Sales Case Management
To Learn More About Sales Case Management
What is Sales Case Management?
A Sales case covers any disposal of a landlord-owned home — Right to Buy (Housing Act 1985 Part V), Right to Acquire (Housing Act 1996), Voluntary Right to Buy pilots, shared-ownership sales and staircasing, open-market disposals, and sale of shared equity. Each has distinct statutory timescales, notices (RTB1 / RTB2 etc.), discount calculations and survey and conveyancing steps; non-compliance causes financial loss and ombudsman or court action.
Sales — End-to-End Workflow
- Logged — sales enquiry or application captured into one Sales case on Propsys360.
- Acknowledged — applicant acknowledged with scheme, timescale and evidence requirements.
- Investigated — eligibility, occupancy, arrears, discount / equity calculation and valuation assessed.
- Actioned — statutory notices served on time, valuation issued, solicitor pack released, conveyancing tracked.
- Resolved — completion achieved, Land Registry updated, rent account closed and proceeds receipted, or withdrawal recorded.
- Closed and learned — case closed with full statutory trail; sale volumes feed asset strategy and 1-4-1 replacement reporting.
Sales Case Management in Propsys360
- One record, one version of the truth — every Sales case lives in a single record in the Propsys360 Case Management module, built on Microsoft Dynamics 365, replacing parallel spreadsheets, shared inboxes and chased email threads
- Linked to the Case Management ecosystem — Asset Management for disposals, Finance for proceeds, Tenancy for account closure, Legal for conveyancing, and Customer Portal for applicant visibility — so the sales context is visible without hunting across systems
- Stage-driven workflow — sales enquiry qualified, notices served on time and disposal completed or withdrawn — with due dates, reminders and automated escalation when timescales slip
- Every interaction on one timeline — calls, emails, SMS, portal messages, site visits, photos and documents attached to the same case record
- Reporting and oversight — live dashboards by team, patch, officer and case age; regulator-ready evidence on demand for the Regulator of Social Housing and Housing Ombudsman
- Resident-facing self-service — residents can raise, update and track their sales case through the Customer Portal, cutting inbound calls and speeding resolution
- Microsoft-native and secure — single sign-on, role-based access, UK-hosted data, full audit trail; works where your teams already work, in Outlook, Teams and the Dynamics 365 app
Teams Helped by Sales Case Management
Contact Centre / Customer Service Advisor — captures the enquiry with the right scheme and evidence first time — no missed statutory deadlines at the very first step.
Housing Officer / Tenancy Management — sees sales activity on patch and can prevent arrears or disrepair from derailing a completion.
Sales / Home Ownership Officer — runs RTB, shared ownership and open-market disposals from one record; statutory notices, valuations and completions are never late.
Team Leader / Service Manager — dashboards show open sales cases by age, stage and patch, so escalations are surfaced early and evidence is ready for monthly performance packs and regulator submissions.
Head of Housing / Director — one trusted data source across sales and the wider Case Management ecosystem, giving board-level assurance that statutory timescales, resident outcomes and compliance duties are being met.
Propsys360 Housing Management System
- Integrated
- Seamless
- Modular
- End-to-End
Propsys360 empowers social housing with streamlined property operations, advanced technology, and focused resident support through a comprehensive housing management system, integrating property management software and tenant management solutions for future-proof housing management.
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Our Clients
What Our Customers Have To Say
The Neo Technology model allows us to scale our development capacity, accelerating our transformation programmes while future-proofing our business while achieving substantial industry cost savings.
Their integrated agile project teams deliver across a range of business requirements in partnership with our Product Owners, such as System Enhancements, Data Integration & Cloud Migration, enabling Notting Hill Genesis to accelerate our digital transformation goals.
In partnership with Neo Technology, we have enhanced this solution by leveraging the capabilities of Azure Integration Services. This integration enables seamless agent engagement and efficient work status sharing between the Omnichannel system and our SaaS-based work allocation platform.
The successful deployment of this solution has significantly increased transparency and improved the operational efficiency of our contact centre, allowing us to deliver greater value to our customers.
This achievement was made possible through the expertise and dedication of Neo Technology. We extend our sincere thanks to Neo Technology for their invaluable support.
