2 See coverage and the recommended buyers

Dana opens the Buyers tab 1. The RP table and the private-buyer table are empty, and coverage stands at 0 of 15 RPs with the under-pitched flag. Each recommended buyer is scored out of 100 against the threshold of 50, with its reason and the Region, Units, S106 and Turnkey chips; Bramwell Homes, a housebuilder, is left out because the Deal Type is Land & Build.

3 Add buyers to the journey

Dana opens Why 1 on Ashby Rural Housing to read its score and keeps the list to RPs with the Buyer type filter 2. Dana clicks Add to journey 3 on each buyer wanted, and in the Contact select 4 picks who to approach: Daniel Ross for Calder Valley Homes. Each buyer joins the RP table at Coverage and drops off the recommendations.

4 Draft the pitches

Dana selects the buyers at Coverage 1, clicks Draft pitch 2 and chooses the pitch template in the Template select 3. One draft is written per recipient inside Valere’s template from the Site, the approved appraisal and what is on record about the recipient; each passage carries its source and confidence, and nothing can be sent from a draft.

5 Preview and edit each email

Dana goes through the drafts recipient by recipient, changes the Subject 1 and the Message 2, and adds files from the Site’s documents with Add attachment 3. The email shows exactly as Daniel Ross will receive it; the recipient check runs beside it and would name the reason for any recipient held back or suppressed.

6 Approve and send from Dana’s own mailbox

Dana clicks Approve 1 on each email, then Send approved 2. The duplicate-send guard runs first, then each email is marked sent at 11:20 on Wed 30 Sep 2026: it leaves from dana.whitfield@valere.example with Dana’s Outlook signature, sits in Dana’s Sent Items and carries the opt-out line, as Calder Valley Homes receives it.

7 Buyers move to Pitched

The system logs every send as an Activity on the Site and on the Contact and moves each buyer to Pitched. The RP table shows all 15 at Pitched with “Awaiting feedback”; coverage is counted again, the bar fills to 15 of 15 and the under-pitched flag clears.

8 Replies logged, interest recorded

Fiona Gill’s reply lands in the same Outlook thread and is logged on the Site and on Loddon Housing Association. On the Buyers tab Dana clicks Mark replied 1 and sets the buyer to Interested in the Stage select 2. The reply sits on the timeline linked to the sent pitch, and Loddon is at Interested with its next step, a site visit by Thu 29 Oct 2026.

9 A first offer from a reply

Daniel Ross’s reply of Thu 15 Oct 2026, 09:42 states a figure, so the product proposes an update with the email as its source and high confidence, and changes nothing. Dana clicks Review 1 in the letter and Accept 2 in Pending proposals; the offer form opens pre-filled. Dana checks the Value 3, chooses the Structure 4 and the Employer’s Requirements version 5, fills Conditions 6 and clicks Save offer 7. Calder Valley Homes goes to Offered at 71.5% of GDV, suggested Acceptable, flagged as the unique offer.

10 More offers, compared like for like

Dana records Ashby Rural Housing’s offer of Fri 16 Oct 2026 with Record offer 1, and Calder Valley Homes’ revised figure of Thu 22 Oct 2026 as a new version with Record revised version 2. In the comparison Dana confirms each suggested grade with the Grade select 3, and for the offer graded Acceptable or better clicks Complete Pro Forma 4 and types only the judgement. The offers stand side by side on land value, £ per unit, % of GDV and Valere fee, current version first; the earlier version stays readable.

11 Choose the Preferred RP

On Calder Valley Homes’ row Dana clicks Choose as Preferred RP 1; the product never sets it by itself. On Mon 26 Oct 2026 the Site moves to Acceptable Offer through the stage rules, Dana and Jamie are notified, and because Construction Involved = Yes Conor gets the handover and the Site opens on Conor’s views. The Partnerships clock stops on day 28.

12 Send the offer review to the landowner

Dana clicks Draft offer review 1, reads the branded review built from the offers graded Acceptable or better, clicks Approve 2, then Send 3. The review is filed on the Site as Offer review, Orchard Lane, 26 Oct 2026.pdf, and after the recipient check the email leaves Dana’s mailbox for Philip Arden of Orchard Lane Estates Ltd, logged in the Site’s send history; Jamie is told the review was approved.

13 No fee agreement on record

Alternative: the Site was instructed without a fee agreement, so it is flagged. Dana’s pitches are still sent, but each buyer’s move to Pitched is refused with the reason and held at Coverage, while the sent pitches count for coverage. When the agreement is recorded the held moves replay in order; past the admin-set days, pitching is blocked until a partner records an exception.

14 A recipient held back

Alternative: Rob Ingram of Avonmere Housing is an individual who has neither replied nor agreed to email, and Peter Nolan of Downland Housing Trust is suppressed. Both are listed as held back, each with its reason, and the other 13 can be approved and sent. If every recipient were held back, nothing could be approved.

15 Duplicate send blocked

Alternative: Dana tries to pitch Ashby Rural Housing again in the same round and clicks Send approved 1. The send is blocked with “Already pitched in this round on Wed 30 Sep 2026”. A new round or a re-pitch is a deliberate action, and only a Partner / MD can override, giving a reason that is logged.

16 A buyer declines

Alternative: Northfield Partnership replies on Mon 19 Oct 2026 that it will not bid. Dana sets Not Interested in the Stage select 1 and chooses the Reason 2. The buyer is greyed in the table with its offers kept, and it still counts as reached for coverage.

17 Unknown reply address

Alternative: a reply arrives in the pitch thread from acquisitions@calder-valley.example, which is not a known Contact. It is shown to Dana for matching with Match to a Contact 1 or Create a Contact 2; it is not logged and nothing is proposed from it until Dana does.

18 Proposed update discarded

Alternative: the figure read from the email is wrong, so Dana clicks Discard 1. The proposal leaves Pending proposals and the record is unchanged, apart from the audit entry.

19 No first offer within 21 days

Alternative: no offer is on record 21 days after instruction, on Mon 19 Oct 2026. The Partnerships clock shows overdue on the Site; the stall rule fires once and the stall alert goes to Dana and Rhys Calloway.

20 Preferred RP below Acceptable

Alternative: Dana chooses Ashby Rural Housing, whose offer is graded Weak. The choice is refused until Dana types a reason 1 and a partner’s named exception is recorded: Dana clicks Request an exception 2, and Rhys Calloway approves it with the reason and date.

21 Preferred RP withdraws

Alternative: Calder Valley Homes withdraws its offer and Dana sets the offer status to withdrawn 1. The Preferred RP is cleared, Jamie and Conor are notified, Conor’s bids priced against that RP’s Employer’s Requirements are flagged and the Construction clock pauses. Dana is asked to choose another RP or to Move back with a reason; the Site does not move by itself.

22 No offer good enough for a review

Alternative: no offer is graded Acceptable or better. Draft offer review is unavailable, and the reason stands beside it.

23 Letter-only landowner

Alternative: the landowner is a private individual with no recorded consent to email. The email is held back with the reason, and the filed review is offered for printing 1 so it can go by letter; Dana then clicks Log the letter 2.