Home Scheme Evaluation Form
Data Intake

Scheme
Evaluation Form

Providing the technical inputs for your fixed-fee proposal — treated with total confidentiality and reviewed personally by the Principal.

Confidential Property Submission
Securely transferring your scheme data for Principal review

Even a rough timeframe helps us plan the transition correctly.

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PDF, XLS, or CSV accepted. Max 10MB.

Choose file or drag here

PDF or Word doc. Max 10MB.

No obligation. No sales calls. Reviewed personally by the Principal.

Submission Received

Your scheme details have been sent directly to the Principal. You will receive a response within two business days — no sales intermediaries, just professional expertise.

Engineering the Proposal

Why Your Data Matters

What happens behind the scenes when you submit — and why the quality of your data directly improves the quality of your proposal.

Phase 01

The Preliminary Audit Protocol

Identifying immediate savings during the intake phase

Once you submit, the Principal conducts a forensic review of your scheme's current budget and maintenance history. We look for "Management Friction" — areas where high commissions, redundant utility costs, or administrative delays are draining your treasury.

This allows us to present a proposal that is a genuine business case for improvement, identifying exactly how much "Lazy Capital" we can reclaim for your owners in the first 12 months.

Insurance commissions and whether they're being passed back to the scheme
Administrative disbursement charges embedded in the management fee
Utility contract pricing versus current market rates
Levy arrears patterns and whether the recovery process is functioning
Sinking Fund adequacy against upcoming maintenance obligations
Phase 02

The Continuity Strategy

Planning a seamless transition from your first interaction

We protect the integrity of your transition by reviewing your current AGM dates and statutory deadlines immediately. By understanding the "pulse" of your building through your uploaded minutes and financials, we engineer a handover timeline that prevents any disruption to site services or insurance cover.

This technical foresight ensures that the moment you move to Clearview, our 90-Day Onboarding Plan is already calibrated to your building's specific needs — allowing for a clinical and error-free transition from day one.