HOT Heads of Terms and ExclusivityHOT-C12HOT-C14HOT-C17HOT-C19HOT-C34
On this site: Site › Legals Executive dashboard From Heads of Terms to completion

SampleChurch Farm: agency £130,000 at exchange, overage £20,000, contractor introduction £72,000 at JCT signing, design £40,000 — £262,000 in all.

Exclusivity

No personal data

The period in which the landowner deals only with Valere.

What it holds: The agreement chosen from Valere’s set, milestones, extensions, the end date, a reminder 14 days before it.
Its states: pending signature → active → extended → ended; withdrawn (D-034).
Links to: Site Heads of Terms
Comes from: HOT Heads of Terms and ExclusivityHOT-C22HOT-C25HOT-C26HOT-C27
On this site: From Heads of Terms to completion

SampleChurch Farm: Standard letter, back-to-back, Mon 5 Oct to Mon 23 Nov 2026; an extension to Fri 18 Dec drafted on Mon 9 Nov.

Legal milestone and enquiry

No personal data

A dated step or a question on a Site in legals; the critical dates are the board dates, exchange, completion and longstop.

What it holds: Who is responsible, who has it now, the date passed, days since, the deadline, whether it is on the critical path, notes.
Its states: open → in progress → blocked (a named blocker) → closed; Not applicable with a reason (D-034).
Links to: Site Legal document Contact
Comes from: LEG Legals and CompletionLEG-C02LEG-C04LEG-C05LEG-C06LEG-C09LEG-C41
On this site: Site › Legals From Heads of Terms to completion

SampleChurch Farm: “Land contract draft” with Hadley & Finch LLP for 21 days, 14 days late, on the critical path.

Legal document

No personal data

One legal or technical document of a deal in the tracker: land contract, transfer, JCT, Report on Title, CSA, warranty…

What it holds: Who is responsible, who has it now, the date passed, days with them, the deadline, the critical path, the status, the evidence link.
Its states: requested → draft → agreed → executed; Not applicable with a reason; blocked (D-034).
Links to: Site Document Due diligence item
Comes from: LEG Legals and CompletionLEG-C11LEG-C12LEG-C13
On this site: Site › Legals From Heads of Terms to completion

SampleChurch Farm: the JCT contract with Westbrook Construction since Wed 28 Oct 2026, a draft, its amendments 2 days late.

Due diligence item

No personal data

One requirement of the due diligence checklist.

What it holds: The requirement, the responsibility, the evidence, Yes / No / N/A, the date, notes; linked to the matching document.
Its states: Yes / No / N/A, with the date.
Links to: Site Legal document Document
Comes from: LEG Legals and CompletionLEG-C14LEG-C15
On this site: Site › Legals

SampleChurch Farm’s checklist: planning consent, JR expiry or indemnity, Report on Title, CSA approval, warranty provider, letters of reliance.

Change, abnormal and risk

No personal data

An entry of the Site’s log — a change, an abnormal or a risk; the Risk Register is a view of these entries.

What it holds: Description, cost, the party carrying it, status, source document; for a risk, severity, owner, mitigation and a review-by date.
Its states: proposed (by the AI) → open → closed; a proposed risk is added only when the PM approves it.
Links to: Site Abnormal cost claim AI output
Comes from: LEG Legals and CompletionLEG-C16LEG-C17LEG-C18LEG-C19LEG-C20
On this site: Site › Legals From Heads of Terms to completion

SampleChurch Farm: the approved £74,000 ground claim in the log; build cost 1.2% over the HoTs.

Schedule of accommodation

No personal data

The unit rows of a Site — also the appraisal’s unit stack, handed to Legals at Under Offer (D-033).

What it holds: Unit type, tenure, GIA, NIA, beds, storeys, values, an NDSS pass or fail per unit type.
Its states: current; versions kept.
Links to: Site Appraisal
Comes from: LEG Legals and CompletionAPR Financial AppraisalsLEG-C25LEG-C26APR-C07
On this site: From instruction to an acceptable offer

SampleOrchard Lane’s schedule of accommodation went out with the pitch to the RPs on Wed 30 Sep 2026.

S106 and planning record

No personal data

The Site’s planning position in legals.

What it holds: Consent type, decision date, JR expiry or indemnity, the BNG requirement and how it is delivered.
Its states: current; versions kept.
Links to: Site
Comes from: LEG Legals and CompletionLEG-C27
On this site: Site › Legals

SampleChurch Farm: the S106 variation is blocked at the council — a critical item on the Legals view.

The parties

The organisations and people Valere deals with.

Account

Personal data

An organisation Valere deals with — one master record per organisation, in one of four configurations (D-013).

What it holds: Configuration (Buyer/RP with its buyer type, Contractor, Landowner, Other with a sub-type), email domains and aliases, relationship owners; for a buyer its criteria and Employer’s Requirements versions; for a contractor its financial health, track record and risk flags.
Its states: active; Removed (an insolvent contractor, with date and reason); a merged duplicate lives on as an alias of the master.
Links to: Contact Site Buyer Involvement Contractor Involvement Buyer group Document Activity
Personal data: When the Account is a private landowner: name, address, holdings. Company data otherwise.
Comes from: ACC Accounts and ContactsACC-C03ACC-C07ACC-C10ACC-C12ACC-C28ACC-C37
On this site: Site › Buyers From instruction to an acceptable offer Cut-over from Excel

SampleCalder Valley Homes (RP, alias “Calder Valley Housing Association”); Westbrook Construction (Creditsafe A, 88); Orchard Lane Estates Ltd (a landowner company); Pryce & Lowe (Other · Agent).

Contact

Personal data

A person, employed by one Account; a Key Contact on many Sites, by side.

What it holds: Name, role, work email and phone, relationship owner, communication preferences, notes, the Sites they are a Key Contact on, with side and role.
Its states: active; opted out / suppressed for outreach; email bounced until the work email is edited (D-033).
Links to: Account Site Activity Outreach message Suppression entry
Personal data: Name, work email, phone, role, relationship notes. A personal email is never captured.
Comes from: ACC Accounts and ContactsACC-C18ACC-C19ACC-C20ACC-C24ACC-C25
On this site: Site › Overview From a candidate site to a formal instruction

SampleSarah Lomax, Head of Land, Central & East at Calder Valley Homes — a Key Contact on Church Farm and Heron Fields.

Suppression entry

Personal data

The record that a Contact or an address must not be emailed.

What it holds: The reason (opt-out, bounce, request) and the date.
Its states: active → lifted; it outlives the person’s redaction as a one-way form of the address (D-038).
Links to: Contact Outreach message
Personal data: The email address and the reason.
Comes from: OUT OutreachOUT-C12OUT-C13OUT-C14OUT-C29
On this site: From instruction to an acceptable offer

SamplePeter Nolan, Downland Housing Trust: opted out on 14 Aug 2026, so held back from the Orchard Lane pitch.

Buyer group

No personal data

A saved set of Buyer Accounts that outreach recipients are chosen from, matched to a Site by area and size.

What it holds: Its name and its buyers.
Its states: active / archived (D-034).
Links to: Account Outreach message
Comes from: OUT OutreachOUT-C07OUT-C08OUT-C33
On this site: The MD’s exceptions and decisions

SampleHeron Fields’ second send to the same buyer group needed the MD’s override of the duplicate-send guard.

The work

What the team does on the records, and the views it works from.

Action

No personal data

One of a Site’s live next steps — a Next Action — with an owning function and a priority.

What it holds: Description, owning function, owner, Primary or Secondary, status, the original and the current deadline, the slip.
Its states: Open → In Progress → Blocked → Closed; closed as cancelled when its Site closes.
Links to: Site User and role Account
Comes from: ACT Actions, Notifications and ActivityACT-C01ACT-C03ACT-C04ACT-C10ACT-C11
On this site: Morning Meeting Site › Overview The Monday meeting A leaver, an absence and the named cover

SampleHeron Fields: “Chase the board date with Calder Valley Homes”, Dana Whitfield, due Fri 6 Nov 2026, carried over, 3 days overdue.

Activity

Personal data

One entry of what happened on a Site, Account or Contact; the activity feed is a lens on these entries.

What it holds: The type (call, email, meeting, note, letter, site visit, stage change, system rule), who or what logged it, when, the text, the attendees.
Its states: logged; nothing is overwritten.
Links to: Site Account Contact Outreach message Stage move
Personal data: The subject, participants and content of logged mail.
Comes from: ACT Actions, Notifications and ActivityACT-C28ACT-C29ACT-C30ACT-C31
On this site: Site › Overview An email or a meeting becomes a record update

SampleHatch Farm, Wed 14 Oct 2026: a letter to Edward Marsh — “Land at Hatch Farm, Sindlesham: an introduction from Valere”.

Notification

No personal data

A message to one user about something that happened or is due, always in the platform and, by choice, by email or in Teams.

What it holds: What it is about, the link to the record, the channel.
Its states: sent → read.
Links to: User and role Site
Comes from: ACT Actions, Notifications and ActivityACT-C12ACT-C13ACT-C14ACT-C18ACT-C21
On this site: From an acceptable offer to an acceptable build A leaver, an absence and the named cover

SampleTo Conor Higgins, Mon 26 Oct 2026: “Orchard Lane is yours: acceptable offer recorded”.

Document

Personal data

A link to a file in SharePoint, never a copy, under a category folder (1 Site Info … 6 Legals).

What it holds: Name, location, category, whether it is the latest approved version or an Old version.
Its states: linked → latest approved → Old version (dated); broken until the owner repairs it (D-034).
Links to: Site Account Legal document Appraisal
Personal data: Whatever the file holds — the file stays outside the CRM.
Comes from: DOC DocumentsDOC-C01DOC-C03DOC-C05DOC-C06DOC-C10
On this site: From a candidate site to a formal instruction From an acceptable offer to an acceptable build

Sample“2 Fee Agreement/Fee agreement, Hatch Farm SW-031, signed.pdf”, filed from Adobe Sign on Tue 10 Nov 2026.

Outreach message

Personal data

One email to one recipient, written from a template and approved before it is sent from the user’s own mailbox.

What it holds: Recipient, sender, subject and text, attachments, its purpose, the round or the drafting week it belongs to (D-036).
Its states: drafted → approved → sent → replied (marked by hand) / bounced; never sent from drafted.
Links to: Contact Template Activity Buyer Involvement Suppression entry
Personal data: The recipient and the content.
Comes from: OUT OutreachOUT-C02OUT-C15OUT-C16OUT-C18OUT-C19
On this site: From instruction to an acceptable offer From Heads of Terms to completion

Sample“Orchard Lane, Wokingham: 52 homes, Land & Build, for your offer”, from Dana Whitfield to Daniel Ross, sent Wed 30 Sep 2026, 11:20.

Template

No personal data

The wording and merge fields of one kind of email, drafting itself from the Site, the appraisal and the recipient’s history.

What it holds: Its purpose (pitch, landowner approach, tender invitation, chaser…), the wording, the merge fields.
Its states: active.
Links to: Outreach message
Comes from: OUT OutreachOUT-C01OUT-C02
On this site: From instruction to an acceptable offer

Sample“Land & Build pitch, v4”, used for Orchard Lane.

Proposed update

Personal data

A change read from an email or a Teams transcript, applied to a record only when a named person accepts it (D-012).

What it holds: The record and field it would change, the proposed value, the source passage, the confidence, the approver.
Its states: proposed → accepted / discarded / superseded / lapsed (D-034).
Links to: Site Offer Legal milestone and enquiry AI output Activity
Personal data: It may quote the email or the transcript and name the participants.
Comes from: EML Email, Calendar and TeamsEML-C16EML-C17EML-C23EML-C24
On this site: An email or a meeting becomes a record update

SampleFrom Edward Marsh’s email of Fri 6 Nov 2026: Landowner’s figure → £3,250,000, medium confidence, for Jamie Morgan to accept.

Exception request

Names a Valere user

A request by Land, a PM or Construction for a partner’s named exception or approval, listed in the MD exceptions view until decided (D-035).

What it holds: What is asked, by whom, why, the decider, the decision and its reason.
Its states: requested → approved / declined.
Links to: Instruction Approval item Abnormal cost claim User and role
Personal data: The requester and the decider, as users.
Comes from: ADM Admin, Audit, Search and APIADM-C54LCY-C12VIW-C26
On this site: Executive dashboard The MD’s exceptions and decisions

SampleJamie Morgan asks to except the LPA comments item on Hatch Farm; Rhys Calloway approves on Tue 10 Nov 2026.

Meeting view and week lock

No personal data

A named live slice of Sites and Actions — nothing is typed into it — and the regional week the review closes.

What it holds: The slice (Primary, Secondary, Interest, Construction, Legals, Under Offer, a region’s Weekly Regional Review), the week.
Its states: open week (opens Monday) → locked; a correction is a logged adjustment (D-034).
Links to: Site Action Weekly review entry
Comes from: VIW Views, Scores and DashboardsVIW-C01VIW-C02VIW-C11VIW-C16VIW-C52
On this site: Morning Meeting Weekly Regional Review The Monday meeting

SampleMon 9 Nov 2026, 08:30: the Morning Meeting chaired by Rhys Calloway — “Monday: company, Interest and Offers”.

Weekly review entry

No personal data

One Site’s line in one regional review week, frozen when the week locks.

What it holds: Weekly status, what changed, the last progress date, the next action, owner, due date.
Its states: open → frozen.
Links to: Meeting view and week lock Site
Comes from: VIW Views, Scores and DashboardsVIW-C12VIW-C13VIW-C15
On this site: Weekly Regional Review The Monday meeting

SampleHatch Farm, week of Mon 9 Nov 2026: On track, on the Hotlist — “Fee agreement with Edward Marsh for signature since 2 Nov; instruction booked for Tue 10 Nov.”

KPI and closed month

No personal data

A measure defined once and calculated from the records, per person and per region, locked when the month closes.

What it holds: The definition, the target, the RAG, the monthly figures [Q-003].
Its states: open → locked; a correction afterwards is an adjustment (D-034).
Links to: User and role Setting and list
Comes from: VIW Views, Scores and DashboardsVIW-C31VIW-C32VIW-C34
On this site: Executive dashboard

SampleDana Whitfield: acceptable offers on time 75% in September, 67% in October.

Pack and report

No personal data

A document drafted from the records for the partners or a PM, sent only once a named person approves it.

What it holds: The weekly partner pack, the monthly Partners Meeting pack, the regional summary, the Partnerships Session report.
Its states: drafted → approved → sent; superseded; not drafted, with a reason (D-034).
Links to: KPI and closed month Site
Comes from: VIW Views, Scores and DashboardsVIW-C43VIW-C44VIW-C46VIW-C47
On this site: The Monday meeting

SampleThe weekly partner pack of Fri 13 Nov 2026, version 2, approved and sent by Rhys Calloway at 09:40.

Saved view

Names a Valere user

A named filter-and-column set on a working list.

What it holds: The filters, the columns, the owner, whether it is shared.
Its states: shared / personal.
Links to: Site
Personal data: The owner, as a user.
Comes from: LED LeadsVIW Views, Scores and DashboardsLED-C03LED-C05
On this site: Leads

SampleLand’s private view over Leads, which only Land — and Partners / MD, to read — can open (D-032).

People, rules and the system’s own records

Who signs in, the settings the admin keeps, and what the system logs.

User and role

Names a Valere user

A staff member the admin creates, who signs in with Microsoft; there is no public sign-up.

What it holds: Name, work email, one of six roles and the function it owns, duties, a named cover, API and MCP tokens, the last sign-in.
Its states: active → handover pending → deactivated, and back (D-035).
Links to: Duty Action Notification Audit entry
Personal data: Name and work email.
Comes from: ADM Admin, Audit, Search and APIADM-C02ADM-C03ADM-C04ADM-C05ADM-C51
On this site: Sign in with Microsoft A leaver, an absence and the named cover

SampleDana Whitfield, Partnerships PM; Ben Okafor, Land, London & East, whose last day is Fri 27 Nov 2026.

Duty

Names a Valere user

A responsibility a user holds on top of their role (D-035).

What it holds: MD, regional lead and deputy per region, finance partner, appraisal approver, default Back Office or Land owner per region, meeting chair.
Its states: held; routed to the deputy or a Partner / MD while the holder is out.
Links to: User and role
Personal data: The holder, as a user.
Comes from: ADM Admin, Audit, Search and APIADM-C50
On this site: A leaver, an absence and the named cover

SampleEleanor Shaw: finance partner and appraisal approver; Jamie Morgan: regional lead, South & West.

Setting and list

No personal data

An editable value or list that changes how the product behaves — the rules the admin keeps without a developer.

What it holds: Lists (stages, Deal Types, Reason Dead, regions), grading bands, hurdles, thresholds and stall rules, deal clocks, coverage targets, rates, AI configuration, integration settings.
Its states: current; every change audited; an earlier value restorable; an effective date may be set (D-034).
Links to: Audit entry Working-day calendar
Comes from: ADM Admin, Audit, Search and APIADM-C10ADM-C11ADM-C12ADM-C17ADM-C18LCY-C07
On this site: Settings › Rules The admin changes a rule

SampleThe “No contact” stall rule, from 35 to 14 days, changed by Tom Ashworth on Wed 4 Nov 2026.

Working-day calendar

No personal data

The weekends, England & Wales bank holidays and company closures every working-day clock, reminder, digest, chaser and carry-over reads (D-037).

What it holds: The days that are not working days.
Its states: current.
Links to: Setting and list
Comes from: ADM Admin, Audit, Search and APIADM-C53
On this site: From a candidate site to a formal instruction

SampleHatch Farm’s 5-working-day appraisal clock: requested Tue 20 Oct, due Tue 27 Oct 2026.

Audit entry

Names a Valere user

One immutable record of a change, in the audit log.

What it holds: Who, what changed (old and new), on which record or setting, when — AI and MCP actions included.
Its states: immutable.
Links to: User and role Setting and list
Personal data: The user who made the change.
Comes from: ADM Admin, Audit, Search and APIADM-C21ADM-C22
On this site: Settings › Rules The admin changes a rule

SampleTom Ashworth, Wed 4 Nov 2026: “No contact” 35 → 14 days.

AI output

Personal data

Whatever the AI proposes in any module, held to one rule: nothing takes effect until a named person approves it.

What it holds: The source (document and page, record or address), the confidence, the record it would change, the approver.
Its states: proposed → approved / discarded.
Links to: Proposed update AI request Appraisal Change, abnormal and risk
Personal data: It may quote personal data from its source.
Comes from: ADM Admin, Audit, Search and APIADM-C33ADM-C34
On this site: Appraisal An email or a meeting becomes a record update

SampleHatch Farm’s “Net sales area 26,400 sq ft”, read from the design and access statement, p. 11, high confidence — edited by Priya Nair.

AI request

Personal data

One call to the AI provider, logged.

What it holds: The feature that asked, the user, the cost against the cap, whether the output passed its checks.
Its states: logged.
Links to: AI output User and role
Personal data: It may quote personal data from its source.
Comes from: ADM Admin, Audit, Search and APIADM-C31ADM-C35
On this site: Not shown on this site yet

SampleEach reading of Hatch Farm’s planning documents is one logged request, counted against the cost cap.

Scheduled job run

No personal data

One execution of a scheduled job: lead collection, Creditsafe refresh, pack drafting.

What it holds: The job, its status, counts and errors.
Its states: scheduled → running → succeeded / failed / skipped / paused / cancelled / timed out (D-034).
Links to: Lead source Pack and report
Comes from: ADM Admin, Audit, Search and APIADM-C36ADM-C37ADM-C38
On this site: From a candidate site to a formal instruction

SampleThe collection run of Fri 2 Oct 2026, 06:10, on the Wokingham BC planning portal.

Import batch

Personal data

One load of one tracker or master into the CRM, before the cut-over.

What it holds: The source, the keys, the rows read, loaded, merged and set aside, the aliases created.
Its states: loaded → reconciled → cut over; failed; withdrawn; back to loaded on a new difference (D-034).
Links to: Account Site
Personal data: Whatever the tracker holds.
Comes from: IMP Data ImportIMP-C02IMP-C03IMP-C22IMP-C26
On this site: Cut-over from Excel

SampleRegional Sales Master – South & West 2026.xlsx, loaded Mon 12 Oct 2026: 38 rows read, 33 loaded, 2 merged, 3 set aside, 4 aliases.

Glossary A to Z

Every term of the product, in one place, with where it is used.

Find a term

175 of 175 terms, from GLOSSARY.md

A

Abnormal

A site-specific extra build cost (demolition, piling, diversions, acoustic works…) itemised separately from the base price; abnormal cost claims are tracked in legals.

Also calledabnormal cost

Not to be confused withAbnormal cost claim

EntityBid

On this siteFrom an acceptable offer to an acceptable build

Abnormal cost claimD-010

A contractor's claim for an increase over the CSA between HoTs and exchange, with evidence, the change as a share of the CSA, the split across parties and Valere's decision.

Also calledabnormal build cost claim

Not to be confused withAbnormal

EntityAbnormal cost claim

On this siteSite › Legals From Heads of Terms to completion

AccountD-013

An organisation Valere deals with, in one of the four configurations Buyer/RP (with a buyer type: RP, Housebuilder, BTR, Other private — D-013), Contractor, Landowner, Other (sub-types Consultant, Architect, Employer's Agent, Solicitor, Valuer, Agent). One master record per organisation.

Also calledcompany, organisation

EntityAccount

On this siteSite › Buyers From instruction to an acceptable offer Cut-over from Excel

Activity

A logged call, email, meeting, note, site visit, stage change or system rule entry on a Site, Account or Contact; the activity feed is a lens on these, not a separate log.

Also calledactivity log, timeline

Not to be confused withNext Action

EntityActivity

On this siteSite › Overview An email or a meeting becomes a record update

Agreed build costD-018

The build cost Construction confirms when choosing the Preferred contractor, from that bid's reviewed comparison; it feeds the appraisal.

Not to be confused withPre-quote estimate

EntityContractor Involvement

On this siteFrom an acceptable offer to an acceptable build

AI requestD-012

One call to the AI provider: the feature that asked, the user, the cost counted against the cap and whether the output passed its checks.

EntityAI request

On this siteNot shown on this site yet

AI-off switch

The admin setting that stops every AI feature at once.

EntitySetting and list

On this siteSettings › Rules The admin changes a rule

Alias

Another name kept after a merge or an import so it is still recognised in emails and files.

EntityAccount

On this siteSite › Buyers From instruction to an acceptable offer Cut-over from Excel

Appraisal

Valere's financial assessment of a Site — a Private (developer) or HA (package) appraisal — with versions, approval, inputs traced to their source documents, and PDF/Excel export.

Also calleddevelopment appraisal, HA appraisal, financial appraisal

EntityAppraisal

On this siteAppraisal From a candidate site to a formal instruction

ApproverD-024

Whoever D-024 or S-03 §7 names to approve a draft, figure or agreement in a given module; for appraisals never the editor of that version.

EntityDuty

On this siteA leaver, an absence and the named cover

Ask Valere

Using the user's own Claude or ChatGPT account through the MCP connector to search, read and draft against the CRM, under the user's permissions and the same approval rules.

Also calledMCP connector

EntityUser and role

On this siteNot shown on this site yet

Audit log

The immutable list of audit entries: who changed what, when, on which record or setting, including AI and MCP actions.

EntityAudit entry

On this siteSettings › Rules The admin changes a rule

Awaiting handoverD-033

The section of the Construction view listing Instructed Sites with Construction Involved = Yes that have not yet reached an acceptable offer, with their buyer position.

EntityContractor Involvement

On this siteFrom an acceptable offer to an acceptable build

B

Baseline

The scope commissioned for V1: CORE-01…12, INT-01…02, AUTO-01…05, as clarified in the Functional Brief.

Also calledV1 Baseline, in scope

Entitya word of the scope, not an entity

On this siteNot shown on this site yet

BCIS

The Building Cost Information Service — the published cost data used in benchmarking, under Valere's licence.

EntityBenchmark

On this siteFrom an acceptable offer to an acceptable build

Benchmark

Valere's expected build cost by NRM heading, region, unit type and size, built from historic CSAs and BCIS, against which a contractor's quote is compared line by line.

Also calledbuild cost benchmark, cost benchmark

Not to be confused withPre-quote estimate

EntityBenchmark

On this siteFrom an acceptable offer to an acceptable build

Best case / Worst case

The two columns of an HA appraisal that differ in private £/sqft, affordable value and SANG cost.

Also calledscenario

EntityAppraisal

On this siteAppraisal From a candidate site to a formal instruction

Bid

A contractor's priced tender return, kept as base price plus itemised abnormals, in every version, graded Exceptional / Good / Acceptable / Unviable; logged by Construction only.

Also calledtender, quote, contractor's proposals

Not to be confused withOffer CSA

EntityBid

On this siteFrom an acceptable offer to an acceptable build

Buyer

An Account that may buy a Site: RP, Housebuilder, BTR or Other private.

Also calledpurchaser

Not to be confused withRP

EntityAccount

On this siteSite › Buyers From instruction to an acceptable offer Cut-over from Excel

Buyer groupD-012

A saved set of Buyer Accounts (housing associations, developers, investors) from which outreach recipients are chosen and matched to a Site by area and size.

Also calledbuyer list

EntityBuyer group

On this siteThe MD’s exceptions and decisions

Buyer Involvement

The link between a Site and one Buyer, carrying the buyer journey stage, offers and quality; many buyers per Site.

Also calledbuyer junction, buyer journey row

EntityBuyer Involvement

On this siteSite › Buyers From instruction to an acceptable offer

Buyer journey

A Buyer's stages on one Site: Coverage → Teaser → Pitched → Interested → Offered → Agreed → Board → Approved; Not Interested at any point, with reason.

Also calledbuyer stage bar

EntityBuyer Involvement

On this siteSite › Buyers From instruction to an acceptable offer

C

Cancelled action

An action closed by the closing of its Site, with outcome "cancelled".

EntityAction

On this siteMorning Meeting Site › Overview The Monday meeting A leaver, an absence and the named cover

Candidate leadD-011

A collected site that is not yet a Site: it waits in the review queue with its provenance until Back Office accepts, rejects or marks it duplicate.

Also calledcandidate, draft lead (from email)

Not to be confused withLead

EntityCandidate lead

On this siteReview queue From a candidate site to a formal instruction An email or a meeting becomes a record update

Capture

The automatic logging of email and meetings with known Contacts and domains, never personal email; a captured email on a Site is a deal email.

Also calledemail capture, activity capture, deal email

EntityActivity

On this siteSite › Overview An email or a meeting becomes a record update

Carry-over

A Primary action not closed by Friday, flagged at the next Monday meeting.

EntityAction

On this siteMorning Meeting The Monday meeting

Chaser

A follow-up email on a deal (to a solicitor, an RP board date, a recipient who has not replied), drafted weekly in the Baseline and sent automatically with rotating templates only in Tier 2.

Also calledfollow-up, automated chaser

Not to be confused withProgress update

EntityOutreach message

On this siteFrom Heads of Terms to completion

Checklist finding

One flag or mismatch from a site review checklist run, confirmed or dismissed by a person.

Not to be confused withSite Review record

EntitySite review checklist

On this siteAppraisal From a candidate site to a formal instruction

Client version

The version of an appraisal shown to a client, with Valere's fees and internal notes hidden.

Also calledinternal version (the other)

EntityAppraisal

On this siteAppraisal From a candidate site to a formal instruction

Closed monthD-034

A month whose KPI figures are locked; a correction is a logged adjustment.

Also calledlocked month

EntityKPI and closed month

On this siteExecutive dashboard

Closure recordD-008

The outcome of a closed Site: Completed or Dead, Reason Dead, a sentence, final price and fee, winning party where lost, lessons learned, and the MD's reason on a reopening.

Also calledclosed deal record, lessons learned

EntityClosure record

On this siteA Site parked, closed as Dead, and reopened

Collection controls

The per-source terms switch, rate limit, retry and run log.

EntityLead source

On this siteReview queue From a candidate site to a formal instruction

Commercial decisionD-010

A record of a material change to land, build, package or fee figures: old and new values, reason, evidence, date and approver.

Also calledcommercial decision history

EntityCommercial decision

On this siteFrom Heads of Terms to completion

Construction Involved

The Yes/No flag that says whether a Site needs a contractor; No skips Acceptable Build and the Contractors tab.

Also calledconstruction applies, contractor required

EntitySite

On this siteSite › Overview Lead page Leads From a candidate site to a formal instruction A Site parked, closed as Dead, and reopened

Contact

A person, employed by one Account; may be a Key Contact on many Sites.

Also calledperson

EntityContact

On this siteSite › Overview From a candidate site to a formal instruction

Contractor Involvement

The link between a Site and one Contractor, carrying the contractor journey stage and its bids.

Also calledcontractor junction, tender journey row

EntityContractor Involvement

On this siteFrom an acceptable offer to an acceptable build

Contractor journey

A Contractor's stages on one Site's tender: Coverage → Longlist → Tender Sent → Bids Returned → Priced → Preferred → Appointed; Not proceeding at any point, with reason.

Also calledtender journey

EntityContractor Involvement

On this siteFrom an acceptable offer to an acceptable build

Contracts out

The land and building contracts currently with another party, read from the document tracker.

EntityLegal document

On this siteSite › Legals From Heads of Terms to completion

Cost headingQ-008

One line of the NRM cost template that quotes and historic CSAs are read into.

Also calledNRM heading

EntityQuote comparison

On this siteFrom an acceptable offer to an acceptable build

Coverage

How many buyers (or contractors) a Site has reached against its target (15 RPs; 10 for Whole Block/Turnkey or under 25 units; 6 contractors per tender). Below target is under-pitched.

Also calledcoverage target, under-pitched flag

Not to be confused withTender

EntityBuyer Involvement

On this siteSite › Buyers From instruction to an acceptable offer From an acceptable offer to an acceptable build

Critical item

A milestone, document or enquiry flagged as on the critical path; the oldest outstanding one is shown on the Legals view.

Also calledoldest outstanding item

Not to be confused withLegal blocker

EntityLegal milestone and enquiry

On this siteSite › Legals From Heads of Terms to completion

CSA

A contractor's cost breakdown by heading (a cost plan; S-13 is one), read into NRM headings for benchmarking. In the RP's legal process, "CSA approval" is the RP's sign-off of that cost plan after valuation.

Also calledcost sum analysis, cost plan, contractor cost schedule

Not to be confused withBid

EntityBid

On this siteFrom an acceptable offer to an acceptable build

Cut-over

The date after which the Excel trackers become read-only, following a short parallel run with daily reconciliation.

Also calledgo-live, migration

EntityImport batch

On this siteCut-over from Excel

D

Deal clock

The time allowed for a function's step on a Site (Back Office 5 working days, Land 15, Partnerships 28, Construction 21 and 30, HoTs to exchange under 100 days), shown as a countdown with overdue flags.

Also calledclock, countdown, Construction clock

Not to be confused withStall rule

EntitySetting and list

On this siteSettings › Rules The admin changes a rule

Deal Health

A 0–100 score per Site whose formula is visible to users and editable by the admin; feeds the MD view and league tables.

Also calledDeal Health score, health

EntitySite

On this siteMorning Meeting Executive dashboard The Monday meeting

Deal TypeD-032

One of Land & Build, Whole Block / Turnkey, S106, STP, Land; set at Instructed; gives Construction Involved its default (Yes for Land & Build and Whole Block / Turnkey), which may be overridden with a reason (D-032).

Also calleddeal structure

EntitySite

On this siteSite › Overview Lead page Leads From a candidate site to a formal instruction A Site parked, closed as Dead, and reopened

Digest

The daily summary of a user's notifications, by their choice.

Also calledemail digest

EntityNotification

On this siteFrom an acceptable offer to an acceptable build A leaver, an absence and the named cover

Document category

One of the SharePoint folders a document is filed under (1 Site Info … 6 Legals), admin-editable.

Also calledfolder

EntityDocument

On this siteFrom a candidate site to a formal instruction From an acceptable offer to an acceptable build

Draft agenda

An agenda built from the deal's records for a booked meeting, reviewed by a person before it goes on the invite.

Also calledmeeting agenda

EntityActivity

On this siteSite › Overview An email or a meeting becomes a record update

Drafting weekD-036

The week a chaser or progress update was drafted in; the duplicate-send guard for those purposes works within it.

EntityOutreach message

On this siteFrom instruction to an acceptable offer From Heads of Terms to completion

Dry run

A load rehearsal that changes nothing and lists what would be written and set aside.

EntityImport batch

On this siteCut-over from Excel

DutyD-035

A responsibility held by a user in addition to their role — MD, regional lead and deputy per region, finance partner, appraisal approver, default Back Office or Land owner per region, meeting chair — assigned in Admin and routed to the deputy or a Partner / MD while the holder is out.

Not to be confused withStaff user

EntityDuty

On this siteA leaver, an absence and the named cover

E

Employer's Requirements

An RP's specification for what it will buy, kept per RP in a version each Site and offer is priced against.

Also calledERs, ER version

EntityAccount

On this siteSite › Buyers From instruction to an acceptable offer Cut-over from Excel

Exception requestD-035

A request by Land, a PM or Construction for a partner's named exception or approval (a gate item without evidence, a Preferred below Acceptable, a claim above the set value), listed in the MD exceptions view until decided.

Also calledpartner exception

Not to be confused withProposed update Instruction Approval item

EntityException request

On this siteExecutive dashboard The MD’s exceptions and decisions

Exclusivity

The period in which the landowner deals only with Valere; has milestones, extensions and reminders (14 days before it ends).

Also calledexclusivity agreement

EntityExclusivity

On this siteFrom Heads of Terms to completion

Exclusivity milestone

A named, dated step within an exclusivity period.

EntityExclusivity

On this siteFrom Heads of Terms to completion

F

Fee

Valere's income on a Site: agency (RP), overage, contractor introduction, design / Reserved Matters; each with a basis (agreed, contingent, speculative) and a fee agreement.

Also calledfee stream, fee agreement

Not to be confused withFee agreement

EntityFee

On this siteSite › Legals Executive dashboard From Heads of Terms to completion

Fee agreement

The signed appointment and payment agreement with the landowner, generated from Valere's template and signed the same day as instruction.

Not to be confused withHeads of Terms Fee

EntityFee

On this siteFrom a candidate site to a formal instruction From instruction to an acceptable offer

Fee agreement statusD-009

Whether a Site has a recorded fee agreement; read by the buyer journey's Coverage gate.

EntityFee

On this siteSite › Legals Executive dashboard From Heads of Terms to completion

Fee triggerQ-005

The event after which a Fee is due and must be invoiced; the contractor fee's is JCT signing, the others are settings.

EntityFee

On this siteSite › Legals Executive dashboard From Heads of Terms to completion

Fee-agreement gateD-009

The hold at Coverage until a fee agreement is recorded on the Site.

Also calledgate

EntityBuyer Involvement

On this siteSite › Buyers From instruction to an acceptable offer

Financial health

A contractor's Creditsafe-derived figures and rating band, with the date checked.

Also calledcredit check

EntityAccount

On this siteSite › Buyers From instruction to an acceptable offer Cut-over from Excel

Flag

The high, low or missing mark on a quote line against the benchmark or the planning requirements.

EntityQuote comparison

On this siteFrom an acceptable offer to an acceptable build

Funnel

Conversion at each step from lead to completion, per region.

Also calledfunnel conversion

EntityKPI and closed month

On this siteExecutive dashboard

G

GDV

Gross development value — the open-market value of all homes on a Site. Tenure-adjusted value ("actual GDV") is the value after tenure discounts.

Also calledgross development value, OMV total

Not to be confused withPackage

EntityAppraisal

On this siteAppraisal From a candidate site to a formal instruction

H

Handoff

The point where a stage move hands a Site to the next function and notifies the people the handoff table names.

Not to be confused withHandoff notification

EntityStage move

On this siteSite › Overview From instruction to an acceptable offer

Handoff notification

The notice sent at one of the ten handoff steps to the people the handoff table names.

Not to be confused withHandoff

EntityNotification

On this siteFrom an acceptable offer to an acceptable build A leaver, an absence and the named cover

Handover to ConstructionQ-004

The acceptable offer on a Site with Construction Involved = Yes, when Construction's clock starts.

EntityContractor Involvement

On this siteFrom an acceptable offer to an acceptable build

Heads of Terms

The agreed commercial terms between the parties before legals, kept as a HoTs record with revisions and back-to-back linking (Land, Land and Build, Construction); generated from Valere templates.

Also calledHoTs

Not to be confused withFee agreement

EntityHeads of Terms

On this siteSite › Legals From Heads of Terms to completion

HotlistQ-012

The Weekly Regional Review section for the Sites the region pushes hardest.

EntityWeekly review entry

On this siteWeekly Regional Review

HoTs revision

A kept earlier version of a Heads of Terms record.

Also calledrevision

Not to be confused withOld version

EntityHeads of Terms

On this siteSite › Legals From Heads of Terms to completion

Hurdle

A Valere threshold an appraisal is tested against (package % of GDV, land % of package…); an admin setting.

EntitySetting and list

On this siteSettings › Rules The admin changes a rule

I

Import map

The agreed mapping of tracker columns and keys to records, held as an admin setting.

EntityImport batch

On this siteCut-over from Excel

Instruction

The landowner's formal appointment of Valere, recorded at the Instructed stage after the Instruction Approval gate; the fee agreement is signed the same day.

Also calledinstructed, formal instruction

Not to be confused withInstruction Approval

EntitySite

On this siteSite › Overview Lead page Leads From a candidate site to a formal instruction A Site parked, closed as Dead, and reopened

Instruction Approval

The final gate before a formal instruction: every item complete or a partner-approved named exception, logged.

Also calledapproval gate

Not to be confused withSite Review

EntityInstruction Approval item

On this siteFrom a candidate site to a formal instruction The MD’s exceptions and decisions

Instruction Approval itemD-012

One check of the Instruction Approval gate with its evidence, reviewer and date, or its approved exception.

Also calledgate item

EntityInstruction Approval item

On this siteFrom a candidate site to a formal instruction The MD’s exceptions and decisions

Integration settingsD-003

The credentials and switches for a connected service, held in Admin.

Also calledsecrets

EntitySetting and list

On this siteSettings › Rules The admin changes a rule

K

Key Contact

A Contact attached to a Site on one side: sell side, buyer side, contractor side, Valere.

Also calledprofessional team

EntityContact

On this siteSite › Overview From a candidate site to a formal instruction

L

Land deal grading

How good the land deal is for Valere, by package % of GDV: Exceptional, Good, Acceptable, Land Heavy, Overpriced; chosen manually for S106 and Whole Block/Turnkey.

Also calleddeal grade, grading band

Not to be confused withOffer status

EntityAppraisal

On this siteAppraisal From a candidate site to a formal instruction

Landowner expectation

The figure the landowner has in mind, compared with the appraisal as a variance percentage.

Also calledexpectation vs appraisal

EntitySite

On this siteLead page From a candidate site to a formal instruction

Landowner follow-upD-036

An Outreach purpose: a second approach to a landowner who has gone quiet, exempt from the duplicate-send guard.

EntityOutreach message

On this siteFrom instruction to an acceptable offer From Heads of Terms to completion

Last progress date

The date of the last genuine movement on a Site; amber at 7 days, red at 14.

EntityWeekly review entry

On this siteWeekly Regional Review The Monday meeting

Lead

The phase of a Site before instruction, worked through the Lead stages from New Lead to Instructed.

Also calledpre-instruction site

Not to be confused withCandidate lead Site

EntitySite

On this siteSite › Overview Lead page Leads From a candidate site to a formal instruction A Site parked, closed as Dead, and reopened

Lead class

Not Contacted, Warm, Going Cold or Overdue Follow-up: a Lead's days-since-contact class on the leads list.

EntitySite

On this siteLeads

Lead generation

The scheduled and on-demand collection of candidate sites from official and licensed sources into a review queue, de-duplicated, with provenance and source health.

Also calledlead sourcing, scraping

EntityCandidate lead

On this siteReview queue From a candidate site to a formal instruction An email or a meeting becomes a record update

Lead qualificationD-012

What Land records about a Lead before instruction: motivation, decision-maker identified, exclusivity potential, likelihood to instruct, the follow-up tracker.

Also calledqualification

EntityLead qualification

On this siteLead page From a candidate site to a formal instruction

Lead source

A registered place candidates are collected from, with its criteria, schedule, terms position, health and performance.

Also calledsource

EntityLead source

On this siteReview queue From a candidate site to a formal instruction

League table

A ranking by a stated measure — Deal Health, RP and contractor conversion and value, days since last offer per PM.

EntityKPI and closed month

On this siteExecutive dashboard

Legal blocker

A critical Legals item past its deadline, or a deal in legals with no named next action.

Not to be confused withCritical item

EntityLegal milestone and enquiry

On this siteSite › Legals

Legals

The stage and workstream from Heads of Terms to exchange and completion: critical dates (exchange, completion, longstop), enquiries, legal document tracker, due diligence checklist, change and abnormal log, variance against HoTs.

Also calledlegal progress, legal milestones

Not to be confused withLegals record

EntityLegal milestone and enquiry

On this siteSite › Legals From Heads of Terms to completion

Legals record

A Site's milestones, enquiries, documents, due diligence items, log entries and dates, opened when the Site enters Legals.

Also calledlegal progress

Not to be confused withLegals

EntityLegal milestone and enquiry

On this siteSite › Legals From Heads of Terms to completion

Lift (a suppression)

Removing a Suppression entry with a reason, by Partners / MD or the Admin; the entry is kept as lifted.

EntitySuppression entry

On this siteFrom instruction to an acceptable offer

Longstop date

The last date by which exchange must happen.

Also calledlongstop

EntityLegal milestone and enquiry

On this siteSite › Legals From Heads of Terms to completion

M

Meeting chair

The duty of approving the proposed updates from a recorded meeting; held by the meeting organiser, whatever their role.

Also calledchair

EntityDuty

On this siteAn email or a meeting becomes a record update The Monday meeting

Missing-item request

An outreach email drafted from the site review checklist asking for an item it found missing.

EntityOutreach message

On this siteFrom instruction to an acceptable offer From Heads of Terms to completion

Morning Meeting views

The live slices of Site records used in the daily meetings — Primary, Secondary, Interest, Construction, Legals, Under Offer — nothing is typed into them.

Also calledMorning Meeting Board

Not to be confused withWeekly Regional Review

EntityMeeting view and week lock

On this siteMorning Meeting The Monday meeting

N

Named cover

The colleague who receives a user's live actions and incoming deal emails while they are out.

Also calledcover

EntityUser and role

On this siteA leaver, an absence and the named cover

NDSS

The nationally described space standard, checked against the schedule of accommodation and used in unit-mix optimisation.

Also calledspace standard

EntitySchedule of accommodation

On this siteFrom instruction to an acceptable offer

Next Action

One of several live actions on a Site, with an owning function, a due date and a Primary (due this week) or Secondary priority; a slipped deadline keeps its original date and shows the slip.

Also calledaction, task

Not to be confused withActivity

EntityAction

On this siteMorning Meeting Site › Overview The Monday meeting A leaver, an absence and the named cover

Not in V1

Items the client excluded from V1 and the blueprint lists as out of scope.

Also calledlater phase, out of scope

Entitya word of the scope, not an entity

On this siteNot shown on this site yet

Not proceedingD-032

A contractor that leaves a tender, recorded with a reason on its Contractor Involvement.

EntityContractor Involvement

On this siteFrom an acceptable offer to an acceptable build

Notification centre

The place in the platform where a user sees and reads notifications.

Also calledin-app notifications

Not to be confused withNotification mailbox

EntityNotification

On this siteFrom an acceptable offer to an acceptable build A leaver, an absence and the named cover

Notification mailboxD-019

The shared Valere mailbox in the tenant that sends system messages.

Not to be confused withNotification centre

EntityNotification

On this siteFrom an acceptable offer to an acceptable build A leaver, an absence and the named cover

NRM

The cost-heading standard (New Rules of Measurement) into which quotes and historic CSAs are read.

Also calledNRM headings

EntityQuote comparison

On this siteFrom an acceptable offer to an acceptable build

O

Offer

A buyer's priced proposal for a Site, kept in every version, graded Exceptional / Good / Acceptable / Weak, compared like for like; a unique offer is the first offer an RP makes on a Site.

Also calledbid (buyer), offer version

Not to be confused withBid

EntityOffer

On this siteSite › Buyers Morning Meeting From instruction to an acceptable offer

Offer Pro FormaD-012

The pre-filled record completed only for offers graded Acceptable or better: unit and tenure mix, package, % of GDV, Valere fee, board approvals, programme, commentary, reviewer.

EntityOffer Pro Forma

On this siteFrom instruction to an acceptable offer

Offer reviewD-024

The branded document built from a Site's offers in Valere's format and sent to the landowner after the PM's approval.

Also calledbranded offer review

EntityOffer

On this siteSite › Buyers Morning Meeting From instruction to an acceptable offer

Offer status

received / under review / accepted / declined / withdrawn.

EntityOffer

On this siteSite › Buyers Morning Meeting From instruction to an acceptable offer

Old versionQ-009

An earlier version of a document, kept in the dated "Old" subfolder of its category folder.

Also calledsuperseded version

Not to be confused withHoTs revision

EntityDocument

On this siteFrom a candidate site to a formal instruction From an acceptable offer to an acceptable build

Opportunity

The phase of a Site after instruction, worked through the Site stages from Instructed to Completed or Dead.

Also calledinstructed site, deal

Not to be confused withSite

EntitySite

On this siteSite › Overview Lead page Leads From a candidate site to a formal instruction A Site parked, closed as Dead, and reopened

Outreach

Email Valere sends from a user's own mailbox from a self-drafting template — RP and buyer pitches, landowner approaches, tender invitations, missing-item requests — always approved before the first send, with opt-outs, suppression and a duplicate-send guard.

Also calledpitch email, buyer outreach, site-pitch email

EntityOutreach message

On this siteFrom instruction to an acceptable offer From Heads of Terms to completion

P

Package

What an RP pays for a completed scheme, expressed as a percentage of GDV (75% in S-12; 80% in S-02 C9's example); an admin-editable setting.

Also calledpackage deal, package price

Not to be confused withGDV

EntityAppraisal

On this siteAppraisal From a candidate site to a formal instruction

Parallel run

The short period when the team works in the trackers and the CRM together, with a daily reconciliation.

EntityImport batch

On this siteCut-over from Excel

Partner pack

The weekly (Friday) and monthly (48 hours before the Partners Meeting) report to the partners, drafted from records.

Also calledPartners Meeting pack, partner report

Not to be confused withReporting views

EntityPack and report

On this siteThe Monday meeting

Partners / MD

The role that sees everything, approves exceptions and sets commission; the MD is a partner.

Also calledMD, partner, executive

EntityUser and role

On this siteSign in with Microsoft A leaver, an absence and the named cover

Partnerships Session

The fortnightly one-to-one with each PM, in three lenses: Push, Not Targeted, Hot.

Also calledpartnerships one-to-one

EntityMeeting view and week lock

On this siteMorning Meeting Weekly Regional Review The Monday meeting

Pending proposalsD-033D-034

The home-page list of everything waiting for a person's approval: proposed updates, exception requests, skipped drafts, held stage moves.

Also calledapproval queue

EntityProposed update

On this siteAn email or a meeting becomes a record update The MD’s exceptions and decisions

Performance grid

Each region against each function: KPIs against target with RAG, trend and the other regions' figures.

Also calledregional performance grid

EntityKPI and closed month

On this siteExecutive dashboard

Planning cost requirementD-012

A cost item a consent or a technical report requires (drainage, ground, utilities, ecology and BNG, S278 works, energy, conditions), with its source document and page; used to flag missing allowances.

EntityPlanning cost requirement

On this siteFrom an acceptable offer to an acceptable build

A Partnerships project manager — the regional owner of the buyer journey on a Site.

Also calledPartnerships PM

EntityUser and role

On this siteSign in with Microsoft A leaver, an absence and the named cover

Pre-instruction status

A Lead's standing before instruction: Pending, On Hold, Lost to Competitor (agent recorded) or Rejected; separate from Site status.

Also calledlead status

Not to be confused withSite status

EntitySite

On this siteLead page A Site parked, closed as Dead, and reopened

Pre-quote estimateD-012

The early build estimate before quotes arrive, from historic CSAs and BCIS by region, unit type and size, with abnormals estimated separately and its assumptions, evidence and confidence listed; approved by Construction.

Also calledpre-quote benchmark

Not to be confused withBenchmark Agreed build cost

EntityPre-quote estimate

On this siteFrom a candidate site to a formal instruction

Preferred contractorD-021

The contractor Construction chooses to proceed with, by hand, never the lowest bid automatically; sets Acceptable Build.

Not to be confused withPreferred RP

EntityContractor Involvement

On this siteFrom an acceptable offer to an acceptable build

Preferred RP

The buyer the PM chooses to proceed with — chosen manually, never set automatically to the highest offer.

Also calledpreferred buyer

Not to be confused withPreferred contractor

EntityBuyer Involvement

On this siteSite › Buyers From instruction to an acceptable offer

Private thread

An email thread a user marks so it is not captured.

EntityActivity

On this siteSite › Overview An email or a meeting becomes a record update

Progress update

The weekly message per live deal to the RP and the landowner, drafted by the system and sent by the PM.

Also calledweekly update

Not to be confused withChaser

EntityOutreach message

On this siteFrom Heads of Terms to completion

PromoterD-032

An Account that promotes land it does not own (an option or promotion agreement); a Lead may name one so other sites of the same promoter roll up.

Also calledland promoter

EntityAccount

On this siteSite › Buyers From instruction to an acceptable offer Cut-over from Excel

Proposed updateD-012

A change derived from an email or a Teams transcript, applied to a record only when a named person accepts it; carries source and confidence.

Also calledsuggested update

Not to be confused withException request

EntityProposed update

On this siteAn email or a meeting becomes a record update

Provenance

The source link and capture date on every lead and candidate, kept from collection onward.

Also calledsource link

EntityCandidate lead

On this siteReview queue From a candidate site to a formal instruction An email or a meeting becomes a record update

R

Reason DeadD-032

Why a Site died: No acceptable offer, No acceptable bid, Acceptable deal but landowner changed, Lost to competitor, Rejected, Other (written); admin-editable, seeded so (D-032).

Also calledlost reason

EntityClosure record

On this siteA Site parked, closed as Dead, and reopened

Reconciliation report

The daily per-tracker comparison of the CRM against the tracker, each difference listed until explained.

EntityImport batch

On this siteCut-over from Excel

Redaction entryQ-010

The history entry left when personal fields are redacted at the end of retention or on request.

EntityAudit entry

On this siteSettings › Rules The admin changes a rule

Region

One of South & West (SW), Central (CE), London & East (LE); assigned from the local authority at Lead creation.

Also calledSouth / Midlands / East & London (earlier names)

EntitySetting and list

On this siteSettings › Rules The admin changes a rule

Regional leadD-034

The duty that sets Site priority and weekly status and locks the week; held by a Partnerships or Land user.

EntityDuty

On this siteWeekly Regional Review A Site parked, closed as Dead, and reopened

A portfolio-wide list across Sites: Appraisal register, Interest register, Offers received register.

Also calledInterest Register, Offers Received

Not to be confused withSaved view

EntityMeeting view and week lock

On this siteMorning Meeting Weekly Regional Review The Monday meeting

Relationship owner

The primary and secondary Valere user on a Lead, Account or Contact.

Also calledowner

EntityAccount

On this siteSite › Buyers From instruction to an acceptable offer Cut-over from Excel

Removed list

Insolvent contractor Accounts withdrawn from use, each with date and reason.

EntityAccount

On this siteSite › Buyers From instruction to an acceptable offer Cut-over from Excel

Reporting views

The read-only views Power BI reads.

Also calledPower BI views

Not to be confused withPartner pack

EntityKPI and closed month

On this siteExecutive dashboard

Review queueD-011

The Candidate leads waiting for Back Office, whether collected by a run or drafted from an inbound email.

Also calledqueue

EntityCandidate lead

On this siteReview queue From a candidate site to a formal instruction

Risk flag

One of the six contractor marks (Not matched, Late filing, Negative net worth, Pre-tax loss, Rating D or E, Confirm entity) shown wherever a contractor appears.

Also calledred flag

EntityAccount

On this siteSite › Buyers From instruction to an acceptable offer Cut-over from Excel

Risk Register

The Site's view of the risks that could stop the buyer proceeding, proposed by the AI and approved by the PM; a view of the change, abnormal and risk entries.

Also calledAI Risk Register

EntityChange, abnormal and risk

On this siteSite › Legals From Heads of Terms to completion

Round (pitch round)D-036

One marketing round of a Site: the pitches sent to its buyers together; a new round or a re-pitch is a deliberate PM action; the duplicate-send guard works within a round.

Also calledmarketing round, re-pitch

EntityOutreach message

On this siteFrom instruction to an acceptable offer From Heads of Terms to completion

Registered Provider — a housing association that buys affordable or whole schemes, usually as a package. The main buyer type.

Also calledHA, housing association, Buyer/RP

Not to be confused withBuyer

EntityAccount

On this siteSite › Buyers From instruction to an acceptable offer Cut-over from Excel

Run history

The list of scheduled job runs with status, counts and errors.

Also calledjob history

EntityScheduled job run

On this siteFrom a candidate site to a formal instruction

S

S106

A Section 106 planning agreement, carrying affordable-housing obligations; also a Deal Type (an S106 scheme sold to an RP) and a lead type (consented S106 schemes with no RP attached).

Also calledSection 106, S106 scheme

EntityS106 and planning record

On this siteSite › Legals

S106 and planning recordD-012

The Site's consent type, decision date, judicial review expiry or indemnity, BNG requirement and delivery method, with versions.

Also calledplanning record

EntityS106 and planning record

On this siteSite › Legals

Saved view

A named filter-and-column set on a working list, shared or personal.

Also calledview

Not to be confused withRegister

EntitySaved view

On this siteLeads

Send history

The outreach messages sent per Site and per recipient; the basis of the duplicate-send guard.

EntityOutreach message

On this siteFrom instruction to an acceptable offer From Heads of Terms to completion

Set-aside row

A tracker row a load did not write, listed with its reason.

EntityImport batch

On this siteCut-over from Excel

Site

The one record a piece of land has in the CRM from first approach to Completed or Dead. Lead and Opportunity are its phases, not separate records. Named by region and Site Code (SW-001).

Also calledopportunity, deal, lead (as a record), OPP

Not to be confused withLead Opportunity

EntitySite

On this siteSite › Overview Lead page Leads From a candidate site to a formal instruction A Site parked, closed as Dead, and reopened

Site details

The planning-derived facts read into an appraisal: units, mix, sizes, tenure, consent.

EntityAppraisal

On this siteAppraisal From a candidate site to a formal instruction

Site Review

The team's commercial go/no-go on a Lead: Go, Dead (with reason) or Pending (what is missing, owner, date).

Also calledsite review meeting

Not to be confused withInstruction Approval

EntitySite Review record

On this siteFrom a candidate site to a formal instruction

Site Review recordD-012

One Site Review outcome (Go, Dead with reason, Pending with what is missing, owner and date); every review is kept.

Not to be confused withChecklist finding

EntitySite Review record

On this siteFrom a candidate site to a formal instruction

Site stage

Where an Opportunity is: Instructed, Acceptable Offer, Acceptable Build, Under Offer, Legals, Exchanged, Completed, or Dead.

Also calledopportunity stage, pipeline stage

Not to be confused withSite status Pre-instruction status

EntitySite

On this siteSite › Overview Lead page Leads From a candidate site to a formal instruction A Site parked, closed as Dead, and reopened

Site status

Whether a Site is moving: Active, Awaiting (the ball is with the other side), Agreed, Parked (with a reason, discussed at the regional meeting).

Also calledstatus

Not to be confused withPre-instruction status Weekly status

EntitySite

On this siteSite › Overview Weekly Regional Review A Site parked, closed as Dead, and reopened

Slip

The days an action's current deadline is past its original, shown amber, red from 14 days; the original date is kept.

Also calledslip history

EntityAction

On this siteMorning Meeting The Monday meeting

Source and confidence

What every AI output carries: where the figure or text came from (document, page, record) and how sure the system is; nothing takes effect without approval.

Also calledapproval before effect

EntityAI output

On this siteAppraisal An email or a meeting becomes a record update

Staff userD-014

A person the admin creates who can sign in; there is no public sign-up.

Also calleduser

Not to be confused withDuty

EntityUser and role

On this siteSign in with Microsoft

Stage moveD-021

One change of a Site's stage: from, to, user, time, days in stage and the reason where one is required; the unit of stage history.

Also calledstage history entry

EntityStage move

On this siteSite › Overview From instruction to an acceptable offer

Stall rule

A rule with an admin-editable threshold that flags a Site as stalled (no progress, overdue critical item, HoTs open too long…) and writes a system activity; the stalled badge names the rule that fired.

Also calledstalled badge, exception

Not to be confused withDeal clock

EntitySetting and list

On this siteSettings › Rules The admin changes a rule The Monday meeting

Standard specificationQ-008

Valere's own specification and pricing items, held with the benchmark.

EntityBenchmark

On this siteFrom an acceptable offer to an acceptable build

STP instruction conditions

The upfront time-cost fee, independent planning review and full design pack an STP instruction needs, or the landowner-is-developer exception.

EntityInstruction Approval item

On this siteFrom a candidate site to a formal instruction The MD’s exceptions and decisions

Suppression entryD-012

A record that a Contact or address must not be emailed, with reason (opt-out, bounce, request) and date.

Also calledopt-out, unsubscribe link

EntitySuppression entry

On this siteFrom instruction to an acceptable offer

T

TenderD-012

One Site's tender round: its pack, return date and invited contractors; coverage of six contractors is counted per tender.

Also calledtender round

EntityTender

On this siteFrom an acceptable offer to an acceptable build

Tender addendumD-036

An Outreach purpose: a pack change, a new return date or a clarification sent to every invited contractor, exempt from the duplicate-send guard.

EntityOutreach message

On this siteFrom an acceptable offer to an acceptable build

Tender pack

The Site's documents issued with a tender invitation.

EntityTender

On this siteFrom an acceptable offer to an acceptable build

Tender Pro Forma

The pre-filled summary completed for a bid graded Acceptable or better.

EntityBid

On this siteFrom an acceptable offer to an acceptable build

Tier 2

Items built only if capacity remains within the cap after the Baseline is accepted, in an order Valere sets then.

Also calledT2

Entitya word of the scope, not an entity

On this siteNot shown on this site yet

Track record

A contractor's regions, RP schemes, clients, frameworks and live jobs.

EntityAccount

On this siteSite › Buyers From instruction to an acceptable offer Cut-over from Excel

U

Unit stack

The appraisal's unit list — the schedule of accommodation used by the appraisal.

Also calledSOA

EntitySchedule of accommodation

On this siteFrom instruction to an acceptable offer

W

Weekly Regional Review

The 75-minute weekly meeting per region run from the platform; the week is locked after it.

Also calledregional review

Not to be confused withMorning Meeting views

EntityMeeting view and week lock

On this siteWeekly Regional Review The Monday meeting

Weekly review entryD-012

One Site's line in one regional review week (weekly status, what changed, last progress date, next action, owner, due date), frozen when the week locks.

EntityWeekly review entry

On this siteWeekly Regional Review The Monday meeting

Weekly status

On track, At risk, Stalled or No change, set per Site in the regional review.

Not to be confused withSite status

EntityWeekly review entry

On this siteWeekly Regional Review The Monday meeting

What-if

A copy of an appraisal version with changed inputs, compared side by side and adoptable as a new draft.

Also calledwhat-if comparison

EntityAppraisal

On this siteAppraisal From a candidate site to a formal instruction

Working-day calendarD-037

The admin-maintained calendar of weekends, England & Wales bank holidays and company closures that every working-day clock, reminder, digest, chaser and carry-over reads.

Also calledbank holidays

EntityWorking-day calendar

On this siteFrom a candidate site to a formal instruction