PORTAL WORKFLOW

Portal User Guide (Bulk Analysis)

Secure bulk analysis of property intelligence via Excel uploads and operational workflow delivery.

What you’ll see

A quick tour of the portal experience — from secure login to uploading and retrieving processed outputs.

Portal overview

A clean operational dashboard to manage uploads and outputs.

Secure login

Protected access with multi-factor authentication (MFA).

Broker workflow

Upload files and retrieve processed operational outputs.

Operational Workflow

How organisations securely process, analyse, and retrieve operational intelligence.

Access & Authentication

  • Portal account provisioned
  • MFA required
  • Secure user login
  • Controlled access environment
Enterprise security layer

Upload Portfolio File

  • Upload Excel file
  • Address + postcode required
  • Bulk upload supported
  • Job ID generated automatically
Secure ingestion pipeline

Operational Processing

  • Matches planning applications
  • Detects operational signals
  • Enriches records
  • Runtime depends on file size
Operational analysis engine

Retrieve Outputs

  • Download enriched Excel outputs
  • Planning status
  • Project details
  • Operational timing signals
  • Application links
Structured intelligence outputs

Governance & Security

  • MFA protected
  • Isolated processing
  • UK-hosted infrastructure
  • No automatic CRM sharing
  • Enterprise audit capability
Enterprise governance controls

Common Issues & Support

Troubleshooting guidance and enterprise support workflows.

Login Issues
  • Ensure phone signal for SMS (if applicable).
  • Check authenticator app time sync.
  • Request a new login link if needed.
Upload Errors
  • Missing address columns.
  • Password-protected Excel files.
  • Incorrect file format (fix: re-save as .xlsx and retry).
Runtime Expectations
  • Runtime depends on file size and platform load.
  • Jobs are processed within 7 days.
  • You’ll receive a confirmation message and a Job ID for tracking.
Enterprise Security
  • Portal protected by MFA.
  • Jobs run in isolated environments.
  • UK-hosted infrastructure.
  • No automatic data sharing with CRM systems.
  • Enterprise customers can request audit logs, custom retention periods, and dedicated environments.
Support
  • Contact support via the portal for help.
  • Provide your company name and Job ID for faster resolution.